国常会：切实规范新能源汽车产业竞争秩序 加强成本调查和价格监测

Group 1 - The State Council meeting emphasized the need to regulate the competitive order in the new energy vehicle (NEV) industry to promote high-quality development and address irrational competition [1] - The meeting highlighted the importance of strengthening cost investigations, price monitoring, and ensuring production consistency among key automotive enterprises [1] - Data indicates that the automotive manufacturing profit margin has declined since the onset of the "price war" in 2023, with profit margins dropping from 5.7% in previous years to 3.9% in Q1 2025 [1] Group 2 - The China Automobile Dealers Association reported that 41.7% of automotive dealers were operating at a loss in 2024, with 84.4% experiencing price inversion to varying degrees [2] - The Vehicle Inventory Alert Index indicated that inventory levels among dealers have risen due to efforts to meet sales targets, exacerbating financial strain [2] - In the first half of 2025, only 27.5% of 4S stores met or exceeded their sales targets, indicating significant pressure on most dealers [2]