多部门密集部署，新能源汽车产业“反内卷”思路明晰

Core Viewpoint - The Chinese government is intensifying efforts to regulate the competitive order in the electric vehicle (EV) industry, addressing issues such as irrational price wars and promoting long-term mechanisms for healthy competition [1][2][4]. Group 1: Regulatory Measures - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation are collaborating to enhance monitoring of product prices and production consistency in the EV sector [1][2]. - A recent State Council meeting outlined three key measures: strengthening cost investigations and price monitoring, reinforcing product production consistency checks, and ensuring major automakers adhere to payment commitments to suppliers [1][4]. - The government is also focusing on addressing the issue of extended payment terms for suppliers, which has been detrimental to the industry's innovation and sustainable development [4]. Group 2: Industry Response - The China Automobile Industry Association has called for an end to bottomless price wars, emphasizing the need for industry self-discipline and fair competition [2][5]. - Major automakers, including FAW Group and Dongfeng Motor, have committed to reducing supplier payment terms to no more than 60 days, reflecting a shift towards more sustainable business practices [4]. - The industry is witnessing a transition from price competition to value competition, with companies encouraged to enhance their competitiveness through technological innovation and quality improvement [5][6]. Group 3: Market Performance - In the first half of the year, China's EV production and sales reached 6.968 million and 6.937 million units, respectively, marking year-on-year growth of 41.4% and 40.3% [5]. - Despite the rapid growth, the industry faces challenges due to increased external uncertainties and ongoing competitive pressures, leading to a decline in overall profitability [5][6]. Group 4: Innovation and Development - The industry is urged to focus on technological advancements, such as solid-state and fuel cell technologies, to drive future growth and innovation [6]. - Companies are restructuring their operations to enhance research and development capabilities, aiming to create high-quality vehicles and contribute to the development of a strong automotive nation [6].