刘志彪：去产能只是工具之一，反内卷行动需要从这三方面入手

Core Viewpoint - The article discusses the ongoing efforts in China to combat "involution" in various industries, particularly in the context of the national unified market construction and the need for regulatory reforms to enhance competition and product quality [1][2][3]. Group 1: Involution in Industries - Involution is primarily observed in industrial activities where increased production does not lead to proportional profit increases, and may even result in losses [2][3]. - Key industries affected by involution include solar energy, electric vehicles, and e-commerce platforms, where companies engage in price wars that erode profit margins [6][7][8]. - The phenomenon of "monopolistic competition" is prevalent, where dominant firms in the supply chain exert downward pressure on prices, impacting upstream suppliers and leading to a cycle of involution [6][8]. Group 2: Government Initiatives - The Chinese government has initiated measures to address involution, including the establishment of guidelines for a unified market and the promotion of fair competition [1][2]. - The Central Economic Committee has emphasized the need to regulate low-price competition and encourage product quality improvements [1][2]. - Recent discussions have highlighted the importance of addressing the root causes of involution, including market shrinkage, lack of innovation, and institutional barriers [9][12][13]. Group 3: Structural Reforms - Structural reforms are necessary to transition from a focus on capacity expansion to enhancing product quality and innovation [12][13]. - The article suggests that local governments should reduce their economic control and allow more decision-making power to enterprises to foster a more competitive environment [20][22]. - A shift in policy focus is needed to prioritize demand-side management alongside supply-side reforms to stimulate economic growth [30][31][35]. Group 4: Future Directions - The construction of a unified national market is seen as crucial for addressing involution and enhancing China's competitive edge in the global market [19][28]. - The article advocates for a phased approach to market construction, starting with rule unification, followed by market expansion, and ultimately strengthening market functions [29][33]. - Emphasis is placed on the need for a balanced approach to fiscal and monetary policies to support demand expansion and ensure sustainable economic growth [34][36].