Xin Lang Cai Jing·2025-08-31 03:18Group 1 - The core viewpoint of the article emphasizes understanding the current "anti-involution" movement from three perspectives: regulating market competition order, promoting the elimination of backward production capacity, and optimizing resource allocation [1] Group 2 - In terms of regulating market competition and breaking local protectionism, the focus is on sectors such as the internet, finance, and pharmaceuticals [1] - With production capacity constraints and the improvement of industry standards leading to the elimination of backward production capacity, attention is directed towards sectors like rare earths, steel, and photovoltaics [1] - The promotion of state-owned asset mergers and restructuring to optimize resource allocation highlights the automotive sector as a key area of interest [1] Group 3 - From the supply and demand logic of "anti-involution," the implementation of supply-side policies for rare earths, including total control and export restrictions, is noted, with demand benefiting from the growth of new energy vehicles and humanoid robots, leading to an improved supply-demand structure in the rare earth sector [1]