监管出手 给车市价格战“退烧”

Core Viewpoint - The Chinese automotive industry is facing a chaotic price war driven by "internal competition," leading to significant price drops and financial losses for dealerships, prompting regulatory intervention to establish pricing compliance standards [1][2][3]. Group 1: Industry Challenges - The automotive market is experiencing drastic price reductions, with over 200 models seeing price cuts in 2024 and 173 models in the first 11 months of 2025, including luxury brands like Audi and Maserati [2]. - A report indicates that 52.6% of automotive dealers are operating at a loss, with 74.4% facing price discrepancies, leading to issues such as reduced quality, false advertising, and bundled sales [2]. Group 2: Regulatory Response - The State Administration for Market Regulation has released a draft guideline aimed at addressing pricing issues in the automotive sector, emphasizing clear pricing and delivery timelines [3]. - Key requirements include mandatory public disclosure of vehicle information and strict penalties for violations, such as fines ranging from 10,000 to 30,000 yuan for non-compliance with pricing regulations [3]. Group 3: Corporate Responses - Following the draft guideline, several automakers, including BYD and XPeng, have committed to compliance measures, such as revising dealer rebate policies and improving transparency in promotional activities [4][5]. - Traditional automakers like Great Wall and Chery are also implementing measures to enhance delivery accountability and clarify pricing structures for consumers [4][5].