Core Viewpoint - The article emphasizes the need to shift competition from "price wars" to "value wars" in order to escape the phenomenon of "involution" in various industries, particularly in the context of internet platforms and sectors like photovoltaic, automotive, and battery manufacturing [2][10]. Group 1: Regulatory Developments - The National Development and Reform Commission, the State Administration for Market Regulation, and the National Internet Information Office have jointly issued the "Internet Platform Pricing Behavior Rules" to regulate pricing behaviors on platforms and protect the rights of consumers and operators [2][3]. - The new rules prohibit practices such as predatory pricing, price discrimination, collusion to raise prices, price fraud, and price gouging, establishing clear boundaries for competition [3][4]. - The rules aim to enhance transparency, promote collaboration among stakeholders, and create a healthy platform ecosystem, providing clear guidelines for pricing behavior [3][5]. Group 2: Industry-Specific Actions - The photovoltaic industry has made significant progress in addressing "involution," with the establishment of a platform for the consolidation of polysilicon production capacity, aimed at mitigating vicious competition [8]. - The photovoltaic sector reported a loss of 31.039 billion yuan in the first three quarters, with a reduction in losses in the third quarter compared to the second quarter, indicating a potential stabilization in the industry [8]. - The National Energy Administration has emphasized the need for self-regulation within the photovoltaic industry to address issues of "involution" and low-price bidding, while also implementing policies to stabilize prices and improve competition order [9]. Group 3: Consumer Protection - The new rules include provisions to protect consumer rights, focusing on the right to information and the right to choose, requiring operators to clearly display pricing options and provide easy cancellation methods for services [6][7]. - The rules mandate transparency in promotional activities, such as subsidies and discounts, to prevent misleading practices like "false discounts" and "price hikes before discounts" [6][9]. Group 4: Future Directions - The central economic work conference highlighted the need for deeper governance of "involution" in competition, indicating that future policies will continue to focus on this issue [10][11]. - The emphasis on systematic approaches to address "involution" includes enhancing industry self-regulation, standard-setting, and utilizing various regulatory tools to ensure a fair competitive environment [12].
中国多领域深入“反内卷”,为平台企业价格竞争划定红线
Di Yi Cai Jing·2025-12-21 13:52