国家再出手整治“内卷式”竞争，重点“新三样”

Group 1 - The core issue of the "new three types" industries, including electric vehicles, lithium batteries, and photovoltaics, is the need for systematic rectification to address low-price dumping, vicious price wars, and homogenized competition [1][2] - The National Development and Reform Commission emphasizes the importance of regulating order and promoting innovation to enhance industry concentration and create a globally leading technological hub during the 14th Five-Year Plan period [1][2] - The recent Central Economic Work Conference highlighted the need to deeply rectify "involutionary" competition, aligning with the government's policy direction for the "new three types" industries [2] Group 2 - The "new three types" industries are seen as advantageous sectors for China's high-quality foreign trade development, but they face challenges such as disorderly market competition and unstable core advantages [2] - Multiple government departments have issued documents to delineate red lines for the healthy development of the "new three types" industries, including guidelines to combat malicious price competition in the automotive sector [2] - The China Battery Industry Association has issued an initiative against malicious competition in the lithium battery sector, highlighting the severe risks to quality and safety posed by involution [2] Group 3 - The involution phenomenon in the "new three types" industries has severely threatened healthy industry development, with domestic automobile sales reaching 24.783 million units and a new energy penetration rate exceeding 50.3%, yet industry profit margins have dropped to 4.5% from 7.8% in 2017 [3] - The photovoltaic industry is also facing significant challenges, with polysilicon spot prices falling below the cash cost line, leading to disordered competition that harms overall industry interests [3] - In the lithium battery sector, the bidding price for energy storage cells has dropped to 0.26 yuan/Wh, with the average price of lithium iron phosphate cells decreasing by approximately 50% from peak levels, resulting in systematic compression of industry gross margins [3]