汽车商业评论·2025-06-07 14:35Core Viewpoint - The article discusses the ongoing issues of "involution" and unhealthy competition within the Chinese automotive industry, emphasizing the need for legal compliance and industry self-discipline to ensure sustainable development [11][42][43]. Group 1: Industry Competition and Involution - The Chinese automotive industry has rapidly developed under the banner of "four transformations" but has recently faced severe damage due to unhealthy price wars and involutionary competition [11][18]. - Long-term pressure from price wars has led to increased costs for manufacturers, with estimates of an additional 500-1000 yuan per vehicle due to compliance issues [13]. - The article highlights the importance of collaboration among companies with shared missions and values, advocating for a focus on innovation rather than short-term gains [13][18]. Group 2: Legal and Regulatory Framework - The need for a robust legal framework is emphasized, with calls for strict enforcement of laws to ensure fair competition and protect the industry's integrity [41][42]. - The article references the "Dieselgate" scandal involving Volkswagen, which resulted in over 32 billion euros in losses, as a cautionary tale for the industry [16]. - Industry leaders are urged to adhere to legal standards and maintain transparency to foster a healthier competitive environment [42][43]. Group 3: Responses from Industry Leaders - Key figures in the industry, such as Yang Xueliang from Geely and Wei Jianjun from Great Wall Motors, have publicly criticized the current state of competition, calling for rationality and ethical practices [18][26]. - The article notes that the backlash against leaders advocating for anti-involution measures has been significant, highlighting the challenges faced by those promoting change [20][21]. - The need for collective action and accountability among automotive companies is stressed, with a focus on mutual respect and fair competition [43][44]. Group 4: Future Outlook - The article suggests that the automotive industry is at a critical juncture, where the survival of brands will depend on strategic decisions made in 2025 [45]. - There is a growing consensus that without addressing the issues of involution and unethical practices, the industry risks facing a crisis similar to that of Evergrande in real estate [30][45]. - The upcoming automotive forums are seen as pivotal for discussing the future direction of the industry and the necessary reforms to ensure its health and sustainability [45].