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遏制内卷式恶性竞争,头部车企要刀刃向内
第一财经·2025-06-09 00:46

Core Viewpoint - The article emphasizes the need for automotive companies to control their scale and focus on internal improvements to address the issue of vicious competition in the industry [2][4]. Group 1: Industry Consensus - At the "China Automotive Chongqing Forum," leading companies expressed deep concerns about vicious competition and committed to eliminating this phenomenon through internal efforts and technological innovation [2][3]. - The forum reached a consensus that the automotive industry must unite to maintain a fair market environment and enhance global competitiveness, particularly in the new energy vehicle sector [2]. Group 2: Capacity Control - To curb vicious competition, it is essential to strictly control production capacity, as uncontrolled expansion is a significant cause of this issue [3]. - Despite a challenging environment, the automotive industry continues to see capacity expansion, with over 20 million units of new energy vehicle capacity awaiting utilization as of Q1 2025, and a domestic capacity utilization rate of 71.9% [3]. Group 3: Internal Focus and Innovation - Companies are encouraged to focus on internal capabilities, improve technological levels, and enhance core competitiveness to gain consumer recognition [6]. - The Ministry of Industry and Information Technology advocates for technological innovation to promote sustainable industry development and improve product quality and service [6]. Group 4: Regulatory Environment - The government has shown a strong commitment to addressing vicious competition, with initiatives announced in various meetings and reports aimed at maintaining fair competition in the automotive sector [7][8]. - The China Automotive Industry Association has issued an initiative to support normal market competition and oppose bottomless price wars, indicating a regulatory push against harmful competitive practices [7]. Group 5: Industry Reflection - Companies are urged to reflect on their core technologies and market competitiveness, emphasizing the importance of sustainable development over short-term gains [6][8]. - The article warns against the dangers of capital-driven strategies that prioritize short-term profits, which could lead to unsustainable business practices [5][6].