反“内卷”信号强烈，国常会提出规范新能源汽车产业竞争秩序

Core Viewpoint - The Chinese government is focusing on regulating the competitive order in the electric vehicle (EV) industry to promote high-quality development and address irrational competition, including price wars and extended payment terms for suppliers [2][3][4]. Group 1: Government Actions and Policies - The State Council, led by Premier Li Qiang, held a meeting to discuss the need for comprehensive measures to regulate competition in the EV sector, emphasizing the importance of cost investigation and price monitoring [2]. - The government aims to strengthen the supervision of product production consistency and ensure that major automakers adhere to payment commitments to suppliers [2][3]. - The Ministry of Industry and Information Technology supports automakers in establishing stable long-term relationships with suppliers to enhance the resilience and safety of the supply chain [3]. Group 2: Industry Challenges - The automotive industry is experiencing intense competition, leading to issues such as extended payment terms for suppliers and difficulties in cash flow, which hinder technological innovation and sustainable development [3][4]. - The phenomenon of "involution" in the industry affects both upstream and downstream sectors, prompting government attention and intervention [3][4]. Group 3: Expert Insights - Experts highlight that while market competition typically determines prices, irrational price reductions that do not reflect operational costs disrupt the market, necessitating government intervention [4]. - The focus on combating "involution" is gaining traction not only from industry regulators but also from the State Council, indicating a commitment to restoring healthy competition in the industry [4].