Core Viewpoint - The article focuses on the concept of "anti-involution" across various industries, emphasizing that the framework is still being refined and may require further input from industry associations and relevant departments [2][3]. Group 1: Historical Context of Anti-Involution - The first positioning of anti-involution is to serve high-quality development and enhance industrial competitiveness, integrating the strategy of expanding domestic demand with supply-side structural reforms [5][11]. - The second positioning is to support the construction of a unified national market, facilitating domestic circulation, with various measures already implemented to promote this goal [6][13]. Group 2: Future Outlook on Anti-Involution - The article outlines three reasons why the current anti-involution efforts are not urgent: differing goal orientations compared to previous supply-side reforms, varying employment constraints, and differing micro-profit pressures [7][17][18]. - Multiple sectors may be involved in anti-involution efforts, including new energy vehicles, photovoltaic, lithium batteries, electronics, chemicals, and civil aviation [22]. - The implementation of anti-involution is expected to occur in three phases: 1. Phase one focuses on regulating corporate and government behavior to maintain fair market competition [26][28]. 2. Phase two involves market-based methods such as mergers and acquisitions to eliminate ineffective production capacity [30]. 3. Phase three may introduce more explicit "hard targets" to resolve supply-demand conflicts if previous phases do not yield results [32][33]. Group 3: Mechanisms for Implementing Anti-Involution - The article discusses the need for corporate behavior regulation, highlighting relevant laws and regulations aimed at promoting product quality and fair competition [35][36]. - Government behavior must also be regulated, with various policies in place to ensure fair competition and prevent local protectionism [38][39]. - Supply-side measures will focus on enhancing standards to force the exit of outdated production capacity, with specific deadlines set for compliance in various industries [40].
不只是当下,不急于当下——反内卷的定性定量理解
一瑜中的·2025-08-06 16:04