730以来，反内卷有哪些进展？——每周经济观察第33期

Group 1 - The current phase of "anti-involution" is primarily focused on regulating corporate and government behavior to maintain fair market competition, with many industries still in this initial stage [1][2][10] - Specific actions include price adjustments in the express delivery sector, with a price increase of 0.4 yuan per ticket in Guangdong province starting August 5, raising the average price to over 1.4 yuan [2][10] - Other industries, such as aviation, banking, and steel, are also engaging in self-regulation and industry initiatives to combat "involution" [2][10] Group 2 - Some industries, notably the photovoltaic sector, have advanced to the second phase, which involves market-driven methods like mergers and restructuring to eliminate ineffective capacity [2][11] - The Ministry of Industry and Information Technology has initiated energy-saving inspections for 41 polysilicon companies, aiming to enforce energy consumption standards and phase out outdated production processes [2][11] Group 3 - No industry has yet entered the third phase, which would involve setting clear and specific "hard targets" to resolve supply-demand conflicts [3][11] Group 4 - Economic indicators show a mixed outlook, with real estate sales declining at a slower rate, and construction activity, such as asphalt plant operation rates, showing slight improvements [4][21][26] - The macroeconomic activity index, as of August 10, is at 6.52%, down from 7.77% on August 3, indicating a slight decline but still at a relatively high level [15] Group 5 - The retail sales growth of passenger vehicles has been declining, with a year-on-year decrease of 4% as of August 10, following a 6.3% increase in July [21] - The land premium rate has also decreased, falling to 1.9% as of August 10, compared to 6.5% in July [21] Group 6 - The port container throughput in China has rebounded significantly, with a 19.6% increase week-on-week as of August 10, and a four-week cumulative year-on-year growth of 4.1% [33][34] - The prices of major commodities have shown signs of recovery, with lithium carbonate leading the increase, rising by 15.4% to 86,920 yuan per ton [52][53]