Core Viewpoint - The article emphasizes the need to regulate the competitive order in the electric vehicle (EV) industry to promote high-quality development and address irrational competition phenomena such as price wars and supply chain issues [4][5]. Group 1: Issues in the EV Industry - The EV industry is experiencing irrational competition, primarily manifested as chaotic price wars, which have led to a decline in profitability and threaten the sustainability of the industry [7][8]. - Automakers are pressuring suppliers to lower prices or delaying payments, which jeopardizes the survival of supply chain companies and the overall health of the industry [9]. - Product homogeneity is prevalent in the EV sector, driven by technological maturity and consumer demand for practicality, leading to a lack of differentiation among brands [10]. Group 2: Export Challenges - The rapid growth of EV exports faces competition order issues, including the risk of domestic irrational competition spilling over into international markets, leading to price dumping and reduced profit margins [11]. - Supply chain pressures and compliance challenges in export markets pose significant risks to product quality and brand reputation [11]. Group 3: Recommendations for Regulation - Immediate focus should be on legally addressing irrational competition, enhancing cost investigations, price monitoring, and ensuring payment commitments from major automakers [13]. - Long-term strategies should include strengthening industry self-regulation, establishing standards to guide technological innovation, and improving product quality [15][16]. - Continuous efforts by government departments to monitor and regulate competition in the EV sector are essential for sustainable industry development [17].
【政策综述】关于切实规范新能源汽车产业竞争秩序的分析
乘联分会·2025-09-11 08:41