贾可：应该抓住规范汽车秩序的牛鼻子

Core Viewpoint - The Chinese automotive industry is undergoing regulatory actions to combat irrational competition and promote orderly development, particularly in the new energy vehicle sector [5][10][12]. Group 1: Regulatory Actions - On September 10, six government departments initiated a special campaign to address online chaos in the automotive industry, focusing on illegal profit-making and false advertising [4][10]. - A follow-up notification on September 12 outlined the "Automotive Industry Growth Work Plan (2025-2026)," aiming to stabilize growth in the sector [5][10]. - The central government emphasizes the need for effective measures against internal competition, as highlighted in a meeting led by Premier Li Qiang on July 16 [5][6]. Group 2: Proposed Measures - Four main strategies have been proposed: strengthen supervision, establish long-term mechanisms, enhance standard guidance, and promote industry self-discipline [7][12]. - Specific actions include monitoring product prices, ensuring product consistency, and addressing payment terms with suppliers [7][9]. - The special campaign against online chaos is a direct implementation of the supervision strategy, aiming to create a healthier market environment [11][30]. Group 3: Industry Growth Plan - The "Automotive Industry Growth Work Plan" aims for approximately 32.3 million vehicle sales in 2025, with new energy vehicle sales projected at around 15.5 million, reflecting a 20% increase [16][17]. - The plan includes 46 specific measures across four main dimensions: expanding domestic consumption, improving supply quality, optimizing the industry environment, and enhancing international cooperation [23][24]. - Key initiatives involve promoting electric vehicles in public sectors, enhancing consumer incentives, and advancing smart and connected vehicle technologies [24][25][26][30]. Group 4: Challenges and Concerns - The automotive industry faces challenges such as complex external environments and insufficient domestic demand, which complicate growth efforts [16][17]. - There are concerns that the focus on regulating competition may dilute the effectiveness of the proposed measures, as the emphasis on internal competition might overshadow other critical initiatives [18][22]. - The absence of the Ministry of Ecology and Environment in the regulatory framework raises questions about comprehensive oversight in the automotive sector [19][21].