针对扰乱市场公平竞争秩序的种种网络乱象，一场"整歪风、驱邪气"的专项行动正在汽车行业铺开。 为落实国务院常务会议关于切实规范新能源汽车产业竞争秩序部署要求，工业和信息化部、中央社会工作部、中央网信办、国家发展改革委、公安部、市场 监管总局等六部门近日联合印发《关于开展汽车行业网络乱象专项整治行动的通知》（简称《通知》），决定在全国范围内开展为期3个月的汽车行业网络 乱象专项整治行动。 不打嘴仗磨真功 用专业和客观守牢底线 恶意造谣、传谣，互怼互黑、"口水战"，为博取流量的炒作和夸夸其谈，使汽车行业陷入非健康、非理性的竞争怪圈。这些网络乱象正在消耗中国汽车行业 多年积累的发展成果、创新氛围和竞争环境，亟待整治。 《通知》印发后，中国汽车工程学会名誉理事长、华汽文化基金会理事长付于武在接受《中国汽车报》记者采访时表示，这几年，中国汽车产业创新驱动发 展的步伐很快，整体表现令人鼓舞。但随着竞争的加剧，也出现一些不和谐的负面声音，包括不正当竞争、内卷等等。管理部门注意到这些问题，并及时出 手干预整治十分必要，期待"政府的有形之手"和"市场的无形之手"形成"组合拳"，引导汽车行业的发展回归到理性轨道，共同促进汽车产业的 ...

Group 1 - The company has reported incidents of false and misleading information being spread about its upcoming model "Li Auto i6" on social media platforms, leading to legal action against the responsible parties [1] - A specific self-media account published a video that misrepresented the performance of the "Li Auto i8," which has harmed the company's product reputation and disrupted fair market competition [2] - The company delivered 28,529 new vehicles in August 2025, bringing the total cumulative delivery to 1,397,070 vehicles as of August 31, 2025 [4] Group 2 - The company is committed to providing high-quality products and services while actively combating malicious rumors and defamation against its brand [1] - The company has gathered evidence against the self-media account and plans to pursue legal action to hold the responsible parties accountable [2] - The company is cooperating with relevant authorities to maintain a healthy market environment and uphold its brand reputation [1]

然而，繁荣背后也出现隐忧。面对激烈市场竞争和传播生态变革，车企从线下"卷价格""卷产品""卷配 置""卷服务"，延伸至线上"卷营销""卷舆论"，由此催生出一些非理性竞争行为，针对汽车企业、品 牌、产品、技术、高管的网络水军、"黑公关""黑嘴"及"饭圈"粉丝等网络乱象愈演愈烈。这些乱象不仅 让消费者真假难辨、无所适从，而且严重破坏网络生态与企业营商环境，对行业持续创新与长远发展构 成威胁。 "企业产业的培育可谓千辛万苦，而非理性竞争毁掉一个企业，毁掉一个产业，可能只在一夜之间，我 们绝不能容忍这种事情发生。"工信部部长李乐成在国新办新闻发布会上的这段话，引发社会强烈共 鸣。 整治汽车行业网络乱象，加强对车企违规行为监管，引导车企树立正确经营理念十分必要。此次《通 知》提出，深挖网络乱象背后的公关公司、营销公司等代理方团队及购买其服务的汽车企业，依法打击 惩治，可谓击中要害。 对车企来说，必须摒弃短期投机思维和不正当手段，回归技术研发、产品创新和服务优化的正确轨道， 以真正优质的产品和服务赢得市场和消费者认可。具体而言，就是应倡导公平竞争，强化自律，不参 与、不雇用网络水军进行负面评论灌水、恶意抹黑等；共同抵制雇 ...

对车企来说，必须摒弃短期投机思维和不正当手段，回归技术研发、产品创新和服务优化的正确轨道， 以真正优质的产品和服务赢得市场和消费者认可。具体而言，就是应倡导公平竞争，强化自律，不参 与、不雇用网络水军进行负面评论灌水、恶意抹黑等；共同抵制雇用网络水军的企业，共同抵制恶意灌 水、抹黑的服务代理商；共同抵制一切捏造不实信息、攻击和挑拨同行关系的不正当竞争行为。 此次《通知》还要求，网络平台企业要深入开展自查自纠，加强对采用生成式人工智能技术等的网络水 军、"黑嘴"的甄别管控，健全平台涉企侵权信息投诉举报、争议标签、一键关联辟谣内容等产品功能， 防止虚假信息误导公众。这意味着，整治汽车行业网络乱象，更要压实网络平台企业责任，加大对网络 平台企业违规行为的处罚力度。 针对非法牟利、夸大和虚假宣传、恶意诋毁攻击等汽车行业网络乱象，工业和信息化部、中央社会工作 部、中央网信办等六部门近日联合印发《关于开展汽车行业网络乱象专项整治行动的通知》（以下简称 《通知》），决定在全国范围内开展为期3个月的专项整治行动。 随着舆论生态、媒体格局和传播方式的深刻变革，当前网络平台已成为积聚"眼球"的"流量池"，影响越 来越大。问题是， ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has initiated a special campaign to address online chaos in the automotive industry, with SAIC Motor actively opposing organized malicious public relations and online trolling activities [1] Group 1: Company Actions - SAIC Motor has increased its efforts to protect its brands, Roewe and MG, since the official reporting account was launched on July 29 [1] - On September 12 and September 15, SAIC Motor announced a reward of up to 5 million yuan for information on black public relations and online trolling related to the Roewe and MG brands, totaling a reward amount of 10 million yuan [1] Group 2: Industry Call to Action - SAIC Motor calls on industry peers to jointly combat black public relations and online trolling, aiming to create a clear, healthy, and trustworthy online and market environment [1]

近日，工信部等六部门联合印发《关于开展汽车行业网络乱象专项整治行动的通知》，上汽乘用车积极 响应，坚决反对各类组织化、恶意性黑公关和水军行为。自7月29日法务部官方举报微博账号正式开通 以来，旗下荣威＆MG品牌持续加大维权力度，并于9月12日、9月15日相继发布"最高500万元！上汽荣 威公开征集黑公关和水军线索""最高500万元！上汽MG公开征集黑公关和水军线索"，总计悬赏金额高 达1000万元，以实际行动维护公平竞争环境，捍卫品牌以及用户的正当权益。上汽乘用车呼吁行业同 仁，严厉打击黑公关与网络水军行为，携手并肩营造清朗、健康、诚信的网络与市场环境。 齐鲁晚报·齐鲁壹点 吴海云 ...

Core Viewpoint - The automotive industry is facing significant regulatory scrutiny regarding online misinformation and malicious attacks, with a three-month special rectification action initiated by six government departments to address issues such as illegal profit-making, exaggerated and false advertising, and malicious defamation [1][2][3]. Group 1: Regulatory Actions - The Ministry of Industry and Information Technology, along with five other departments, has launched a nationwide three-month campaign to tackle online chaos in the automotive sector, focusing on illegal profit-making, exaggerated and false advertising, and malicious defamation [1]. - Automotive companies are urged to conduct self-examinations and resist the influence of online trolls, "black public relations," and fan groups to create a cleaner online environment [1][2]. - Xiaomi's CEO, Lei Jun, praised the regulatory action for fostering a positive development environment in the automotive industry and called for online platforms to take responsibility in managing misinformation [1][4]. Group 2: Industry Reactions - Industry leaders, including NIO's chairman Li Bin, have expressed the need for industry associations to help create a favorable public opinion environment, highlighting the severity of black public relations activities [3][6]. - Several automotive companies, including Li Auto and NIO, have reported experiencing malicious attacks from organized online trolls and have taken legal actions against them [6][7]. - GAC Group has established a network reporting center to monitor and address false information targeting the company and its leaders, indicating a proactive approach to combat online misinformation [5]. Group 3: Legal Outcomes - A self-media account was ordered to pay 2 million yuan for defaming a car company, marking one of the largest penalties in recent cases involving automotive companies suing self-media for infringement [2][8]. - BYD successfully sued a self-media account for 201.87 million yuan due to the publication of false and defamatory information, with the court ruling in favor of BYD [8][9]. - Legal experts emphasize that the actions taken against malicious online behavior are supported by existing laws, which prohibit defamation and the spread of false information [9].

点 击 蓝 字 关 注 我 们 本文全文共 5572 字，阅读全文约 18 分钟 关于发布《道路机动车辆生产企业及产品》（第398批）、《享受车船税减免优惠的节约能源 使用 新能源汽车车型目录》（第七十七批）、《减免车辆购置税的新能源汽车车型目录》（第二十一 批）的公告 9月8日，工业和信息化部公布"关于发布《道路机动车辆生产企业及产品》（第398批）、《享受车船税 减免优惠的节约能源 使用新能源汽车车型目录》（第七十七批）、《减免车辆购置税的新能源汽车车型目 录》（第二十一批）的公告"。 公告称，根据《中华人民共和国行政许可法》、《国务院对确需保留的行政审批项目设定行政许可的决 定》、《财政部 税务总局 工业和信息化部 交通运输部关于节能 新能源车船享受车船税优惠政策的通知》（财 税〔2018〕74号）、《工业和信息化部 财政部 税务总局关于调整享受车船税优惠的节能 新能源汽车产品技术 要求的公告》（2024年第10号）、《财政部 税务总局 工业和信息化部 科技部关于免征新能源汽车车辆购置税 的公告》（2017年第172号）、《财政部 税务总局 工业和信息化部关于延续和优化新能源汽车车辆购置税减免 政策的公 ...

Report Investment Rating - No investment rating provided in the report. Core Views - Macro: The six - department joint special rectification action on automotive industry network chaos, the expected Fed rate cuts, potential G7 tariff pressure on China and India, and the Trump tariff appeal case all bring information disturbances. The anti - involution policy causes the market to fluctuate between long and short positions. The rise in coal prices supports the rebound of alloys. China's August PPI decline narrowed by 0.7 percentage points compared to the previous month [6]. - Supply and Demand: Production has been on an upward trend since mid - May. After the previous price increase, inventory has decreased for 5 consecutive weeks to a neutral level. The port inventory of imported manganese ore decreased by 3200 tons, and the downstream hot metal production dropped significantly due to parade - related production control. The spot profit in Inner Mongolia is - 110 yuan/ton, and in Ningxia is - 410 yuan/ton. The steel mill procurement tender price in August increased by 150 yuan/ton month - on - month [6]. - Technical: The weekly K - line of the manganese - silicon main contract is below the 60 - day moving average, indicating a bearish weekly trend. - Strategy: The silicon - manganese market is expected to fluctuate in the range of 5800 - 6000 [6]. Summary by Directory 1. Week - on - Week Summary - Macro: The six - department joint action focuses on rectifying illegal profit - making, exaggerated and false publicity, and malicious slander in the automotive industry. China's August PPI declined by 2.9% year - on - year, with the decline narrowing by 0.7 percentage points. Traders expect the Fed to cut interest rates three times by the end of 2025. The US may pressure the G7 to impose tariffs on China and India for purchasing Russian oil, and the US Supreme Court will hear the Trump tariff appeal case in early November [6]. - Overseas: The Fed will announce interest rate decisions on September 17th, October 29th, and December 10th. The UK's Financial Times reported that the US will pressure the G7 to impose tariffs on China and India for buying Russian oil, and the US Supreme Court will hear the Trump tariff appeal case in early November [6]. - Supply and Demand: Production has been rising since mid - May. Inventory has decreased for 5 consecutive weeks to a neutral level. The port inventory of imported manganese ore decreased by 3200 tons, and hot metal production dropped significantly due to parade - related production control. The spot profit in Inner Mongolia is - 110 yuan/ton, and in Ningxia is - 410 yuan/ton. The steel mill procurement tender price in August increased by 150 yuan/ton month - on - month [6]. - Technical: The weekly K - line of the manganese - silicon main contract is below the 60 - day moving average, indicating a bearish weekly trend [6]. - Strategy: The silicon - manganese market is expected to fluctuate in the range of 5800 - 6000 [6]. 2. Futures and Spot Market - Futures Market: As of September 12th, the silicon - manganese futures contract open interest was 567,000 lots, a decrease of 3730 lots week - on - week. The 5 - 1 contract monthly spread was 40, an increase of 2 points week - on - week. The manganese - silicon warehouse receipt quantity was 61,440, a decrease of 1420 week - on - week. The price difference between the manganese - silicon and silicon - iron January contracts was 258, a decrease of 32 points week - on - week [12][16]. - Spot Market: As of September 12th, the Inner Mongolia silicon - manganese spot price was 5680 yuan/ton, an increase of 10 yuan/ton week - on - week. The basis was - 152 yuan/ton, an increase of 92 points week - on - week [24]. 3. Industrial Chain - Production: The national average daily output of silicon - manganese was 30,590 tons, an increase of 185 tons. The demand for silicon - manganese in the five major steel types was 122,314 tons, a decrease of 1.09% week - on - week. The national silicon - manganese output was 214,130 tons, an increase of 0.61% week - on - week. Production has generally been on the rise since mid - May [27]. - Inventory: As of September 11th, the national silicon - manganese inventory was 166,800 tons, an increase of 6300 tons week - on - week [32]. - Upstream: As of September 12th, the price of South32 South African semi - carbonate lump at Tianjin Port was 34.2 yuan/ton - degree, an increase of 0.4 yuan/ton - degree. As of September 8th, the electricity price for silicon - manganese and silicon - iron in Ningxia was 0.40 yuan/kWh, an increase of 0.02 yuan/kWh; in Inner Mongolia, it was 0.42 yuan/kWh, unchanged. The port inventory of imported manganese ore was 443.20 million tons, an increase of 1.80 million tons week - on - week. The global shipment volume of South African manganese ore decreased by 1.52% week - on - week, that of Australian manganese ore increased by 24.53% week - on - week, and that of Gabonese manganese ore decreased by 5.06% week - on - week. The global shipment volume of Ghanaian manganese ore was 0 tons [38][42]. - Profit: On September 12th, the spot production cost in the northern region was 5840 yuan/ton, an increase of 10 yuan/ton; in the southern region, it was 6220 yuan/ton, a decrease of 20 yuan/ton. The spot production profit in the northern region was - 185 yuan/ton, an increase of 20 yuan/ton; in the southern region, it was - 550 yuan/ton, an increase of 20 yuan/ton [45]. - Downstream: The average daily hot metal output of 247 steel mills was 240.55 million tons, an increase of 11.71 million tons week - on - week and 17.17 million tons year - on - year. The southern steel tender price decreased month - on - month, and manufacturers face greater production pressure. The northern market price is 5600 - 5650 yuan/ton, and the southern market price is 5630 - 5680 yuan/ton [49].

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has launched a three-month special campaign to address online chaos in the automotive industry, focusing on issues such as online water armies and "black public relations" to purify the online environment of the automotive sector [1][3]. Group 1: Key Issues Addressed - The campaign targets illegal profit-making activities, including the creation of false images and videos, fabricating stories, and maliciously interpreting sales fluctuations of automotive companies to generate online traffic and commercial benefits [3][4]. - It aims to combat the misuse of influence under the guise of "news supervision" and "public opinion supervision," where entities may extort automotive companies for "protection fees" by threatening to release false or negative information [3][4]. - The initiative also addresses the use of advanced technologies, such as generative artificial intelligence, to create new forms of online water armies that produce false content and manipulate trends while evading platform monitoring [4]. Group 2: False Advertising and Misleading Information - The campaign seeks to eliminate exaggerated and misleading advertising regarding the performance, functionality, quality, and sales status of vehicles and power batteries, which mislead consumers [4]. - It targets automotive companies that manipulate agencies or review accounts to conduct false or non-standard evaluations, including the fabrication of data and selective disclosure of sales figures [4]. - The initiative also aims to curb the creation and hype of topics through industry events and online marketing activities that negatively impact the industry and society [4].