内卷式竞争
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人民财评:网约车“一口价”的本质仍是内卷式竞争
Ren Min Wang· 2025-10-12 01:01
首先,要大力推动更透明化的定价机制与更合理化的抽佣规则。叫停"一口价"的初衷是取缔"无序低价 竞争",不是增加乘客的负担。平台应积极主动地向司机和消费者清晰公示计价规则、抽佣比例及其具 体构成,让司机的每一份付出都得到清晰对等的回报,同时也让乘客的每一笔消费都明明白白。 其次,必须精准平衡好司机、平台与乘客之间的关系。平台作为连接供需两侧的关键枢纽,既要获得自 身利益,更要照顾司机的利益和顾及乘客体验。在取缔不合理低价、确保司机劳动价值得到尊重的同 时,也应通过优化计价方式兼顾"最大公约数",确保各方利益的平衡。 近日,陕西西安等地出台政策,全面暂停网约车"一口价"等低价营销行为,严禁任何形式的价格欺诈和 恶意压价。而在此前,江西鹰潭、河南开封、广东清远等多地也相继出台类似政策,禁止平台以"一口 价"模式强制司机接单。各地有关部门的相关举措,对构建公平、透明、可持续的行业生态具有积极意 义。 "一口价"等低价模式,本质上是平台抢占市场份额的捷径。它短期内看似惠及了乘客,留住了用户,但 其将运营成本转嫁给了司机群体,"司机接单增多而收入未增"。这种模式不仅不可持续,更背离了行业 长期健康发展的方向。监管部门叫停 ...
向无序“价格战”亮剑!“反内卷”政策“组合拳”显效 让企业、个人和国家共赢
Yang Shi Wang· 2025-10-11 02:26
央视网消息:国家发展改革委、市场监管总局近日发布《关于治理价格无序竞争 维护良好市场价格秩序的公告》(以下简称《公 告》),再次释放维护公平竞争、有序竞争的市场环境信号。企业之间的无序"价格战"是"内卷"式竞争的典型表现,价格"内卷"到底卷走了什 么?整治无序"价格战"为何2025年多部门密集出手?遏制"内卷"式竞争为何要向无序"价格战"亮剑? 两部门出手治理价格无序竞争 两部门发文规范市场价格行为,剑指无序竞争。 《公告》指出,价格竞争是市场竞争的重要方式之一,但无序竞争会对行业发展、产品创新、质量安全等造成负面影响,不利于国民经济健康 发展。 中国宏观经济研究院研究员刘志成表示,无序竞争扭曲了竞争机制,可能导致"劣币驱逐良币",一些产品质量好、口碑信誉好的企业市场空间 被压缩,利润被掏空。 专家表示,如果传导到消费端,无序竞争可能导致低价低质、服务打折扣等负面效应,从而使得消费者的利益受损。 《公告》根据现行价格法、招标投标法等法律法规,通过调研评估行业平均成本、开展提醒告诫、加强监管执法等多方面举措,引导企业依法 合规经营。对提醒告诫后仍未规范价格行为的经营者予以重点关注,必要时开展成本调查,发现价格违 ...
人民日报专访曹德旺:民营企业家应当有抱负、有责任、有胸怀、有境界
Ren Min Ri Bao· 2025-10-10 04:26
Core Viewpoint - Fuyao Group, a leading automotive glass manufacturer, emphasizes its commitment to quality and innovation while also investing in education through the establishment of Fuyao University, aiming to cultivate talents beneficial to society and the nation [5][7][12]. Group 1: Fuyao Group's Business Strategy - Fuyao Group is the largest automotive glass manufacturer globally, producing one-third of the world's automotive glass [5]. - The company focuses on a single industry, automotive glass, and aims to continuously improve its products through scientific research and innovation [17][19]. - Fuyao Group has adopted new technologies such as big data and artificial intelligence to enhance production efficiency and reduce costs, while remaining committed to its core business [18][19]. Group 2: Fuyao University - Fuyao University was established as a non-profit institution with the goal of nurturing talents that contribute positively to society [7][12]. - The company has committed to donating 10 billion yuan for the university's establishment, with 4.3 billion yuan already spent as of August 31 [12]. - The university's operational model involves delegating management to experienced professionals, ensuring a focus on quality education rather than profit [12][14]. Group 3: Educational Philosophy and Student Development - The university aims to provide a holistic education, with a focus on general education in the first two years and specialized training in the latter years [14]. - The first cohort consists of only 50 students to ensure high-quality training, with plans to expand capacity in the future [14]. - Fuyao Group emphasizes practical experience, encouraging students to engage with the industry and providing internship opportunities with various enterprises [14]. Group 4: Corporate Social Responsibility and Philanthropy - Fuyao Group's philanthropic efforts are primarily directed towards education, with a vision of fostering social harmony and stability [25]. - The company maintains a competitive salary structure for its employees, with an average monthly salary of around 10,000 yuan, while also providing support for employees facing hardships [26][27]. - The founder believes in the importance of responsible corporate governance and maintaining a clear relationship with government entities [29].
降低负担、强化自律、规范收费 推动平台经济转向理性竞争
Ren Min Ri Bao Hai Wai Ban· 2025-10-10 03:48
Core Viewpoint - The article discusses the phenomenon of "involution" in the platform economy, where extreme price competition leads to short-term consumer benefits but long-term harm to industry development and quality [1][5][7]. Group 1: Involution in Platform Economy - The practice of extreme price competition, such as deep discounts and refunds, is a manifestation of "involution" in the platform economy, which sacrifices industry development for short-term consumer gains [1][5]. - The revised Anti-Unfair Competition Law prohibits platform operators from forcing sellers to sell below cost, signaling a shift towards rational competition in the platform economy [1][7]. - The lack of differentiation among platform businesses has led to homogeneous competition, with some companies resorting to price wars to gain market share, which ultimately harms the industry [7][8]. Group 2: Impact on Businesses - Businesses like restaurants and sock manufacturers are experiencing increased sales but declining profit margins due to high delivery costs and platform subsidies that they must partially absorb [2][3][4]. - The implementation of "only refund" rules by e-commerce platforms has added pressure on businesses, as some consumers exploit these rules, leading to increased operational costs [3][4]. - The quality of products is often compromised as businesses engage in price wars, resulting in a cycle of low prices and low quality that is difficult to escape [5][6]. Group 3: Regulatory Responses - Recent policies aim to regulate pricing behavior and promote transparency in the platform economy, including guidelines for platform fees and pricing competition [7][8]. - Major platforms like Meituan and Taobao are taking steps to support small businesses, such as providing financial assistance and improving complaint mechanisms to alleviate the burden of price competition [9][10]. - The government has initiated discussions with major platforms to encourage rational competition and reduce harmful promotional practices [8][9]. Group 4: Consumer Role - Consumers are encouraged to adopt a more rational consumption attitude, avoiding excessive focus on low prices and supporting high-quality businesses [9][10]. - The shift in consumer behavior is seen as a crucial factor in breaking the cycle of involution, as informed choices can help elevate the market for quality products and services [9][10].
曹德旺:民营企业家应当有抱负、有责任、有胸怀、有境界
财联社· 2025-10-10 03:07
Core Viewpoint - Fuyao Group, a leading automotive glass manufacturer, emphasizes the importance of education and social responsibility through the establishment of Fuyao University, aiming to cultivate talents beneficial to society and the nation [3][4][26]. Group 1: Fuyao University Establishment - Fuyao University was founded with a focus on high-quality education rather than profit, with an initial investment of 10 billion yuan, of which approximately 4.3 billion yuan has been spent as of August 31 this year [4][8]. - The university has a capacity for 16,000 students but only admitted 50 students in its first year to ensure quality education [8]. - The tuition fee is set at 5,600 yuan per student per year, and the university operates on a non-profit basis [8]. Group 2: Educational Philosophy and Structure - The university's curriculum includes general education in the first two years, followed by specialized education in the last two years, allowing students to choose their majors based on interests [8]. - Fuyao University employs a dual-teacher system, combining academic instructors with industry professionals to enhance practical learning opportunities [8]. - The company expresses a commitment to supporting the employment of graduates, with many well-known enterprises willing to assist in job placements [8][10]. Group 3: Fuyao Group's Business Strategy - Fuyao Group has become the world's largest automotive glass manufacturer by focusing solely on automotive glass and continuously embracing new technologies to improve production efficiency [13][15]. - The company avoids engaging in "involution" or excessive competition, instead concentrating on strengthening its core business and maintaining a responsible approach to social contributions [19][20]. - Fuyao Group's success is attributed to its commitment to innovation and adapting to market demands while maintaining a strong ethical foundation [17][19]. Group 4: Entrepreneurial Insights - The company believes that entrepreneurs should possess a sense of responsibility and contribute positively to society, aligning business success with national and social progress [26]. - The founder emphasizes the importance of practical experience for young entrepreneurs, advising them to gain operational knowledge before starting their own ventures [24][25]. - Fuyao Group maintains a competitive salary structure for its employees, with an average monthly wage of around 10,000 yuan, while also providing support for employees facing hardships [28][29].
围绕光伏反“内卷”,人民日报连线中国能源报
中国能源报· 2025-10-10 01:42
Core Viewpoint - The article emphasizes the need to address "involution" in various industries, particularly in the photovoltaic sector, highlighting the importance of market-oriented reforms and innovation to escape price wars and achieve sustainable growth [1][17][20]. Summary by Sections Involution in Industries - "Involution" is prevalent not only in the photovoltaic industry but also in sectors like new energy vehicles, e-commerce, and food delivery, where excessive price competition leads to market inefficiencies [1][17]. - The phenomenon reflects a broader issue of market failure and inappropriate local government interventions, which can exacerbate competition problems [1][18]. Government's Role - The government plays a crucial role in guiding market competition from disorder to order, with measures such as prohibiting sales below cost to stabilize the market [1][18]. - Central authorities are actively working to eliminate local protectionism and market fragmentation, which are significant contributors to "involution" [1][18]. Corporate Strategies - Companies must shift from price-based competition to differentiation and quality enhancement to escape the "prisoner's dilemma" of "involution" [1][19]. - Successful companies in the photovoltaic sector have demonstrated that technological innovation can lead to significant market advantages, as seen with companies achieving record efficiencies in solar products [1][19]. Global Market Potential - The global photovoltaic market has seen a compound annual growth rate of 25.8% over the past decade, indicating substantial potential for renewable energy [1][19]. - There is a strong call for companies to expand internationally and leverage global demand for renewable energy solutions [1][19]. Long-term Business Strategies - Businesses are encouraged to adopt an incremental mindset, focusing on long-term relationships and sustainable practices rather than engaging in zero-sum competition [1][20]. - The article advocates for a balanced approach to internal innovation and external market expansion to foster high-quality economic development [1][20].
反“内卷”需要增量思维
Ren Min Ri Bao· 2025-10-10 00:55
Core Viewpoint - The discussion highlights the issue of "involution" competition in various industries, particularly in the photovoltaic sector, emphasizing the need for market-oriented reforms and innovation to overcome this challenge [1][2]. Group 1: Involution Competition - In the first half of the year, nearly half of China's photovoltaic companies reported reduced losses or profit growth, indicating effective collaborative responses to "involution" competition at national, industry, and corporate levels [1]. - The phenomenon of "involution" competition is not limited to the photovoltaic industry but is also present in sectors like new energy vehicles, e-commerce, and food delivery, characterized by excessive price reductions and market saturation [1][2]. - The "involution" competition reflects a macro-level irrationality stemming from rational choices made by micro-level entities, highlighting market failures and inappropriate local government interventions [1][2]. Group 2: Government's Role - The government plays a crucial role in guiding the market to mitigate the negative effects of "involution" competition, with recent efforts to establish a unified national market and address local protectionism and market fragmentation [2]. - Regulatory measures, such as prohibiting companies from selling below cost, have been implemented to steer market competition towards orderliness [2]. Group 3: Corporate Strategies - Companies are encouraged to move beyond low-cost competition and adopt differentiated strategies to escape the "prisoner's dilemma," focusing on innovation and quality enhancement to capture new market opportunities [2][3]. - The photovoltaic industry has demonstrated the power of technological innovation, with companies like Longi Green Energy achieving significant advancements in solar cell efficiency, indicating a shift from price competition to value competition [3]. Group 4: Global Market Opportunities - The global photovoltaic market has seen a compound annual growth rate of 25.8% over the past decade, suggesting substantial potential for renewable energy demand, particularly for photovoltaic products [4]. - Companies are urged to pursue international expansion and high-level openness to explore new markets and opportunities beyond domestic competition [4].
法治聚焦丨网络平台经营者应明示平台内公平竞争规则
Ren Min Ri Bao· 2025-10-09 02:36
Core Viewpoint - The newly revised Anti-Unfair Competition Law of the People's Republic of China, effective from October 15, addresses the unique challenges of market competition in the digital economy, focusing on issues such as false transactions, data rights protection, and platform responsibilities, thereby providing a stronger legal foundation for fair competition and high-quality development [1][4]. Group 1: Legal Framework and Provisions - The revised law enhances regulations on online unfair competition behaviors, detailing various forms of malicious transactions and prohibiting operators from abusing platform rules to harm the legitimate rights of other operators [4][5]. - It mandates that platform operators clarify fair competition rules in service agreements and establish mechanisms for reporting and resolving unfair competition disputes [4][5]. - The law aims to establish a fair competition review system and strengthen the review process to ensure equal access to production factors for all operators [5]. Group 2: Industry Implications - The law addresses the rise of "involution" competition, which disrupts the market environment, and emphasizes the need for a systematic governance framework involving administrative, judicial, and corporate collaboration [5][6]. - It specifically prohibits platform operators from forcing or indirectly compelling operators to sell products below cost, which disrupts market order and harms merchants' interests [5][6]. - The law is expected to provide stronger legal protection for merchants' reasonable profit margins and legitimate rights, promoting a healthier business ecosystem [6].
网络平台经营者应明示平台内公平竞争规则
Ren Min Ri Bao· 2025-10-09 02:20
Core Points - The newly revised Anti-Unfair Competition Law of the People's Republic of China will take effect on October 15, 2023, addressing new challenges in market competition in the digital economy era [6] - The law aims to regulate unfair competition behaviors such as false transactions, data rights protection, and platform responsibilities, providing a legal framework to promote high-quality development [6] - The law specifically prohibits platform operators from forcing or indirectly forcing platform operators to sell goods below cost, which disrupts market competition [7][8] Summary by Category Regulatory Changes - The revised law includes specific provisions against various forms of malicious transactions, such as false transactions, false reviews, and malicious returns, which harm the legitimate rights of other operators and disrupt market order [6][7] - It establishes obligations for platform operators to clarify fair competition rules in service agreements and transaction rules, and to create mechanisms for reporting and resolving unfair competition complaints [7] Market Impact - The law addresses the issue of "involution" competition, which has been detrimental to the market environment, and aims to create a healthier competitive ecosystem by promoting innovation and fair competition [7][8] - It highlights the need for collaboration among administrative agencies, judicial bodies, platforms, and related enterprises to effectively implement the law and address the challenges posed by digital economy development [7] Consumer and Business Protection - The law provides stronger legal protection for the reasonable profit margins and legitimate rights of businesses, ensuring that low-price promotions do not lead to a decline in quality control and result in disorderly competition [8]
新修订的反不正当竞争法10月15日起施行 网络平台经营者应明示平台内公平竞争规则(法治聚焦) 不得实施虚假交易、恶意退货等行为
Ren Min Ri Bao· 2025-10-09 01:03
Group 1 - The newly revised Anti-Unfair Competition Law of the People's Republic of China will take effect on October 15, addressing new challenges in market competition in the digital economy, including issues related to false transactions, data rights protection, and platform responsibilities [1][2] - The law aims to enhance market order and provide a solid legal foundation for promoting high-quality development by responding to the characteristics of unfair competition in the digital age [1][2] - The law specifies that platform operators must clarify fair competition rules in their service agreements and take necessary measures against unfair competition behaviors, including false transactions and malicious returns [2][3] Group 2 - The law addresses the issue of "involution" competition, which disrupts the market environment, and emphasizes the need for a collaborative governance system involving administrative, judicial, and platform entities [2][3] - It prohibits platform operators from forcing or indirectly forcing merchants to sell products below cost, which can lead to disorderly competition and affect product quality [2][3] - The law provides stronger legal protection for merchants' reasonable profit margins and legitimate rights, encouraging long-term innovation and healthy competition within the industry [3]