南都讯记者杨文君发自北京 8月1日上午，国家发展改革委召开新闻发布会，国家发展改革委政策研究室主任、新 闻发言人蒋毅对依法依规治理企业低价无序竞争的问题进行了回应。 蒋毅表示，中央财经委员会第六次会议对依法依规治理企业低价无序竞争作出明确部署，国家发展改革委深入贯 彻落实党中央、国务院决策部署，会同有关方面抓紧开展相关工作。一方面，加快推进价格法修订。修正草案中 进一步明确了低价倾销等不正当价格行为的认定标准，将重点治理为排挤竞争对手或独占市场，低于成本价倾销 的行为，并将服务纳入低价倾销规制范围。目前修正草案正在向社会征求意见，欢迎社会各界提出宝贵意见。另 一方面，加强政策宣贯和提示提醒。选取"内卷式"竞争问题比较突出的行业领域，有针对性开展成本调查，摸清 生产经营情况，督促企业自觉规范价格行为。 "下一步，我们将坚持依法依规，综合整治低价无序竞争行为，明确治理措施，引导企业科学定价、理性定价，有 力有效规范市场价格秩序，促进行业有序竞争。"蒋毅说。 （文章来源：南方都市报） 国家发展改革委政策研究室主任、新闻发言人蒋毅。 蒋毅谈到，竞争是市场经济的基本特征，良性竞争一定程度上能为消费者带来价格优惠和消费福 ...

补贴大战已经让实体门店苦不堪言，"新战场"带来的冲击或许更大。 补贴大战一波未平，"新战场"又已摆开，"新战场"带来的影响甚至比单纯补贴还要大，因为这关系到整 个餐饮行业的链条重组。 资本起决定性作用的链条重组有两种可能，一是促进行业进步，让消费者获得更多实惠；二是造成行业 运行紊乱，在一片喧嚣之后留下一地鸡毛。 7月30日第一财经社论指出：不计成本的外卖补贴大战，背后深层次原因是资本过剩，从而让市场竞争 滑入非理性化状态，其潜在影响不容忽视；如同石子投入水塘，激起的不仅仅是涟漪，在共振作用下还 可能冲毁塘坝。 自7月18日国家市场监管总局约谈外卖平台企业之后，眼花缭乱的补贴大战暂时告一段落。但这场竞争 并未停止，而是向更广领域延伸，开辟了"新战场"。 7月29日，美团公众号发文称："我们绝不自营，绝不下场与商家竞争，只做好基础设施建设，帮助商家 对接所需资源，把流量、品牌、销量都留给商家，把安心、便捷和品质留给消费者。" "绝不自营、绝不下场与商家竞争"的表述从侧面说明，有的平台企业开辟了"新战场"，从过去单纯的配 送转为生产、配送一条龙。 这是一个好现象吗？公众对此莫衷一是。笔者认为，这种跨界整合带来的负 ...

Core Viewpoint - The Deputy Director of the State Administration for Market Regulation, Meng Yang, emphasizes the need to implement the Fair Competition Review Regulations and its implementation measures to address low-price disorderly competition and promote high-quality economic development [1] Group 1: Fair Competition Review - The focus is on enforcing the Fair Competition Review Regulations and enhancing review capabilities [1] - There is a commitment to eliminate various regulations and practices that hinder fair competition [1] Group 2: Economic Development - The initiative aims to contribute to the construction of a unified national market [1] - The actions taken are intended to support the promotion of high-quality economic development [1]

Group 1 - The Ministry of Industry and Information Technology (MIIT) emphasized the need to address low-price disorderly competition in the photovoltaic industry during a meeting with industry representatives [1] - The meeting included discussions on production operations, technological innovation, market competition, and industry ecosystem construction among 14 photovoltaic companies and industry association leaders [1] - The MIIT aims to enhance product quality and promote the orderly exit of outdated production capacity to achieve sustainable development in the photovoltaic sector [1] Group 2 - The photovoltaic industry has been experiencing structural overcapacity since 2023, leading to significant price declines across all segments and widespread losses among companies [2] - In 2024, the total revenue of 64 listed photovoltaic companies was 931.096 billion yuan, a decrease of 22.4% year-on-year, with net profits dropping from a profit of 105 billion yuan in 2023 to a loss of 29.8 billion yuan in 2024 [3] - The central government has signaled a crackdown on "involution" competition, with various ministries and local governments taking action to regulate competitive behaviors in the industry [3]

Core Viewpoint - The article emphasizes the need to promote the orderly exit of outdated production capacity to combat low-price disorderly competition and internal competition, thereby enhancing market vitality and optimizing resource allocation [2][4]. Group 1: Market Dynamics - The current low-price disorderly competition and internal competition reflect a significant lack of effective demand in the economy, exacerbated by external trade protectionism [2][3]. - Outdated production capacity poses a high-risk preference in the market, leading to adverse selection and moral hazard, which can disrupt market stability [2][5]. - The orderly exit of outdated production capacity is essential for achieving marginal balance in supply and demand, allowing competition to shift towards improving product quality and consumer surplus [2][6]. Group 2: Mechanisms for Exit - To facilitate the orderly exit of outdated production capacity, it is crucial to eliminate systemic barriers that hinder the operation of the Bankruptcy Law and improve the market exit mechanism [3][4]. - Strengthening market self-discipline and autonomy is necessary, including enhancing the checks and balances between principals and agents, and ensuring creditors can constrain the actions of company controllers [4][5]. - Regulatory bodies should conduct industry risk pressure tests and require companies to disclose their risk assessments regularly to manage potential risks effectively [4][5]. Group 3: Risk Management - Effective risk management involves quantifying and pricing the risks associated with outdated production capacity, which can aid in bankruptcy restructuring and liquidation processes [5][6]. - Misunderstanding of risks is a significant barrier to the exit of outdated production capacity; thus, the market's ability to identify, price, and allocate risks must be fully utilized [5][6]. - Creating a favorable business environment that encourages market participants to engage in risk-taking is vital for eliminating internal competition and low-price disorderly competition [6][7].

Group 1 - The S&P 500 and Nasdaq reached new highs, while expectations for interest rate cuts decreased, leading to a decline in U.S. Treasury bonds and a drop in gold prices by approximately 1.4% [1] - The U.S. non-farm payroll report was unexpectedly strong, causing the market to abandon bets on a rate cut in July [1] - The ISM services index for June in the U.S. was reported at 50.8, with a contraction in the employment index but a rebound in business activity and orders [1] Group 2 - China plans to strengthen governance over the photovoltaic industry to combat low-price and disorderly competition [1] - The Hong Kong Monetary Authority intervened twice in one day to buy Hong Kong dollars [1] - U.S. Treasury Secretary Yellen stated that the 20% tariffs on Vietnam will not be stacked on the existing 10% tariffs, and following the U.S.-Vietnam agreement, India and Indonesia are ramping up efforts [1] Group 3 - Japan's 30-year government bond auction saw strong demand, with the bid-to-cover ratio reaching the highest level since February [1] - Brent crude oil prices fell by over 1% amid reports of the U.S. planning to negotiate with Iran next week [1] - A one-hour phone call between the U.S. and Russian presidents discussed the situation in the Middle East and negotiations regarding Ukraine [1]

Group 1 - The central government is accelerating the construction of a unified national market to stabilize market confidence and development amidst increasing economic challenges [1][2] - The recent meeting addressed key issues such as chaotic low-price competition and proposed solutions to enhance product quality and regulate local investment practices [3][4] - The meeting emphasized the importance of internal openness and the need to unify market systems and regulations to strengthen the domestic market, which is crucial for economic stability [5] Group 2 - The meeting highlighted the necessity to reform the fiscal and tax systems, as well as the evaluation criteria for government performance, to address deep-seated economic issues [4] - It was noted that the current focus on GDP growth and fiscal revenue in performance assessments has contributed to market chaos, necessitating a shift towards a more balanced evaluation system [4] - The construction of a unified market is seen as a way to leverage China's large domestic market, which includes over 400 million middle-income individuals, to enhance economic resilience [5]