内卷式恶性竞争

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吉利汽车杨学良:加强行业自律 共筑汽车产业健康发展基石
Zheng Quan Ri Bao Zhi Sheng· 2025-06-07 07:42
Core Viewpoint - The automotive industry in China is facing severe internal competition, and industry self-discipline is essential for healthy development [3][4]. Group 1: Importance of Industry Self-Discipline - Industry self-discipline is crucial for the healthy development of the Chinese automotive sector, as emphasized by the need for fair competition and adherence to market regulations [3][4]. - Despite the signing of the "Commitment to Maintain Fair Competition in the Automotive Industry," there are inconsistencies in adherence among signatories, highlighting the need for stronger self-regulation [3][4]. - Companies must operate in compliance with laws and regulations, fostering a transparent competitive environment through mutual respect and supervision [3][4]. Group 2: Dangers of Internal Competition - The phenomenon of "involution" is described as a form of self-destructive competition that threatens the integrity of the automotive industry [4]. - Some companies are adopting "involution" strategies, distorting market mechanisms and disrupting fair competition, which could undermine the industry ecosystem supported by government funding [4]. - As a leading company, Geely firmly opposes involution and commits to a path of open and healthy competition, focusing on value, technology, quality, service, brand, and corporate ethics [4][5]. Group 3: Call for Unity and Progress - The industry is urged to cherish its achievements and avoid self-destructive competition for individual gain, emphasizing the importance of collective effort [5]. - The success of the Chinese automotive industry is attributed to wise government policies and substantial financial support, particularly since the 18th National Congress of the Communist Party [5]. - A message of goodwill is extended to all industry peers and consumers, promoting unity and high-quality development in the automotive sector [5].
经营承压,光伏企业怎样寻求突围之道
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-29 23:28
Core Insights - The photovoltaic industry in China is experiencing unprecedented deep adjustments, with companies facing significant operational losses and intensified "involution" competition, necessitating a shift from cost competition to value creation through technological innovation and strategic adjustments [1][2][3] Industry Performance - In 2024, the photovoltaic industry faced severe challenges, with a new installed capacity of 277.57 GW, a year-on-year increase of 28.3%. However, the industry saw a significant decline in revenue, with major companies like JinkoSolar reporting a revenue drop of 22.08% to 92.471 billion yuan, and LONGi Green Energy experiencing a 36.23% decline to 82.58 billion yuan [2] - The photovoltaic equipment sector reported a revenue of 927.1 billion yuan in 2024, reflecting a negative growth of 22.81%, with a net profit loss of 26.6 billion yuan, a year-on-year decline of 127.13% [2] Financial Struggles - The loss-making trend among photovoltaic companies is expanding, with cash flow crises becoming more pronounced. However, some companies like Sungrow reported a revenue increase of 50.92% to 19.036 billion yuan in Q1 2025, alongside a net profit growth of 82.52% [3] - Overall, the profit recovery across the photovoltaic industry chain remains limited, with companies still under operational pressure [3] Competitive Landscape - The industry is plagued by "involution" competition, characterized by price wars and patent disputes, leading to widespread losses across the supply chain. For instance, the price of monocrystalline silicon dropped from 65,000 yuan/ton at the beginning of 2024 to 40,000 yuan/ton by year-end [4] - The ongoing patent wars, such as the lawsuits between Trina Solar and Canadian Solar, further exacerbate competition, with claims reaching up to 1.058 billion yuan [4][6] Innovation and Future Strategies - To overcome current challenges, the photovoltaic industry must focus on technological innovation and diversify business models. Emphasizing high-efficiency battery technologies like PERC, HJT, and TOPCon is crucial for sustainable development [7] - Collaborative international expansion is emerging as a new model for the industry, involving upstream and downstream partnerships to mitigate risks in foreign markets and enhance competitiveness [8]
壹快评︱“内卷式”恶性竞争突破边界和底线,必须加以整治
Di Yi Cai Jing· 2025-05-23 07:57
竞争有公平竞争和恶性竞争两种。前者会促进整个行业健康发展,消费者也可以从中获得更 多实惠;后者的效果则相反,不但会扰乱市场秩序、影响行业发展,损害结果最终还是要消 费者埋单。 要防止"内卷式"恶性竞争,首先,企业要增强自律意识并发挥行业协会作用。 一些行业和领域陷入"内卷式"竞争恶性循环,很容易导致企业创新面临瓶颈,不仅导致资源浪费、效率 低下等问题,更不利于产业结构优化升级,与发展新质生产力的要求背道而驰。 近来,"内卷式"恶性竞争成为了热词。 5月20日的新闻发布会上,国家发改委政策研究室副主任李超表示,一些企业陷入"内卷 式"竞争,有的以低价、超低价甚至以低于成本的价格销售,有的制假售假、以次充好。这 些都突破了市场竞争的边界和底线,扭曲了市场机制,扰乱了公平竞争秩序,必须加以整 治。 5月16日,国家市场监管总局党组书记、局长罗文在人民日报上发表署名文章指出:当前, 不少行业进入新旧动能转换与存量竞争阶段,低价、低质、低水平竞争现象日益蔓延,不正 当竞争、侵权假冒等违法行为多发高发,严重扭曲市场机制,损害市场公平竞争秩序。 5月19日,国家市场监管总局发布了十项整治"内卷式"竞争的措施,其中包括严厉查 ...
钢铁业首次反“内卷” !去年钢企利润下降50%,中钢协将警示6家“卷王”
Zhong Guo Jing Ying Bao· 2025-05-14 09:18
低水平重复竞争和恶性价格战行为将被行业协会警示。 "为整治当前钢铁行业'内卷式'恶性竞争,中国钢铁工业协会(以下简称'中钢协')将于近期对2024年全 年及2025年一季度钢铁主业现金流为负、但粗钢产量仍在增长的6家企业予以提醒。"近日,中钢协秘 书长姜维在中钢协一季度信息发布会上表示:"防止恶性竞争应成为全体钢铁企业共同遵守的行业准 则。" 据了解,4月2日,中共中央办公厅、国务院办公厅联合发布《关于完善价格机制改革的若干意见》, 明确提出整治"内卷式"恶性竞争的具体措施。 其中,第十二条明确规定,要综合运用公告、指南、提醒告诫、行政指导、成本调查等方式,推动经营 主体依法经营,防止以低于成本价格开展恶性竞争。第十四条则提出,行业协会应建立价格监督员制 度;第十六条则强调加强成本监审和调查,探索建立重要行业标杆成本及成本报告制度。此外,文件强 调必须坚持党的全面领导,将党的领导贯彻到价格治理工作的全过程,重大事项及时向党中央、国务院 报告。 国家发展改革委相关人士表示,将进一步综合运用公告、指南和提醒告诫等方式推动经营主体依法经 营,探索制定明确的价格行为规则,加强企业自律、社会监督与政府监管的协同,完善多 ...