坚决抵制以"价格战"为主要形式的"内卷式"竞争行为。 6月3日，全国工商联汽车经销商商会发布《关于反对"内卷式"竞争 促进汽车经销行业高质量发展的倡议》（简 称《倡议》）。 为维护良好、健康、公平的市场竞争秩序，推动包括汽车经销行业在内的汽车行业高质量发展，全国工商联汽 车经销商商会提出以下倡议： 1.全行业应以中国汽车产业实现高质量发展大局为重，严格遵守公平竞争原则，坚决抵制以"价格战"为主要形 式的"内卷式"竞争行为。 2.关注品牌形象。防止因频繁调整销售政策和产品销售价格，增加经销商销售难度，影响品牌在消费者中的形 象。 3.改善汽车经销商的生存状况。坚持以销定产，合理制定企业年度生产目标和经销商销售目标，不得向经销商 转嫁库存、强迫经销商进车，切实降低经销商库存水平；纠治进销价格倒挂问题，及时向经销商返利，缩短经 销商回款周期，合理确定试驾车数量，减轻经销商流动性资金压力。 4.优化商务政策。合理制定经销商考核指标，慎用罚款手段，不以考核为手段胁迫经销商完成相应指标任务。 5.完善退网机制。不得以优化网络渠道名义胁迫经销商退网闭店，对确需退网闭店的经销商应给予相应补偿。 全国工商联汽车经销商商会是所有 ...

Group 1 - The U.S. Trade Representative's office has extended the exemption period for the 301 investigation into China's practices regarding technology transfer, intellectual property, and innovation from May 31, 2025, to August 31, 2025 [1] - The China Automobile Manufacturers Association has issued an initiative to maintain fair competition in the automotive industry, with the Ministry of Industry and Information Technology indicating increased efforts to address "involution" in competition [2] - The National Development and Reform Commission has issued a notice to further reduce the service fees for credit reporting services significantly [3] Group 2 - The Hong Kong Special Administrative Region government has officially enacted the Stablecoin Ordinance, marking a significant regulatory development in the cryptocurrency space [3] - The China Securities Index Co., Ltd. announced adjustments to various indices, including the CSI 300 and CSI 500, with the changes set to take effect after the market closes on June 13 [2] - Several companies, including Longpan Technology and Baile Tianheng, have announced fundraising plans for various projects, indicating ongoing investment activity in sectors such as lithium battery materials and innovative drug development [3][4]

端午小长假第二天，6月1日，多家车企公布了5月份销量或交付量数据，不少家同比出现翻倍大增长。行业竞争激烈，近日工信部、中汽协纷纷发声，或 为产业带来一些变化。 // 5月多家新能源车销量大增 // 6月1日，多家车企发布5月销售或交付量数据，Wind统计显示，目前公布的品牌中，5月比亚迪新能源车销量遥遥领先为38.25万辆，同比增长15.27%。紧 随其后吉利5月销量达23.52万辆，同比增长46%。其中，新能源车型销量为13.8万辆，同比增长135%。而5月销量大幅增长超过100%的也不少，有小鹏、 阿维塔、零跑和岚图四大品牌。 // 行业热搜不断 // 6月1日，雷军发布微博称，2025年5月小米su7交付量超28000台。我们正在全力为小米yu7大规模量产做准备，预计7月份量产。 此前，据《证券时报》报道，在2025未来汽车先行者大会上，余承东称："大家看到，从其他行业来的这个公司只做一款车就卖爆了。虽然它的产品可能 不是那么好，但卖得很爆，无论它的质量，甚至它的智驾能力都很……就因为他有强大的品牌能力、流量能力"。外界解读为余承东所指为小米。 // 官方纷纷发声 // 行业激烈的竞争下，近日工信部、中 ...

Core Insights - The "Private Economy Promotion Law" is China's first foundational law specifically aimed at the development of the private economy, which is expected to stabilize expectations, boost confidence, and stimulate the growth of the private sector [1] Group 1: Impact on Private Enterprises - Guangdong province has over 18 million private economic entities, accounting for one-tenth of the national total, playing a significant role in growth, innovation, employment, and improving livelihoods [1] - The law is expected to enhance the confidence of private enterprises in Guangdong, providing a fertile ground for their development and contributing to the construction of a modern industrial system [1] Group 2: Innovation and Technology - The Guangzhou Private Technology Park hosts 6,500 private enterprises, contributing over 50% of the industrial output with 433 high-tech enterprises [2] - The law supports private enterprises in participating in national technological research, increasing R&D expense deductions, and encouraging talent cultivation, addressing the needs of the hydrogen energy sector [2][3] - The law aims to alleviate funding pressures for private enterprises and accelerate the transformation of technology from R&D to application [3] Group 3: Fair Competition and Market Dynamics - The law establishes a nationwide unified negative list for market access, allowing private enterprises to enter various sectors, particularly benefiting agricultural enterprises [4] - The combination of the negative list and fair competition review system is expected to break down traditional monopolistic barriers, enabling private enterprises to participate in major national research projects and government procurement [5] Group 4: Government Support and Efficiency - The government has streamlined administrative processes, reducing the number of required documents for project approvals and significantly shortening processing times [6] - Various tax policies, such as R&D expense deductions and reduced corporate tax rates for high-tech enterprises, provide substantial financial support to private enterprises [6] - Guangdong has introduced 30 measures to promote the high-quality development of the private economy, including the establishment of a dedicated bureau for private economic development [7]

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 ...

2025年3月，司马南因隐匿收入、虚假申报偷税被追缴罚款近千万元，其"反美是工作，赴美是生活"的双重人设崩塌，引发公众对"表演式爱国"的激烈批 判。他曾以"反资本"姿态抨击民企，却利用流量生意收割财富，甚至通过"阴阳合同"逃税，暴露了部分意见领袖将民族主义情绪异化为牟利工具的乱象。 这种"嘴上主义，心里生意"的逻辑，不仅消解社会信任，更加剧了民营企业家的焦虑，在舆论场中，他们既要应对市场风险，又要承受道德绑架的压力。 司马南的倒台，恰似一面照妖镜，映照出民营经济面临的非市场性困境：一是"人设经济"对企业家声誉的威胁，二是公权力与舆论场的双重不确定性。而 《促进法》的出台，正是对这些痛点的精准回应。法律首次明确民营经济组织及其经营者的人格权保护，禁止利用网络侮辱、诽谤，并要求侵权者赔偿实 际损失。这种制度设计，既为企业家穿上了抵御谣言的"法律铠甲"，也为"司马南式舆论暴力"划定了红线。 Note to the le y 2025年5月20日，《中华人民共和国民营经济促进法》（以下简称《促进法》）正式施行。这部法律的落地，不仅标志着中国民营经济法治化进程迈入新 阶段，更因与公众人物司马南逃税事件的舆论共振，成为一 ...

21世纪经济报道记者周潇枭北京报道5月20日，《中华人民共和国民营经济促进法》正式实施，明确了 民营经济组织与其他各类经济组织享有平等的法律地位、市场机会和发展权利，无疑给数量众多的民企 吃下一颗"定心丸"。 民营经济促进法的出台，为保障民企的各类合法权益给出了法律依据。5月20日下午，国家发展改革委 会同科技部、司法部、市场监管总局、金融监管总局、全国工商联举办"民营经济促进法面对面"活动， 通过与民企代表当面沟通交流，了解民企的相关诉求，并围绕民营经济促进法的规定和配套措施进行解 答。 21世纪经济报道记者从现场获悉，云账户、卓胜微（300782）、杭州纵横通信（603602）股份有限公 司、赛力斯（601127）、亿航智能、悦宾饭馆等多家企业代表参会并发言。 参会企业普遍表示，作为第一部专门关于民营经济发展的基础性法律，民营经济促进法为民企公平参与 市场竞争提供了法律保障，表明了国家对民营经济和民企发展的关切。与此同时，部分参会企业还围绕 解决融资难融资贵、参与国家科技攻关、知识产权保护、帮助企业出海、趋利性执法、参与国家重大项 目等提出了具体关切。更多配套举措相继出台 民营经济促进法第一次将坚持"两个 ...

Core Viewpoint - The implementation of the "Private Economy Promotion Law" marks a significant shift in China's approach to private economic development, transitioning from policy support to legal protection, thereby establishing a new era of equal competition for private enterprises [1][3]. Summary by Sections Legal Framework - The "Private Economy Promotion Law" is China's first foundational law specifically addressing private economic development, consisting of 9 chapters and 78 articles, which enshrines the principle of "two unwavering" and clarifies the legal status of private enterprises [3]. - The law establishes a legal framework of "non-prohibition, equal protection," aiming to dismantle market barriers and ensure fair competition [3][4]. Market Access and Competition - Article 10 of the law introduces a nationwide negative list system for market access, providing clear guidelines for private enterprises [3]. - Article 11 mandates government bodies to implement fair competition review systems and regularly eliminate policies that hinder a unified national market [3]. - Article 14 prohibits any restrictions or exclusions against private economic organizations in public resource transactions [3]. Industry Impact: Shared Electric Bicycle Sector - The shared electric bicycle industry, characterized by high marketization and private capital density, serves as a testing ground for the law's effectiveness [4][7]. - Despite clear policy directions, the industry faces multiple hidden barriers, such as fragmented access rules and local protectionism, which hinder new entrants [5][6]. Regulatory Actions and Enforcement - The law empowers antitrust and unfair competition enforcement agencies to prevent and address monopolistic behaviors and administrative abuses that restrict competition [7]. - A special action initiated by the State Administration for Market Regulation aims to rectify administrative power abuses and remove local protectionist barriers [7][8]. Future Directions - Local governments are urged to adhere strictly to the law, eliminate local protectionism, and ensure fair competition for shared electric bicycle enterprises [8]. - The ongoing efforts to clear market access barriers and establish a scientific quota distribution mechanism are expected to invigorate industry innovation [8][9]. - The law's implementation is anticipated to create a new industry ecosystem characterized by fair competition, effective regulation, and legal protection, ultimately enhancing the vitality of the private economy in China [10].

二是加快推动配套政策措施落地见效。今年以来，国家发展改革委深入贯彻落实习近平总书记在民营企 业座谈会上的重要讲话精神，会同有关部门系统谋划7方面53项政策举措，目前相关政策举措已经陆续 出台实施，比如《关于健全社会信用体系的意见》、市场准入壁垒清理整治行动等。后续，国家发展改 革委将建立细化台账，逐项推动相关政策出台实施；加强跟踪问效和督察督办，确保各项政策举措落到 实处。 经十四届全国人大常委会第十五次会议表决通过，《中华人民共和国民营经济促进法》（以下简称《民 营经济促进法》）今日（5月20日）起正式施行，这是社会主义市场经济建设的标志性事件，在我国民 营经济发展历程中具有里程碑意义。 "法律的生命力在于实施。"国家发展改革委政策研究室副主任、新闻发言人李超5月20日在国家发展改 革委新闻发布会上表示，为推动各方面学好用好《民营经济促进法》，将重点从以下3个方面做好法律 实施相关工作。 一是全面开展法律宣贯活动。5月19日，国家发展改革委召开《民营经济促进法》全国宣讲启动会，后 续将推动在政府部门、新闻媒体、高校院所、行业协会商会等开展普法宣讲，组织地方发展改革部门开 展法律进企业、进园区活动。 长期以来 ...

Core Viewpoint - The implementation of the Private Economy Promotion Law marks a significant step in providing a legal framework to support the development of the private economy in China, emphasizing equal legal status and market opportunities for private enterprises [1][2][3]. Group 1: Legal Framework and Provisions - The Private Economy Promotion Law is the first foundational law specifically focused on the private economy, establishing its legal status and promoting sustainable, healthy, and high-quality development as a major national policy [1][2]. - The law includes provisions for fair competition, investment financing, technological innovation, and rights protection, structured into nine chapters and 78 articles [2][4]. - It introduces a unified national market access negative list, ensuring that private economic organizations can enter all areas outside this list on an equal footing with other economic entities [3][4]. Group 2: Impact on Private Enterprises - The law is expected to enhance the investment and development confidence of private enterprises, particularly in the context of a volatile international economic environment [2][6]. - It aims to eliminate hidden barriers to market access and ensure equal treatment of private enterprises in government policies related to funding, land supply, and data openness [3][4]. - The law provides a framework for private enterprises to participate in national strategic projects and encourages investment in key areas, thereby addressing long-standing issues faced by private businesses [5][6]. Group 3: Financial and Technological Support - The law expands the collateral options for private enterprises and mandates financial institutions to develop market-oriented financial products tailored to the characteristics of the private economy [7][8]. - It supports private enterprises in participating in national technological initiatives and increases the proportion of R&D expenses that can be deducted, facilitating innovation and reducing reliance on foreign markets [7][8]. - The dual approach of promoting investment financing and supporting technological innovation is designed to alleviate financial pressures on private enterprises and accelerate the transition from R&D to application [8][9]. Group 4: Implementation and Future Directions - The effectiveness of the law will depend on its implementation, requiring coordination with existing regulations and the development of practical supporting systems [9]. - Guangdong province is positioned to lead in exploring local regulations and platforms to further detail and implement the provisions of the Private Economy Promotion Law [9].