光伏组件低至每瓦六毛多，百余款车型加入降价行列，储能系统中标价格屡创新低……一段时间以来， 无序拼价格战、同质化竞争成为一些行业"内卷式"竞争的突出表现。"内卷"之下，竞争失去节制，市场 机制受到扭曲，给高质量发展带来不利影响。 "要深化要素市场化配置改革，主动破除地方保护、市场分割和'内卷式'竞争。" 在准确认识阶段性问题和深刻把握市场规律的基础上，以习近平同志为核心的党中央部署综合整治"内 卷式"竞争。这是解决当前经济发展矛盾的关键举措，是深化经济体制改革的重要保障，也是推动企业 实现创新发展、向价值链中高端攀升、不断增强发展韧性的有效路径。 （一） 破除"内卷式"竞争，是按照经济规律办事的必然要求。 竞争，市场经济的基本特征，也是市场经济的灵魂所在。但竞争有良性竞争和不正当竞争之分，"内卷 式"恶性竞争违背了经济规律，其弊端是显而易见的。 其一，会削弱行业整体竞争力。 近年来，我国新能源汽车产业快速发展，产销量连续10年位居全球第一，为全球碳中和作出积极贡献。 其二，会破坏产业发展生态。 为降低价格和成本，有的企业选择利用优势地位，向上下游"强行压价"、延长账期、转嫁压力。数据显 示，2024年我国零部 ...

Core Viewpoint - The National Development and Reform Commission emphasizes the need to accelerate the construction of a modern industrial system and to break the "involution" competition by promoting technological and industrial innovation integration [1] Group 1: Industrial Development - The focus is on accelerating the cultivation of new quality productivity and upgrading traditional industries while fostering emerging and future industries [1] - The initiative includes the deepening of the "Artificial Intelligence +" action to enhance innovation capabilities [1] Group 2: Investment Strategies - Establishment of a national venture capital guidance fund targeting cutting-edge fields such as artificial intelligence, quantum technology, and hydrogen energy storage [1] - The fund aims to invest in seed and early-stage enterprises while also considering small and medium-sized enterprises in the early to mid-stage [1] Group 3: Market Regulation - The strategy involves leveraging both market forces and government intervention to promote mergers and acquisitions, eliminate inefficient production capacity, and increase high-end production and quality supply [1] - The use of planning, layout, and pricing mechanisms is intended to guide the standardized development of industries [1]

Core Viewpoint - Strengthening consumption is currently the most important macro policy, with ongoing increases in policy力度 and noticeable effects [1] Group 1: Policy Measures - In addition to the 150 billion special government bonds allocated last year to support the replacement of consumer goods, an additional 300 billion has been arranged this year to further boost consumption [1] - In the first five months of this year, the total retail sales of consumer goods reached 20.32 trillion yuan, a 5% increase compared to the same period last year, with commodity retail sales at 18.04 trillion yuan, up 5.1% year-on-year [1] Group 2: Consumption Trends - Over the 14 months since the implementation of the "Action Plan for Large-Scale Equipment Updates and Consumer Goods Replacement," total retail sales have increased by 6.5%, but this growth has lagged behind the steady increase in overall retail consumption [1] - The cumulative increase in consumer goods prices in the CPI from March 2023 to May 2024 is -0.6%, indicating that the low-price environment has not significantly improved [1] Group 3: Market Dynamics - Two main models for driving consumption are identified: - Model 1 involves merchants lowering prices to gain more orders, which can lead to unhealthy competition and a vicious cycle of low prices without stimulating new demand [2] - Model 2 focuses on innovation to create new demand, leading to improved profit expectations and a virtuous cycle of increased consumption and investment [2][4] Group 4: Key Recommendations - The key to boosting consumption lies in reversing expectations, which requires enriching policy content and timely shifting policy focus [4] - It is essential to prevent the solidification of disordered competition on the supply side and to enable companies to engage in effective innovation [4][6] - On the consumption side, efforts must be made to reverse low-price expectations and address weakening income and wealth growth expectations [4][6]

Group 1 - The revised draft incorporates a fair competition review system into the legal framework, targeting "involution" competition in the market [2][3] - "Involution" competition refers to excessive internal competition among businesses for limited resources, leading to inefficiencies and a lack of innovation [2] - The introduction of the fair competition review system aims to reduce institutional transaction costs and create a more equitable competitive environment for small and medium-sized enterprises (SMEs) [2][4] Group 2 - The revision emphasizes the responsibilities of platform operators in addressing unfair competition behaviors within their platforms, aligning with the trends of digital economy development [3] - Platforms are required to establish fair competition rules and take proactive measures to curb unfair competition, thereby protecting the rights of SMEs [3][4] - The draft clarifies the criteria for identifying new forms of unfair competition, such as trademark confusion and keyword hijacking, providing legal clarity for enforcement agencies [3][4] Group 3 - Overall, the series of revisions responds to market concerns and aligns with economic development needs, aiming to create a fair, orderly, and efficient market competition environment [4]

Core Viewpoint - The revised draft of the Anti-Unfair Competition Law aims to establish a fair competition review system and prevent large enterprises from abusing their dominant positions, particularly regarding payment delays to small and medium-sized enterprises (SMEs) [1][4][11]. Group 1: Fair Competition Review System - The draft emphasizes the establishment of a fair competition review system to ensure all operators can equally use production factors and participate in market competition [1][7]. - The draft reflects the central government's spirit of comprehensively addressing "involution" competition, enhancing regulations related to fair competition [1][7][11]. - The fair competition review system has been formally established since June 1, 2016, with over one million policy measures reviewed nationwide [8]. Group 2: Payment Obligations to SMEs - The draft explicitly prohibits large enterprises from delaying payments to SMEs, reinforcing the need for timely payments within 60 days of delivery [2][12]. - Recent commitments from major automotive companies to limit payment terms to suppliers to no more than 60 days highlight the industry's response to the issue of payment delays [3][12]. - Experts indicate that the root cause of payment delays stems from the unequal market position of large enterprises, which often leads to extended payment terms and adverse effects on SMEs [4][5]. Group 3: Addressing Involution in Industries - The automotive industry has been particularly affected by "involution" competition, where companies delay payments to suppliers to transfer cost pressures, harming the survival of SMEs [3][4]. - The draft aims to create a healthier competitive environment by preventing large enterprises from using their advantages to impose unreasonable payment conditions on SMEs [4][9]. Group 4: Legislative Enhancements - The revised regulations enhance the responsibilities of large enterprises and government agencies in ensuring timely payments to SMEs, contributing to a more stable business environment [12][13]. - The introduction of the Private Economy Promotion Law and the revised Anti-Monopoly Law further strengthens the legal framework for fair competition and timely payments [12][13].

21世纪经济报道记者王峰 北京报道6月24日，反不正当竞争法修订草案提请十四届全国人大常委会二次 审议。 草案二审稿增加规定，国家建立健全公平竞争审查制度，依法加强公平竞争审查工作，保障各类经营者 依法平等使用生产要素、公平参与市场竞争。 草案二审稿还对大型企业等经营者滥用自身优势地位扰乱公平竞争秩序作了规定，不得拖欠中小企业账 款。 近期，电商、汽车等行业整治"内卷式"竞争动作频频，草案二审稿贯彻党中央关于综合整治"内卷式"竞 争的精神，与民营经济促进法等法律法规一起，构建整治"内卷式"竞争的综合制度体系。 不得拖欠中小企业账款 近日，一汽、东风、长安、吉利、广汽、赛力斯等重点汽车企业发表声明，就对供应商"支付账期不超 过60天"作出承诺。据新华社报道，工业和信息化部相关负责人6月12日表示，支持整车企业切实践行有 关承诺。 该负责人表示，汽车企业主动承诺"支付账期不超过60天"，对构建"整车—零部件"协作共赢发展生态、 促进产业健康可持续发展具有重要意义。 "目前，汽车行业的'内卷'现象尤为突出。部分车企采取延期向供应商付款等手段，选择通过挤压供应 链来转嫁成本压力，导致汽车产业供应商生存状况持续恶化。若 ...

Group 1 - The National People's Congress is reviewing the Anti-Unfair Competition Law and Civil Aviation Law to address "involution" competition and promote low-altitude economy development [1][2] - The revised Anti-Unfair Competition Law aims to enhance fair competition review systems and clarify standards for confusing unfair competition behaviors, including misuse of trademarks and search keywords [1][2] - The law will also address issues related to data rights infringement and malicious trading, focusing on large enterprises' abuse of their dominant positions, particularly regarding payment delays to small and medium-sized enterprises [1][2] Group 2 - The Civil Aviation Law revision will include measures to promote the development of the civil aviation industry, particularly in manufacturing and low-altitude economy [2] - A new chapter on "development promotion" will be added, emphasizing the establishment of an innovation system for civil aviation manufacturing that integrates enterprises, market orientation, and research [2] - The law will also outline measures for optimizing low-altitude airspace resource allocation and establishing regulatory platforms for civil low-altitude flight services [2] Group 3 - The revision will enhance passenger rights protection by including specific provisions regarding ticket sales, refunds, changes, and baggage transportation [3] - It will also modify the obligations of airlines and airports to provide "food and accommodation" arrangements for passengers in case of flight delays or cancellations [3]

Group 1 - The core viewpoint of the articles emphasizes the need for legislative reinforcement to combat "involutionary" competition, which is damaging the foundation of healthy market development [1][2][5] - The upcoming second review of the Anti-Unfair Competition Law draft aims to include regulations on "involutionary" competition, marking a significant step in legal governance [1][2] - The urgency of addressing "involutionary" competition is highlighted by its evident harms in various sectors, including solar energy, new energy vehicles, and online platforms [2] Group 2 - The responsibility of local and regulatory authorities must be strengthened to ensure that policies do not undermine fair competition and a unified market [3] - The Fair Competition Review System is being elevated from a regulation to a law, enhancing its binding force and execution rigidity, which will benefit the enforcement of responsibilities among local and regulatory bodies [3] - Companies are urged to shift their mindset from quantity and market share dominance to fair and orderly competition, avoiding practices like price dumping and excessive marketing tactics [4] Group 3 - Strict penalties are necessary to enhance the seriousness and enforceability of regulations against "involutionary" competition, with actions planned against malicious pricing, false advertising, and other market irregularities [5] - The National Development and Reform Commission and other departments are set to take legal actions against "involutionary" competition behaviors, including public notifications and revocation of tax exemptions [5] - The overall approach to combating "involutionary" competition will involve administrative penalties, civil compensation, and potentially criminal penalties as part of a comprehensive process [5]

Economic Overview - The economic climate in June remains stable, with industrial demand slightly declining while consumption and exports show resilience, and real estate sales maintain high activity levels[1] - The expected economic growth rate for the second quarter is around 5.2%[1] Real Estate Market - Real estate sales in 30 major cities have turned positive year-on-year, with a daily average transaction area of 24.38 million square meters, a 10.69% increase compared to May[12] - First-tier cities are expected to stabilize housing prices by the end of the year, while second-tier cities may stabilize by June next year[2] Consumer Activity - The "618" shopping festival, combined with the "trade-in" policy, has significantly boosted consumption, with online retail sales reaching nearly 2 trillion yuan, a year-on-year increase of approximately 9.8%[28] - However, some regions are experiencing a temporary decline in government subsidies, which may lead to fluctuations in retail sales growth[2] Industrial Demand - Industrial demand is showing signs of recovery, with the rebar production rate increasing to 42.19% in June, although prices remain low due to ample supply[19] - The average price of rebar in June is 3,385 yuan per ton, a decrease of 2.28% compared to May[19] Price Index Trends - The Producer Price Index (PPI) is expected to continue its decline, with a projected year-on-year decrease of around 3.4% in June, marking 32 months of negative growth[39] - The PPI's ongoing decline is a significant factor affecting corporate profitability[48] Government Policy and Market Sentiment - The central bank is expected to maintain a moderately loose monetary policy, while geopolitical risks are suppressing global risk appetite[4] - The issuance of new special bonds in June has slowed, with a total of 568.53 billion yuan, a decrease of 77.65% from May[23]

对于反不正当竞争法修订草案初次审议稿，第一财经采访的专家曾指出，新增条款明确禁止平台经营 者强制商家低于成本销售、禁止大型企业等经营者滥用自身优势地位损害中小企业合法权益等行为， 充分回应了近年来市场竞争中的突出问题，直指"内卷式"恶性竞争的顽疾，是修订的重要看点。 党中央、国务院高度重视"内卷式"竞争问题。2024年7月召开的中共中央政治局会议明确提出，强化 行业自律，防止"内卷式"恶性竞争。2024年中央经济工作会议强调，综合整治"内卷式"竞争，规范地 方政府和企业行为。今年全国两会上，综合整治"内卷式"竞争首次写入《政府工作报告》。近期，国 家发改委、国家市场监管总局等多部门就整治"内卷式"竞争作出部署。 2025.06. 23 本文字数：914，阅读时长大约1分钟 作者 | 第一财经 安然然 反不正当竞争法修订草案本周迎来二审，将在整治"内卷式"竞争方面作出相关规定。 6月23日上午，全国人大常委会法制工作委员会举行发言人记者会。全国人大常委会法工委发言人黄 海华介绍，十四届全国人大常委会第十六次会议6月24日至27日在北京举行，反不正当竞争法修订草 案拟提请本次常委会会议进行二次审议。 现行反不正当 ...