实际上，就在这场论坛开幕前的一周内，中国汽车工业协会（以下简称"中汽协"）、工业和信息化部、 全国工商联汽车经销商商会、商务部等部门和行业商协会也曾先后就"反对汽车行业'内卷式'竞争"发表 倡议或发声。同时，过去的这一周，不少车企负责人也纷纷在各种场合表态要抵制"内卷式"竞争。 当下，"反内卷"已经成为我国汽车行业发展面临的一个关键命题。 —————————— 6月8日，不少市民在重庆国际博览中心逛车展，选购汽车。2025（第二十七届）重庆国际汽车展览会6 月7日-15日在重庆国际博览中心举行。中新社记者 陈超/摄 "面对产业发展新趋势和面临的新形势，汽车行业企业应该抛弃低水平、低效率的'内卷式'竞争，将企 业发展理念转到创新驱动、价值驱动、效率驱动上来，实现向价值竞争转变。"追求高质量、高水平的 价值竞争才是汽车产业发展的根本出路。 我国汽车行业从上到下正齐声喊出三个字："反内卷"。 在6月6日开幕的"2025中国汽车重庆论坛"上，包括中国贸促会汽车行业委员会会长王侠，商务部原副部 长陈健，长安汽车董事长、党委书记朱华荣在内的多位产业界人士和专家围绕整治汽车行业"内卷式"竞 争频频发声，他们明确反对"无序内 ...

Investment Rating - The report maintains a positive outlook on the automotive sector, emphasizing the potential for growth driven by technology innovation and market dynamics [2][3]. Core Insights - The automotive industry is expected to benefit from three main themes: AI, robotics, and favorable market conditions. The report suggests that technological innovation is crucial for the industry to escape the price war dilemma [3][49]. - The report forecasts a retail sales volume of 23.69 million units for 2025, representing a year-on-year growth of 4.1% [49]. - The penetration rate of new energy vehicles is projected to reach 60.6% by 2025, with sales expected to increase significantly [52][53]. Summary by Sections Weekly Review - In the fifth week of May, retail sales of passenger vehicles reached 458,000 units, reflecting a week-on-week increase of 17.1% and a month-on-month increase of 10.1% [2][48]. - The report highlights significant developments in the industry, including collaborations between companies like XPeng and Huawei, and advancements in autonomous driving technology [2][3]. Market Performance - The automotive sector ranked 25th in A-shares and 12th in Hong Kong stocks for the week, indicating moderate performance compared to other sectors [7][9]. - The report notes that the motorcycle segment performed the best within the automotive sector, with a weekly increase of 3.6% [15]. Industry Trends - The report emphasizes the importance of technological advancements, particularly in AI and robotics, as key drivers for the automotive industry's future growth [3][54]. - The report anticipates a strong demand for heavy trucks in 2025, with an expected increase in domestic sales and exports [54][59]. Company Focus - Key companies mentioned include XPeng, Ideal Automotive, and BYD, which are expected to lead in the adoption of AI and smart technologies [3][52]. - The report also highlights investment opportunities in companies involved in robotics and AI, such as Top Group and Jieneng Electronics [64].