2025.06. 02 本文字数：2130，阅读时长大约4分钟 作者 | 第一财经 祝嫣然 近期，多家汽车企业发起新一轮大范围降价。无序"价格战"等内卷式竞争，已成为汽车行业效益下 降的重要因素。 中国汽车工业协会日前发布《关于维护公平竞争秩序，促进行业健康发展的倡议》提出，企业在依法 降价处理商品以外，不以低于成本的价格倾销商品，不进行诱导消费者的虚假宣传，扰乱市场秩序， 损害行业和消费者根本利益。 工信部有关负责人表示，赞同并支持中汽协提出的倡议。企业之间无序价格战，是内卷式竞争的典型 表现。价格战没有赢家，更没有未来。 工信部明确，将加大汽车行业内卷式竞争整治力度，推动产业结构优化调整，加强产品一致性抽查， 配合相关部门开展反不正当竞争执法，采取必要的监管措施，坚决维护公平有序市场环境，切实保障 消费者根本利益，推动汽车产业高质量发展。 多位专家表示，内卷将导致汽车企业过度关注短期利益，忽视长期创新和研发投入。建议监管部门加 强顶层设计，"疏堵结合"引导行业转型。研究出台针对汽车行业内卷式竞争的、具有可操作性的监 管制度，引导企业由低价竞争转向创新竞争，打击不正当竞争行为。 产业发展进入恶性循环 中汽协 ...

Group 1 - The Ministry of Commerce spokesperson criticized the U.S. for unilaterally escalating trade tensions, which increases uncertainty and instability in bilateral economic relations, and accused the U.S. of unjustly blaming China for violating agreements [1] - The Chinese Ministry of Industry and Information Technology announced plans to intensify efforts to regulate "involution" competition in the automotive industry to maintain a fair and orderly market environment [1] - As of June 1, the sales volume of consumer goods through the trade-in program has exceeded 1 trillion yuan this year [1]

以下文章来源于新财富杂志 ，作者姬婧瑛 新财富杂志 . 《新财富》杂志专注以权威评价、深度研究，揭示资本的选择与逻辑，促进市场信息透明，改善资源配 置效率。 "内卷"和"价格战"无助于中国车企的国际化征途，盈利支撑的研发投入下，品质与服务才是强者的磨刀 石。 昨日，中汽协点名"某车企"意图发动价格战，工信部有关负责人发声，将采取措施，引发车圈巨震。 5月31日，中汽协发布《关于维护公平竞争秩序 促进行业健康发展的倡议》。 倡议指出，5月23日以来，某车企率先发起大幅降价活动，多家企业跟进效仿，引发新一轮"价格战"恐慌。无 序"价格战"加剧恶性竞争，将进一步挤压企业利润空间，进而影响产品质量和售后服务保障，不仅阻碍行业自 身健康发展，也将危害消费者权益，并带来安全隐患。为此，中汽协提出四点倡议，包括优势企业不为垄断市 场，挤压其他主体生存空间等。 （上下滑动，浏览全文） 关于维护公平竞争秩序，促进行业健康发展的倡议 近年来，我国新能源汽车产业快速发展，新能源汽车新车销售占比已经超过40%。当前，行业 整体运行呈现稳中向好态势，市场活力持续释放。我们也看到，一段时间以来，行业盈利水平 下降，以无序"价格战"为主要 ...

Core Viewpoint - The article discusses the recent initiative by the China Automobile Industry Association to address "involutionary" competition in the automotive industry, emphasizing the need for government intervention to maintain fair competition and industry health [1][2][3]. Group 1: Government's Role and Initiative - The initiative is not merely an industry self-regulation effort but a significant measure to implement the spirit of the Central Political Bureau's meeting, with expected government actions to follow [1]. - The language used in the initiative is notably severe, indicating a clear directive to companies, with specific mention of actions to "investigate, expose, and severely punish" violators, suggesting strong government backing [1]. - The timing of the initiative's release coincided with statements from government officials, reinforcing its legitimacy and urgency [2]. Group 2: Market Regulation and Economic Principles - The combination of government action and effective market mechanisms is crucial for the socialist market economy, particularly in addressing "involutionary" competition [3]. - Unlike capitalist market economies, the socialist market economy allows for greater flexibility in government oversight of market behaviors, as highlighted by the need for regulatory measures to protect consumer and societal interests [3]. - The management of the new energy vehicle industry should focus not only on growth speed but also on maintaining order and long-term stability, aligning with global automotive industry standards [3]. Group 3: Potential Government Actions - The government may increase penalties for companies violating laws and regulations within the industry [4]. - There will be a focus on enforcing measures proposed by multiple ministries to address "involutionary" competition, including scrutiny of payment delays to parts suppliers, which could significantly impact cash flow and pricing strategies of vehicle manufacturers [4]. - If industry self-regulation proves ineffective, the government may support the China Automobile Industry Association in hiring third-party organizations to ensure compliance with self-regulatory measures [4].

中国汽车工业协会提出倡议：所有企业严格遵从公平竞争原则，依法依规开展经营活动。企业在依 法降价处理商品以外，不以低于成本的价格倾销商品等。 央广网北京6月1日消息（记者李思默 符嘉鑫）据中央广播电视总台中国之声《新闻和报纸摘要》 报道，中国汽车工业协会近日发布《关于维护公平竞争秩序 促进行业健康发展的倡议》。工业和信息 化部有关负责人5月31日表示，将加大汽车行业"内卷式"竞争整治力度，坚决维护公平有序的市场环 境。 中国汽车工业协会指出，近年来，我国新能源汽车产业快速发展，新能源汽车新车销售占比已经超 过40%。当前，行业整体运行呈现稳中向好态势，市场活力持续释放。但一段时间以来，以无序"价格 战"为主要表现形式的"内卷式"竞争，是行业效益下降的重要因素。 工业和信息化部有关负责人表示，鼓励企业通过技术创新、管理创新降低生产成本，给广大消费者 带来更优质、更具性价比的产品。工业和信息化部将加大汽车行业"内卷式"竞争整治力度，推动产业结 构优化调整，切实保障消费者根本利益，推动汽车产业高质量发展。 中国汽车流通协会新能源专家章弘：通过综合治理"内卷式"的竞争，企业被鼓励将更多资源投入到 技术创新中，从而推动行 ...

Core Viewpoint - The China Automobile Industry Association (CAIA) has issued an initiative to maintain fair competition and promote healthy industry development, opposing the ongoing "price war" that has negatively impacted the automotive sector [1][4][5]. Industry Response - The Ministry of Industry and Information Technology supports CAIA's initiative and plans to strengthen measures against "involution" competition in the automotive industry, which has been detrimental to sustainable development [5][6]. - Experts emphasize that the recent price cuts initiated by certain automakers have led to a new wave of price wars, which could further squeeze profit margins and compromise product quality and after-sales service [4][6]. Market Dynamics - The automotive market has seen a significant rise in new energy vehicle sales, exceeding 40% of total new car sales, indicating a robust growth trend despite the challenges posed by price wars [4]. - The phenomenon of "price war" is characterized by a situation where production costs exceed sales prices, which is unsustainable for both manufacturers and dealers, leading to business closures [6][7]. Call for Fair Competition - CAIA's initiative calls for all companies to adhere to fair competition principles, avoid monopolistic practices, and refrain from selling below cost or engaging in misleading advertising [4][5]. - Industry leaders, including executives from NIO and Lantu, have expressed their commitment to avoiding price wars and focusing on quality and service improvements instead [7].

Core Viewpoint - The recent price cuts by BYD and subsequent follow-ups by other automakers have sparked a new round of "price wars" in the automotive market, prompting the China Association of Automobile Manufacturers (CAAM) to issue an initiative advocating for fair competition and warning against the detrimental effects of "involution" competition on industry health [1][2][3] Group 1: Price War and Industry Response - Multiple automakers, including BYD, Geely, and Leap Motor, have engaged in significant price reductions, with BYD's Sea Lion 07 DM-i model dropping to 102,800 yuan, a decrease of 53,000 yuan from the official price [3] - The CAAM's initiative highlights that the ongoing price wars are leading to a decline in industry profitability and are a major factor in the industry's deteriorating performance [1][2] - The Ministry of Industry and Information Technology (MIIT) supports the CAAM's initiative and plans to enhance regulatory measures to combat "involution" competition, ensuring a fair market environment [2][3] Group 2: Implications of Price Wars - The MIIT emphasizes that the chaotic price wars threaten the sustainable development of the automotive industry and can compromise product quality and after-sales service [2][3] - Industry leaders express concerns that the price wars not only deplete corporate profits but also erode consumer trust in "Made in China" products, with reports of unethical practices such as suppliers being pressured to lower prices and delayed payments [4]

近期车企掀起新一轮"价格战"。5月31日，中国汽车工业协会（简称"中汽协"）发布"维护公平竞争秩序 促进行业健康发展"倡议书，指出认为新能源汽车正引领汽车产业加速转型升级，维护行业健康发展十 分重要，企业不应采取无序"价格战"，应维护公平竞争秩序。 针对中汽协的倡议，工信部随即发声表态，指出车企无序"价格战"是"内卷式"竞争的典型表现，将加大 整治力度，配合相关部门开展反不正当竞争执法。 近年来，汽车行业"内卷式"竞争激烈。2024年底，中央经济工作会议明确提出综合整治"内卷式"竞争， 2025年综合整治"内卷式"竞争又写入了全国两会政府工作报告。专家指出，对汽车行业而言，应从无序 价格竞争向价值竞争转变，迈向高质量发展，促进汽车行业健康、可持续发展。 中汽协呼吁车企遵从公平竞争原则 实际上，此前中汽协就曾多次呼吁汽车市场应尽快回归到正常秩序，产业发展不能仅关注销量增长，更 要关注质量提升。2023年中汽协表示，降价处理库存，适当回收成本是正常经营措施，但不能因此沦为 价格战。价格战不会长久，物有所值是永恒的商业法则，汽车市场应尽快回归正常秩序。2024年中汽协 又表示，目前部分车企急功近利过度压低价格，导致 ...

和往年不同，今年的电商"618"战局，迎来了新的参与者。美团联合百大餐饮、零售品牌，于5月28日启 动"618"大促。活动期间，美团会向消费者发放618元神券包，用于外卖和闪购用户在酒水饮料、休闲食 品、数码家电、美妆护肤、运动用品、母婴用品等方面的购物。 在王兴看来，中国外卖行业发展到了一个新阶段，平台和商户都不应该回到多年前依靠激进补贴驱动的 竞争模式中，此外，要正视行业面临的"营销内卷"、食品安全基建不足等系列问题和挑战。 5月26日晚的电话会后，王兴所言的"不惜一切代价"被广为传播，而他提及的"赢得竞争"的路径并非卷 补贴、打价格战。 美团内部理解王兴提及的"不惜一切代价"，指的是避免"内卷式"竞争，通过一切必要的措施去完善生态 里的各方，将外卖的基本盘继续做大做好。 此前，即时零售领域中的各个玩家动辄要投入百亿元人民币展开市场争夺。在京东外卖上线百亿补贴一 个月后，淘宝闪购与饿了么也以超百亿元的补贴规模加入战局。真金白银砸向市场，各家都见到了"水 花"。 京东外卖的日订单量已经在5月中旬突破2000万单。在美团公布财报当天，记者从淘宝方面获悉，淘宝 闪购的日订单量超过了4000万单。 在这场补贴大战 ...

Core Viewpoint - The article discusses the detrimental effects of "involution" in various industries in China, highlighting the shift towards "external expansion" as a more sustainable growth strategy for companies [1][6][10]. Group 1: Involution and Its Impact - "Involution" leads to resource wastage, squeezed profit margins, and instability in the market environment [1]. - The ride-hailing industry experienced unsustainable competition, exemplified by the subsidy war between Didi and Kuaidi, resulting in significant losses and eventual merger [2]. - The automotive sector is facing a price war, with 227 models experiencing price cuts in 2024, leading to a profit margin of only 4.3%, significantly lower than the average of 6% for downstream industrial enterprises [7]. Group 2: External Expansion as a Solution - Companies are increasingly recognizing the need to shift from domestic competition to international markets, termed "external expansion," to escape low-quality involution [6][10]. - In the e-commerce sector, platforms like Temu are rapidly growing while domestic competitors struggle with rising costs and high return rates [4]. - The automotive industry saw a 43.9% sales growth in electric vehicles exported, far exceeding the 11.2% growth in the domestic market [5][9]. Group 3: Measures Against Involution - Companies like Meituan are implementing measures to combat low-quality competition, focusing on enhancing the ecosystem and supporting riders and merchants [12][13]. - Meituan's initiatives include a "fatigue prevention" mechanism for riders and a commitment to improve algorithm transparency and rider welfare [12][14]. - The company plans to invest 100 billion yuan over three years to support high-quality industry development and enhance user experience [15][16]. Group 4: Long-term Strategies and Ecosystem Building - The article emphasizes the importance of long-term strategies and building a win-win ecosystem, where all stakeholders benefit [14][17]. - Meituan's approach includes integrating various services into a comprehensive membership system, catering to the needs of a younger consumer demographic [16]. - The focus on technological innovation is seen as a key driver for enhancing competitiveness and expanding into international markets [11][17].