国家发改委：内卷式竞争扭曲了市场机制、扰乱了公平竞争秩序，必须加以整治 金十数据5月20日讯，国家发改委政策研究室副主任、委新闻发言人李超表示，整治内卷式竞争是大家 都非常关注的一件事，当前中国经济正处于新旧动能转换时期，新产业、新业态和新模式不断涌现。当 前传统产业正在加快转型升级，这个过程中部分行业出现结构性问题，突破了市场竞争边界和底线，扭 曲了市场机制，扰乱了公平竞争秩序，必须加以整治。 （证券时报） ...

5月17日，南都记者获悉，近日在第16届广州酒店餐饮业博览会上，广东省餐饮服务行业协会秘书长程 钢在发言时指出，"'新质价值'不是靠卷低价、打补贴带来的，而是在数字化的加持下，比谁的餐品更 有品质，谁的服务更能赢得消费者青睐。"南都此前报道，国家市场监督管理总局党组书记、局长罗文 16日发表文章，再次强调要综合治理"内卷式竞争"问题。 广东省餐饮服务行业协会秘书长程钢发言。 据悉，5月15日，在2025第16届广州酒店餐饮业博览会&第16届广州国际餐饮食材展（简称"CRE广州餐 博会"）上，"餐饮生态·新质价值"分论坛备受关注，广东省餐饮服务行业协会等多位负责人剖析当前餐 饮行业发展趋势，并分享数字化对餐饮行业未来发展新机遇。 广东省餐饮服务行业协会秘书长程钢在发言时表示，当前行业出现了一些非理性竞争苗头——新入局者 以"低价补贴"为武器拓市场，比如几块钱的奶茶咖啡。"这种价格战看似热闹，实则模糊了餐饮业'以食 为本'的核心价值，不仅挤压商家利润空间、削弱创新动力，更可能导致食品安全风险，最终将损害整 个行业的健康发展。" 程钢指出，当前餐饮行业正经历一场深刻的变革：从"流量红利"到"效率红利"，从"规模扩张 ...

5、小米汽车副总裁否认"退订会造成小米汽车崩塌"传闻 6、乌方官员称谈判毫无成果 // 宏观预警 // 1、市场监管总局局长罗文：综合整治"内卷式"竞争 ，维护公平竞争市场秩序 国家市场监督管理总局局长罗文发文指出，当 前，"内卷式"恶性竞争破坏市场公 平竞争秩序，扭曲了 资源配置与价格信号，成为企业创新发展、向价值链中高端攀升的阻碍 。 我们要深刻认识到，综合整 治"内卷式"竞争是一项系统工程，要坚持系统施策，强化政府、企业、行业协会的协同治理，健全长效 机制，充分激发各类经营主体的内生动力和创新活力，推动有效市场和有为政府更好结合，形成既"放 得活"又"管得住"的经济秩序。 2、沪深交易所本周对风险警示板股票进行重点监控 // 今日关注 // 3、公募考核基准变化导致调仓？多位公募人士：该说法不准确、不专业 1、上市公司重大资产重组新规落地，提出多个"首次" 4、张坤卸任易方达副总，选择专注投资 杭州热联集团股份有限公司发布关于新增借款的公告，截至第1季度末，公司新增借款40.73亿元，占上 年末净资产100.36亿元的40.58%。 新增借款主要用于满足公司大宗商品产业服务业务的资金需求，符 合行业特征 ...

"外卖大战"不断升级，相关部门终于看不下去了。 5月13日晚间，市场监管总局官网发布通告称，近日会同中央社会工作部、中央网信办、人力资源社会保障部、商务部约谈了京东、美团、饿了么等平台企 业。 这次约谈，可以用"快、准、狠"来形容。尽管200来字的公告没有详说约谈内容，但不管从点名顺序、参与约谈的部门，还是从对平台企业"要求"的措辞 中，以及三天后市监局长在《人民日报》的发文来看，都能感受到明显的针对性和指向性，极具分析价值。 最近这两年，基于增强民营企业家信心的需要，主管部门很少约谈大型民营企业，年初还举行了民营企业座谈会，强调"大有可为"。 因此，这次五部门联合约谈显得尤为罕见。 从时间点上看，本次约谈有两个背景不得不提： 其一、《民营经济促进法》实施在即，本次约谈的本意在于维护市场稳定，维护民营企业的正常发展秩序。 其二、本轮"外卖大战"有愈演愈烈之势，已经从一场普通的"商战"演化为激烈的"舆论战"，甚至变成了浩浩荡荡的"东哥保卫战"，颇有饭圈应援之意。 在这两个背景下，主管部门及时出面约谈，最直接的作用就是立刻"止战"，体现了本次约谈"快"的特点。 从参与约谈的部门来看，除了市场监管总局、商务部两个主 ...

Core Viewpoint - The article emphasizes the need to comprehensively rectify "involutionary" competition to maintain a fair market order and promote high-quality economic development, as highlighted by Xi Jinping's directives and the government's work report [1][2][7]. Group 1: Market Competition Ecology - The article stresses the importance of correcting market failures and regulating competition order to ensure a fair competitive environment for all business entities [2][7]. - It identifies the prevalence of low-price, low-quality competition and illegal activities such as unfair competition and infringement, which distort market mechanisms and harm fair competition [2][4]. - The need for strict enforcement against unfair competition and price violations is highlighted, with a focus on key industries and sectors [2][3]. Group 2: Quality Supervision and Innovation - The article calls for increased quality supervision and inspection, particularly in online sales, to ensure consumer protection and product safety [3][4]. - It emphasizes the necessity for businesses to enhance their innovation capabilities to break free from the vicious cycle of "involutionary" competition, which hampers resource optimization and efficiency [4][5]. - The role of credit mechanisms in governing "involutionary" competition is discussed, advocating for the inclusion of entities with serious violations in a credit blacklist to enhance market discipline [4][6]. Group 3: Industry Standards and International Cooperation - The article advocates for the revision and establishment of national standards in key industries such as photovoltaics and electric vehicles to guide industry optimization and upgrade [5][6]. - It encourages businesses to explore diversified markets and engage in international cooperation, particularly in standardization and compliance with international regulations [6][7]. Group 4: Governance and Compliance - The article highlights the need for a systematic approach to address "involutionary" competition, involving collaboration among government, enterprises, and industry associations [7][8]. - It calls for the implementation of fair competition review systems and the rectification of improper market interventions to ensure a conducive business environment [7][8]. - The importance of enhancing enterprises' compliance management capabilities is emphasized, with a focus on training and communication to foster a culture of fair competition [8].

Core Viewpoint - The article emphasizes the need to firmly curb the phenomenon of "involution" in various industries, aiming to enhance comprehensive governance effectiveness and continuously optimize the fair competition market environment to promote high-quality economic development [1] Industry Analysis - Certain industries and sectors are currently trapped in a vicious cycle of "involutionary" competition, which hampers innovation and leads to resource wastage and inefficiency [1] - This situation is detrimental to the optimization and upgrading of industrial structures, contradicting the requirements for developing new productive forces [1]

Group 1: Market Competition and Regulation - The central government emphasizes the need to accelerate the construction of a unified national market and address "involution" competition in various sectors [1][2] - There is a focus on correcting market failures and regulating competition to ensure fair competition among various business entities [2][7] - The government aims to eliminate local protectionism and market segmentation to facilitate economic circulation [1][2] Group 2: Quality and Standards - There is a call for increased quality supervision and inspection, particularly in online sales, to ensure consumer protection [3][5] - The government plans to revise national standards in key industries such as photovoltaics, batteries, and new energy vehicles to enhance quality and competitiveness [5][6] Group 3: Innovation and Development - The importance of fostering innovation as a key driver for high-quality development is highlighted, with a focus on creating a fair competitive environment to stimulate innovation [4][7] - Companies are encouraged to shift from low-quality competition to high-quality, high-level competition to optimize resource allocation [4][7] Group 4: Legal and Compliance Measures - The government intends to strengthen legal frameworks to combat unfair competition and price violations, including revising relevant laws and regulations [2][8] - There is an emphasis on enhancing corporate compliance management capabilities to ensure adherence to fair competition practices [8][9] Group 5: Collaborative Governance - The need for a collaborative approach involving government, enterprises, and industry associations to effectively address "involution" competition is stressed [7][8] - The implementation of a fair competition review system is planned to ensure that local policies do not hinder market competition [7][8]

华夏时报（www.chinatimes.net.cn）记者 刘诗萌 北京报道 距离2021年人力资源社会保障部与最高人民法院明确"996"严重违法已经过去接近4年时间，隐形加班、 自愿加班导致的职工健康与安全问题仍然时有发生。 去年下半年，杭州一名55岁的平台外卖员晕倒在路边，抢救无效宣布死亡，知情人称其一天工作16个小 时以上，被称为"杭州单王"；近日，猿辅导武汉公司一名不到30岁的员工在工位上猝死，该公司曾多次 被报道存在超长加班…… 这些看似意外的事件，凸显了互联网企业长期以来面临的效率与公平的两难困境。对于企业而言，要求 员工超时加班违法，不要求加班则有可能损失效率；对于员工来说，加班损害健康，不加班则有可能损 失收入。尤其是当员工在劳资关系中处于弱势时，很多时候加班都只是用来表现或者表演工作的无奈之 举。 地区标准方面，2024年11月三大交易所发布《上市公司可持续发展报告编制指南（征求意见稿）》，其 中提供了一个参考编制框架，其中在社会维度要求对员工、产品和服务安全与质量、数据安全与客户隐 私保护、创新驱动、科技伦理、供应链安全、平等对待中小企业、乡村振兴、社会贡献议题的治理，战 略，影响、风险和 ...

Investment Rating - The industry investment rating is "Recommended" (maintained) [2] Core Viewpoints - The report highlights a slight increase in daily molten iron production, indicating a focus on seasonal demand support during the off-peak period [1] - The industry is expected to maintain stability supported by the real estate sector and manufacturing [8] - The report emphasizes the necessity for industry consolidation and the exit of outdated capacity, leading to an increase in industry concentration and a shift towards high-quality product development [8] Supply Side - As of May 9, 2025, the total output of five major steel products was 8.7417 million tons, a week-on-week decrease of 1.08% and a year-on-year decrease of 1.31% [4][21] - The average daily molten iron production of 247 steel enterprises was 2.4564 million tons, a week-on-week increase of 0.09% and a year-on-year increase of 4.75% [4][21] - The capacity utilization rate of blast furnaces was 92.09%, up 0.09 percentage points week-on-week and up 4.42 percentage points year-on-year [4][21] Demand Side - The total consumption of five major steel products was 8.4520 million tons, a week-on-week decrease of 12.94% and a year-on-year decrease of 9.14% [4][27] - The daily transaction volume of construction steel by mainstream traders was 94,300 tons, a week-on-week decrease of 1.57% and a year-on-year decrease of 26.10% [4][27] - Monthly steel exports totaled 10.4563 million tons, with a month-on-month increase of 30.12% and a year-on-year increase of 5.75% [4][27] Inventory - As of May 9, 2025, the total social inventory of five major steel products was 10.3304 million tons, a week-on-week increase of 0.91% and a year-on-year decrease of 25.64% [4][43] - The total factory inventory was 4.4303 million tons, a week-on-week increase of 4.63% and a year-on-year decrease of 10.57% [4][43] Cost - As of May 9, 2025, the price index for Australian iron ore (62% Fe) was 758.25 RMB/wet ton, a week-on-week decrease of 0.67% and a year-on-year decrease of 14.50% [4][66] - The comprehensive absolute price index for scrap steel was 2,426.44 RMB/ton, a week-on-week decrease of 0.05% and a year-on-year decrease of 16.09% [4][66] Price - As of May 9, 2025, the Mysteel absolute price index for ordinary steel was 3,453.7 RMB/ton, a week-on-week decrease of 0.85% and a year-on-year decrease of 13.76% [4][71] - The Mysteel absolute price index for special steel was 9,344.18 RMB/ton, a week-on-week increase of 0.09% and a year-on-year decrease of 2.54% [4][71]

光伏产业作为典型的强周期产业，在历史长河中历经了三次重大危机，包括2008年金融风暴、2012年光 伏双反以及2018年"5·31"政策调整。当前的价格调整，被业内视为第四次危机，与过往不同，此次危机 根源在于产业内部。 从宏观环境来看，当下光伏产业的发展条件颇为有利。一方面，"双碳"目标的确立为市场明确了清晰的 发展方向，为产业前行提供了有力指引；另一方面，光伏技术领域呈现出百花齐放的繁荣景象，曾经制 约产业发展的"卡脖子"技术难题均已攻克，为产业进一步拓展创造了良好条件。 期货日报记者近期调研发现，多晶硅交割品质量和稳定性更佳，完全符合下游采购需求，流通性较高。 不过，多晶硅交割品要求为致密料，而当前现货市场报价参考混包料，生产交割品会增加企业在还原电 耗、单产效率等方面的生产成本。同时，期货交割需采取样芯，对多晶硅包装要求更规范。从企业角度 看，期货价格相对现货价格需有一定的溢价空间，才能促使企业更积极地参与期货交割。 时代潮流如奔腾江河，站在潮头方能把握历史脉搏。当下，光伏产业众多企业深刻认识到，产业正处于 加速洗牌的关键阶段，优胜劣汰是必然趋势。企业唯有坚持不懈地苦练内功，才能成为引领时代潮流的 佼 ...