Core Viewpoint - The Chinese government is launching a three-month special action to address online chaos in the automotive industry, focusing on illegal profit-making, exaggerated and false advertising, and malicious defamation [1][2]. Group 1: Industry Overview - The automotive industry is a pillar industry with a long supply chain, high interconnectivity, technology-intensive characteristics, and global layout, involving multiple sectors such as steel, machinery, and electronics [1]. - In the first eight months of this year, China's automotive production and sales reached 21.05 million and 21.12 million units, respectively, representing year-on-year growth of 12.7% and 12.6% [1]. - New energy vehicles (NEVs) accounted for 45.5% of total new car sales, with production and sales of 9.625 million units and 9.62 million units, respectively, reflecting year-on-year growth of 37.3% and 36.7% [1]. - Automotive exports reached 4.292 million units, a year-on-year increase of 13.7%, with NEV exports at 1.532 million units, growing by 87.3% [1]. Group 2: Challenges in the Industry - The automotive industry is facing irrational competition, particularly in online discourse, where some companies or third-party organizations create false information to gain traffic or undermine competitors [2][3]. - The Ministry of Industry and Information Technology emphasizes that irrational competition can destroy a company or industry overnight, highlighting the urgency of addressing these issues [2]. - The special action targets three main issues: illegal profit-making, exaggerated and false advertising, and malicious defamation, indicating a strong focus on these areas [2][3]. Group 3: Specific Issues Addressed - Illegal profit-making involves creating false content and using improper evaluations to extort companies, forming a gray profit chain [2][3]. - Exaggerated and false advertising is prevalent, with some companies misleading consumers about product performance and manipulating accounts for false evaluations [3]. - Malicious defamation is recognized as a significant issue, with organized groups spreading false negative information about competitors, which detracts from industry image and consumes resources that could be used for innovation [3]. Group 4: Future Outlook - The action aims to uncover the underlying parties behind these online issues, indicating a comprehensive approach to tackling the problem [3]. - The competition among car companies should focus on technology, product strength, reputation, and brand, rather than engaging in irrational disputes [3]. - As the special action progresses, there is optimism that the automotive industry will overcome these online challenges, facilitating China's transition from a major automotive nation to a strong automotive power [3].

Core Viewpoint - The Ministry of Industry and Information Technology and five other departments have launched a three-month campaign to rectify online chaos in the automotive industry, focusing on illegal profit-making, exaggerated and false advertising, and malicious defamation [1][2]. Group 1: Background and Context - The campaign aims to address rampant issues in the automotive sector, particularly in the new energy vehicle industry, where false information and negative narratives are prevalent [1][2]. - Recent legal actions highlight the severity of the problem, with a media outlet ordered to pay 2.0187 million yuan for spreading false information about a car company [1]. Group 2: Objectives and Actions - The initiative seeks to create a fair competitive environment by targeting various online misconducts, including illegal profit-making and malicious attacks [3]. - The campaign is expected to deter illegal activities and promote a healthy competitive mechanism within the industry [3]. Group 3: Future Directions - The campaign is just the beginning, with a focus on long-term solutions that include enhancing platform responsibilities, improving information review processes, and encouraging user participation in oversight [3]. - The ultimate goal is to shift the competition in the automotive industry back to technology, quality, and service, rather than negative tactics [3].

Group 1: Industry Investment Rating - No information provided Group 2: Core Viewpoints - Lithium mica extraction of lithium has changed from a contraction to an expansion expectation, which is expected to stimulate bearish sentiment in the market, and the futures price may be weak in the short term [3] Group 3: Summary of Related Catalogs Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 73,450 yuan, down 1,150 yuan; the average price of SMM industrial - grade lithium carbonate is 71,200 yuan, down 1,150 yuan [1] - The closing prices of lithium carbonate futures contracts 2509, 2510, 2511, 2512, and 2601 are 70,300 yuan (-5.33%), 70,560 yuan (-5.29%), 70,720 yuan (-4.87%), 70,880 yuan (-4.37%), and 70,800 yuan (-4.81%) respectively [1] Lithium Ore - The price of spodumene concentrate (CIF China) is 849 yuan, down 30 yuan; the price of lithium mica (Li₂O: 1.5% - 2.0%) is 1,115 yuan, down 42.5 yuan; the price of lithium mica (Li₂O: 2.0% - 2.5%) is 1,815 yuan, down 50 yuan; the price of amblygonite (Li₂O: 6% - 7%) is 6,000 yuan, down 350 yuan; the price of amblygonite (Li₂O: 7% - 8%) is 7,050 yuan, down 300 yuan [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 33,620 yuan, down 275 yuan; the average price of ternary material 811 (polycrystalline/power type) is 145,900 yuan; the average price of ternary material 523 (single - crystal/power type) is 118,750 yuan, down 125 yuan; the average price of ternary material 613 (single - crystal/power type) is 123,550 yuan, down 75 yuan [2] Price Spreads - The spread between battery - grade and industrial - grade lithium carbonate is 2,250 yuan; the spread between battery - grade lithium carbonate and the main contract is 2,730 yuan, up 1,030 yuan; the spread between the near - month and the first - continuous contract is - 160 yuan, up 20 yuan; the spread between the near - month and the second - continuous contract is - 320 yuan, down 160 yuan [2] Inventory - The total weekly inventory is 140,092 tons, down 1,044 tons; the weekly inventory of smelters is 39,475 tons, down 3,861 tons; the weekly inventory of downstream is 55,207 tons, up 2,407 tons; the weekly inventory of others is 45,410 tons, up 410 tons; the daily registered warehouse receipts are 38,101 tons [2] Profit Estimation - The cash cost of purchasing spodumene concentrate externally is 73,889 yuan, and the profit is - 1,507 yuan; the cash cost of purchasing lithium mica concentrate externally is 77,715 yuan, and the profit is - 7,321 yuan [3] Industry News - Ningde Times' subsidiary is promoting the resumption of production of the Shixiawo lithium mine and aims to complete the resumption in November this year [3] - Six departments jointly issued a notice to carry out a three - month special rectification action on network chaos in the automotive industry [3]

Core Viewpoint - The company has identified malicious online activities aimed at defaming its brand and products, which disrupt market order and harm consumer rights [2]. Group 1: Malicious Activities - Certain online technology companies have been found to operate 332 accounts across 13 MCN institutions, spreading false information to damage the company's product quality and operational status [2]. - Multiple MCN institutions controlled by a technology center and an equipment company have fabricated complaints about the yet-to-be-released Li Auto i6 model, claiming issues such as call line congestion and significant drops in monthly sales [2]. - Self-media accounts like "Cao Chun's Electric Car" and "Da Linzi Loves Charging" have been publishing defamatory content against the company, distorting facts and misleading the public [2]. Group 2: Legal Actions - The company has gathered evidence and plans to pursue legal actions, including criminal reports, administrative complaints, and civil lawsuits against the perpetrators [2]. - The company emphasizes its openness to genuine and objective criticism while firmly opposing malicious defamation and online violence [2]. Group 3: Industry Cooperation - The company will continue to cooperate with six departments, including the Ministry of Industry and Information Technology, to address online chaos in the automotive industry and promote a healthy public opinion environment for the new energy vehicle market [2].

Core Viewpoint - The company has identified malicious online campaigns aimed at defaming its brand and products, which disrupt market order and harm consumer rights [1]. Group 1: Malicious Activities - A network technology company operates 13 MCN institutions with 332 accounts that spread false information to damage the company's product quality and operational status [1]. - Specific false claims about the upcoming Li Auto i6 model include fabricated complaints about customer service, exaggerated sales declines, and misleading pricing information [1]. - Certain self-media accounts have been identified as consistently publishing defamatory content against the company, distorting facts and misleading the public [1]. Group 2: Legal Actions - The company has gathered evidence and plans to pursue legal actions, including criminal reports, administrative complaints, and civil lawsuits against the perpetrators [1]. - The company emphasizes its commitment to welcome genuine and objective criticism while resisting malicious attacks and online violence [1]. Group 3: Industry Cooperation - The company will continue to cooperate with the Ministry of Industry and Information Technology and other departments to address online chaos in the automotive industry, aiming to create a healthier public opinion environment for the new energy vehicle market [1].

Core Viewpoint - The joint action by six government departments aims to address the rampant issues of "black mouths," "black public relations," and "water wars" in the automotive industry, fostering a positive public opinion environment to support high-quality development in the sector [1][2]. Group 1: Government Action - A three-month nationwide special rectification action has been launched to combat online chaos in the automotive industry [1]. - The action targets malicious behaviors such as defaming competitors and spreading false information about popular car models [1][2]. Group 2: Industry Response - Automotive companies have begun to take legal action to protect their rights, with examples including Jianghuai Automobile and BYD filing lawsuits against malicious online defamation [2]. - The automotive industry is increasingly recognizing the need for a supportive public opinion environment to ensure healthy development, particularly in the context of promoting domestic and electric vehicles [2]. Group 3: Industry Context - The Chinese government is actively supporting the development of the domestic automotive industry, especially in the electric vehicle sector, to overcome patent barriers and enhance energy security [2]. - A clean and positive industry environment is deemed essential for the sustainable growth of the automotive sector, reflecting a broader trend observed in other countries regarding key industries [2]. Group 4: Future Expectations - There is an expectation for immediate results from the government's strong measures to ensure a transparent and fair environment for the rapidly developing Chinese automotive industry [3].

格隆汇9月11日｜理想汽车积极响应工信部等六部门发布的《关于开展汽车行业网络乱象专项整治行动 的通知》。理想汽车表示，针对MCN机构及旗下账号通过搬运洗稿、批量炮制虚假信息等方式，恶意 诋毁理想汽车产品质量及经营状况，针对尚未上市的理想i6车型捏造投诉占线、月销量腰斩、价格低廉 等不实信息，抹黑理想i6车型市场表现，破坏市场环境等行为已进行查证。 ...

Core Viewpoint - The Chinese government has initiated a three-month special campaign to address online irregularities in the automotive industry, focusing on illegal profit-making, exaggerated and false advertising, and malicious attacks against competitors [1][2][3]. Group 1: Illegal Profit-Making - The campaign targets illegal profit-making activities, including the creation of false images and videos, fabricating stories, and spreading negative topics about automotive companies to gain online traffic and commercial benefits [1]. - Tactics such as using "news supervision" and "public opinion supervision" to extract commercial benefits or extort companies for "protection fees" are also under scrutiny [1]. - The use of advanced technologies like generative AI to create new forms of "internet water armies" for producing false content is highlighted as a significant concern [1]. Group 2: Exaggerated and False Advertising - The campaign aims to combat exaggerated and misleading advertising regarding the performance, functionality, quality, and sales status of vehicles and batteries, which misleads consumers [2]. - Automotive companies are accused of manipulating evaluation accounts to conduct false or non-standard assessments and selectively disclosing sales data [2]. - The use of industry events and online marketing to create and hype topics that negatively impact the industry and society is also addressed [2]. Group 3: Malicious Attacks - The initiative seeks to curb malicious attacks aimed at discrediting competitors, including orchestrated campaigns to spread false information and incite public sentiment against rival companies [3]. - The involvement of organized "internet water armies," "black public relations," and fan groups in disseminating negative information is a key focus [3]. - The campaign emphasizes the need for companies to conduct self-examinations and report irregularities, with a commitment to legally punish those involved in these activities [3]. Group 4: Implementation and Coordination - Various government departments are tasked with strengthening organization and coordination to ensure the effectiveness of the campaign [4]. - Online platforms are required to conduct self-checks and improve their ability to identify and manage deceptive practices, including those using generative AI [4]. - Industry associations are encouraged to promote self-regulation, while automotive companies must actively resist and report online irregularities [4].

原标题：工业和信息化部等六部门联合部署开展汽车行业网络乱象专项整治行动 为落实国务院常务会议关于切实规范新能源汽车产业竞争秩序部署要求，工业和信息化部、中央社会工作部、中央网信办、国家发展改革 委、公安部、市场监管总局等六部门近日联合印发《关于开展汽车行业网络乱象专项整治行动的通知》（以下简称《通知》），决定在全国 范围内开展为期3个月的汽车行业网络乱象专项整治行动。 本次专项整治行动将集中整治非法牟利、夸大和虚假宣传、恶意诋毁攻击等网络乱象，提升涉汽车企业网络乱象处置质效，督促企业规范营 销宣传行为，营造良好舆论环境，护航汽车产业高质量发展。重点整治问题主要包括： 一是非法牟利问题。（1）通过制作虚假图片、视频，捏造故事，炒作和散布涉车企负面话题，恶意解读汽车企业销量波动，攻击汽车企业经 营发展战略等，赚取网络流量，获取商业利益。（2）利用自身话语权和影响力，以"新闻监督""舆论监督""科普"等名义，通过以商养测、以 测养商、开展商测结合的虚假或不规范测评等方式，获取商业利益，甚至要挟汽车企业提供"保护费"。通过在汽车产品上市发布和汽车企业 融资等重要节点，发布涉企虚假不实信息或负面信息，或在评论区带节奏等 ...

9月10日下午，工信部、网信办、公安部等六部门联合印发《关于开展汽车行业网络乱象专项整治行动的通知》（以下简称《通知》），决定在全国范围 内开展为期3个月的汽车行业网络乱象专项整治行动。 第一财经注意到，此次部署开展汽车行业专项行动，重点整治三大"毒瘤"： 一是非法牟利的"黑手套"，打击那些把"泼脏水"当成生意的团伙；典型操作为"以商养测、以测养商、开展商测结合的虚假或不规范测评等方式，获取商 业利益，甚至要挟汽车企业提供'保护费'"等。 作者 | 第一财经 葛慧 工信部等六部门联合部署开展汽车行业网络乱象专项整治行动 为落实国务院常务会议关于切实规范新能源汽车产业竞争秩序部署要求，工业和信息化部、中央社会工作部、中央网信办、国家发展改革委、公安部、市 场监管总局等六部门近日联合印发《关于开展汽车行业网络乱象专项整治行动的通知》（以下简称《通知》），决定在全国范围内开展为期3个月的汽车 行业网络乱象专项整治行动。 本次专项整治行动将集中整治非法牟利、夸大和虚假宣传、恶意诋毁攻击等网络乱象，提升涉汽车企业网络乱象处置质效，督促企业规范营销宣传行为， 营造良好舆论环境，护航汽车产业高质量发展。重点整治问题主要包括 ...