4、优化商务政策。合理制定经销商考核指标，慎用罚款手段，不以考核为手段胁迫经销商完成相应指 标任务。 全国工商联汽车经销商商会倡议：坚决抵制以"价格战"为主要形式的"内卷式"竞争行为 智通财经6月3日电，全国工商联汽车经销商商会公告称，在当前行业市场形势影响下，汽车经销行业受 到严重影响和冲击，面临经营压力加大、盈利能力降低、车辆库存偏高、流动资金紧张等一系列问题， 对行业持续、健康发展带来严重影响。特别是今年二季度以来，在新一轮"价格战"等影响下，广大汽车 经销商面临的形势更加严峻。为维护良好、健康、公平的市场竞争秩序，推动包括汽车经销行业在内的 汽车行业高质量发展，全国工商联汽车经销商商会提出以下倡议： 5、完善退网机制。不得以优化网络渠道名义胁迫经销商退网闭店，对确需退网闭店的经销商应给予相 应补偿。 1、全行业应以中国汽车产业实现高质量发展大局为重，严格遵守公平竞争原则，坚决抵制以"价格 战"为主要形式的"内卷式"竞争行为。 2、关注品牌形象。防止因频繁调整销售政策和产品销售价格，增加经销商销售难度，影响品牌在消费 者中的形象。 3、改善汽车经销商的生存状况。坚持以销定产，合理制定企业年度生产目标和经 ...

Group 1: Industry Overview - The Ministry of Industry and Information Technology (MIIT) of China will intensify efforts to regulate "involutionary" competition in the automotive industry, aiming to maintain a fair and orderly market environment [1] - The MIIT supports the initiative from the China Automobile Industry Association to promote healthy industry development and will implement necessary regulatory measures [1] - The ministry emphasizes that chaotic "price wars" are a typical manifestation of "involutionary" competition, which harms product quality and consumer rights, threatening the sustainable development of the industry [1] Group 2: New Energy Vehicle (NEV) Sales Data - In May 2025, BYD reported NEV sales of 382,500 units, with a production volume of 349,800 units [7] - Geely's May sales reached 235,208 units, a year-on-year increase of 46%, with NEV sales accounting for 59% of total sales [7] - SAIC Group's NEV sales in May grew by 50.30% year-on-year, totaling 124,575 units [8] - Chery Group sold 205,732 vehicles in May, a 9.1% increase year-on-year, with NEV sales up 47.7% [10] - Great Wall Motors reported May sales of 102,231 units, an 11.78% year-on-year increase, with NEV sales of 32,638 units [12] Group 3: New Entrants and Market Dynamics - In May 2025, new energy vehicle startups like Leap Motor, Li Auto, Xpeng, and NIO reported varying delivery figures, with Leap Motor leading the delivery rankings for three consecutive months [2][3] - New brands such as Hongmeng Zhixing and Xiaomi's automotive division also reported significant delivery increases in May, indicating a collective rise in the new energy vehicle market [4][5] - The automotive market is expected to improve due to rising consumer confidence driven by seasonal promotions and new vehicle launches [6] Group 4: Competitive Landscape - Tesla's sales in France plummeted by 67% in May, marking the lowest registration figures since July 2022, despite the launch of a redesigned Model Y [17] - The competitive landscape is characterized by a shift towards technological innovation and brand differentiation as companies seek to escape the "involution" trap [14]

Core Viewpoint - The article discusses the increasing regulatory efforts to address the issue of "involution" in the automotive industry, particularly focusing on the negative impacts of price wars on industry profitability and consumer rights [1][3][10]. Summary by Sections Regulatory Actions - Regulatory bodies are intensifying measures to combat involution in the automotive sector, with the Ministry of Industry and Information Technology (MIIT) supporting initiatives from the China Automotive Industry Association (CAIA) to maintain fair competition [1][9]. - The National Development and Reform Commission (NDRC) and the State Administration for Market Regulation (SAMR) are also involved in addressing the structural contradictions in key industries and enforcing laws against unfair competition [1][9]. Industry Challenges - The automotive industry is experiencing a decline in profitability, with profit margins projected to drop to 4.3% in 2024 and further to 3.9% in Q1 2025, below the manufacturing average [3][4]. - Experts highlight that the ongoing price wars are detrimental to companies' ability to invest in research and development, leading to potential safety risks and a decrease in product quality [3][4]. Involution and Its Consequences - Involution, characterized by chaotic price competition, is seen as a significant factor in the industry's declining efficiency and profitability [3][4]. - The CAIA has proposed four key initiatives to promote fair competition, including adherence to legal business practices and avoiding predatory pricing [6][7]. Recommendations for Transformation - Industry leaders suggest a dual approach of "疏堵结合" (smoothing and blocking) to guide the industry towards innovation-driven competition rather than price-based competition [7][8]. - The government is expected to implement stricter regulations and enhance monitoring of market behaviors to ensure compliance and promote a healthier competitive environment [7][10]. Multi-Departmental Collaboration - The article emphasizes the need for coordinated efforts among various government departments to tackle involution and promote sustainable industry development [8][10]. - The central economic work conference has identified the comprehensive rectification of involution as a priority for the year, aiming to enhance market dynamics and innovation [9][10].

Core Viewpoint - Comprehensive rectification of involution-style competition is a key measure to address current economic development contradictions [1][2][4] Group 1: Industry Response - Regulatory authorities are intensifying efforts to rectify involution-style competition in the automotive industry and platform enterprises [1][2] - The China Automotive Industry Association (CAAM) has issued an initiative to maintain fair competition and promote healthy industry development [1][2] - The Ministry of Industry and Information Technology (MIIT) supports CAAM's initiative and plans to enhance the rectification of involution-style competition in the automotive sector [1][2] Group 2: Economic Impact - The automotive industry's profit margin is projected to decline to 4.3% in 2024 and further to 3.9% in the first quarter of 2025, below the manufacturing average [2] - Continuous price wars are leading to a decrease in product quality and service levels, posing risks to consumer safety and weakening the industry's internal growth momentum [2][3] Group 3: Proposed Solutions - CAAM has proposed four initiatives to ensure fair competition, including compliance with laws and regulations, avoiding market monopolization, and conducting self-inspections [4][5] - Experts suggest that the government should strengthen top-level design and guide the industry towards innovation-driven competition rather than price competition [5][6] Group 4: Regulatory Measures - The government may implement stricter penalties for violations of laws and regulations within the industry, focusing on issues like overdue payments to component suppliers [6][7] - Multiple departments are collaborating to address involution-style competition and promote effective competition, technological innovation, and industry upgrades [7][8] Group 5: Market Dynamics - The current involution-style competition is particularly prevalent in emerging industries closely related to new energy and those with high external dependencies [7][9] - The solar industry is experiencing significant price declines, with components dropping to around 0.6 yuan per watt, leading to a rapid reshuffling of companies [7][9]

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].