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专家解读汽车行业“反内卷”:“价格战”没有赢家,更没有未来
Zhong Guo Xin Wen Wang· 2025-06-03 12:48
近日,工信部以及中国汽车工业协会、全国工商联汽车经销商商会接连就汽车行业"价格战"等"内卷 式"竞争问题发声。多位专家也表示,从长远看,"价格战"没有赢家,更没有未来。 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》,明确表示支持企业 通过正常的方式参与市场竞争,坚决反对无底线的"价格战"。6月3日,全国工商联汽车经销商商会发布 的《关于反对"内卷式"竞争 促进汽车经销行业高质量发展的倡议》提出,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。 中国汽车工业协会原常务副会长兼秘书长、中国动力电池产业联盟理事长董扬表示,目前,我国新能源 汽车已进入世界先进行列,对于新能源汽车产业的管理,已经不是只追求发展速度,还应该兼顾产业发 展秩序的稳定和长远,以及中国新能源汽车和世界汽车产业的协调发展。 中国汽车工程学会理事长张进华指出,5月份,部分车企再次大幅度调低新能源汽车产品价格,引发行 业对新一轮"价格战"的恐慌情绪。"价格战"的持续升温,客观上催生了车企以牺牲质量为代价实现"以 价换量"的潜在风险。 中汽中心党委 ...
越卖越亏,经销商库存持续拉响警报!全国工商联称“坚决抵制”
Di Yi Cai Jing· 2025-06-03 12:09
在当前行业市场形势影响下,汽车经销行业同样受到严重影响和冲击,多部门密集抵制价格战。 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多项倡议: 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。 6月3日,全国工商联汽车经销商商会发布的《关于反对"内卷式"竞争,促进汽车经销行业高质量发展的 倡议》。而几天前,中国汽车工业协会、工信部纷纷发声表示反对汽车价格战。 全国工商联汽车经销商商会提到,以无序的"价格战"为主要表现形式的"内卷式"竞争影响下,行业整体 盈利水平呈现下降趋势。汽车经销行业作为汽车行业的重要一环,上连着生产厂家,下连着广大消费 者,对我国汽车产业实现高质量发展发挥着不可或缺的重要作用。在当前行业市场形势影响下,汽车经 销行业同样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。 今年5月22 ...
车圈版“我有一个梦想”火了:劝企业善良,不想再被压榨
3 6 Ke· 2025-06-03 11:30
Core Viewpoint - The open letter from Guo Chuan, chairman of Zhejiang Konghui Automotive Technology Co., highlights the pressing issues faced by suppliers in the Chinese automotive industry, emphasizing the need for fair treatment and sustainable profit margins in the supply chain [2][5][22]. Group 1: Key Points from the Open Letter - The letter outlines a vision where leading automotive companies and large suppliers no longer harm each other's interests for self-development, aiming for a cooperative relationship based on mutual benefit [5]. - It stresses the importance of maintaining adequate profit margins to support research and sustainable development, rather than engaging in destructive price wars [5][6]. - Guo Chuan calls for a more equitable partnership where suppliers are not pressured to lower prices excessively, and emphasizes the need for timely payments and transparency in cost structures [5][10]. Group 2: Industry Context and Reactions - The letter coincided with a call from the China Automotive Industry Association to halt internal competition and price wars, which the Ministry of Industry and Information Technology supported, labeling such practices as "involution" [2][8]. - The automotive industry is currently experiencing significant pressure, with many companies pushing suppliers to reduce prices and extend payment terms, leading to a detrimental cycle of cost transfer [9][10]. - The recent implementation of revised regulations aims to protect small and medium-sized enterprises from unfair practices by larger companies, mandating timely payments and prohibiting unreasonable terms [22][23]. Group 3: Company Background and Market Position - Konghui Technology has established itself as a leading supplier in the electric suspension system market, significantly increasing its market share through collaborations with major automotive brands [11][17][21]. - The company has achieved a market share of 44.5% in 2023, indicating its dominant position in the supply chain for electric vehicles [19][21]. - Despite its leading status, the open letter reveals that even top suppliers like Konghui are not immune to the pressures of price reductions and extended payment terms imposed by automotive manufacturers [22].
新华全媒头条|苦练“内功”破“内卷”——中国汽车行业积极响应倡议谋求健康发展
Xin Hua She· 2025-06-03 11:29
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》,明确反对车企之间无 序"价格战"。工业和信息化部也明确表示,"价格战"没有赢家,更没有未来,将加大汽车行业"内卷 式"竞争整治力度。 对此,多位汽车企业负责人和业内专家在接受新华社记者采访时表示,赞同中国汽车工业协会发出的倡 议,当前中国汽车行业企业必须凝聚发展共识,以实际行动维护公平有序的市场氛围,积极通过苦 练"内功"破除"内卷",以科技创新推动行业健康、可持续发展,进而增强我国新能源汽车产业的全球竞 争力。 "内卷对行业的伤害,大家都看在眼里。"奇瑞汽车董事长尹同跃说,"卷价格"带来的最直接结果是压力 转移,供应商、经销商都会受到波及,对企业自身、社会大众、行业发展都不负责任。 蔚来汽车董事长李斌表示,刻意开展"价格战","赢家通吃"的想法不可取,会让整个行业处于低水平竞 争和恶性竞争。增强技术创新、提升服务水平才是促进行业发展、保证公司长久经营、符合消费者利益 的正确道路。 长安汽车执行副总裁王孝飞说,将持续加码研发,深耕核心技术,以更安全、更智能、更愉悦的驾乘体 验回馈用户,不打"价格战"。"我们要用产品的硬实力和服务的软实力说 ...
贾跃亭股东日现场洒泪:是散户救了我们的命;哪吒汽车违反劳动保障条例被罚丨汽车交通日报
创业邦· 2025-06-03 10:03
Group 1 - The core viewpoint of the article highlights the significant role of retail investors in supporting companies like Faraday Future, as expressed by CEO Jia Yueting during the shareholder meeting, where he emotionally acknowledged that retail investors "saved our lives" when the company was on the brink of collapse [1] - Jia Yueting revealed that over 90% of the internal staff believed the company would fail last year, emphasizing the shift in focus from institutional investors to ordinary investors who played a crucial role in the company's survival [1] Group 2 - Neta Auto's affiliated company, Hozon New Energy Automobile Co., Ltd., was recently fined a total of 33,000 yuan for violating labor protection regulations, indicating potential operational challenges within the company [1] - Li Auto announced the completion of its 2400th supercharging station, with a total of 13,200 charging piles, showcasing the company's rapid expansion in charging infrastructure, averaging four new stations per day [1] - The All-China Federation of Industry and Commerce's Automotive Dealers Chamber of Commerce issued a call to resist "price wars" and "involution" competition in the automotive industry, highlighting the pressures faced by dealers and the need for a healthier market environment [1]
车企“价格战”不断,经销商商会“喊话”:抵制“内卷式”竞争、纠治进销价格倒挂
Bei Jing Shang Bao· 2025-06-03 09:40
Core Viewpoint - The automotive industry in China is experiencing a resurgence of price wars, prompting industry associations to call for a halt to this "involutionary" competition, which is primarily driven by price reductions [1][3][7]. Group 1: Industry Overview - In recent years, "price wars" have become a hot topic in the domestic automotive market, with the average price of passenger cars dropping to 170,000 yuan in April, a decrease of 21,000 yuan year-on-year [3]. - The automotive industry's profit for the first four months of this year was 132.6 billion yuan, reflecting a year-on-year decline of 5.1%, with a profit margin of only 4.1% [3]. - The industry is undergoing a critical transformation, with rapid development in the new energy vehicle sector, yet the overall profitability is declining due to chaotic price competition [3][7]. Group 2: Price War Dynamics - In May, BYD initiated a significant promotional campaign with discounts of up to 53,000 yuan on 22 models, leading to a ripple effect where other manufacturers, such as Chery, also launched substantial discount programs [5][7]. - The China Association of Automobile Manufacturers (CAAM) expressed concerns that the recent price cuts initiated by one company have led to a panic-driven price war among multiple firms, exacerbating unhealthy competition and squeezing profit margins [7]. Group 3: Impact on Dealers - The price war has severely impacted automotive dealers, with 84.4% of dealers experiencing varying degrees of price inversion, and 60.4% facing price inversions exceeding 15% [8]. - The average transaction price for passenger cars has dropped to 177,000 yuan, a decrease of 6,000 yuan year-on-year, leading to significant pressure on dealer profitability [8]. - The ongoing price competition has resulted in liquidity issues for dealers, with many facing severe cash flow constraints due to negative profit contributions from new car sales [8][9]. Group 4: Market Sentiment - A survey by the China Automotive Circulation Association indicates that dealers are adopting a cautious and pessimistic outlook for June, with 37.6% expecting sales to remain flat and 35% predicting a decline [9]. - The persistent issue of price inversion is seen as detrimental to the health of both individual companies and the overall industry, contributing to the closure of several dealer outlets in recent years [9].
【雷军称反内卷不打价格战】6月3日讯,小米集团创始人、董事长兼CEO雷军在小米投资者大会上表示,反内卷不打价格战,很快做汽车芯片。雷军提到,YU7价格标准版不会只是比SU7标准版高2万;今年Q3-Q4汽车、芯片等新业务有望打平盈利。
news flash· 2025-06-03 08:20
金十数据6月3日讯,小米集团创始人、董事长兼CEO雷军在小米投资者大会上表示,反内卷不打价格 战,很快做汽车芯片。雷军提到,YU7价格标准版不会只是比SU7标准版高2万;今年Q3-Q4汽车、芯片 等新业务有望打平盈利。 (贝壳财经) 雷军称反内卷不打价格战 ...
车企要敢于向“内卷式”竞争说不
中汽协会数据· 2025-06-03 07:04
中国汽车工业协会在 《关于维护公平竞争秩序,促进行业健康发展的倡议》 中指出,产品售后服务保 障、企业创新发展需要持续加大投入,而"价格战"严重影响企业正常经营,冲击产业链供应链安全,把 产业发展带入恶性循环。无序"价格战"加剧恶性竞争,将进一步挤压企业利润空间,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。 近期,多家汽车企业发起新一轮大范围降价。对此,应该如何看待? 中国汽车技术研究中心有限公司董事长安铁成说,当前中国汽车产业正处于电动化、智能化、低碳化、 国际化转型的关键时期,前沿领域缺乏成熟经验可遵循,技术路线多、研发投入大、回报风险高,需要 全行业协同推进技术创新和产业生态建设,才有望实现中国汽车产业的焕新升级和国际引领。此 时,"内卷式"竞争容易导致经营恶化,破坏创新投入可持续性甚至引发产品和服务质量下滑,长此以往 将诱发企业经营和品牌危机。 针对5月23日以来部分车企率先发起大幅降价活动,中国汽车工业协会日前发布倡议呼吁,希望全 行业同心协力,共同维护公平竞争秩序,促进行业健康、可持续发展。 日前,在广东省深圳市深圳国际会展中心(宝安),观众在二〇二五粤港澳大湾区车展上参观。新华 ...
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
news flash· 2025-06-03 03:19
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 ...
财联社汽车早报【6月3日】
Xin Lang Cai Jing· 2025-06-03 02:55
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]