Core Viewpoint - The Liaoning Provincial Market Supervision Administration has issued a reminder to regulate pricing behavior in the tourism sector, ensuring consumer rights are protected and market order is maintained during the upcoming National Day and Mid-Autumn Festival [1][2][3] Group 1: Pricing Self-Regulation - Operators are urged to strengthen price self-discipline, comply with laws, and avoid infringing on consumer and other operators' rights [1][2] - Strict adherence to pricing laws and regulations, including the Price Law and regulations against price fraud, is emphasized [1][2] Group 2: Pricing Transparency - Operators must clearly display prices for goods and services, including item names, prices, and pricing units, ensuring accuracy and visibility [1][2] - Any price changes must be promptly reflected in the displayed prices to avoid misleading consumers [1][2] Group 3: Compliance with Government Pricing - Operators in sectors with government pricing, such as scenic spots and taxis, must adhere to established pricing standards and cannot charge beyond these limits [2] - Businesses in the hospitality and retail sectors are encouraged to act responsibly and provide reasonably priced goods and services [2] Group 4: Promotional Practices - When offering gifts, operators must clearly indicate the name and quantity of the gifts, as well as their current selling price [2] - For services provided on a consumption-first basis, a detailed bill must be presented before payment [2] Group 5: Prohibition of Price Fraud - Operators are prohibited from using deceptive pricing practices, such as falsely claiming government pricing or misleading consumers with false discounts [2] - Specific fraudulent practices, including refusal to honor price commitments and misleading advertising, are outlined as unacceptable [2] Group 6: Monitoring and Enforcement - Operators are expected to conduct self-inspections to align with the guidelines provided [3] - The market supervision department will closely monitor compliance and take legal action against persistent violators, with severe cases being publicly exposed [3]

Core Viewpoint - The diaphragm industry is undergoing a transformation from blind expansion to a return to healthy development, with a consensus on price discipline and capacity regulation reached during an industry meeting in late August [1][2]. Group 1: Price Trends - Since late August, the overall price of wet diaphragms has increased by approximately 7%, with expectations for continued price rebounds due to industry restructuring and supply-demand dynamics [2]. - Leading diaphragm manufacturers have initiated price hikes, which are now spreading to second-tier producers, focusing on customer structure optimization and order price increases to enhance profitability [1][2]. Group 2: Industry Profitability - Currently, only 2-3 companies in the diaphragm industry are profitable, while the majority, including leading company Enjie, reported losses, with Enjie’s loss reaching -93 million yuan in the first half of 2025 [2]. - The widespread losses in the industry are not conducive to sustainable development, and recent price increases are aimed at reversing this trend [2]. Group 3: Supply and Demand Structure - Global demand for lithium batteries is expected to exceed expectations in 2025, driven by new vehicle demand and rapid growth in the global energy storage market [3]. - Despite an overall supply surplus, there are structural supply contradictions, particularly among the top three diaphragm manufacturers, whose new capacity is limited, leading to high capacity utilization rates projected to exceed 95% in 2026 [3]. Group 4: Industry Feedback - Diaphragm manufacturers are implementing significant price increases, with average hikes in the double digits, while battery manufacturers express concerns over the steep price increases and the need to ensure supply continuity [4][5]. - Battery manufacturers are facing challenges in securing diaphragm supplies, as the certification process for new suppliers can take at least a quarter, complicating their ability to switch suppliers [5]. Group 5: Future Outlook - The industry is expected to see a continued tightening of supply, with top manufacturers maintaining full production status and limited new capacity, leading to a forecasted capacity utilization rate of over 85% in the wet diaphragm sector [10].

Group 1 - The provincial market regulatory bureau issued a reminder to operators and related units to standardize market pricing and competition behavior during the National Day and Mid-Autumn Festival holidays, aiming to protect consumer rights [1] - Operators are required to comply with relevant laws and regulations, adhere to principles of fairness and honesty, and maintain market competition order by clearly marking prices and service details [1] - Price adjustments must be made promptly, and operators are prohibited from charging undisclosed fees or selling goods at prices above the marked price [1] Group 2 - Operators in regulated sectors such as scenic spots, taxis, and parking lots must strictly follow government pricing standards and promotional policies [1] - Businesses in the hotel, catering, and supermarket sectors are expected to maintain price stability and avoid misleading pricing practices that could deceive consumers [1] - The regulatory bureau encourages consumers to supervise operators and report any illegal activities through the 12315 hotline, with a commitment to severe penalties for serious violations [2]

Core Viewpoint - The China Cement Association has issued an opinion to promote "anti-involution" and "steady growth" for high-quality development in the cement industry, addressing long-standing supply-demand imbalances and declining production due to weak downstream demand [1][2]. Group 1: Industry Challenges - The cement industry is facing significant supply-demand contradictions, with national cement production expected to decline to 1.825 billion tons in 2024, a 9.5% year-on-year decrease, marking the lowest output in 15 years [1]. - In the first five months of this year, cumulative cement production reached 659 million tons, down 4% year-on-year, with May's production showing an 8.1% decline [1]. Group 2: Industry Self-Regulation - The core of "anti-involution" in the cement industry is price self-discipline, which has historically supported industry stability and high-quality development while also facing challenges due to improper implementation leading to penalties [1][2]. - There is a need to liberate thinking regarding price self-discipline and explore new models within legal frameworks to facilitate high-quality development in the cement industry [2]. Group 3: Policy and Structural Adjustments - The revised "Implementation Measures for Capacity Replacement in the Cement and Glass Industry" aims to tighten capacity replacement requirements and optimize industry layout, reinforcing the need for companies to align actual production capacities with regulatory filings [2]. - The opinion emphasizes the importance of phasing out inefficient and outdated production capacities to achieve higher levels of optimization and transition to high-quality development [3]. Group 4: Future Directions - The industry can benefit from government support and top-level design to promote rational capacity reduction, including exploring the establishment of capacity exit funds linked to carbon market trading [3].

Core Viewpoint - The article discusses BYD's strict price control measures implemented across its various brands, aiming to stabilize pricing and improve dealer compliance, amidst a backdrop of fluctuating customer demand and market conditions [1][3][6]. Group 1: Price Control Measures - Starting from July, BYD has enforced stringent price control across its brands, including Dynasty, Ocean, and Equation Leopard, with significant penalties for non-compliance [1][3]. - The price control measures are described as the strictest in history, with penalties of up to 1 million for new models and 300,000 for regular models if dealers fail to adhere to the pricing guidelines [3][9]. - Discounts on certain models have been reduced, with price increases of around 2,000 for some vehicles, while others have seen no discounts at all [6][9]. Group 2: Dealer Compliance and Market Impact - Dealers are required to strictly follow the manufacturer's pricing policies, with dark visits being conducted to ensure compliance, leading to penalties for those found violating the rules [3][6]. - The article notes a significant drop in customer traffic, with only three new customers reported on a Saturday afternoon, indicating a potential short-term impact on sales due to the new pricing strategy [3]. - The article suggests that while there may be short-term pain for dealers due to inventory issues and customer hesitance, the long-term benefits could lead to a healthier market and improved dealer confidence [6][10]. Group 3: Market Dynamics and Future Outlook - The article highlights that the price control measures are a response to previous price wars and aim to stabilize market sentiment, as continuous price drops may not encourage consumer purchases [10]. - The impact of these measures is expected to be felt across the industry, with dealers expressing concerns over sales and income during the transition period [9][10]. - Overall, the article conveys a sense of cautious optimism that these measures will ultimately benefit the automotive industry by promoting fair competition and protecting dealer interests [10].