秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公 众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域，关注重点为全球和中国财经 商业热点、企业家精神、创新与发明创造、商业文明探索等。 以下文章来源于秦朔朋友圈 ，作者梁云风 作者： 梁云风 来源： 秦朔朋友圈 ------------------------------- 从巴西战场开始的 "内卷"警报 近日，德国《经济周刊》（ WirtschaftsWoche）聚焦中国社会难以摆脱的"内卷式"竞争，指出这 场看似充满活力的竞争，正在慢慢吞噬中国发展的耐力与方向。该报道以中国汽车行业为例，指出 中国汽车企业虽然卷赢了世界，但是却无可避免全行业深陷"价格战"，导致"劣币驱逐良币"的现象 频现。 现在，在国内卷完之后，中国企业出海更是出现了 "内卷外化"，专卷自己人的现象。 最近， 滴滴出行旗下的外卖平台 "99Food"因 搞 商户 "二选一"被美团起诉，指其在巴西通过 给 商户 巨额预付金（超 10 亿元人民币 ） ，与商户签订针对美团 Keeta的"二选一"排他协议， 阻 止美团进入巴西 ...

Core Viewpoint - The article highlights the phenomenon of "involution" in China's competitive landscape, particularly in the automotive and food delivery sectors, where companies engage in destructive price wars and self-sabotage rather than focusing on innovation and collaboration [1][20][39]. Group 1: Involution in the Automotive Industry - The German publication points out that despite Chinese automotive companies winning globally, they are trapped in a price war that leads to "bad money driving out good" [1]. - The article suggests that this competitive behavior is detrimental to the long-term sustainability and direction of the industry [1]. Group 2: Involution Externalization in Food Delivery - Chinese companies are now exporting their "involution" practices abroad, as seen in the case of Didi's food delivery platform, 99Food, which is engaged in exclusionary tactics against fellow Chinese company Meituan in Brazil [2][20]. - The competitive strategies employed by 99Food, such as the "choose one" policy for merchants, mirror past domestic practices and highlight a troubling trend of self-inflicted harm among Chinese firms [8][9]. Group 3: Legal and Competitive Actions - 99Food has been accused of unfair competition by Meituan, which claims that 99Food's actions in Brazil, including significant prepayments to merchants, are designed to stifle competition [3][10]. - The Brazilian legal system is involved, with Meituan filing lawsuits against 99Food for its aggressive tactics, including keyword advertising that misleads potential customers [12][14]. Group 4: Historical Context and Lessons - The article draws parallels to past failures of Chinese motorcycle companies in Southeast Asia, which engaged in price wars that ultimately led to their market share being overtaken by Japanese brands [21][22]. - It warns that the current food delivery sector may be repeating these mistakes, risking the overall reputation of Chinese brands in international markets [21][26]. Group 5: Call for Change in Competitive Strategy - The article advocates for a shift from "involution" to "co-creation," urging Chinese companies to focus on innovation and collaboration rather than destructive competition [30][40]. - It emphasizes the need for companies to adopt a mindset of creating new markets and demands, rather than merely competing for existing shares [31][32]. Group 6: Implications for Brand Image - The ongoing internal competition among Chinese firms could damage the overall image of Chinese brands, leading to stricter scrutiny and a less favorable business environment abroad [27][28]. - The article stresses that to succeed internationally, Chinese companies must demonstrate innovation and cooperation rather than engage in low-quality, price-driven competition [29][40].