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价格补贴、反内卷与产能过剩
虎嗅APP· 2025-10-07 13:11
Group 1 - The article discusses the phenomenon of price competition and overcapacity in various industries, using oil, water, and milk as case studies [5] - The first case study focuses on the oil crisis of the 1970s, highlighting how low oil prices prior to the crisis led to a significant change in consumer behavior and the automotive industry in the U.S. [6][10] - It explains that the low oil prices were not solely due to exploitation by capitalist countries but were also driven by the need to expand market size and create consumer habits [9] Group 2 - The second case study examines the pricing strategies in Japan's retail sector, particularly the phenomenon where 2L bottled water is cheaper than 550ml, illustrating competitive pricing and consumer sensitivity [11][13] - It notes that this pricing strategy is a result of long-term deflation and competitive pressure, leading to a situation where retailers use lower-priced larger bottles to attract customers [12][14] Group 3 - The final case study addresses the "milk dumping" incidents during the Great Depression in the U.S., where milk was discarded instead of being distributed to those in need [16][21] - It outlines the complexities behind this phenomenon, including actions taken by farmers, industry associations, and government interventions aimed at stabilizing milk prices [17][19]
价格补贴、反内卷与产能过剩
Hu Xiu· 2025-10-06 13:16
一、原油价格低是在剥削产油国吗? 假期里,照旧写一些离股市比较远的话题,今天聊聊价格内卷,很多国家都出现过部分产业或者全部产 业的产能过剩,本文用三个例子,油、水与奶,看看他们当初是怎么"卷价格",又是怎么"反内卷"的。 第一个案例是70年代以前的原油。 石油危机之前,国际市场的原油非常便宜,1970年美国平均零售油价,每加仑汽油约36美分,按通胀折 算到今天,大约等于每加仑2.5美元左右,也就是说,美国人在石油危机前加油的实际生活负担,大概 只是今天的一半甚至更低。 1970年的大排量汽车非常畅销,因为油价太便宜了,到了1973年石油危机爆发后,油价仅仅涨了一倍, 就直接改写了美国人的购车习惯,从"肌肉车"转向小型车,再也没有改回来过,由此可以看出,高油价 对美国人生活的永久改变,或者换句话说,之前油价低得不合理。 1970年以前的低油价是如何形成的呢? 石油最初只是用于照明,最典型的产品是煤油,是电灯出现前最主要的燃料。人类正式进入石油时代是 从1967年开始,石油在一次能源消费结构中首次超过煤炭。 更重要的是,原油下游还诞生了一个庞大的石油化工行业,下游产品从汽油柴油到各种塑料、建材、农 药化肥、纺织品 ...