5月底以来，"反内卷"席卷整个汽车产业界，6月10日晚，从一汽、东风等汽车央企，到吉利、比亚迪 （002594）等民企，主流车企集体宣布缩短供应商账期至60天，此后行业协会、主管部门相继密集发 声，将汽车产业此轮"反内卷"行动推向高潮。 一直以来，不合理的中小供应商账期可谓汽车行业的"陋规"，也是行业内卷的突出表现，在账期问题背 后，更潜藏着"供应链挤压"和"恶性价格战"这两个更为系统、普遍的问题，不仅成为影响包括汽车产业 在内诸多产业良性发展的结构性问题，更是成为阻碍高质量发展的顽疾。 "挤压"是如何产生的 2000年前后，一些欧美零售行业巨头，凭借其优势市场地位，在消费者实际购买供应商的产品后，才对 供应商付款，行业内及媒体将这种行为称为squeeze supplier(挤压供应商)。 随着各产业供应链日益庞大和复杂，一些链主企业凭借其强大实力和特殊地位，对相对弱势的企业进行 价格、成本和风险的挤压，迫使其让渡自身的部分利润，生存空间越来越狭小。供应链挤压也逐渐从个 别企业的具体商业行为，成为一些产业链中系统性安排和结构性格局。 2002年，广东某知名大型家电制造企业开展"零库存"运动，在某种程度上形成了 ...

Group 1: Electric Vehicle Trade Negotiations - The price commitment negotiations between China and the EU regarding electric vehicles are in the final stages, requiring further efforts from both sides [1] - Discussions between Chinese Minister Wang Wentao and EU Commissioner Šefčovič focused on finding a mutually acceptable solution to trade differences [1] Group 2: Price Wars in the Automotive Industry - The article highlights that there are no winners in vicious price wars, which can lead to a harmful cycle for industry development and consumer rights [2] - The China Automobile Association has issued a call to oppose price wars among car manufacturers to maintain fair competition [2] Group 3: New Energy Vehicle Promotions - In May 2025, the promotion rate for new energy vehicles decreased to 11%, showing a 1.6 percentage point increase from the previous month [3] - The number of models with price reductions has significantly decreased from earlier months, indicating a market recovery [3] Group 4: Used Car Market Performance - In the first four months of 2025, the cumulative transaction volume of used cars in China reached 6.31 million units, a year-on-year increase of 0.5% [4] - The transaction amount for used cars during this period was 413.4 billion yuan, reflecting a 2.7% decline year-on-year [4] Group 5: Auto Show Highlights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show concluded with a total transaction amount of approximately 10.07 billion yuan from 42,823 vehicles sold [5] - The event featured 112 vehicle brands and showcased 1,039 models, attracting around 890,000 visitors [5] Group 6: Production Capacity Decisions - Geely Holdings' Chairman Li Shufu announced that the company will not build new automobile production plants due to serious overcapacity in the industry [6] - Geely aims to utilize existing global overcapacity and engage in resource restructuring and cooperation [6] Group 7: North American Automotive Supply Chain Concerns - The Mexican automotive parts industry expressed concerns over the U.S. increasing import tariffs on steel and aluminum to 50%, which could threaten the North American automotive supply chain [7] - The new tariffs are expected to raise costs for Mexican automotive parts manufacturers, impacting delivery cycles and overall industry operations [7][8]

金十数据6月9日讯，文章称，最近，部分汽车企业掀起新一轮价格战，行业内卷式竞争现象再次引发社 会热议。中汽协发布倡议，反对车企价格战，维护公平竞争秩序。从短期和表面上看，因为能以更低价 格购买到更多商品，价格战似乎有利于消费者。但必须明确的是，表面上的低价，蕴含着更高的隐性成 本。如果价格竞争的支撑要素是商业模式创新、技术进步或成本降低，那么它就属于良性循环。但在很 多情况下，价格战依赖于平台巨额补贴或市场参与者过度竞争，这种情况不可持续。 经济日报：恶性价格战没有受益者 ...

最近，部分汽车企业掀起新一轮价格战，行业内卷式竞争现象再次引发社会热议。中汽协发布倡议，反 对车企价格战，维护公平竞争秩序。也有一些人认为，价格竞争是市场效率的体现，企业在价格方面的 竞争是优胜劣汰过程，受益的最终是消费者，相关部门不应进行干涉。 消费者是价格战的受益者吗？ 从短期和表面上看，因为能以更低价格购买到更多商品，价格战似乎有利于消费者。但必须明确的是， 表面上的低价，蕴含着更高的隐性成本。如果价格竞争的支撑要素是商业模式创新、技术进步或成本降 低，那么它就属于良性循环。但在很多情况下，价格战依赖于平台巨额补贴或市场参与者过度竞争，这 种情况不可持续。 价格战蚕食企业利润空间，会造成企业压缩创新投入，产品更新迭代速度变慢，容易陷入低水平同质化 竞争，导致市场缺乏突破性创新，不仅造成资源的低效利用，也无法满足消费者日益多元化、个性化的 需求。在恶性竞争下，有些企业靠偷工减料、牺牲售后服务来降低成本，产品质量难以得到保证。以人 人熟知的网络购物为例，近年来电商平台俨然成为内卷高地，关键词之一就是低价。从仅退款到自动跟 价、全网比价，不少商家无利可图、苦不堪言，假冒伪劣产品屡禁不止，到头来伤害的还是消费者 ...