又到一年岁末， 回顾2024年，影响中国汽车产业发展的最重大事件，莫过于治理内卷， 而且对于 今后的发展，也有深远的影响。 4、政府综合治理内卷的方法，也是现成的。不是制定严刑峻法，更不是回到计划经济。而是对于 现有的法律法规，常抓不懈，要求企业认真遵守。 对于产业的竞争秩序，要有长期监管的耐心。发现 苗头，及时治理，抓典型企业。政府要有监控产业发展秩序的责任。过去我们认为，对于落后产业，政 府需要多管，要集中资源，倾斜优势企业。 对于先进产业，可以放手让市场发展。现在看来不完全， 对于先进产业，政府工作的重点是创造公平的竞争环境，而公平的竞争环境不会天然生成，需要在政府 的监管下培育。 5、最关键的是，我们要认识到，内卷的本质是过度竞争，是中国特色社会主义市场经济下的特有 现象，必须治理。治理内卷，我们既不能走计划经济的老路，也不能简单照搬西方发达国家市场经济的 套路。希望政府部门能认识到治理内卷是社会主义市场经济新阶段的重要任务和管理创新，坚持不懈地 做下去。 董扬汽车视点 资深亲历者 · 行业深度观察 视点 自去年7月中央政治局会议提出要反对内卷，到提出综合治理内卷，到政府采取一系列管控措施。 逐渐形成 ...

Core Viewpoint - The economic growth data for the first half of the year exceeded expectations, but challenges remain for the second half, necessitating a deeper understanding of the fundamental characteristics of the Chinese economy [1]. Group 1: Economic Influences - The four core factors influencing the economy are real estate, foreign trade, consumption, and prices [2]. - The "old-for-new" policy is expected to stimulate over one trillion in consumption in the second half of the year [2][4]. Group 2: Real Estate Market - Concerns about a significant adjustment in the real estate market in the second half are unfounded, as the impact of real estate on the macro economy has diminished compared to previous years [3]. - The recent Central Urban Work Conference indicates a new phase for real estate financing and related policies, alleviating fears of major downturns [3]. Group 3: Consumption and Policy - The "old-for-new" policy has already generated sales of 1.1 trillion yuan and distributed approximately 175 million subsidies [4]. - There is potential for the remaining subsidy funds to drive significant sales due to expanded coverage and local government support [5]. - The broader strategy to boost consumption includes enhancing living standards and income, which will gradually evolve into a systematic approach [6]. Group 4: Price Trends - The Consumer Price Index (CPI) decreased by 0.1% year-on-year, while the Producer Price Index (PPI) fell by 2.8% [7]. - The current low price phenomenon is linked to excessive competition, and measures to address this are expected to improve pricing conditions in the second half [8]. Group 5: Foreign Trade Outlook - Concerns about a "cliff-like" drop in exports are deemed unfounded, as current policies and the inherent resilience of exports are expected to maintain the foreign trade baseline [9].