Group 1 - During the "14th Five-Year Plan" period, China established a competitive policy framework, transitioning from concept to institutionalization, emphasizing the need for stronger and more effective competition policies in the face of domestic and international challenges [1][2] - The importance of competition policy has been recognized at the highest levels of government, with significant legislative changes such as the 2022 revision of the Anti-Monopoly Law, which included the establishment of a fair competition review system [2][3] - The ongoing reforms in industries with natural monopolies, such as telecommunications and energy, have led to increased competition and market efficiency, with notable achievements like the 90% sharing rate of 5G base stations and the introduction of market-based pricing in the electricity sector [3] Group 2 - The phenomenon of "involution" in competition has emerged, characterized by insufficient competitive space and excessive subsidies, particularly in the solar and electric vehicle sectors, leading to unsustainable business practices [5][6] - The misalignment between industrial policy and competition policy has resulted in a proliferation of similar AI models and price wars, with government subsidies causing resource misallocation and inefficiencies in the market [6][7] - International trade rules, such as the EU's Foreign Subsidies Regulation and the US Inflation Reduction Act, pose significant challenges for Chinese companies, requiring them to adapt to stringent compliance measures and competitive pressures [8] Group 3 - The "15th Five-Year Plan" aims to elevate competition policy to a central role in macroeconomic governance, ensuring that it is integrated with other policies such as industrial, fiscal, and trade policies [9][10] - A robust legal framework for competition policy is essential to foster innovation and market efficiency, with recommendations for impact assessments and long-term accountability for government projects [11][12] - High-level alignment with international trade rules, such as the CPTPP, is crucial for China to enhance its competitive position globally, necessitating a deeper understanding of the underlying principles and values of these agreements [13][14]

Group 1 - The article emphasizes the transition of China's competition policy from a basic framework to a more robust governance tool during the "14th Five-Year Plan" period, highlighting the need for a shift from merely having competition policies to ensuring their strength and effectiveness [1][2][3]. - It outlines the systematic integration of the legal framework for competition policy, noting significant developments such as the first revision of the Anti-Monopoly Law in 2022, which included the establishment of a fair competition review system [3][4]. - The article discusses the ongoing reforms in industries with natural monopoly characteristics, such as telecommunications and energy, showcasing specific achievements like the 90% sharing rate of 5G base stations and the introduction of market mechanisms in electricity pricing [4][5]. Group 2 - The article identifies the challenges of "involutionary" competition, where excessive competition leads to price drops and reduced profitability, particularly in sectors like solar energy and new energy vehicles, where government subsidies have distorted market dynamics [6][7]. - It highlights the misalignment between industrial policies and competition policies, particularly in the AI sector, where aggressive subsidies have led to market saturation and reduced R&D investment among companies [8][9]. - The article warns of the implications of international trade rules, such as the EU's Foreign Subsidies Regulation and the US Inflation Reduction Act, which pose challenges for Chinese companies seeking to compete globally [9][10]. Group 3 - The article outlines the vision for the "15th Five-Year Plan," advocating for a stronger foundational role for competition policy in economic governance, emphasizing the need for coordination between competition and industrial policies [10][11]. - It suggests enhancing the implementation framework for competition policy, including mandatory competition impact assessments for industrial planning and fiscal policies [12][13]. - The article calls for a robust legal framework to support competition principles, particularly in emerging sectors like digital economy and AI, to ensure fair competition and innovation [14][15]. Group 4 - The article stresses the importance of aligning with high-standard international trade rules, such as the CPTPP, to enhance China's competitive position in the global market [15][16]. - It concludes that the focus of competition policy should shift from merely preventing monopolies to fostering a competitive environment that encourages innovation and sustainable growth [16].

Group 1 - The core viewpoint emphasizes the need for China's competition policy to evolve from merely existing to being robust and effective, especially in the context of increasing domestic and international competition [1][2] - The revised Anti-Monopoly Law in 2022 highlights the importance of competition policy, with nearly 200 million policy measures reviewed and around 100,000 measures that restricted competition abolished or amended [2][3] - The ongoing competition reform in industries with natural monopolies, such as railways and energy, is being complemented by international agreements like CPTPP and DEPA, which aim to enhance fair competition [2][3] Group 2 - The phenomenon of "involution" in industries like solar energy and electric vehicles indicates systemic issues, where excessive low-end capacity expansion could lead to missed opportunities due to foreign technology export controls [3][4] - The AI sector is experiencing a "hundred model battle," leading to homogenization and price wars, with local governments competing on subsidy policies, resulting in resource misallocation [4][5] - International trade rules, such as the EU's Foreign Subsidies Regulation and the US Inflation Reduction Act, impose strict conditions on state-owned enterprises, requiring transparency and prohibiting non-commercial assistance [5][6] Group 3 - The upcoming "15th Five-Year Plan" aims to strengthen the foundational role of competition policy, ensuring it is integrated into the top-level design of the national economic system [6][7] - There is a need for a rigid framework to manage the relationship between government and market, allowing for diverse technological paths and innovation [8][9] - High-level alignment with international trade rules is essential for transforming China's economic focus from scale expansion to quality competition, fostering world-class enterprises through effective competition policies [9][10]

Group 1 - The core viewpoint emphasizes the need for China's competition policy to evolve from merely existing to being robust and effective, especially in the context of increasing domestic and international competition [1][5] - During the "14th Five-Year Plan" period, significant advancements were made in establishing a legal framework for competition policy, including the first revision of the Anti-Monopoly Law in 2022, which reinforced the foundational role of competition policy [2][6] - The implementation of the Fair Competition Review System has led to the review of nearly 2 million policy measures and the elimination or revision of around 100,000 policies that restricted competition, improving market order and the business environment [2][6] Group 2 - The phenomenon of "involution" in industries such as solar energy and electric vehicles indicates systemic issues, including excessive low-end capacity expansion and a lack of innovation, which could hinder long-term growth [2][3] - The competition policy and industrial policy are misaligned, leading to issues such as model homogeneity and price wars in the AI sector, with local governments competing on subsidy policies that result in resource misallocation [3][4] - International trade rules, such as the EU's Foreign Subsidies Regulation and the US Inflation Reduction Act, pose challenges for Chinese companies, particularly in the electric vehicle sector, highlighting the need for compliance with high-standard international rules [4][8] Group 3 - The "15th Five-Year Plan" aims to strengthen the foundational role of competition policy, ensuring it is integrated into the top-level design of the national economic system, and coordinating with other policies such as industrial, fiscal, and trade policies [6][7] - Establishing a robust legal framework for competition is essential for fostering innovation and ensuring that government interventions do not stifle market dynamics [7][8] - High-level alignment with international trade rules is crucial for transforming China's economic landscape from scale expansion to quality competition, enabling the emergence of world-class enterprises [8]

今天上午我们也讨论了反内卷我们也为大家介绍了为什么现在反内卷的话题持续下午新进的直播间的粉丝不知道有没有听说过反内卷这个话题有没有关注 其实反内卷的本质我们今天我们也讨论了这个反内卷的本质和结构性矛盾也梳理了政策上的时间线同时呢也阐述了这个内卷式竞争对经济社会发展形成的一些具体影响以及治整治和解决的方式同时也给大家举例了很多生活化日常中我们会碰到的一些场景特别是会影响到我们具体个人的 一些场景今天下午呢我们就跟大家继续更加深入的讨论一下这个话题也和大家好好聊一聊这个内卷式竞争的深层的成因整治内卷式竞争的路径以及调整产业政策补贴的方向还有作为我们普通人呢我们可以通过什么样的方式 在这个内卷的大环境下去顺应整个大时代的进程新进直播间的小伙伴们可以点击左上角关注也可以在评论区踊跃的发言我们上一场直播我们和大家 讨论了这个内卷在我们日常生活中的一些具体的闲话那我们和大家一起来热个场一起来回顾一下日常生活中大家都感觉到哪些被卷的时候呢大家可以在评论区留言互动哦是的就是有没有买电车或者是买车的小伙伴 就价格忽上忽下的这个就是一个典型的反内卷的现象就是价格内斗 汽车行业现在就是这几年都是很活生生的例子现在造车的这个门槛也变 ...

Group 1 - The current consensus in the market is to combat "involutionary" competition through legal and market measures, stabilizing market prices and promoting the orderly exit of backward production capacity [1] - The complex causes of "involutionary" competition include local governments using industrial policies for inter-regional capacity investment competition, leading to overcapacity and price competition in related industries [1] - The shift to high-quality development emphasizes the importance of the real economy, with a focus on developing emerging industries and promoting the transformation and upgrading of manufacturing [1] Group 2 - Industrial policies and competition policies have coexisted in China, with industrial policies being necessary for promoting technological innovation and industrial upgrading, but they should be based on competitive policies [2] - The experience of Japan suggests that an overemphasis on industrial policies can lead to low growth, highlighting the need for a balance between industrial and competition policies during different growth phases [2] - During the high-quality development phase, the main drivers of economic growth are innovation and the market's ability to shift resources from low productivity to high productivity sectors [3] Group 3 - The need for a coordinated approach between industrial policies and macroeconomic policies is crucial to avoid asset bubbles and ensure effective resource allocation [3] - When industrial policies are misused by local governments for quantity-based expansion, it can lead to "involutionary" competition, reducing corporate profits and hindering innovation investment [3] - Establishing a unified national market is essential for ensuring fair competition and effective resource allocation [4] Group 4 - There is an urgent need to establish a system and institutional guarantees for achieving high-quality development, with central government-led industrial policies to promote innovation and industrial upgrading [4] - A well-coordinated relationship between industrial and competition policies is necessary to prevent local governments from undermining fair competition rules [4] - Improving the assessment systems for high-quality development and local government performance can help avoid the distortion of industrial policies into tools for regional competition [4]

他表示，我国的产业政策长期优先于竞争政策，进而导致一定的微观层面失序，因此，目前正处于一个 时代的拐点，就是产业政策必须重新定位，让竞争政策走到舞台中央，形成宏观调控与微观治理协同发 力的新格局。 当前工业行业普遍存在"成本下降，但利润下降得更快"的现象。针对这一困境，要破解低价与"内卷"现 象，必须全面启动微观治理。 7月5日上海财经大学举行的2025中国宏观经济年中论坛上，刘元春表达了上述观点。他表示，中国的微 观治理有两大类政策： 一是产业政策，二是竞争政策。我国的产业政策长期优先于竞争政策，进而导 致一定的微观层面失序，因此，目前正处于一个时代的拐点，就是产业政策必须重新定位，让竞争政策 走到舞台中央，形成宏观调控与微观治理协同发力的新格局。 "反内卷"已经成为我国政策的工作重点。2024年7月30日召开的中共中央政治局会议，首次提出要强化 行业自律，防止"内卷式"恶性竞争。 2024年底召开的中央经济工作会议提出五个"必须统筹"，也就是必须统筹好五个关系，包括有效市场和 有为政府、总供给和总需求、培育新动能和更新旧动能、做优增量和盘活存量、提升质量和做大总量。 刘元春建议，宏观经济治理要在当前五个统 ...