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内卷的根源与治理小议
董扬汽车视点· 2025-08-29 10:32
近现代以来,我国经济落后,我们全社会都有迅速发展经济、民族振兴的共同愿望。这是我们自新 中国成立以来和改革开放以来社会发展的根本动力。但是," 发展是硬道理"和"高质量发展"是有差别 的。为了发展不顾一切,不认真执行法律法规政策,不考虑发展和竞争的全社会成本,就是内卷。 内卷是一种比较普遍的社会和市场现象。 相对落后的产业有,相对先进的产业也有;不同时期表 现程度不同,时轻时重;国内市场竞争有,在国际市场的竞争中也有。 综合治理内卷式竞争已成为全国共识。治理的效果如何? 大企业说有好转,小企业感觉不明显。 为什么会内卷?是暂时现象,还是长期现象?根源是什么?现在治理的方法对不对?怎样才能根治? 对此笔者做了一些思考,因为不是经济学、社会学方面的专家,所以纯属一些粗浅的看法。现录出供业 界同仁参考。 一、内卷可能是我国现阶段较长时间存在的一种市场现象,有较深的社会和文化根源。 内卷是多方面的因素综合而成的。 头部企业利用自己的竞争优势,希望通过加剧竞争,扩大优 势,让其他企业出局,是最重要的原因。但这不是某个企业的问题,其他企业有了同样的竞争实力和市 场地位,也很可能这样做。政府某些部门和某些地方,在管理规范市 ...
反内卷不能只靠自觉
董扬汽车视点· 2025-06-01 04:33
Core Viewpoint - The article discusses the recent initiative by the China Automobile Industry Association to address "involutionary" competition in the automotive industry, emphasizing the need for government intervention to maintain fair competition and industry health [1][2][3]. Group 1: Government's Role and Initiative - The initiative is not merely an industry self-regulation effort but a significant measure to implement the spirit of the Central Political Bureau's meeting, with expected government actions to follow [1]. - The language used in the initiative is notably severe, indicating a clear directive to companies, with specific mention of actions to "investigate, expose, and severely punish" violators, suggesting strong government backing [1]. - The timing of the initiative's release coincided with statements from government officials, reinforcing its legitimacy and urgency [2]. Group 2: Market Regulation and Economic Principles - The combination of government action and effective market mechanisms is crucial for the socialist market economy, particularly in addressing "involutionary" competition [3]. - Unlike capitalist market economies, the socialist market economy allows for greater flexibility in government oversight of market behaviors, as highlighted by the need for regulatory measures to protect consumer and societal interests [3]. - The management of the new energy vehicle industry should focus not only on growth speed but also on maintaining order and long-term stability, aligning with global automotive industry standards [3]. Group 3: Potential Government Actions - The government may increase penalties for companies violating laws and regulations within the industry [4]. - There will be a focus on enforcing measures proposed by multiple ministries to address "involutionary" competition, including scrutiny of payment delays to parts suppliers, which could significantly impact cash flow and pricing strategies of vehicle manufacturers [4]. - If industry self-regulation proves ineffective, the government may support the China Automobile Industry Association in hiring third-party organizations to ensure compliance with self-regulatory measures [4].