"低价低质的恶性竞争，正在卷死研发、卷垮品牌、卷乱市场预期。"这是广东优凯科技有限公司董事长 黄平致经济日报编辑部的信中发出的痛心疾呼。他揭开了洗涤剂行业无序竞争的乱象——活性物含量不 足5%的劣质产品凭借低价抢占市场，优质产品却陷入竞争劣势。 如何跳出这场"泥坑里的混战"，破局"内卷式"竞争，以全国统一大市场建设推动企业、行业高质量发 展？这一话题近期也引起企业家的热议和关注。 反内卷： 从无序血拼到规则共建 "内卷式"竞争的本质，是市场机制失灵下的非理性竞争。企业无法通过差异化或技术优势取胜，便只能 陷入价格战，最终导致全行业"增产不增收"。 "产业周期就像一年有四季，是自然循环、可自我修复的临时性波动，熬一熬就能过去。但结构性问题 则更严峻，具有隐蔽的破坏性，本质上是零和博弈，表现为集体层面非理性繁荣之后的无序、失衡与冲 突。"协鑫集团董事长朱共山说。 让市场体系高效运行，清除妨碍市场公平竞争的一个个"路障"，是全国统一大市场建设的题中之义。 华润啤酒原董事会主席侯孝海提到，"内卷式"竞争带来的是对产业、商业的伤害，其并没有解决供应和 需求之间的不平衡，反而加大了整个商业生态的不稳定性。 今年以来，"反 ...

Core Viewpoint - The letter from the chairman of Guangdong Youkai Technology highlights the detrimental effects of vicious competition in the detergent industry, where low-quality products with less than 5% active ingredients are capturing market share through low prices, putting quality products at a disadvantage [1] Group 1: Industry Challenges - The phenomenon of "involution" is causing severe price wars across various industries, leading to compressed profit margins, reduced innovation investment, and increased quality and safety risks [1][2] - Over 20 national and local industry associations have publicly called for a "counter-involution" approach, addressing issues in sectors such as steel, automotive, photovoltaic, catering, finance, and logistics [3] Group 2: Market Efficiency and Fair Competition - The construction of a unified national market aims to eliminate barriers to fair competition, addressing the imbalance between supply and demand and enhancing overall market stability [3] - Companies are encouraged to abandon the outdated "scale supremacy" mindset and focus on creating value through quality products and brands, as demonstrated by China Resources Beer, which closed 40 factories and reduced over 5 million tons of redundant capacity [3] Group 3: Innovation as a Key Driver - Traditional manufacturing must break free from path dependence and scale bottlenecks by leveraging technology and innovation, as emphasized by Weiqiao Chuangye Group's collaboration with research institutions and the establishment of an industrial technology research institute [4] - New Hope Group has utilized cold chain logistics and AI to innovate in the dairy industry, achieving same-day production and delivery to over 1 million stores [4] Group 4: Brand Value and Consumer Trust - In a market characterized by information asymmetry, low-quality products often mislead consumers, necessitating a shift towards rebuilding trust in high-quality products and enhancing user experience [5] - The home appliance industry has maintained a rational approach due to years of systemic development, with a focus on creating emotional and meaningful connections with consumers [5] Group 5: Global Expansion and Market Opportunities - The unified national market is seen as an open market that encourages companies to expand globally, alleviating domestic competition pressures and enhancing competitiveness in international markets [6] - Companies like Jack Technology and Miniso are adopting global strategies that integrate local insights and cultural fusion, demonstrating the importance of global perspectives in business expansion [6] Group 6: Future Directions for Companies - Companies are urged to focus on innovation, brand building, and global outreach to escape internal competition and contribute to high-quality economic development in China [7]

Core Insights - The article discusses the evolving consumer trends observed at the China International Import Expo (CIIE), highlighting a shift towards self-pleasure and emotional value in purchasing decisions, particularly in luxury goods and lifestyle products [5][10]. Group 1: Consumer Trends - The motivation for purchasing luxury goods has shifted from showcasing status to seeking personal happiness, with "self-pleasure" and "emotional value" becoming key drivers in consumer decision-making [5]. - The rise of the "pet economy" is evident, with a dedicated pet-themed exhibition area at CIIE, reflecting the growing demand for pet-related products and services [9]. - The trend of "active health management" is emerging, with consumers increasingly seeking products that offer tangible health benefits rather than just marketing concepts [10]. Group 2: Company Innovations - Bulgari introduced "Connected Jewelry," allowing consumers to trace the origins and quality of gemstones, enhancing trust and experience [6]. - Pop Mart showcased immersive experiences with popular IPs, indicating a global trend towards emotional value in consumer products [7]. - LEGO created a "City Walk" experience at CIIE, emphasizing play as a universal language and appealing to both local and international audiences [8]. Group 3: Health and Wellness - Inne, a German nutrition brand, reported significant growth in children's nutritional products, indicating a shift towards proactive health management among consumers [10]. - The introduction of innovative health products, such as liquid calcium, reflects the changing focus from traditional supplements to more comprehensive health solutions [10]. - The demand for high-quality, personalized healthcare solutions is increasing, particularly among the aging population, as seen in the offerings from Edward Lifesciences [13][14]. Group 4: Aging Population - The CIIE highlighted the "silver economy," showcasing products designed for the elderly, including safety and wellness solutions [12]. - Companies are increasingly focusing on the unique healthcare needs of older adults, with innovations aimed at improving their quality of life [14]. - The introduction of AI-driven interactive robots for elderly care reflects the growing emphasis on emotional support and safety monitoring for seniors [14].

Group 1: Consumer Trends - The core consumer motivation has shifted from showcasing wealth to seeking personal happiness, with "self-pleasure" and emotional value becoming key drivers in purchasing decisions [2][3] - The pet economy is thriving, with the establishment of a dedicated pet-themed exhibition area at the expo, reflecting the growing demand for pet-related products and services [5] - The trend of "self-pleasure" and emotional value is also evident in the rise of immersive experiences and personalized products, as seen with brands like LEGO and Brother [4][6] Group 2: Health and Wellness - Consumers are increasingly proactive about health management, moving from passive responses to active engagement, as demonstrated by the success of innovative health products at the expo [7][8] - The demand for high-quality, effective health products is rising, with a notable increase in inquiries about clinical efficacy at the expo [7] - The introduction of new health products, such as liquid calcium for both mothers and infants, indicates a shift towards comprehensive health solutions [7] Group 3: Aging Population - The expo highlighted the "silver economy," showcasing products and services tailored for the aging population, including rehabilitation aids and home safety solutions [9][10] - Companies are focusing on personalized treatment options for age-related health issues, particularly in the field of cardiac care, to meet the unique needs of Chinese patients [10][11] - Innovations like interactive robots aimed at providing companionship and safety for the elderly reflect the growing attention to emotional and practical needs in the aging demographic [11]

Economic Performance - Zhejiang's economy has shown resilience and progress, achieving a stable operation with significant growth in key economic indicators [2][6] - From January to May, Zhejiang's exports reached 1.69 trillion yuan, a year-on-year increase of 9.6%, accounting for 15.9% of the national total [2][11] - The province's contribution to national export growth was 20.7%, ranking first in the country [2] Consumption and Investment - In May, Zhejiang's retail sales of consumer goods totaled 338.4 billion yuan, with a year-on-year growth of 7.2%, marking the second-highest growth since 2025 [2] - Fixed asset investment in Zhejiang from January to May grew at the highest rate among the four eastern provinces, with project investment increasing by 12.1% [3][5] Industrial Growth - The industrial economy in Zhejiang has consistently outpaced national growth, with a 8.9% increase in industrial added value in the first quarter [5] - Despite challenges such as high tariffs, the industrial growth rates for April and May remained above the national average [5] Innovation and New Products - Zhejiang has seen a surge in innovation, with high-tech manufacturing and strategic emerging industries showing significant growth [9] - New product output rates reached 41.7%, indicating a strong focus on innovation and technology [9] Government Support and Policies - The provincial government has implemented a robust economic policy framework, maintaining a fiscal budget exceeding 104.2 billion yuan to support economic activities [12] - The government has also launched initiatives to boost consumption, resulting in improved consumer data [12] Private Sector Resilience - The private sector in Zhejiang has demonstrated strong resilience, with private industrial enterprises' added value increasing by 5.9% from January to May [15] - The number of foreign trade enterprises in the province reached 106,000, with private enterprises accounting for 81.7% of total trade value [15]

Core Viewpoint - The article discusses the evolution of Zhejiang's economy through the "Sweet Potato Economy" theory, emphasizing the importance of Zhejiang merchants expanding globally to enhance local development and economic growth [1][2]. Group 1: Economic Growth and Development - Zhejiang's economic total has grown from 800 billion in 2002 to 9.01 trillion in 2024, with foreign trade exceeding 5 trillion for the first time, and exports ranking second nationally for two consecutive years [1]. - Over 600,000 Zhejiang merchants are actively engaged in markets outside the province, with more than 200,000 operating in over 180 countries and regions globally [4]. Group 2: Global Expansion of Companies - Companies like Huayou Cobalt have successfully integrated into global supply chains, expanding operations from Zhejiang to Africa, Indonesia, and Europe, thus enhancing their competitive edge [3]. - The Delixi Group, after relocating its R&D center to Shanghai, expanded its operations to countries like Russia, Brazil, and Spain, demonstrating the benefits of "going out" for long-term growth [3]. Group 3: High-Quality Development Strategies - Zhejiang's strategy includes high-quality "going out" and "bringing in" to strengthen its economic base, with a focus on integrating into global industrial chains [5][6]. - The success of companies like Jack and Geely illustrates the effectiveness of acquiring foreign technology and resources to enhance local production capabilities [6]. Group 4: Digital Economy and Trade - Zhejiang is leveraging digital trade to enhance its international competitiveness, focusing on creating a digital trade rule system and promoting cross-border e-commerce [7]. - The province has hosted global digital trade expos and developed a "digital port" to facilitate international trade, aligning domestic supply with global demand [7]. Group 5: Future Challenges and Opportunities - Zhejiang faces challenges from increasing external uncertainties and the need for internal breakthroughs, prompting a push for high-level openness and the construction of a high-energy open province [8][10]. - The ongoing application of the "Sweet Potato Economy" theory is seen as crucial for sustainable development and adapting to global market changes [10].