节点:下游(终端消费/应用)位置:下游情绪:利空参考度:8/10


2025年车市“内卷”态势在监管层与行业协会协同干预下持续降温,为中国汽车产业可持续健康发展筑牢基础。行业人士认为,贯穿全年的倡议、规定及“反内卷”表态,成为车市告别恶性竞争的分水岭

中央经济工作会议明确提出“纵深推进全国统一大市场建设,深入整治‘内卷式’竞争”,该信号率先在汽车行业落地。12月12日,国家市场监督管理总局发布汽车行业价格行为合规指南(征求意见稿),核心指向无序价格战,明确销售价格原则上不得低于成本,列举变相低价行为,从源头遏制恶性竞争,推动行业从“价格内卷”回归“价值竞争”

国家市场监督管理总局指出,新能源汽车市场快速发展下,价格行为日趋复杂,存在标示不规范、欺诈、串通等问题,扰乱秩序、侵害权益,故起草指南统一规则。国泰...

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