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6月3日,全国工商联汽车经销商商会发布的《关于反对“内卷式”竞争 促进汽车经销行业高质量发展的倡议》提出,全行业应以中国汽车产业实现高质量发展大局为重,严格遵守公平竞争原则,坚决抵制以“价格战”为主要形式的“内卷式”竞争行为。 Maui County officials released two hours of audio of 911 calls to The Associated Press that were recorded as frantic residents tried to escape the deadliest U.S. wildfire in a century. The inferno that engulfed Lahaina killed at least 98 people and leveled more than 2,000 buildings, most of them homes.Here are chronological summaries of some of the more than 200 calls recorded with 911 dispatchers between 3:30 p.m. and 5:30 p.m. on Aug. 8 obtained by the AP.___3:31 p.m.A woman called to ask if she had to evacuate. When she said she was on Front Street and Baker Street, an area in the historic heart of the town that would ultimately be razed by the flames, she was told she didn’t have to leave.“That’s not close to it yet,” an audibly stressed dispatcher said before adding they were trying to answer all the calls coming in.___4:41 p.m.A man called 911 saying he was seeking refuge in a big rig truck that he came across near the Pioneer Mill Smokestack just off Lahainaluna Road. He said he initially tried to escape by bike but ditched it when the fire became too intense. Vehicles were blowing up around him, he said.The dispatcher asked if he could drive the rig to get away from the fire. When he said he didn’t know how to drive an 18-wheeler, she asked him why he was in it.“Ma’am, I need help, OK!” he said. “I’m getting burned up here.”The man said he was inhaling the pitch black smoke surrounding the truck. Near the end of the call, the panic in his voice rose notably.“I’m running for it. Jesus Christ,” he said. “Oh my God. I don’t know what to do. ... I gotta get outta here. I gotta do something.”The man called back about 15 minutes later to say he had made it out of the truck and was OK.___4:42 p.m.A caller who sounded like a little girl called from near Aki Street.“The fire’s all over already. It’s all over Lahainaluna,” she said in a voice wrought with panic. Shrieks were heard in the background as other people frantically debated what to do. At one point, it seemed they were saying, “dead end.”“You guys need to leave. If you can’t drive away, get out of the car and run,” the dispatcher said. “Do not stay in your car and wait. Get out of there. You guys need to worry about your bodies, not your car.”___4:44 p.m.A caller could barely get her words out between sobs. She said she last saw her mom and her baby on Kahena Street, near Lahainaluna Road.“Do you think they’re there still,” the dispatcher asked.“I don’t know,” she said, overcome by tears. “My mom just took her to go up the road because we thought it was safer.”The dispatcher tried to gently reassure her that officers were in the area. But when she asked how old her mom was, the call dropped.___4:49 p.m.A man called to say he and his wife were trapped because she couldn’t get down the four flights of stairs in their apartment building.The dispatcher said the best they could do was alert police, and then asked if the man had any neighbors who could help.“They’re a bunch of girls, they’re not very strong. I don’t think they could help my wife down the steps,” he said.“Let me try my best to get a hold of somebody,” the dispatcher said, “and try to send them your way.”___4:52 p.m.A woman called from Front Street and Baker Street to say she was trapped in traffic. Saying the fire was half a block away from her car, she asked where she could drive to safety because the smoke was too thick to get out and walk.When the dispatcher told her to go north to the Lahaina Civic Center, she said they were stuck and didn’t have any way to make it there.“Neither does anybody else at that point, right?" the dispatcher said. “We’ve got all these huge fires going on. If everybody just tries to stay calm and try to do things in an orderly fashion, that’s the best we can do at this point.”The caller then asked if they should turn around and head south on Front Street instead.“No. Just keep going the way you’re going,” the dispatcher said, “don’t just turn around and make it worse, you know what I mean? So if you gotta go slowly, just keep plugging away.”___4:55 p.m.Another caller from that intersection said she and many others were terrified because they were stuck in their cars.“We are caught in massive traffic and we’re covered in ashes and embers and there’s a lot of people honking and trying to get out of the road,” she said. “The ashes are engulfing our car and the flames are going on our car.”When she asked if there was anything the emergency services could do, such as clear the road for the trapped cars, the dispatcher said the fire department and other officers were on their way to the area.“I’m sorry. We’re trying to get somebody out there,” the dispatcher said.___4:56 p.m.A dispatcher briefly chastised one man when he called to report his elderly parents were stuck in their burning home."Why did they not call us direct? They should have called us direct,” the dispatcher said, saying that would make it easier to find their location. She also said the man should have told them to leave the house sooner.“Yes, we’ve been trying to tell them. My dad was trying to fight the fire,” the man said. “The last words he said is, ‘I love you. We’re not going to make it.’”。6月5日下午的商务部例行记者会上,商务部发言人何咏前针对汽车业“内卷式”竞争现象表示,商务部将积极配合相关部门,加强综合整治与合规引导,维护公平竞争市场秩序,促进行业健康发展。一系列政府和行业机构的表态,足以让人们看出相关态势的严重性。那么,究竟什么样的竞争算“内卷式”恶性竞争?中国汽车业该怎样走向高质量竞争?未来的竞争态势究竟如何?在6月5日的2025重庆思享会上,高级副总裁王秋凤就这一行业热点话题与长安汽车品牌公关部品牌总监房楠、东风日产汽车销售有限公司新能源品牌总经理王骞、岚图汽车销售服务有限公司副总经理曾清林、北京汽车制造厂(青岛)有限公司总经理顾志宏、中国平安财产保险股份有限公司重庆分公司总经理何莹、中国汽车流通协会副秘书长田甜等六位企业及行业大咖展开沙龙对话。这次沙龙对话的主题为“存量竞争时代,如何鼓励高质量竞争?”。
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在“内卷”式竞争严重的市场环境下,品牌认知度相对的较低的中国品牌想要突出重围更是不易。然而,岚图汽车却成为少数冲击高端化取得初步成功的企业之一。曾清林将岚图汽车的“反内卷”经验总结为两条:一条是要做到全价值链可持续;另一条则是“听劝”,要围绕用户需求展开竞争,要拼产品的价值和性能。
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E |
烈度并非等同于恶性竞争。正如房楠分析所言,市场的高度竞争未必是恶性循环或单纯的价格战,它同样蕴藏着巨大的推动力。企业的自驱力及技术创新成为成长和突围的核心动力。
F | 正因如此,我们看到越来越多本土品牌,开始以提升产品力、打造品牌力和营销力为主线,练好“内功”。
例如,在主流品牌纷纷构建爆款策略、坚持大单品路线并持续加大技术投入的背景下,企业正逐步摆脱价格战的泥潭,转而以价值驱动撬动更多市场空间。这条路道阻且艰,但也正验证了主机厂只有做好自身能力建设,才能在高烈度竞争中脱颖而出。一线实战中,行业演绎着丰富的样本。例如东风日产,面对电动化加速、存量市场博弈和合资品牌新挑战,选择了逆向思维——推出合资品牌罕见的15万元纯电轿车N7,王骞称这是东风日产对反内卷的回应。
G | ”在他看来,降价只能换来短期销量,岚图不仅通过35万元以上价格区间的稳健表现验证了产品力,也凭借L3级智能架构等新技术不断强化用户体验。实践证明,价值型竞争能够保证企业始终立足于客户的核心需求。如此,企业在价格内卷时代,反而能够铸就壁垒,实现从短期销量到长期口碑的沉淀。

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新势力与老玩家也在竞相探索差异化生存路径。北京汽车制造厂(青岛)有限公司便走“细分之细分”路线,在轻越野、硬派越野与兼用型MPV的小规模市场中实现稳定销售,还瞄准海外市场发力,打造海外销量为主的高毛利模式。正如顾志宏所言,“未来,中国汽车要在全球化角度做下一轮竞争。兼并重组的道路肯定不可阻挡,所以各大企业还是要围绕用户价值练好内功。
I | 因为用户就在那里,需要自身的能力达到相应的水平。”

J | 随着新能源车渗透率持续提升,车险行业呈现出保费结构调整、赔付成本上升、行业盈利压力增大等新趋势。
何莹表示,“新能源车因为集成度高、事故率高、案均赔款高,导致保险公司整体承压,但新能源客户数和标的数的增长也带来巨大的机会。保险公司唯有不断拓展新型险种与服务,如智能驾驶责任险、三电延保等,深度契合新需求,才能化挑战为机遇。”经销流通领域的变化同样值得关注。
K | 田甜表示,“持续的价格战,一定会对产业上下游造成负面影响。经销商和主机厂是唇齿相依的,必须要提倡行业自律,主机厂要有更健康的管理模式,让整个汽车行业更健康地发展。

L | 在激烈竞争之后,靠硬实力才能坚持到最后。”
未来牌桌上还会剩下多少家中国车企?本场主题沙龙上,各位行业大咖还围绕“未来牌桌上还会剩下多少家中国车企”展开激烈讨论。大家的观点虽不尽相同,但都传递出一个信号:激烈的竞争和产业淘汰,是行业迈向世界级的重要一环。主持人王秋凤直言不讳地指出,当前中国汽车市场的竞争烈度已前所未有。许多有能力降价的企业正无差别推动价格、产能和产业集中,市场淘汰加剧。业内普遍将2027年视作一个关键节点,届时能够幸存下来的企业数量很可能大幅缩减。目前,主流汽车销量排行榜上的企业为60多家,能否全部留存到下一个拐点,成为业界热议焦点。行业自律与兼并重组,将成为接下来数年不可回避的趋势。田甜对此感受尤深。她以去年全国3.7万家经销商关停4千家、又新开3千家的数据为例,指出优胜劣汰正在加剧。对厂家来说,参照发达国家汽车产业发展路径、结合中国广阔市场,她乐观预计最终有一半左右的品牌能留在牌桌上——约二三十家。
M | 她认为,剩下的一定是可持续的、长期经营主义的企业,预计会留下差不多一半的企业。
对于最终赢家的体量,既有业内的务实判断,也有对行业多样性的展望。顾志宏的观点是,从全球产业发展历史来看,几乎每个行业最终都只剩下2-3家巨头,但考虑到汽车产业的复杂性,他倾向于最终会剩5到10家主要企业,取个中位数7家。曾清林则补充了结构变化的新思考。
N | 他认为,未来很可能呈现“巨头集团+多品牌”格局。

o | 主体企业数量会大幅减少,但品牌多样性仍能保留,可能会10+N的方式,因为中国汽车市场地域广阔、细分需求丰富,这为品牌百花齐放留出了空间。
曾清林还特别提到,自动驾驶技术的演进可能成为影响行业格局的最大变量:“假如2027年L4级自动驾驶广泛落地,汽车就有可能从个人消费品转为智能交通工具,整车厂商重要性进一步下降。”房楠则参考了手机行业的发展轨迹,全球品牌数量曾高达720家,而如今国内市场仅剩大约5家主流品牌。借鉴这一趋势,她大胆预测,到2027年,中国汽车行业还有30家左右企业能处于“牌桌”上,约为现有数量的一半。
p | 而再往后3到5年,可能最终只会有10家左右。

q |
结语不可否认,中国汽车行业内部确实存在“低质量内卷”和“恶性竞争”的情况。
r | 然而,我们也不能否认,这一行业也依然存在产能过剩的问题。
100年前,美国市场也有上百家汽车企业,而到今天也只剩三大汽车巨头。此外,中国的家电、手机等行业也都经历了从数百家缩减到十几家、甚至几家的时代。即便到了仅剩少数玩家的阶段,企业的竞争烈度仍然很高。比如当下的空调已卷到1000元左右,手机竞争也是花样翻新。
s |
可以说,只要存在市场要素占据主导地位,总体量大、利润总额高(未必是利润率)行业,大量资本、技术和就业纷纷涌入,充分竞争就不可避免。王秋凤表示,“当今汽车行业的每一个汽车人都非常不易,因为激烈的竞争不可避免,但“没有经过血与火洗礼的产业诞生不出世界级企业”。所以她希望,中国汽车行业的各位同仁能穿越今天的黑暗,用高质量竞争的方式杀出一条血色黎明来!”(文/ 张宇喆 彭斐)Current article:http://www.liangkuataosanxuanmiancen.sbs/news/20260826_228.doc
Published on:12:55:27
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