Cui Dongshu of the Passenger Transport Association said that in the transformation and upgrading, the automobile industry is facing actual pressure from intensifying “internal rolling” competition and imbalances in the price order. In the first half of 2025, the loss ratio of dealers reached 52.6%, and 74.4% had price inversion, which not only eroded the channel's ability to operate sustainably, but also brought risks such as service contraction and after-sales distribution reduction. At the same time, new energy vehicles and intelligent connectivity are driving the emergence of new business formats such as online transactions and platform-based operations, and issues such as irregular price labeling, price fraud, price collusion, and irrational price wars are becoming more complicated. At the policy level, the central government proposes to comprehensively rectify “internal rolling” competition and promote the formation of a market order with high quality, high prices and healthy competition; at the regulatory level, the State Administration of Market Supervision and Administration issued the “Automobile Industry Price Conduct Compliance Guide” on December 12, 2025, which unifies rules and clarifies red lines, focuses on the management of the entire production, sales and platform chain, and systematically proposes internal compliance management requirements for enterprises. From regulation to industry to consumers, the introduction of the “Guidelines” has multiple positive effects. For the industry, by curbing disorderly price wars and standardizing production and marketing collaboration and platform governance, we will promote competition from “price competition” to “competition for technology, service, and value”, and consolidate a healthy ecosystem of high-quality development and “high quality and high price”. Provide enterprises with clear legal boundaries and behavioral guidelines, reduce compliance risks and reputation loss, promote the shift from “passive compliance” to “active self-discipline”, and use compliance capabilities as the core competitiveness of brands and channels. For consumers, strengthen price transparency and anti-fraud rules, standardize the disclosure of information on value-added functions such as “paid unlock”, guarantee the right to know, choose and fair trade, and enhance the entire car buying and using a car experience.

Cui Dongshu of the Passenger Transport Association said that in the transformation and upgrading, the automobile industry is facing actual pressure from intensifying “internal rolling” competition and imbalances in the price order. In the first half of 2025, the loss ratio of dealers reached 52.6%, and 74.4% had price inversion, which not only eroded the channel's ability to operate sustainably, but also brought risks such as service contraction and after-sales distribution reduction. At the same time, new energy vehicles and intelligent connectivity are driving the emergence of new business formats such as online transactions and platform-based operations, and issues such as irregular price labeling, price fraud, price collusion, and irrational price wars are becoming more complicated. At the policy level, the central government proposes to comprehensively rectify “internal rolling” competition and promote the formation of a market order with high quality, high prices and healthy competition; at the regulatory level, the State Administration of Market Supervision and Administration issued the “Automobile Industry Price Conduct Compliance Guide” on December 12, 2025, which unifies rules and clarifies red lines, focuses on the management of the entire production, sales and platform chain, and systematically proposes internal compliance management requirements for enterprises. From regulation to industry to consumers, the introduction of the “Guidelines” has multiple positive effects. For the industry, by curbing disorderly price wars and standardizing production and marketing collaboration and platform governance, we will promote competition from “price competition” to “competition for technology, service, and value”, and consolidate a healthy ecosystem of high-quality development and “high quality and high price”. Provide enterprises with clear legal boundaries and behavioral guidelines, reduce compliance risks and reputation loss, promote the shift from “passive compliance” to “active self-discipline”, and use compliance capabilities as the core competitiveness of brands and channels. For consumers, strengthen price transparency and anti-fraud rules, standardize the disclosure of information on value-added functions such as “paid unlock”, guarantee the right to know, choose and fair trade, and enhance the entire car buying and using a car experience.