On December 17, the China Transportation Federation Branch issued an article stating that the automobile industry is facing actual pressure from increasing “internal rolling” competition and imbalances in the price order in the transformation and upgrading. In the first half of 2025, the dealer loss ratio 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, clarifies red lines, focuses on the management of the entire production, sales and platform chain, and systematically puts forward internal compliance management requirements for enterprises.

On December 17, the China Transportation Federation Branch issued an article stating that the automobile industry is facing actual pressure from increasing “internal rolling” competition and imbalances in the price order in the transformation and upgrading. In the first half of 2025, the dealer loss ratio 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, clarifies red lines, focuses on the management of the entire production, sales and platform chain, and systematically puts forward internal compliance management requirements for enterprises.