金吾财讯 | 中信证券表示，近期，中央财经委第六次会议再提“反内卷”，决策层自上而下“反内卷”的政策思路进一步明确，各行业治理企业低价无序竞争步伐进一步加快。从政策视角来看，“反内卷”既是在短期内稳定物价水平、重振名义增长的必要措施，又是从长远构建消费驱动型经济的战略选择。随着政策的持续推进，年内PPI底部大概率已经明确，该机构预计中性情景下PPI同比读数在年底回升至-1.0%。从行业视角来看，该机构建议重点关注钢铁、锂电、建材、汽车、煤炭、有色、光伏、化工八大行业“反内卷”的具体路径与相应影响。
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