In traditional Chinese medicine theory, Yang deficiency and Yin deficiency have different treatment methods. For example, a common idea is: Yang deficiency favors nourishing Yang, and Yin deficiency favors nourishing Yin. If we use a simple ratio as an analogy, it can be understood as some kind of “1:4” supplementary structure – that is, one part of Yang is supplemented and four parts of Yin are added to maintain the balance of the system.

In the competition in the automobile industry, a similar structural metaphor can be used to understand some strategic changes: one way Chinese companies have responded in recent years is more like “increasing the power of yin”, that is, strengthening stability, system capabilities and resource accumulation, rather than just increasing external expansion.

If represented by a simplified model, this strategy can be understood as “replenishing the three yin”. In this model, the combined weight of three parts of yin is roughly equivalent to the overall effect of “supplementing one yang plus four yin”, so the two sides appear to be in conflict on the surface, but there are still subtle differences in structure.

On the surface, this change looks like a state of competition that offsets each other; but if calculated by weight, the Chinese side may still have a slight increase in the negative structure, which is equivalent to an additional weight of about 0.6 units.

The above is just an observational model and does not mean that the numbers themselves are accurate. The ratio may not be strictly accurate, but this idea of ​​”structural adjustment” may be used as a reference for understanding industrial competition.

I will continue to observe if there are any new changes in the future.

—— 郄磊 ( Qie Lei )
March 9, 2026

(After writing, the text was polished by ChatGPT)