EV Guerrilla Warfare: Li Auto Accuses Dongfeng Nissan of 'Black PR' as Market Rivalry Turns Toxic

Li Auto has accused Dongfeng Nissan of orchestrating a coordinated online smear campaign, highlighting the increasingly aggressive 'Black PR' tactics in China’s saturated electric vehicle market. The dispute comes amid a broader government crackdown on industry 'online chaos' as manufacturers face desperate competitive pressures.

Lexus Electrified Sport Concept car showcased at an indoor auto exhibition with modern lighting.

Key Takeaways

  • 1Li Auto has launched legal action against alleged 'black water armies' targeting its i6 and L6 models.
  • 2Founder Li Xiang denounced the smear campaign as the most egregious form of unfair competition in the industry.
  • 3Dongfeng Nissan officially denied the claims, calling for mutual respect and healthy market rivalry.
  • 4China's MIIT has initiated a specialized three-month campaign to curb disinformation and malicious marketing in the auto sector.
  • 5The cost of managing 'Black PR' has become a multi-million dollar annual burden for major Chinese EV manufacturers.

Editor's
Desk

Strategic Analysis

This public confrontation marks a significant escalation in the 'involution' of the Chinese auto market, where the battle for consumer mindshare has shifted from product features to digital sabotage. The use of 'black water armies'—coordinated troll networks—reflects a market where survival is no longer guaranteed by engineering alone. As traditional joint ventures like Dongfeng Nissan face an existential threat from domestic startups, the friction between 'old' and 'new' automotive powers is manifesting as a high-stakes information war. The government's intervention suggests that 'Black PR' is now viewed as a systemic risk to the high-quality development of China's most strategically important industrial sector.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

The scorched-earth competition within China’s electric vehicle (EV) sector has moved from the showroom to the courtroom. Li Auto, one of the country’s leading premium EV makers, has publicly accused a Japanese joint venture brand—specifically Dongfeng Nissan—of orchestrating a coordinated smear campaign. The company’s legal department claims that a deluge of malicious posts and "organized" negative reviews targeted its new i6 and L6 models following a competitor’s product launch.

Li Auto’s founder, the outspoken Li Xiang, did not mince words in his assessment of the situation. He characterized the alleged use of "marketing accounts" and "black water armies" (paid internet trolls) as a flagrant violation of industry ethics. According to the company, the suspicious online activity featured highly homogenized content and originated from concentrated IP addresses, suggesting a professional operation rather than organic consumer feedback.

In a swift rebuttal, Wang Qian, the General Manager of Dongfeng Nissan’s New Energy brand, issued a statement emphasizing the company's commitment to industry rules. He maintained that Dongfeng Nissan advocates for healthy competition and respects all peers contributing to China’s automotive growth, including Li Auto. This diplomatic response highlights a widening rift between legacy joint ventures struggling for relevance and the aggressive new wave of domestic EV startups.

The spat is a symptom of a broader malaise known as "involution," or hyper-competition, which has gripped the Chinese auto market. As growth slows and the number of players remains high, some firms have reportedly pivoted from technical innovation to reputational sabotage. Industry insiders suggest that major NEV manufacturers now spend millions, sometimes hundreds of millions of yuan annually, just to counter coordinated disinformation campaigns.

Beijing is taking notice of this digital volatility. The Ministry of Industry and Information Technology (MIIT), alongside five other government departments, recently announced a three-month intensive crackdown on "online chaos" in the automotive industry. This initiative specifically targets illegal profiteering through disinformation and the use of fake reviews to mislead consumers, signaling that the state’s patience with toxic marketing tactics has reached its limit.

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