Core Viewpoint - Multiple automotive companies in China have committed to standardizing payment terms to within 60 days to enhance cash flow efficiency and support the healthy development of the supply chain [1][3][4]. Group 1: Company Commitments - Dongfeng Motor Group announced a unified payment term of 60 days to promote efficient cash flow and collaboration within the industry [1]. - GAC Group emphasized the importance of a healthy supply chain for high-quality products and committed to maintaining supplier payment terms within 60 days [3]. - China FAW Group stated it would enforce a 60-day payment term and improve internal processes to ensure timely payments, utilizing digital tools for real-time monitoring [4]. - Seres also issued a related initiative to support the 60-day payment commitment [6]. Group 2: Industry Context - The implementation of the "Regulations on Ensuring Payment to Small and Medium Enterprises" on June 1 mandates that payments for goods and services from small and medium enterprises should be made within 30 days, or up to 60 days as per contract [8]. - The automotive industry in China faces challenges with long payment cycles, often exceeding 120 days, compared to 60 to 90 days in mature markets like Europe and the US [8]. Group 3: Payment Cycle Data - BYD's average payment cycle to suppliers is 127 days, with accounts payable representing 31% of revenue [9]. - SAIC's average payment cycle is 164 days, while Geely and Great Wall Motors have cycles of 127 days and 163 days, respectively [9]. - Changan's payment cycle is 205 days, and Li Auto and NIO have cycles of 165 days and 195 days, respectively [9]. Group 4: Industry Aspirations - Guo Chuan, chairman of Zhejiang Konghui Automotive Technology, expressed a vision for timely payments within one month post-invoice, emphasizing mutual respect and collaboration in the industry [9]. - The automotive industry is called to improve its image and ecosystem to foster a promising future for companies and the sector as a whole [9]. Group 5: Market Position - Konghui Technology leads the domestic air suspension market with a 41.3% market share, having delivered 335,470 units in 2024 [10].

【文/观察者网 潘昱辰 编辑/高莘】6月10日晚，中国一汽、东风汽车、广汽集团、赛力斯集团等汽车企业 陆续发布承诺：对供应商账期不超过60天。 中国一汽表示，近期，工信部、国资委等国家部委就保障产业链供应链稳定、促进汽车产业高质量发展 作出一系列部署要求，中国一汽坚决贯彻落实，持续优化内部采购与财务结算流程，以实际行动维护市 场经济秩序健康稳定。一是完善机制，强化执行。明确付款期限和支付方式，将"60天付款"作为所属单 位付款期限要求，加强资金监督和过程管理。二是优化流程，提升效率。加强采购、财务等部门内部协 同，进一步精简审批环节，确保付款流程畅通无阻。三是技术赋能，精准管控。充分利用数字化云工作 台，实现对合同执行、发票匹配、付款申请等全流程节点的实时监控，确保每一笔应付款项按期支付。 广汽集团强调，广汽一直以来坚持为顾客提供高安全、高品质的产品与服务；供应链体系的健康发展是 保障产品高安全、高品质的基础。为此，广汽集团将一如既往，坚持以不超过60天的供应商账期，保障 供应链资金高效周转，携手上下游伙伴，共同促进行业高质量发展。 东风汽车表示，6月10日，为深入贯彻落实国家政策精神，助力中小企业健康发展， ...

要闻提示 NEWS REMIND 1.字节跳动内容质量负责人李彤离职，CQC业务变化折射AI冲击人工审核 2."疯狂的石头"再出发！石头科技冲刺港股二次上市 3.比亚迪李云飞回应"车圈恒大""常压油箱"事件：油箱合规、财务没问题 4."一年能省几千万"！周鸿祎：准备干掉360整个市场部 5.吉利李书福：有些企业的竞争方式令人难以启齿 6.小红书估值350亿美元，朱啸虎：没有股东愿意卖 7.特斯拉人形机器人Optimus项目负责人宣布离职：希望更多陪伴家人 8.扎克伯格豪赌AI，Meta拟斥资超百亿美元投资Scale AI 今日头条 HEADLINE NEWS "一年能省几千万"！周鸿祎：准备干掉360整个市场部 6月6日晚间，360集团创始人、董事长周鸿祎在其个人自媒体账号发文称，"我准备干掉360整个市场 部，这样一年可以给公司省下几千万。"他表示，从当天起，要做一个挑战，一个人完成一场完整的新产 品发布会。"听起来像天方夜谭，但这次我准备动真格的了。" 周鸿祎称，过去做一个产品发布会，需要市场部几十号人，忙活大半个月，费时费力费钱，还让他不满 意，这次他自己一个人全包了。周鸿祎还称，这不是一拍脑袋就做的决 ...

Core Viewpoint - The GAC Aion Baolong autonomous driving vehicle equipped with Pony.ai's seventh-generation autonomous driving system has officially received a road testing license for intelligent connected vehicles, marking its entry into real traffic environments for public road testing in Guangzhou and Shenzhen [1] Group 1 - The vehicle has completed validation in laboratory and closed environments before moving to real-world testing [1] - This development signifies a significant step forward in the deployment of autonomous driving technology in urban settings [1]

| 特斯拉 | 10695.2 | + -393.65 | 332.05 | | --- | --- | --- | --- | | (9) 丰田汽车 | 2449.63 | + -44.9 | 187.96 | | והו 小米汽车 | 1765.65 | + +3.52 | 6.86 | | 比亚迪 | 1543.04 | + -2.94 | 50.07 | | ANI 法拉利 | 857.09 | 1 +9.33 | 480.96 | | 梅赛德斯奔驰 | 564.6 | + -2.72 | 58.63 | | 宝马汽车 | 543.69 | -2.68 | 87.87 | 金十图示：2025年06月05日（周四）全球汽车制造商市值变化 2 @ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM t 2016 - 11:50 - 11 - 11 - 11 - 11 - | 入》 大众汽车 | 534.66 | + -3.99 | 106.26 | | --- | --- | --- | --- | | 通用汽车 | 458.32 | + -13.35 | 47.67 | | >6 玛鲁蒂 ...

Core Viewpoint - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show showcases over 1,000 vehicle models from more than 100 brands, emphasizing the importance of technological innovation and high-quality products in the automotive industry [1][2]. Group 1: Event Overview - The auto show features 112 vehicle brands and 1,039 models, including global and national premieres, under the theme "Facing Technology, Facing the Future, Facing the Market" [1]. - Notable exhibitors include BYD, Xiaomi, NIO, Changan, Geely, and SAIC Volkswagen, with significant new model launches and technological advancements [2][3]. Group 2: Technological Innovations - The Huawei and Jiangqi collaboration launched the Zun Jie S800, priced from 708,000 yuan, with over 1,000 pre-orders within an hour, indicating strong market interest [3]. - The Zun Jie S800 will upgrade to Huawei's ADS 4 intelligent driving system in Q3 2025, showcasing the trend towards smart vehicle technology [3]. Group 3: R&D Investments - Xiaopeng Motors reported a quarterly R&D investment of nearly 2 billion yuan, aiming to become a global AI automotive company [4]. - GAC Group emphasizes user-centric innovation, with over 55 billion yuan invested in R&D to meet diverse consumer needs [4][5]. - Huawei's R&D investment reached 179.7 billion yuan in 2024, with over 10 billion yuan allocated to automotive intelligence, highlighting the competitive focus on core technology breakthroughs [5].

Industry Information - In the first four months, Shaanxi's automobile production increased by 33.3% year-on-year, with a total output of 630,000 vehicles, surpassing the national growth rate of 22.2% [8] - China Automotive Research Institute signed a strategic cooperation agreement with Huawei's subsidiary, aiming to enhance collaboration in policy research, AI technology application, and digital model development [9] - Nvidia plans to launch a new AI chip for the Chinese market, priced significantly lower than the previous H20 chip, with production expected to start in June [10] - The Horgos port exported 106,000 vehicles from January to April, marking an 18% year-on-year increase [10] - A Guangzhou company has developed a fast-charging technology that can charge 70% of a vehicle's battery in just 5 minutes, leading the industry [10] - The automotive chip company Chuangzhan completed nearly 100 million yuan in angel financing [11] - CATL expects to achieve small-scale production of solid-state batteries by 2027, which are anticipated to address key issues in electric vehicle range and safety [12] - Geely's battery subsidiary plans to reach a production capacity of 70GWh by 2027, with multiple production bases established [12] - Hesai Technology reported Q1 revenue of 530 million yuan, with a gross margin of 41.7% and a delivery volume of 195,818 units [13] - Pony.ai has partnered with Dubai's RTA to launch Robotaxi testing operations by 2025 [14] - Nvidia's Q1 revenue reached $44.062 billion, with a 72% increase in automotive chip business [15] - UBS forecasts continued growth in electric vehicle sales, projecting a compound annual growth rate of 17% from 2024 to 2027 [16] Policy Information - Henan aims to complete the scrapping and replacement of approximately 500,000 vehicles by 2025, along with over 8 million home appliance replacements [25] - Shanghai's Jiading district has introduced policies to support the development of intelligent connected new energy vehicles [26] - Guangzhou has allocated over 2.986 million yuan in subsidies for electric vehicle charging infrastructure construction [27] - Beijing encourages foreign enterprises to participate in high-level autonomous driving demonstration zones [28] - Chongqing plans to establish 30 smart factories and 300 digital workshops by 2027 [28] - Harbin is launching a promotional campaign for automobiles, offering 48 million yuan in subsidies [28] - Guangdong's energy bureau has issued a notice for energy-saving and carbon reduction work for public institutions by 2025 [28] - Fujian supports automotive consumption activities and aims to build over 80,000 public charging piles by the end of 2025 [28] - Zhejiang Jiaxing has announced subsidy standards for personal charging piles and hydrogen stations [33]

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 来源丨华商韬略（ID：hstl8888） 作者丨陈斯文 图源丨Midjourney 中国汽车，正在经历一场大反转。 几年前，从新势力到传统车企，纷纷撒豆成兵般孵化子品牌、成立事业部，甚至把它们独立运作，推 向资本市场。 现在，取而代之的是空前的整合，我们熟悉的不少名字，都很可能从此消失。 5月7日，吉利汽车发布公告，计划溢价收购极氪汽车全部股份。 目前，吉利已持有极氪65.7%的股份，如果交易完成，极氪将成为吉利汽车全资子公司，并从纽交所 退市。 这距离极氪在美国上市，尚且不足一年。 5月9日，蔚来汽车发布内部公告，宣布旗下子品牌乐道和萤火虫，将被深度整合至蔚来主品牌体系， 从此不再拥有独立事业部架构。 这距离乐道品牌的诞生，同样不足一年。 5月14日，广汽集团宣布，将广汽研究院拆分成整车、平台、造型三大板块，全面并入集团产品本 部。 成立十年的广汽研究院，为广汽自主品牌崛起立下了头等功劳，埃安、传祺这些品牌悉出其中，但随 着一纸公告，说并也就并了。 最让人震惊的大整合，还不是这些。 今年2月，长安汽车与东风汽车的整合消息开 ...

金十数据5月31日讯，5月31日，针对近日汽车行业掀起的新一轮价格战，中国汽车工业协会发布《关于 维护公平竞争秩序，促进行业健康发展的倡议》。同日，2025（第三届）未来汽车先行者大会拉开帷 幕。在此次大会上，业内不少人士表达了对于汽车行业价格战的看法。"去年全年降价销售的车型有200 多款，今年一季度降价车型有60多款。销量虽然在增加，但利润持续恶化。"中国贸促会汽车分会会长 王侠在此次大会上表示，"搞研发是修炼内功，而打价格战是消耗内功。"与上述观点类似，在小鹏汽车 董事长、CEO何小鹏看来，相比于卷价格，行业要卷科技、卷高度、卷质量。蔚来创始人、董事长、 CEO李斌表示，现在肯定不希望"卷"价格，除了技术还会"卷"服务。此外，广汽集团副总经理閤先庆、 华为智能汽车解决方案BUCEO靳玉志也表达了"行业不要卷价格，要卷价值"的观点。 （每经） 反对"内卷式"恶性竞争 李斌、何小鹏、閤先庆等表态"价格战" ...

点 击 蓝 字 关 注 我 们 本文全文共 3822 字，阅读全文约需 13 分钟 目录 国内新闻 1.北京鼓励外资企业参与高级别自动驾驶示范区重点场景应用 2.长安未来5年将推出7款以上高端汽车产品 3.吉利近期将发射"千里浩瀚"等多颗卫星 4.比亚迪刀片电池和闪充刀片电池提前通过新国标检测 1.欧洲理事会批准放宽二氧化碳减排目标 2.意大利4月新车销量同比微增2.71% 3.宝马宣布三年半内全系车型采用全新设计语言 4.通用汽车将投资8.88亿美元在纽约工厂生产V8发动机 商用车 1. 福田汽车:拓展新能源重卡业务 5.五菱汽车神炼电池首批通过最新国标认证 6.广汽集团公布智能座舱的AI计算装置专利 7.奇瑞汽车公布自动跟随机器人专利 8.小马智行与迪拜道路交通管理局达成战略合作 国外新闻 2. 徐工全新一代新能源轻卡重磅发布 3. 江淮商用车发布25款战略新品 4. 奇瑞全新皮卡正式申报 国内新闻 1 北京鼓励外资企业参与高级别自动驾驶示范区重点场景应用 时间:2025.5.28 来源:易车原创报道 作者:许振宇YC 日前，北京市经济和信息化局发布《北京市促进高精尖产业高水平对外开放行动方案（2025年 ...