A股汽车整车股午后走强，江淮汽车午后封板涨停，上汽集团、北汽蓝谷、比亚迪、赛力斯等跟涨。消 息面上，近日，广汽集团、中国一汽、东风汽车、赛力斯、吉利汽车、比亚迪汽车、小米汽车等多家车 企集体发声，承诺供应商账期不超60天。 订阅A股市场资讯 +订阅 ...

金十数据6月11日讯，据金十统计，截至目前已承诺将供应商支付账期统一至60天内的车企共16家，包 括一汽、东风、广汽、赛力斯、吉利、长安、比亚迪、奇瑞、小鹏、小米、长城、零跑、上汽、理想、 北汽、蔚来。 已有16家车企承诺将供应商支付账期统一至60天内 ...

Core Viewpoint - Multiple automotive companies in China have collectively committed to a payment term of no more than 60 days for suppliers, responding to national policies aimed at stabilizing the supply chain and promoting high-quality development in the automotive industry [1][15]. Group 1: Company Commitments - BYD announced a unified payment term of 60 days for suppliers, aligning with national directives to support the stability of the supply chain and promote the healthy development of small and medium-sized enterprises [7]. - Xiaomi Auto, Geely Auto Group, Changan Automobile, Chery Group, Xpeng Motors, and BAIC Group have all made similar commitments to ensure that supplier payment terms do not exceed 60 days [2][3]. - GAC Group, China FAW, Dongfeng Motor, and Seres also pledged to shorten supplier payment terms to within 60 days, emphasizing the importance of efficient capital turnover in the supply chain [3]. Group 2: Industry Context - The commitment to a 60-day payment term is a response to the State Council's revised "Regulations on Ensuring Payment to Small and Medium-sized Enterprises," which will take effect on June 1, 2025, mandating that large enterprises pay small and medium-sized suppliers within 60 days [16]. - The Chinese Automobile Industry Association has advocated for maintaining fair competition and promoting healthy industry development, particularly in the context of the rapid transformation and upgrading of the automotive sector [17].

长安汽车表示，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，为深入贯彻落实中央和部委的精神，长安汽车携旗下长安启源、长安凯程、 深蓝汽车、阿维塔，向行业宣布，将供应商支付账期统一至60天内，以切实行动践行央企社会责 任，保障中小企业资金高效流转，助力产业链良好协同运行，共同努力，推进行业高质量发展。 6月10日夜至11日上午， 小米、理想、长安、长城、比亚迪、奇瑞、 一汽、东风、广汽、小鹏、赛 力斯、吉利 等汽车生产企业陆续发表声明，承诺"支付账期不超过60天"。 吉利汽车集团则表示，将供应商支付账期统一至60天内，以加速产业链资金周转效率，保障产业链 供应链稳定，发挥领军企业担当，促进汽车产业高质量发展。 又有 多家车企官宣将支付账期统一至60天内。 小鹏汽车官方微博也宣布， 将支付账期统一至60天内 。 6月11日上午，小米汽车表示，坚决落实国家及相关主管部门就促进汽车产业高质量发展、保障供应 链稳定作出的部署要求，将供应商支付账期统一至60天内。将以切实行动，携手上下游伙伴，共同 推动中国汽车产业高质量发展。 ...

Domestic News - The State-owned Assets Supervision and Administration Commission (SASAC) has launched a training program for talent in the new energy sector to support the green transformation of central enterprises [2] - The Central Committee and the State Council have issued opinions to support Shenzhen in deepening the reform and innovation of unmanned aerial vehicle flight management systems [3] - Shanghai's new energy vehicle ownership exceeded 1.512 million units in 2024, with pure electric vehicles accounting for 71% of the total [4] - The China Logistics and Purchasing Federation reported a recovery in the road logistics price index, which reached 105 points in May, reflecting a 0.06% month-on-month increase and a 2.02% year-on-year increase [5] - The China-Europe Railway Express has transported over 60% of its exports in high-value goods such as automotive parts, machinery, and electronics [6] International News - Toyota and Daimler Trucks plan to complete the merger of their truck divisions by April 2026 to enhance profitability and develop new technologies [7] - Vietnamese electric vehicle manufacturer VinFast reported a 296% year-on-year increase in vehicle deliveries in the first quarter, totaling 36,330 units [8] Corporate News - China FAW Group has implemented a payment term of 60 days for its subsidiaries to optimize procurement and financial settlement processes [11] - Dongfeng Motor Group announced a unified payment term of 60 days to support the healthy development of small and medium-sized enterprises [12] - GAC Group will maintain a supplier payment term of no more than 60 days to ensure efficient capital turnover in the supply chain [13] - Geely Auto Group has committed to a unified payment term of 60 days to enhance the efficiency of capital turnover in the supply chain [14] - Changan Automobile has announced a unified payment term of 60 days to support the stable flow of funds in the supply chain [15] - Seres Group stated it will adhere to a 60-day payment term as per contracts with suppliers to promote collaborative development in the industry [16] - Chery Automobile's chairman emphasized that competition in the automotive industry should focus on technology and products rather than creating noise and internal strife [17] - Xiaomi Auto has denied rumors of a fatal accident during advanced driving training and plans to take legal action against the spread of false information [18] - Cao Cao Mobility has passed the listing hearing at the Hong Kong Stock Exchange [19] - CATL has announced the mass production of a new 587Ah battery cell, achieving a 25% increase in energy density compared to the previous generation [20]

来源：环球网 【环球网智驾综合报道】6月11日，国内汽车行业迎来重大举措，多家车企纷纷宣布将供应商账期改为 60天，此举在汽车供应链领域引发广泛关注，为行业健康发展注入新动力。 多家车企集体将供应商账期改为60天，无疑是汽车行业的一次积极变革。在汽车行业竞争日益激烈的当 下，这一举措展现出车企对行业健康发展的深刻思考与责任担当。 过去，行业内"内卷式"竞争带来的恶性循环，不仅损害了供应商的利益，也破坏了整个产业链的生态平 衡。而此次车企主动缩短账期，是对国家政策的有力响应，更是对市场规律的尊重。通过加快资金周 转，产业链上下游企业能够获得更稳定的资金支持，从而有更多资源投入到研发、生产和服务中，提升 整个行业的竞争力。 6月10日晚间，广汽、东风、中国一汽三大国有汽车巨头率先行动。广汽集团通过官微发布"关于供应商 账期的郑重承诺"，明确坚持不超过60天的供应商账期，旨在保障供应链资金高效周转，携手上下游伙 伴推动行业高质量发展。中国一汽积极响应国家部委关于保障产业链供应链稳定的部署，将供应商付款 账期缩短至60天以内。东风汽车也宣布，为深入贯彻落实国家政策精神、助力中小企业健康发展，将支 付账期统一缩短至60 ...

Core Viewpoint - The automotive industry is collectively responding to the "involution" phenomenon by unifying supplier payment terms to within 60 days, marking a significant shift in supply chain management and compliance with new national regulations [1][10][14]. Group 1: Industry Response - GAC Group initiated the movement by emphasizing the link between supply chain health and product quality, committing to a payment term of no more than 60 days [2]. - China FAW followed suit, highlighting its commitment from a national strategy perspective and outlining specific measures to enhance processes and technology [4]. - Dongfeng Motor, as a representative of the industry, stated that the unified payment term is a response to national policies and reflects its role in the supply chain [6]. - New energy vehicle representative, Seres, reiterated its consistent practice of a 60-day payment term and called for industry self-discipline [8]. - Other major players like Changan Automobile and Geely also joined the initiative, further solidifying the collective commitment to the 60-day payment term [10]. Group 2: Underlying Issues - The collective statements from multiple automakers are a response to long-standing frustrations within the automotive supply chain, as highlighted by a public letter from a supplier that expressed the desire for timely payments [12]. - The competitive pressure has led to extended payment terms, with some companies reporting accounts payable turnover days exceeding 90 days, and in some cases, reaching 120 days or more [12]. - The chaotic competition has drawn regulatory attention, with recent government regulations mandating that large enterprises must complete payments to small and medium-sized enterprises within 60 days [13]. Group 3: Future Implications - The unified commitment to a 60-day payment term is seen as a critical step towards rationalizing competition in the automotive market, potentially alleviating the pressure on suppliers and improving their cash flow [14]. - This collective action signifies a major shift in supply chain management philosophy within the automotive industry, moving towards a healthier ecosystem [14]. - The initiative may represent a turning point for the Chinese automotive industry, transitioning from a "zero-sum game" to a "win-win" scenario, supported by both policy guidance and industry self-regulation [14].

Core Viewpoint - Major automotive companies, including Dongfeng Motor Group, have collectively announced a unified payment term of 60 days for suppliers, in response to the newly implemented regulations aimed at supporting small and medium-sized enterprises and promoting efficient capital flow within the industry [1][3][4]. Group 1: Industry Response - The announcement of a 60-day payment term has been adopted by several leading automotive companies, including China FAW, Seres Group, Geely, and Chery, indicating a growing trend among major players to enhance supply chain stability and efficiency [1][3]. - The revised regulations, effective from June 1, aim to ensure timely payments from large enterprises to small and medium-sized businesses, thereby optimizing the business environment [3][4]. Group 2: Payment Terms and Industry Standards - Historically, payment cycles in the automotive industry have been lengthy, with some companies experiencing payment terms as long as 300 days, significantly higher than international standards [5][6]. - For instance, domestic brands like Geely and Chery have average payment terms of 129.67 days and 142.88 days, respectively, compared to international companies like Volkswagen and Toyota, which have much shorter terms [5][6]. Group 3: Regulatory Framework - The new regulations encourage large enterprises to publicly commit to payment terms and methods for transactions with small and medium-sized enterprises, mandating payments within 60 days of delivery [4]. - Additionally, large enterprises are required to report overdue payments in their annual reports and integrate payment obligations into their risk management systems [4]. Group 4: Industry Collaboration and Future Outlook - Automotive companies are expressing a commitment to building a collaborative automotive value chain, aiming for high-quality development within the industry [8]. - Companies like Geely and Chery emphasize their roles in promoting fair competition and social responsibility, aligning with national policies to foster a healthier market environment [8].

Market Overview - US stock indices collectively rose, with the Nasdaq up 0.63%, S&P 500 up 0.55%, and Dow Jones up 0.25%, marking new closing highs since late February and early March respectively [4] - Major tech stocks saw significant gains, with Intel rising nearly 8% and Tesla increasing over 5%, adding approximately $56.3 billion to its market value [4] - International oil prices declined, with WTI crude oil down 0.84% to $64.74 per barrel and Brent crude down 0.67% to $66.59 per barrel [5] Corporate Developments - Multiple automotive companies, including China FAW, Dongfeng Motor, and Geely, committed to keeping supplier payment terms within 60 days to enhance supply chain efficiency [16][17] - Tencent Music announced a cash acquisition of Himalaya for $12.6 billion, aiming to maintain brand independence and enhance user experience [19] - CATL officially announced the mass production and delivery of its 587Ah battery cell, which boasts a 10% increase in energy density compared to its predecessor [21] Regulatory and Policy Updates - The State Council of China issued new policies to support social welfare, including a 30% increase in central budget investment for social services [8] - The Market Supervision Administration of China is seeking public opinion on a draft regulation for live-stream e-commerce, emphasizing the responsibility of operators to ensure accurate product information [9] Industry Trends - OpenAI announced an 80% price reduction for its o3 product, which may influence competitive dynamics in the AI computing market [28] - The real estate sector is seeing a focus on sustainability, with Vanke's founder expressing confidence in the company's recovery and commitment to green initiatives [23]

Group 1 - Geely Auto Group announced a unified payment term of 60 days for suppliers to enhance cash flow efficiency and ensure supply chain stability, promoting high-quality development in the automotive industry [1] - Changan Automobile also declared a 60-day payment term for its subsidiaries, emphasizing corporate social responsibility and supporting efficient capital flow for small and medium-sized enterprises [1] - Several other major automotive companies, including GAC Group, China FAW, Dongfeng Motor, and Seres Group, have also committed to a payment term not exceeding 60 days, aiming to facilitate effective capital circulation and collaborative development within the industry [2] Group 2 - The implementation of the "Regulations on Ensuring Payment to Small and Medium Enterprises" began on June 1, which is part of broader efforts to address issues of "involution" in the new energy vehicle sector [2] - The Ministry of Industry and Information Technology has called for measures to combat "involution" in the industry, with the regulation on supplier payment terms being a specific action to promote a healthier market environment [2]