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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。
news flash· 2025-06-11 05:08
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 ...
多家车企集体缩短供应商账期至60天,共促汽车产业健康发展
Huan Qiu Wang· 2025-06-11 02:23
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 ...
都市车界|汽车行业打响"反内卷"第一枪:多家车企集体承诺账期不超60天
Qi Lu Wan Bao· 2025-06-11 02:14
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].
东风吉利奇瑞等多家车企官宣账期统一至60天内 此前行业平均超180天
Zhong Guo Jing Ying Bao· 2025-06-11 02:08
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].
特朗普:洛杉矶骚乱是“外国入侵”;特拉斯市值一夜涨4000亿元;多家车企承诺供应商账期不超60天;一只Labubu被拍出108万丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-06-10 22:06
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]
对供应商账期不超过60天,这些车企带头了
Guan Cha Zhe Wang· 2025-06-10 13:43
【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, ...
【东风汽车:支付账期统一60天内】6月10日电,东风汽车集团有限公司宣布,将支付账期统一至60天内。

news flash· 2025-06-10 12:41
智通财经6月10日电,东风汽车集团有限公司宣布,将支付账期统一至60天内。 ...

中国新能源汽车动力: “技术跟随者”到“规则制定者”的蜕变
Zhong Guo Qi Che Bao Wang· 2025-06-10 10:07
Core Insights - The "China Heart" initiative was established to enhance the R&D capabilities of domestic automotive brands and improve consumer trust in Chinese automotive power systems [2][3] - Over the past 20 years, the initiative has evolved alongside the development of China's automotive power technology, witnessing a significant shift from reliance on foreign brands to the emergence of domestic brands leading in new energy power systems [4][5] - The evaluation system has adapted to include hybrid systems and has become more comprehensive, reflecting the rapid growth of the new energy vehicle market [3][4] Industry Development - Initially, joint venture brands dominated the rankings, but over time, domestic brands have gained a substantial presence, with self-developed engines accounting for a significant portion of the evaluations by 2013 [3][4] - The current landscape features a tripartite structure of hybrid, range-extended, and pure electric systems, with domestic brands excelling through targeted technology development and market segmentation [4][5] - The domestic electric power systems have achieved over 90% localization in key components, showcasing China's advancements in core component R&D and system optimization [4][5] Technological Advancements - Significant progress has been made in high-voltage platforms, oil-cooled flat wire motors, and silicon carbide controllers, enhancing vehicle performance and energy efficiency [5][6] - The introduction of fast-charging technologies, such as 5.5C charging, is becoming more widespread, further improving the user experience [5][6] - The "China Heart" evaluation system aims to shift consumer focus from external vehicle features to internal quality, promoting rational consumption [6][7] Future Outlook - The Chinese automotive industry is expected to undergo deeper resource integration, with state-owned enterprises accelerating consolidation and smaller companies exiting the market [8] - This transformation is anticipated to reshape the domestic automotive landscape and propel China from a "big automotive country" to a "strong automotive country" in the global new energy and intelligent competition [8] - The industry must focus on technological breakthroughs, ecosystem construction, standard formulation, and globalization to establish a comprehensive competitive advantage [8]
高安全性与性价比兼备:10-15万元价位内最值得购买的三款新能源轿车
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-09 14:04
Core Viewpoint - The recent revision of the "GB 38031—2025" standard by the Ministry of Industry and Information Technology aims to incorporate existing safety technologies from mainstream automakers and battery suppliers into mandatory standards, effectively eliminating low-quality products from the market. This is expected to have minimal impact on brands that prioritize quality and safety [1] Group 1: Nissan N7 - The Nissan N7, priced between 119,900 and 149,900 yuan, has undergone over 7,400 R&D tests and more than 5,500 quality confirmations, ensuring a solid quality guarantee [2] - It features a four-needle puncture multi-cell ultra-safe battery that has passed 146 high-standard tests and meets the upcoming 2026 national standard requirements [2] - The vehicle is equipped with 16 active safety systems, including forward and rear collision warnings, and advanced intelligent driving features provided by Momenta, enhancing safety and convenience during travel [2] Group 2: Dongfeng Yipai eπ007 - The Dongfeng Yipai eπ007 boasts a cage-type ultra-high-strength structure with a high-strength steel ratio of 71.5% and a hot-formed steel ratio of 20.3%, achieving a score of 93.78% in C-NCAP evaluations [3][4] - Its Mah battery has passed extreme condition tests, demonstrating safety features such as resistance to punctures and drops, with no fire or explosion during a multi-needle puncture test [3] - The vehicle is priced between 115,900 and 149,900 yuan and offers various promotional benefits, enhancing its cost-performance ratio [4] Group 3: Xiaopeng MONA M03 - The Xiaopeng MONA M03 starts at 119,800 yuan and includes over 20 hardware perception devices, providing strong environmental awareness [5] - It features 12 active safety systems, including collision warnings and emergency braking assistance, along with the XNGP full-scene intelligent driving system [5] - The vehicle's body composition includes 73% high-strength steel and aluminum alloy, improving handling and safety during collisions, while its new generation lithium iron phosphate battery enhances overall safety [6] Group 4: Summary of Models - Each model has unique advantages: the Nissan N7 excels in overall quality and safety for family users; the Xiaopeng MONA M03 stands out in active safety features for tech-savvy young consumers; and the Dongfeng Yipai eπ007 offers comprehensive safety systems and high cost-performance for practical consumers [7] - All three models are considered reliable and safe options within the 100,000 to 150,000 yuan price range, allowing consumers to choose based on their specific needs [7]
“苏超”爆火带飞股价,特朗普与马斯克的合与分丨一周热点回顾
Di Yi Cai Jing· 2025-06-07 02:09
Group 1: Su Chao and Cultural Tourism Consumption - The "Su Chao" football league has significantly boosted cultural tourism consumption in six host cities, with a total increase in consumption [1] - Over 180,000 fans attended matches, achieving attendance rates comparable to professional football leagues [1] - From June 2 to June 8, reservations for scenic spots in Jiangsu Province increased by 305% [1] - A-share football concept stocks surged, with multiple stocks hitting the limit up, including a five-day consecutive rise for Guochuang Turf and three consecutive 20% rises for Jinling Sports [1] Group 2: Changan and Dongfeng Restructuring - Changan Automobile and Dongfeng Automobile announced a pause in their restructuring plans due to the separation of Changan's indirect controlling shareholder [2][3] - The restructuring speculation had previously led to a surge in the capital market, but the current status remains unclear [3] - The automotive industry has seen a trend towards consolidation, indicating a maturation of the market [3] Group 3: National Standards for Intelligent Driving Assistance - A new mandatory national standard for intelligent connected vehicles' driving assistance systems is set to be established, with a project duration of 22 months [4][5] - The standard will cover technical requirements for motion control, driver monitoring, system safety, and testing methods [4] Group 4: Circle's IPO Performance - Circle, the issuer of the USDC stablecoin, saw its stock price surge by 168.48% on its first trading day, closing at $83.23 with a market cap exceeding $18 billion [6][7] - The company experienced a 25-fold oversubscription for its IPO, increasing the number of shares issued from 32 million to 34 million [6] - USDC's circulation has grown by 40% over the past year, significantly outpacing USDT's 10% growth [6] Group 5: Guangdong Government Investment Fund Regulations - Guangdong Province has introduced new regulations for government investment funds, stipulating that management fees must be paid from fund earnings rather than principal [8][9] - This change could lead to challenges for fund managers if the funds do not generate profits, potentially eliminating their primary income source [9] Group 6: South Korea's New President - Lee Jae-myung was inaugurated as South Korea's president, winning with 49.42% of the vote, ending a period of political uncertainty [10][11] - His administration aims to focus on developing emerging industries like AI and fostering a fair economy while navigating challenges in economic recovery and social cohesion [11] Group 7: US Steel and Aluminum Tariffs - The US has raised tariffs on steel and aluminum imports from 25% to 50%, citing national security concerns [12][13] - This move has faced criticism for potentially harming the US manufacturing sector and disrupting global supply chains [12] Group 8: Trump and Musk's Public Dispute - A public feud has erupted between former President Trump and Elon Musk, triggered by legislative changes affecting electric vehicle tax credits [13][14] - The conflict reflects deeper tensions between the two figures, impacting Tesla's stock price, which fell by 14.26% following the dispute [14]