以下文章来源于车东西 ，作者迩言 车东西 . 未来汽车看车东西！智能汽车产业专业新媒体车东西专注智能汽车产业创新，重点关注自动驾驶、智能 座舱、整车创新等；用专业视角，大众认知传播智能汽车新技术新体验。 一个月超30位高管岗位调整，中国前6大自主车企集体换防。 来源 丨 车东西（ID：chedongxi） 作者 丨 郭月 图源 丨 Midjourney 车圈掀起新一轮人事飓风，据车东西不完全统计，在刚刚过去的一个月内，有15家车企进行了高管岗 位调整。 这其中就包括了2025年上半年国内自主车企销量前6名玩家，分别是比亚迪、吉利、上汽、奇瑞、长 安、长城， 奇瑞更是进行了多轮调整 。 除了长安和上汽外，东风、中国重汽、江淮这3家国有车企都在换人，东风汽车人员调整规模甚至高 达600人。 与此同时， 理想、蔚来两家新造车企业的技术高管也在流失。 人事变动的飓风也席卷了全球汽车市场，海外汽车品牌特斯拉、大众汽车集团、奔驰、宝马也都传出 了人事变动的消息。 值得注意的是，这场人事风暴中， 15位副总岗位变动，比亚迪、长城、上汽都更换了品牌总经理。 人事变动的频繁与剧烈，恰恰反映出2025年下半年车圈竞争进入白热化阶 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has launched an online feedback platform to address issues related to the 60-day payment commitment made by key automotive enterprises, aiming to protect the rights of small and medium-sized enterprises (SMEs) and ensure compliance with payment regulations [1][2]. Group 1: Issues Addressed by the Feedback Platform - The platform will handle four main types of issues: 1) failure to adhere to the 60-day payment commitment; 2) unreasonable payment terms or delays in providing necessary documentation; 3) coercion to accept non-cash payment methods; 4) other issues related to the enforcement of the payment regulations [2][3]. - The initiative is expected to exert pressure on automotive companies to fulfill their payment commitments and provide a channel for creditors to report overdue payments [2][3]. Group 2: Challenges in Implementation - Despite the commitment from automotive companies, the actual implementation of the 60-day payment term remains challenging, with accounts payable turnover days for various companies ranging from 127.23 days to 247.7 days [3]. - Companies are facing cash flow pressures, making it difficult to shorten payment terms without risking financial stability and potential debt defaults [3][4]. Group 3: Industry Dynamics and Recommendations - The automotive industry has a historical tendency towards longer payment cycles, and the sudden shift to a 60-day term poses significant challenges for financial planning [4][5]. - Experts suggest that financial support policies are necessary to help automotive companies manage cash flow and reduce reliance on supplier payments [5][6]. - There is a call for the elimination of commercial acceptance bills, which are viewed as risky and detrimental to healthy business practices [5][6]. Group 4: Future Directions - The MIIT plans to guide the development of payment norms and contract templates for the automotive industry to promote a healthier supply chain ecosystem [6].

Core Points - The company announced a cash dividend of 0.005 CNY per share (before tax) for its A shares [1] - The dividend distribution plan was approved at the annual shareholders' meeting on May 20, 2025 [1] - The record date for the dividend is July 16, 2025, with the ex-dividend date and payment date both set for July 17, 2025 [1] Dividend Distribution Details - The total share capital before the distribution is 2,000,000,000 shares, making the total cash dividend distribution amount 10 million CNY [1] - The cash dividends for individual shareholders and securities investment funds will not have income tax withheld at the time of distribution, but will be calculated based on the holding period upon stock transfer [2] - For individual shareholders with a holding period of less than or equal to 1 month, the actual tax burden is 20% of the dividend income; for those holding between 1 month and 1 year, it is 10%; and for those holding over 1 year, the dividend income is exempt from personal income tax [2] Taxation for Different Shareholder Categories - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net dividend of 0.0045 CNY per share [3] - Hong Kong Stock Exchange investors will also receive a net dividend of 0.0045 CNY per share after a 10% tax withholding [3] - Other institutional investors and corporate shareholders will receive a net dividend of 0.005 CNY per share, with the responsibility for tax payment resting on the taxpayer [4] Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's comprehensive management department at the provided phone numbers [4]

证券代码：600006 证券简称：东风股份 公告编号：2025--045 东风汽车股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.005元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/16 | － | 2025/7/17 | 2025/7/17 | 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 本次利润分配方案经东风汽车股份有限公司（以下简称"公司"）2025 年 5 月 20 日的2024 年年度股东会审议通过。 二、分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： （1）对于自然人股东及证券投 ...

Group 1 - Dongfeng Motor Group has announced the establishment of Yipai Automotive Technology Company to integrate resources across the entire value chain for the development of its independent passenger vehicle business [5] - The Yipai brand will closely collaborate with the Nano and Fengshen brands, indicating a strategic alignment within Dongfeng's product offerings [5] - Dongfeng's partnership with Huawei aims to create a smart product matrix that meets global user demands across various market segments, including potential expansion into commercial vehicles [5] Group 2 - CEO of Zhuoyue Technology, Shen Shaojie, emphasized the need for Tier 1 suppliers to have a safety net capability, particularly in the context of intelligent driving systems [6] - Consumer interest in advanced driver assistance systems (ADAS) varies by vehicle price, with lower-priced models seeing less demand for such features [6] - The automotive market is facing challenges in achieving equality in ADAS technology, necessitating collaboration between manufacturers and suppliers to overcome technical hurdles [6] Group 3 - BYD has launched its first super hybrid travel car, the Seal 06 DM-i, with a starting price of 100,000 yuan and a comprehensive range of 2000 km [7] - The travel car segment in China is relatively underdeveloped, with a total sales volume of approximately 107,000 units in 2021, indicating a potential market opportunity for BYD [8] Group 4 - Dongfeng Nissan has introduced the new X-Trail, with prices set at 160,800 yuan and 166,800 yuan, as part of its strategy to maintain its fuel vehicle market share amid rising competition from electric vehicles [9] - The new X-Trail features upgrades in technology and design, including enhanced intelligent functions to attract consumers [9] Group 5 - BYD has formed a strategic partnership with Shanghai Lego Land, marking the first collaboration between a Chinese automotive brand and Lego Land globally, focusing on promoting green travel and immersive driving experiences [10] - The partnership aims to enhance consumer awareness and cultural understanding of new energy vehicles in China [10] Group 6 - Lynk & Co has unveiled its first mid-to-large plug-in hybrid sedan, the Lynk & Co 10 EM-P, targeting the 200,000 yuan market segment with features like all-wheel drive and lidar [11] - The mid-to-large sedan market is increasingly being penetrated by domestic brands, challenging traditional luxury brands [11] Group 7 - Chery has announced the elevation of its Fengyun series to a standalone brand, with plans to launch 16 new products over the next three years to meet diverse consumer needs [12] - The Fengyun brand represents Chery's first car model, highlighting its historical significance and future strategic direction [12]

工信部称，近期，一汽、东风、广汽、赛力斯等17家重点车企陆续作出"供应商支付账期不超过60天"的 公开承诺，社会反响良好，相关承诺如何进一步落实兑现备受社会关注。此次开通在线反映窗口，旨在 推动重点车企改进管理流程、优化支付方式，将《保障中小企业款项支付条例》落在实处，切实履行账 期承诺，惠及广大中小企业。 值得注意的是，下一步，工信部还将指导行业机构研究制定汽车行业结算支付规范，推行合同范本，进 一步规范汽车企业供应商货款支付流程，推动构建"整车—零部件"协作共赢发展生态，促进汽车产业健 康可持续发展。 乘联会秘书长崔东树向第一财经表示，这一政策能使企业的支付行为更加规范，尤其是合同条款的规 范，实际上是规范了企业兑现如期支付承诺的最基础的条件。他认为，这将改变原来政策相对不够清 晰、各大企业可能会制定个性化支付条款的局面，是行业进入支付规范的途径。 记者注意到，并非所有的车企拖欠款项问题都能通过此平台解决。工信部在"常见问题"中表示，该窗口 不受理已造成拖欠款项的相关问题。属于拖欠款项的，应通过全国投诉平台主页面"我的投诉"反映。 工信部在线受理中小供应商4类问题。 紧盯落实"60天账期"承诺，工信部再次 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has launched an online platform to address issues related to payment delays by key automotive companies, aiming to ensure that these companies adhere to their commitment of a payment period not exceeding 60 days for suppliers [1][2]. Group 1: Key Issues Addressed - The online platform will accept complaints regarding four main issues: 1) Key automotive companies failing to adhere to the 60-day payment commitment; 2) Unreasonable payment terms set by these companies; 3) Coercion of suppliers to accept non-cash payment methods; 4) Other issues related to the enforcement of the "Regulations on Ensuring Payment to Small and Medium-sized Enterprises" [1]. - Seventeen key automotive companies, including FAW, Dongfeng, and GAC, have publicly committed to a payment period not exceeding 60 days, which has received positive social feedback [2]. Group 2: Industry Response and Future Actions - Experts emphasize that while the commitment exists, there are ambiguities regarding the start date for payments, which can lead to de facto delays [2]. - The MIIT's initiative is seen as a significant step towards protecting the rights of suppliers, particularly small and medium-sized enterprises, by ensuring that automotive companies fulfill their payment commitments [2]. - Future actions by the MIIT will include guiding industry organizations to develop payment settlement standards and promoting contract templates to further standardize payment processes in the automotive sector [3].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) is taking steps to establish payment settlement standards in the automotive industry and promote contract templates to address payment delays to suppliers [1][6]. Group 1: Payment Issues and Regulations - To shorten the payment terms for suppliers, MIIT has introduced a new complaint window specifically for issues related to major automotive companies not adhering to payment commitments [2][4]. - The "Regulations on Ensuring Payment to Small and Medium-sized Enterprises" came into effect on June 1, which targets the issue of delayed payments to SMEs [4]. - Major automotive companies, including FAW, Dongfeng, and GAC, have publicly committed to a payment term of no more than 60 days, a significant reduction from previous terms that often exceeded three to six months [4][5]. Group 2: Supplier Concerns - Suppliers have expressed skepticism regarding the commitment of major automotive companies to adhere to the new payment terms, citing a lack of clear communication about changes in payment timelines [4][5]. - The complaint window will address four main issues, including companies not honoring the 60-day payment commitment and setting unreasonable payment start dates [5][6]. Group 3: Future Actions - MIIT plans to guide industry organizations in developing standardized payment settlement norms and contract templates to further regulate the payment processes between automotive companies and their suppliers [6].

Core Viewpoint - Dongfeng Motor's export business showed strong performance in the first half of 2025, with significant year-on-year growth in both passenger and commercial vehicle exports. Group 1: Overall Export Performance - In the first half of 2025, Dongfeng exported a total of 50,711 vehicles, representing a year-on-year increase of 75% [1][5]. - In June alone, the company exported 13,460 vehicles, achieving a remarkable year-on-year growth of 109% [1][6]. Group 2: Passenger Vehicle Exports - From January to June, Dongfeng exported 38,804 passenger vehicles, marking a year-on-year increase of 105% [7]. - In June, the export volume of passenger vehicles reached 10,412 units, with a year-on-year growth of 122% [7]. Group 3: Commercial Vehicle Exports - In the first half of 2025, Dongfeng exported 11,907 commercial vehicles, which is a year-on-year increase of 19% [2][9]. - The export volume for commercial vehicles in June was 3,048 units, reflecting a year-on-year growth of 77% [2][9].

Core Viewpoint - The "Light Truck First Influence Index" for major domestic light truck brands shows a decline in scores, indicating a potential decrease in market influence and interest in the light truck sector [1][16]. Group 1: Influence Index and Rankings - In June 2025, the total score for the "Light Truck First Influence Index" was 1431, down 17.1% from May 2025 and down 4.8% year-on-year from June 2024 [1]. - The top three brands in the index are Jianghuai 1 Card, FAW Liberation Light Truck, and China National Heavy Duty Truck HOWO Light Truck, with scores of 306, 202, and 200 respectively [2][16]. Group 2: Brand Performance Highlights - Jianghuai 1 Card delivered 100 units of its new energy quality milk special vehicle to Kunming, showcasing its capabilities in cold chain logistics [8][20]. - FAW Liberation Light Truck signed a contract for 500 units of the Tiger 6G electric light truck, emphasizing its commitment to the new energy sector [21]. - China National Heavy Duty Truck HOWO launched a new CNG light truck product matrix, highlighting its technological advancements in green logistics [13][23]. - The Dongfeng Light Truck successfully delivered vehicles for the 618 shopping festival, focusing on user needs with its new model [25]. - The Remote Light Commercial Vehicle brand ranked fifth, showcasing its innovative ethanol-hydrogen electric light truck technology, which significantly reduces operational costs [27]. Group 3: Market Trends and Future Outlook - The light truck market is entering a traditional off-season, prompting brands to enhance their promotional efforts in July [29]. - The focus on new energy vehicles, product launches, and large orders remains a key trend in the industry, indicating a shift towards sustainable logistics solutions [4][20].