【#多家车企表态供应商账期不超60天#】#多家车企积极响应协会倡议#9月15日，中国汽车工业协会发 布《汽车整车企业供应商账款支付规范倡议》，围绕订单确认、交付与验收、支付与结算、合同期限等 关键环节，对整车企业与供应商企业采购合同中相关内容作出规范倡议。工信部相关负责人表示，倡议 明确了货物交付验收、账期起计、对账结算、款项支付等要求，如明确货物验收时间原则上不超过3个 工作日，倡导供货双方建立稳定合作关系、每次合同签订的有效期不少于1年。这些都将对促进汽车行 业规范发展具有重要意义。随后，上汽集团、比亚迪汽车、广汽集团、长安汽车、东风汽车、小米汽 车、理想汽车、蔚来汽车、赛力斯、小鹏汽车等多家车企纷纷表态，积极响应协会倡议。上汽集团表 示，2025年6月，公司已正式宣布，将供应商支付账期统一至60天内，并且不采用商业承兑汇票等增加 供应商资金压力的结算方式。后续上汽集团将继续积极贯彻落实《保障中小企业款项支付条例》要求， 并以切实行动响应《汽车整车企业供应商账款支付规范倡议》。比亚迪汽车表示，积极响应《供应商账 款支付规范倡议》，贯彻落实《保障中小企业款项支付条例》要求，聚焦订单确认、交付与验收、支付 与 ...

转自：北京日报客户端 9月15日，中国汽车工业协会发布《汽车整车企业供应商账款支付规范倡议》，围绕订单确认、交付与 验收、支付与结算、合同期限等关键环节，对整车企业与供应商企业采购合同中相关内容作出规范倡 议。（倡议全文） 工信部相关负责人表示，倡议明确了货物交付验收、账期起计、对账结算、款项支付等要求，如明确货 物验收时间原则上不超过3个工作日，倡导供货双方建立稳定合作关系、每次合同签订的有效期不少于1 年。这些都将对促进汽车行业规范发展具有重要意义。 随后，上汽集团、比亚迪汽车、广汽集团、长安汽车、东风汽车、小米汽车、理想汽车、蔚来汽车、赛 力斯、小鹏汽车等多家车企纷纷表态，积极响应协会倡议。 上汽集团： 以切实行动响应倡议 上汽集团表示，2025年6月，公司已正式宣布，将供应商支付账期统一至60天内，并且不采用商业承兑 汇票等增加供应商资金压力的结算方式。 后续上汽集团将继续积极贯彻落实《保障中小企业款项支付条例》要求，并以切实行动响应《汽车整车 企业供应商账款支付规范倡议》。 比亚迪： 积极响应中汽协倡议 比亚迪汽车表示，积极响应《供应商账款支付规范倡议》，贯彻落实《保障中小企业款项支付条例》要 求， ...

Group 1 - The core viewpoint presented by the CTO of Seres Group, Zhou Lin, emphasizes the need for "technological crossover, ecological collaboration, and systematic breakthroughs" as a new development path in the electric vehicle sector [2][3] - Seres has achieved over 1,100 scenarios of intelligent recognition and adaptive control through its intelligent range extension system, and has implemented millisecond-level holographic safety monitoring for over 700 parameters via a cloud-based AI hub [2] - As of August this year, the Wanjie brand has provided over 195,000 safety care services and more than 8,000 remote diagnostic services, saving users over 300,000 hours in maintenance time [2] Group 2 - Zhou Lin believes that single car manufacturers cannot tackle all challenges alone, making collaborative development a necessity [3] - Seres has partnered with Huawei to create the Wanjie brand, pioneering cross-industry cooperation between the automotive and ICT sectors [3] - The company is promoting an integrated and resilient supply chain by collaborating with leading global suppliers, exemplified by its innovative "factory within a factory" model that enhances product quality and production efficiency [3] Group 3 - Zhou Lin stresses the importance of achieving resonance at macro, meso, and micro levels within the automotive industry, highlighting the need for mutual empowerment between domestic and international markets [3] - Seres is steadily advancing its overseas market layout to enhance its influence in the international market [3] - The company aims for a fundamental leap in industry competitiveness through technological integration, ecological collaboration, and systematic breakthroughs in the electric vehicle sector [3]

本文综合自：东风汽车、上汽集团、奇瑞集团等微信公众号 9月15日，中国汽车工业协会发布《汽车整车企业供应商账款支付规范倡议》，东风汽车、上汽集团、奇瑞集团、赛力斯、理想汽车、长安汽车、广汽集 团、比亚迪等多家车企先后发表声明，表示将积极落实《汽车整车企业供应商账款支付规范倡议》，构建"整车—零部件"协作共赢发展生态，共同推动汽 车产业高质量发展。此次八家企业具体声明内容如下： 东风 9月15日，中国汽车工业协会发布《汽车整车企业供应商账款支付规范倡议》，为构建"整车—零部件"协作共赢生态、推动汽车产业高质量发展提供明确 指引。东风汽车集团有限公司（以下简称"东风汽车"）积极响应倡议号召，将在订单确认、交付与验收、支付与结算、合同期限等关键环节落实倡议要 求，切实保障供应商权益，稳定供应商预期，增强产业链韧性。 作为中央直管的特大型汽车企业，东风汽车将以切实行动践行央企责任，进一步发挥产业链"链长"作用，不断优化产业生态，加强产业技术创新和产业链 供应链体系建设，共同推动行业高质量发展。 上汽 近期，工信部、国资委等国家部委围绕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决策部署。2025年9月15日 ...

赛力斯表示，积极响应中国汽车工业协会发布的《汽车整车企业供应商账款支付规范倡议》，呼吁企业 应加强自律，共同推动行业高质量发展，公司愿与行业同仁一起，维护健康绿色的发展环境。赛力斯致 力于产业生态体系共生共赢，共同促进产业良性循环发展，提升整个产业集群的竞争力。 ...

(本文来自第一财经) 据赛力斯集团官微消息，赛力斯积极响应中国汽车工业协会发布的《汽车整车企业供应商账款支付规范 倡议》。中国新能源汽车取得的成绩来之不易，在全球化背景下，增强汽车产业链的韧性和竞争力，确 保供应链的安全与稳定尤其重要，赛力斯呼吁企业应加强自律，共同推动行业高质量发展，赛力斯愿与 行业同仁一起，维护健康绿色的发展环境。 ...

据赛力斯集团官微消息，赛力斯积极响应中国汽车工业协会发布的《汽车整车企业供应商账款支付规范 倡议》。中国新能源汽车取得的成绩来之不易，在全球化背景下，增强汽车产业链的韧性和竞争力，确 保供应链的安全与稳定尤其重要，赛力斯呼吁企业应加强自律，共同推动行业高质量发展，赛力斯愿与 行业同仁一起，维护健康绿色的发展环境。 （文章来源：第一财经） ...

赛力斯积极响应中国汽车工业协会发布的《汽车整车企业供应商账款支付规范倡议》。中国新能源汽车 取得的成绩来之不易，在全球化背景下，增强汽车产业链的韧性和竞争力，确保供应链的安全与稳定尤 其重要，我们呼吁企业应加强自律，共同推动行业高质量发展，我们愿与行业同仁一起，维护健康绿色 的发展环境。赛力斯致力于产业生态体系共生共赢，共同促进产业良性循环发展，提升整个产业集群的 竞争力。(赛力斯) ...

从券商推荐家数来看，9月8日至9月14日有840家上市公司得到券商推荐，其中桐昆股份获得8家推荐， 赛力斯获得6家推荐，森麒麟获得5家推荐。 南财投研通数据显示，9月8日至9月14日，券商给予上市公司目标价共395次，按最新收盘价计算，目标 价涨幅排名居前的公司有爱玛科技、老板电器、东阿阿胶，目标价涨幅分别为90.44%、78.46%、 71.84%，分别属于摩托车及其他、厨卫电器、中药行业。 | | | | 09月08日至09月14日目标价涨幅排名 | | | | --- | --- | --- | --- | --- | --- | | 班券代码 | 证券名称 | 机构 | 最新刊 | 香景自控仪 | 目標3K帽 | | | | | | (元) | (%) | | 603529 | 爱玛科技 | 华泰全部控股份 | 派 | 65.91 | 90.44 | | 002508 | 老板电器 | 华泰全融控股(香港) | 梁人 | 34.80 | 78.46 | | 000423 | 东阿阿胶 | 华泰全融控股(香港) | 增持 | 83.65 | 71.84 | | 002368 | 太极股份 | 华泰全部控 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The "Automobile Industry Steady Growth Work Plan (2025 - 2026)" aims for about 32.3 million vehicle sales in 2025, a 3% YoY increase, with around 15.5 million new energy vehicle sales, a 20% YoY increase, and a 6% YoY growth in automobile manufacturing added - value. In 2026, the industry is expected to maintain a stable and positive development trend [1][105][116]. - From January to August, China's automobile sales reached 21.128 million, a 12.6% YoY increase, and new energy vehicle sales were 9.62 million, a 36.7% YoY increase, achieving 65.4% and 61.9% of the annual targets respectively [1][106][118]. - In the 36th week (September 1 - 7), new energy passenger vehicle retail sales were 220,000, a 0.5% YoY decrease, and the annual cumulative retail sales were 7.645 million, a 23.4% YoY increase. The single - week penetration rate reached 60.6%, and the annual cumulative penetration rate was 51.9%, showing a slow upward trend [2][109][118]. - In July, global new energy vehicle sales reached 1.392 million, an 18.5% YoY increase, and from January to July, sales were 9.233 million, a 25.9% YoY increase. Except for China, Europe and other regions had significant growth, with 29.5% and 53.4% growth respectively from January to July [2][118]. - In August, the US new energy vehicle sales were 177,000, an 18.4% YoY increase, much higher than the overall vehicle growth rate of 2%. From January to August, the cumulative sales were 1.01 million, a 2.4% YoY increase [2][112][119]. 3. Summary by Related Catalogs 3.1 Financial Market Tracking - The weekly price changes of relevant sectors and listed companies are presented. For example, BYD's closing price on September 12 was 105.91 yuan, with a - 1.26% weekly change; CATL's closing price was 325 yuan, with a - 0.03% weekly change [13][15][16]. 3.2产业链数据跟踪 3.2.1 China New Energy Vehicle Market Tracking - **Sales and Exports**: In August, new energy vehicle production and sales were 1.391 million and 1.395 million respectively, with YoY growth of 27.4% and 26.8%. From January to August, production and sales were 9.625 million and 9.62 million respectively, with YoY growth of 37.3% and 36.7%. In August, new energy vehicle exports were 224,000, a 100% YoY increase. From January to August, exports were 1.532 million, an 87.3% YoY increase [106][107][108]. - **Inventory Changes**: Data on monthly new additions to new energy passenger vehicle channel inventory and manufacturer inventory are provided [25][26]. - **Delivery Volumes of Chinese New Energy Vehicle Manufacturers**: Monthly delivery volumes of manufacturers such as Leapmotor, Li Auto, XPeng, NIO, Zeekr, Aion, Voyah, and Deepal are presented [28][29][33]. 3.2.2 Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: In July, global new energy vehicle sales reached 1.392 million, an 18.5% YoY increase, and from January to July, sales were 9.233 million, a 25.9% YoY increase [2][118]. - **European Market**: Relevant data on new energy vehicle sales and penetration rates in Europe, including the UK, Germany, and France, are provided [44][45][49]. - **North American Market**: In August, US new energy vehicle sales were 177,000, an 18.4% YoY increase. From January to August, the cumulative sales were 1.01 million, a 2.4% YoY increase. Data on North American new energy vehicle sales and penetration rates are also presented [2][112][119]. - **Other Regions**: Data on new energy vehicle sales and penetration rates in other regions, such as Japan, South Korea, and Thailand, are provided [60][61][65]. 3.2.3 Power Battery Industry Chain - Data on power battery installation volume (by material), export volume (by material), weekly average price of power battery cells, and material costs are presented. Information on the operating rates and prices of ternary materials, precursors, lithium iron phosphate, negative electrode materials, electrolytes, and other related materials is also provided [76][78][82]. 3.2.4 Other Upstream Raw Materials - Data on the daily prices of rubber, glass, steel, and aluminum are provided [97][98][100]. 3.3 Hot News Summaries 3.3.1 China: Policy Dynamics - The eight - department joint issuance of the "Automobile Industry Steady Growth Work Plan (2025 - 2026)" aims to achieve specific sales and growth targets for 2025 and 2026 [1][105][116]. - The six - department joint launch of a three - month special rectification action for online chaos in the automobile industry aims to improve the handling efficiency of online chaos and regulate marketing and publicity behaviors [105]. - The two - department release of the "Implementation Opinions on Promoting High - Quality Development of 'Artificial Intelligence +' Energy" promotes the application of artificial intelligence in energy - related fields [106]. 3.3.2 China: Industry Dynamics - In August, new energy vehicle production and sales data are as stated above. From January to August, the production and sales of new energy vehicles also showed significant growth [106][107][108]. - From September 1 - 7, new energy retail sales decreased by 3% YoY, and the cumulative retail sales increased by 25% [109]. - In August, China's power battery installation volume was 62.5GWh, a 32.4% YoY increase. From January to August, the cumulative installation volume was 417.9GWh, a 43.1% YoY increase [110][111]. - The China Association of Automobile Manufacturers is preparing to establish a new energy vehicle battery branch [111]. 3.3.3 Overseas: Policy Dynamics - Mexico plans to raise import tariffs on products from Asian countries such as China, South Korea, and India to 50%, which requires congressional approval [112]. - The US has exempted a variety of products, including gold, graphite, and nickel, from tariffs [112]. 3.3.4 Overseas: Industry Dynamics - In August, US new energy vehicle sales were 177,000, an 18.4% YoY increase [112][113][119]. 3.3.5 Overseas: Enterprise Dynamics - Construction of South Korean battery factories in the US has been interrupted due to immigration enforcement. LG Energy Solution has taken corresponding measures [113][114]. - VinFast delivered 72,167 vehicles globally in the first half of 2025, with significant growth in vehicle and motorcycle sales. In the second quarter, revenue increased by 91.6% YoY, and the net loss was approximately 812 million US dollars [115]. - InoBat, a Slovakian electric vehicle battery manufacturer, received 54 million euros in subsidies and 456,000 euros in loans from the Spanish government to support the construction of a battery super - factory [116][117]. 3.4 Industry Views The "Automobile Industry Steady Growth Work Plan (2025 - 2026)" sets clear goals for 2025 and 2026, and current market data shows the development status of the new energy vehicle industry [1][116][118]. 3.5 Investment Suggestions - China's new energy vehicle market penetration rate has reached a relatively high level. In 2025, high - competitiveness new models are continuously launched, and price wars are gradually ending. - Due to severe trade protectionism in Europe and the US, there are risks in exports. Attention should be paid to new growth points such as Belt and Road countries and the Middle East. - In the competitive landscape, domestic brands' market shares continue to expand. Attention should be paid to enterprises with strong product capabilities, smooth overseas expansion, and stable supply [3][120][121].