广汽集团：坚持供应商账期不超60天 【导读】广汽、赛力斯等多家车企承诺：供应商账期不超过60天 广汽集团官微发布"关于供应商账期的郑重承诺"，明确表示广汽集团将一如既往地坚持不超过60天的供应商账期，保障供应链资金的高效周转。通过这一 承诺，广汽集团携手上下游伙伴，共同促进行业高质量发展。 中国基金报记者 安曼 6月10日晚间，包括广汽集团、中国一汽、东风汽车、赛力斯等在内的多家车企罕见同步发声，承诺将供应商账期缩短至60天以内。 中国一汽：将供应商账期缩短至60天以内 同日，中国一汽也发文称，公司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。中国一汽将通过完善机制、强 化资金监督、精简审批环节以及利用数字化技术实现全流程监控，确保应付款项按时支付，提升供应链效率与稳定性。 东风汽车：将支付账期统一缩短至60天内 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天内。 东风汽车提到，此举是东风汽车积极响应国务院《保障中小企业款项支付条例》的重要行动，旨在推动上下游资金高效流转，助力产业链良好协同发展。 赛力斯：一直以来正常货款账期6 ...

【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， ...

赛力斯集团股份有限公司发表声明，就"支付账期不超过60天"作出承诺。 ...

金十数据6月10日讯，赛力斯积极响应汽车工业协会发布的《关于维护公平竞争秩序促进行业健康发展 的倡议》，中国新能源汽车取得的成绩实属不易，我们呼吁更加有序的市场化，企业加强自律，共同推 动行业高质量发展。我们愿与行业同仁继续携手，共同维护公平有序的市场环境，共筑智能电动出行新 时代！赛力斯正在积极推进产品集成化、智造集聚化，有效促进产业链上下游企业的协同发展，提升整 个产业集群的竞争力。一直以来，赛力斯按照与供应商的合同约定付款，正常货款账期60天，实现主机 厂与供应商双赢。 赛力斯：一直以来赛力斯按照与供应商的合同约定付款，正常货款账期60天 ...

Group 1 - As of June 9, the margin balance in the Shanghai, Shenzhen, and Beijing markets reached 1,816.127 billion yuan, marking a new high since April 16 [1] - The financing balance was 1,798.283 billion yuan, an increase of 1.118 billion yuan compared to April 16 [1] - The increase in margin balance indicates heightened market activity and investor willingness to engage in credit trading [3] Group 2 - From April 16 to June 9, 217 companies received net financing purchases exceeding 100 million yuan, with automotive companies being particularly favored [2] - BYD, Seres Group, and Anhui Jianghuai Automobile Group received net financing purchases of 2.934 billion yuan, 1.212 billion yuan, and 1.061 billion yuan, respectively [2] - The strong interest in automotive companies reflects the positive development prospects of the new energy vehicle industry [2] Group 3 - Companies favored by financing clients are primarily in the automotive parts, chemical pharmaceuticals, and communication equipment sectors, with 18, 10, and 10 companies respectively [4] - The rapid growth in new energy vehicle sales benefits automotive parts companies, which are crucial to the automotive industry [4] - Among the 217 companies, 148 reported year-on-year growth in net profit attributable to shareholders in Q1, accounting for 68.20% [4]

IF BS1 MB1330 BS1 MB1 3400 VCD AB35! A IB360_RB02 H25 近日，"问界M9交付突破20万辆暨用户在工厂验收交付仪式"在赛力斯超级工厂举行。自今年3月起，赛力斯开创先河地推出"认可才提车"模 式，不仅是对"以用户为中心"理念的深度践行，更是对自身智造能力的高度自信。 作为全球标杆级智慧工厂，赛力斯超级工厂自去年年初投产便备受关注，屡次登上央视、人民日报等权威媒体。工厂拥有超3000台机器人，实现关键工 序100%自动化，总装车间的自动化率也远超行业平均水平。高效运转的生产线不仅展示了"中国智造"的强大动能，也标志着中国汽车制造业迈入了一个新 的时代。 赛力斯超级工厂率先应用万吨级超级智能压铸单元，能够将87个零件集成为一个，使车身重量减轻28%；同时，将222个零件集成化为10个，减少1440 个焊接点。大幅提升了生产效率和产品质量，为问界M9、问界M8等车型的高品质生产奠定了坚实基础。 质量管控上，赛力斯超级工厂运用业内首创的质量自动化管理系统。该系统实现了车型全价值链数据的互联互通，实现从一块钢板进线到整车下线全过 程的质量数据采集、分析，自动提取异常特征、 ...

| | 163.96 | +4.56 | 14.4 | | --- | --- | --- | --- | | 长安汽车 | 156.2 | + -2.06 | 1.79 | | 雷诺 | 143.49 | + +1.49 | 49.5 | | 斯巴鲁 | 128.26 | 1 +0.6 | 17.55 | | JAC 江淮汽车 | 119.26 | 1 +2.1 | 5.46 | | 和泰汽车 | 110.77 | + +1.3 | 19.88 | | 广汽集团 | 108.02 | + -0.71 | 1.06 | | ISUZU 五十铃 | 89.69 | + +1.33 | 12.6 | | NISSAN 日产 | 85.29 | -0.07 | 2.44 | | VinFast Auto | 83.5 | +3.51 | 3.57 | | ID | Leapmotor C 81.74 | ↑ +0.07 | | | ● 尉米汽车 | 78.86 | + -0.66 | 3.6 | | FC) 福特奥托生 | 78.24 | + -0.35 | 2.23 | | 1 - 1 - 路西德汽车 | 68. ...

Investment Rating - The industry rating is "Outperform the Market" [8][16] Core Viewpoints - The automotive sector is focusing on luxury vehicles and unmanned logistics, with a recommendation to pay attention to leading companies such as BYD, Geely, and Xiaomi for overall vehicle production, and to Seres and Li Auto for luxury vehicles [3][4] - The robotaxi segment has experienced significant adjustments, primarily influenced by trading factors rather than fundamental issues, with a focus on the upcoming operational effects of Tesla's robotaxi on June 12 [4][5] - The low-altitude economy is highlighted, particularly the unmanned aerial vehicle (UAV) sector, which is expected to shift from being part of unmanned logistics to an independent market leader if relevant policies are implemented in June [6] Summary by Sections Automotive Sector - The report emphasizes the ongoing pressure in the domestic market and the increasing competition, suggesting a focus on leading automotive companies and luxury vehicle manufacturers [4][3] - Key companies to watch include BYD, Geely, Xiaomi, Seres, and Li Auto [4] Robotaxi and Robotics - The report notes a significant adjustment in the robotaxi market, with a focus on the upcoming Tesla robotaxi operations and the potential for new market trends [4][5] - Recommendations include focusing on large-cap stocks related to Tesla and companies with strong industrial logic and future potential [5] Low-altitude Economy - The report suggests that the UAV sector is poised for growth, particularly if low-altitude policies are enacted, with a focus on companies like Zongheng and Green Energy Hui充 [6]

金十图示：2025年06月09日（周一）全球汽车制造商市值变化 | | | 市值(亿美元) 较昨日变化(亿美元) | 股价(美元) | | --- | --- | --- | --- | | 特斯拉 | 9506.34 | + +336.53 | 295.14 | | (4) 丰田汽车 | 2412.87 | 1 +9.61 | 185.14 | | והו 小米汽车 | 1772.51 | + -19.9 | 6.84 | | 比亚迪 | 1500.16 | + -37.2 | 48.89 | | P 法拉利 | 860.03 | ↑ +4.02 | 482.61 | | 梅赛德斯奔驰 | 564.76 | + -2.33 | 58.65 | | 宝马汽车 | 542.21 | + -2.12 | 87.58 | | 入） 大众汽车 | 529.97 | + -9.28 | 104.67 | | --- | --- | --- | --- | | MS 玛鲁蒂铃木 | 456.9 | 1 +12.36 2 | 145.32 | | 通用汽车 gm | 456.39 | + +3.58 | 47.47 | | ...

Sales Tracking - In May, the retail sales of passenger cars in China reached 1.93 million units, a year-on-year increase of 13% and a month-on-month increase of 10%. Cumulatively, retail sales for the year reached 8.802 million units, up 9% year-on-year [1] - Wholesale sales for passenger cars in May totaled 2.329 million units, a year-on-year increase of 14% and a month-on-month increase of 6%. Year-to-date wholesale sales reached 10.797 million units, up 12% year-on-year [1] - In May, the cumulative number of new vehicle registrations was 1.7086 million, a year-on-year increase of 12.5%, with new energy vehicles accounting for 911,700 units, up 23.9% year-on-year [1] Market Performance - In May, the CS automotive sector rose by 1.88%, with the CS passenger vehicle index increasing by 1.12%. The CS automotive parts index rose by 2.52%, and the CS motorcycle and others index increased by 1.89% [1] - From the beginning of 2025 to date, the CS automotive sector has increased by 29.05%, outperforming the CSI 300 index by 17.13 percentage points and the Shanghai Composite Index by 16.53 percentage points [1] Cost Tracking - As of the end of May 2025, prices for float glass, aluminum ingots, and zinc ingots decreased by 24%, 3.2%, and 7.6% year-on-year, respectively [2] - The inventory warning index for Chinese automotive dealers was 52.7%, down 5.5 percentage points year-on-year and 7.1 percentage points month-on-month, indicating improved market conditions [2] Industry Dynamics - WeRide announced a strategic partnership with Uber to expand Robotaxi services to 15 new international cities over the next five years, aiming to reshape global mobility [3] - BYD established its European headquarters in Hungary, marking a significant step in its localization strategy [4] - Geely announced a non-binding offer to privatize Zeekr, aiming to acquire all outstanding shares and delist from the NYSE [5] - Geely's Galaxy Star 8 was launched with a price range of 125,800 to 165,800 yuan, featuring advanced design and technology [6] - Nissan announced a significant restructuring plan, including a workforce reduction of approximately 20,000 employees, due to financial difficulties [7] - Audi is planning to sell its design and engineering subsidiary Italdesign as part of cost-cutting measures [8] - XPeng officially entered the Italian market, aiming to capitalize on the country's electric vehicle incentives [9] Government News - Shenzhen established a 7 billion yuan fund to accelerate the integration of AI and embodied robotics technology [25] - Shandong province announced eight new intelligent manufacturing standard application pilot projects to enhance manufacturing capabilities [26]