从6月10日晚间开始，多家汽车企业陆续发文表示，对供应商账期不超过60天！ 6月10日晚间20点，广汽集团（601238）在其官方微信公众号发布《关于供应商账期的郑重承诺》，表示坚持以不超过60天的供应商账 期，保障供应链资金高效周转。消息一经发出迅速引发关注，截至目前，记者发现该条消息浏览量已经突破十万。 之后不久，中国一汽在其官方公众号发布公告，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。此外，中国一汽还提到要"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；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。" 广汽集团发布消息约半个小时后，东风汽车也在官方微信公众号宣布，将支付账期统一至60天内，助力产业链良好协同发展。 10日约21时，重庆重头车企赛力斯（601127）发布消息称，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。 11日以来，汽车巨头"官宣"的态势进一步持续。 11日凌晨，比亚迪（002594）宣布跟进，表示将供 ...

Core Viewpoint - The recent decision by major Chinese automotive companies to unify supplier payment terms to within 60 days is a significant step towards stabilizing the supply chain and promoting healthy development in the automotive industry [2][4]. Group 1: Industry Changes - Major automotive companies, including BYD, Changan, FAW Group, Dongfeng, and GAC, have announced a unified payment term of no more than 60 days for suppliers, aligning with the new regulations set to take effect on June 1, 2025 [2]. - The average payment term for Chinese automotive companies was previously around 182 days, with some exceeding 270 days, forcing suppliers to finance their operations for up to a year [2][3]. Group 2: Financial Implications - Shortening the payment term from 180 days to 60 days will enhance the cash flow efficiency for suppliers by 200%, significantly alleviating their financial pressure and reducing the need for borrowing [5]. - The high debt levels of many Chinese automotive companies, with some owing suppliers billions, may create short-term financial strain as they commit to the new payment terms [5]. Group 3: Industry Dynamics - The move to shorten payment terms is seen as a necessary measure to foster healthy competition and development within the automotive supply chain, shifting the focus from cost-cutting to innovation and efficiency [5]. - The automotive industry has been characterized by unhealthy practices, including the exploitation of suppliers through extended payment terms, which has led to financial distress for some suppliers [3][4].

Group 1: China and US Trade Agreement - China and the US have reached a preliminary agreement framework after two days of negotiations, which will be reported to their respective leaders [4] - The agreement aims to implement the Geneva consensus and address issues related to rare earths and magnets [4] Group 2: Argentina's Economic Measures - Argentina's central bank announced a $2 billion repurchase loan plan to strengthen foreign exchange reserves, with the agreement expected to be finalized on June 11 [8] - The country's risk index has dropped to its lowest level in four years, decreasing over 40% since the beginning of the year [10] - The central bank is transitioning to a market-determined interest rate system as part of significant monetary policy reforms [9][11] Group 3: AI Investments and Developments - Japan plans to enhance its intellectual property competitiveness through AI and advanced technologies, aiming to establish a robust IP system by 2025 [14][15] - The UK government announced a £1 billion investment to increase AI infrastructure and training for 7.5 million AI professionals over the next five years [21][23] - Amazon plans to invest at least $20 billion in Pennsylvania to expand its data center infrastructure for AI and cloud computing, creating 1,250 new high-skilled jobs [32] Group 4: Semiconductor Industry Insights - The global semiconductor market is projected to reach $700.9 billion by 2025, with an 11.2% year-on-year growth driven by demand in AI and cloud infrastructure [36] - Qualcomm announced a $2.4 billion acquisition of Alphawave to accelerate its entry into the data center market [37] - Global semiconductor IP market is expected to reach $8.49 billion in 2024, with a compound annual growth rate of 16.78% [38] Group 5: Automotive Industry Developments - General Motors plans to invest $4 billion in its US factories over the next two years to increase production of popular gasoline models in response to tariffs [44] - GAC Group aims to enter the Argentine market by the second half of 2025, expanding its presence in South America [46] - VinFast reported a 296% year-on-year increase in electric vehicle deliveries in Q1, despite a net loss of approximately $712 million [48][49] Group 6: Robotics and AI Technology - A Chinese research team developed the world's first fully tactile robotic hand, showcasing significant advancements in robotics technology [32][34] - The F-TAC Hand features high-resolution tactile sensors and is designed to enhance the adaptability of robots in uncertain environments [35] Group 7: International Cooperation and Agreements - Chinese Vice President Han Zheng met with French President Macron to discuss strengthening bilateral cooperation and multilateralism [6][7] - Meta signed a 20-year power supply agreement with Constellation Energy to meet the growing electricity demand from AI initiatives [65]

Core Viewpoint - The automotive industry is entering a significant phase of reducing payment terms to suppliers, with multiple major companies committing to a maximum payment period of 60 days to enhance supply chain efficiency and support high-quality industry development [1][19]. Group 1: Company Announcements - GAC Group announced a commitment to maintain supplier payment terms within 60 days to ensure efficient capital turnover and promote high-quality development in the industry [1]. - China FAW Group emphasized its role as a major state-owned enterprise, viewing suppliers as close partners and committing to a 60-day payment term to support market stability and high-quality development [5][7]. - Dongfeng Motor Corporation declared its alignment with national policies to support small and medium enterprises by standardizing payment terms to 60 days [8][11]. - Seres Group responded to the automotive industry's call for fair competition and healthy development, stating that it has always adhered to a 60-day payment term with suppliers [12][13]. - Geely Auto Group announced its commitment to a 60-day payment term to enhance capital turnover efficiency and stabilize the supply chain, in response to national regulations [16][19]. Group 2: Regulatory Context - The State Council's revised "Regulations on Ensuring Payment to Small and Medium Enterprises" stipulates that large enterprises must pay small and medium enterprises within 60 days of delivery, aligning with the commitments made by the automotive companies [21]. - The China Automotive Industry Association's recent initiative highlighted the negative impact of price wars on the industry, reinforcing the need for timely payments to maintain supply chain stability [21][22].

作出"支付账期不超过60天"承诺的车企不断扩围。 在政府发力整治汽车行业"内卷式"竞争的背景下，10日晚， 一汽、东风、广汽、赛力斯 四家车企发表声明称，承诺将支付账期控制在60天以内。 10日晚23时许， 吉利汽车集团 对外宣布，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。 23时30分左右， 长安汽车 发表声明称， 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。 11日凌晨1时28分， 比亚迪 宣布跟进，承诺将供应商支付账期统一至60天内。 比亚迪在声明中表示，将以切实行动推动中国汽车产业高质量发展，并继续通过技术创新与管理优化，携手上下游伙伴共同推动中国汽车产业行稳致远。 随后，"比亚迪宣布60天内付款""账期不超过60天意味着什么"等词条登上微博热搜。 上午7时58分， 奇瑞集团 也发文宣布跟进，承诺将账期统一至60天内，践行企业担当，促进汽车产业高质量发展。 10时6分， 小米汽车 承诺，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 ...

Core Viewpoint - Multiple automotive companies in China have committed to unifying their supplier payment terms to a maximum of 60 days, 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 - Xiaomi Auto has pledged to implement a 60-day payment term for suppliers to enhance supply chain stability and support high-quality development in the automotive sector [5]. - Geely Auto Group announced a similar commitment to unify supplier payment terms to 60 days, aiming to accelerate capital turnover efficiency within the industry [5]. - Changan Automobile, along with its subsidiaries, has also committed to a 60-day payment term to fulfill its social responsibility and support the efficient flow of funds for small and medium-sized enterprises [8]. - BYD has declared its intention to unify supplier payment terms to 60 days, aligning with national directives to stabilize the supply chain and promote the healthy development of small and medium enterprises [9]. - Chery Group has decided to implement a 60-day payment term starting June 10, to enhance capital turnover efficiency and ensure supply chain stability [11]. - XPeng Motors has committed to a 60-day payment term to support the healthy development of small and medium enterprises [13]. - BAIC Group has promised to strictly adhere to a 60-day payment term for all eligible partners, eliminating unreasonable settlement methods that increase cash flow pressure on suppliers [14]. - Leap Motor has reiterated its commitment to the "60-day payment" principle, ensuring efficient payment processes [14]. Group 2: Industry Response to National Policies - The automotive companies' unified commitment to a 60-day payment term is a proactive response to the State Council's revised "Regulations on Ensuring Payment to Small and Medium Enterprises" and the China Association of Automobile Manufacturers' initiative to maintain fair competition and promote healthy industry development [16][17]. - The revised regulations stipulate that large enterprises must pay small and medium enterprises within 60 days of delivery, emphasizing the importance of timely payments to support the financial health of smaller suppliers [17].

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 ...

Group 1 - Major automotive companies have committed to standardizing supplier payment terms to within 60 days, responding to the revised "Regulations on Ensuring Payment to Small and Medium-sized Enterprises" issued by the State Council [2][4] - Companies such as China FAW, Dongfeng Motor Group, Changan Automobile, and GAC Group have publicly announced their commitment to this payment term [2] - BYD, amidst public scrutiny, also pledged to unify supplier payment terms to 60 days to support the healthy development of small and medium enterprises [2][4] Group 2 - SAIC Motor Group not only committed to the 60-day payment term but also stated it would not use commercial acceptance bills to avoid increasing financial pressure on suppliers [3] - The revised regulations, effective from June 1, 2023, specify that large enterprises must pay small and medium enterprises within 60 days of delivery [4] - Suppliers have expressed the need for clarity on the payment process, specifically how the 60-day period is calculated, to avoid complications [4] Group 3 - The automotive supply chain financial platforms, such as BYD's DiChain and Great Wall's Great Wall Chain, are prevalent among major automotive companies, providing financing options for upstream and downstream partners [5] - Analysts highlight that the existence of these financial platforms raises concerns about whether companies are intentionally extending payment terms to shift financial burdens onto suppliers [5] - The automotive parts industry has seen an increase in accounts receivable turnover days, indicating potential cash flow issues for suppliers [6]

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 ...

Group 1 - Toyota leads the automotive market with a value of 2414.31 billion, showing an increase of 17.02% [2] - BYD follows with a value of 1549.88 billion, reflecting a growth of 23.66% [2] - Ferrari has a market value of 866.76 billion, up by 12.98% [2] Group 2 - General Motors is valued at 470.43 billion, with a growth of 9.63% [3] - Ford has a market value of 414 billion, increasing by 10.14% [3] - Honda's value stands at 405.07 billion, with a slight increase of 1.09% [3] Group 3 - Changan Automobile is valued at 155.79 billion, with a minor increase of 0.36% [4] - Nissan has a market value of 87.12 billion, showing an increase of 2.27% [4] - NIO's value is at 79.91 billion, reflecting a growth of 4.4% [4]