6月11日凌晨1时28分，比亚迪汽车通过官方微信宣布，将供应商支付账期统一至60天内。 比亚迪表示，此举是为落实国家及相关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的一 系列部署要求，以及助力中小企业健康发展，以切实行动推动中国汽车产业高质量发展。"未来，比亚迪 汽车将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。" 同一天，广汽集团发布关于供应商账期的郑重承诺称："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。" 6月10日晚上，多家车企先后对外发声表态。 东风汽车集团有限公司宣布，将支付账期统一至60天内， 此举旨在以切实行动推动上下游资金高效流转，助力产业链良好协同发展。 赛力斯亦发布相关倡议。 中国一汽也发文表示，要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，中国一汽还将优化流程，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。同时，中国一汽将通 ...

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]

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 ...

Core Viewpoint - Multiple automotive companies in China have committed to standardizing payment terms to within 60 days to enhance cash flow efficiency and support the healthy development of the supply chain [1][3][4]. Group 1: Company Commitments - Dongfeng Motor Group announced a unified payment term of 60 days to promote efficient cash flow and collaboration within the industry [1]. - GAC Group emphasized the importance of a healthy supply chain for high-quality products and committed to maintaining supplier payment terms within 60 days [3]. - China FAW Group stated it would enforce a 60-day payment term and improve internal processes to ensure timely payments, utilizing digital tools for real-time monitoring [4]. - Seres also issued a related initiative to support the 60-day payment commitment [6]. Group 2: Industry Context - The implementation of the "Regulations on Ensuring Payment to Small and Medium Enterprises" on June 1 mandates that payments for goods and services from small and medium enterprises should be made within 30 days, or up to 60 days as per contract [8]. - The automotive industry in China faces challenges with long payment cycles, often exceeding 120 days, compared to 60 to 90 days in mature markets like Europe and the US [8]. Group 3: Payment Cycle Data - BYD's average payment cycle to suppliers is 127 days, with accounts payable representing 31% of revenue [9]. - SAIC's average payment cycle is 164 days, while Geely and Great Wall Motors have cycles of 127 days and 163 days, respectively [9]. - Changan's payment cycle is 205 days, and Li Auto and NIO have cycles of 165 days and 195 days, respectively [9]. Group 4: Industry Aspirations - Guo Chuan, chairman of Zhejiang Konghui Automotive Technology, expressed a vision for timely payments within one month post-invoice, emphasizing mutual respect and collaboration in the industry [9]. - The automotive industry is called to improve its image and ecosystem to foster a promising future for companies and the sector as a whole [9]. Group 5: Market Position - Konghui Technology leads the domestic air suspension market with a 41.3% market share, having delivered 335,470 units in 2024 [10].

6月10日，东风汽车集团有限公司宣布，将支付账期统一至60天内，此举旨在以切实行动推动上下游资金高效流 转，助力产业链良好协同发展。 同一天，广汽集团发布关于供应商账期的郑重承诺称："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。" 中国一汽也发文表示，要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，中国一汽还将优化流程，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。同时，中国一汽将通过技术赋能，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。 多家车企公开承诺，将支付账期统一到60天以内。 据了解，6月1日《保障中小企业款项支付条例》正式实施，其中第九条提到：机关、事业单位从中小企业采购货 物、工程、服务，应当自货物、工程、服务交付之日起30日内支付款项；合同另有约定的，从其约定，但付款期限 最长不得超过60日。 赛 ...

【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， ...

Core Viewpoint - GAC Group has publicly committed to strictly controlling supplier payment terms within 60 days to ensure efficient cash flow in the supply chain [1] Group 1 - The commitment aims to enhance the efficiency of capital turnover within the supply chain [1]

Domestic News - The Ministry of Industry and Information Technology (MIIT) has announced increased inspections on vehicles with significant quality and safety risks, emphasizing a problem-oriented approach to ensure compliance with national standards [2] - In the first five months of this year, China's electric vehicle exports grew by 19%, contributing to a total export value of 6.22 trillion yuan, which is a 9.2% increase overall [3] - Beijing's Economic and Information Technology Bureau has launched a plan to encourage the development of high-end new vehicle models that are more technologically advanced and stylish, aiming to enhance user experience through innovative technologies [4] - BYD and Alibaba Cloud are deepening their collaboration on intelligent voice technology, integrating AI capabilities into BYD's vehicle systems to improve user interaction [5] - GAC Group is accelerating its ecological expansion in Thailand, introducing models like the M8PHEV and HYPTECHGT, and planning to build a comprehensive charging network [6] - Geely has partnered with Voltron to establish electric vehicle charging infrastructure in Indonesia, with the first six dealerships set to implement charging facilities [7] - Zeekr Energy has launched its global strategy with the introduction of a charging map in Hong Kong, covering over 170 charging stations and 2300 terminals [9] - GAC Energy has signed a strategic cooperation agreement with Guangzhou Suikai Electric, focusing on the integration of energy infrastructure and smart charging solutions [10] International News - Japan's automobile exports fell by 5.8% in April due to tariff policies, despite an overall export growth of 2.0% [11][12] - Tesla achieved a historic milestone by becoming the top-selling imported car brand in South Korea in May, with sales reaching 6,570 units, a 57.7% increase year-on-year [13] - Tata Motors plans to invest up to 410 billion rupees (approximately 41 billion USD) over the next five years to strengthen its position in the Indian electric vehicle market [14] - Renault's CEO expressed willingness to share technology with competitors to reduce overall vehicle costs through collaborative production platforms [15] Commercial Vehicles - Foton Motor has officially launched its hydrogen power system factory in Beijing, marking a significant step in its hydrogen energy strategy [16][17] - FAW Jiefang's new energy vehicle division has successfully produced its first vehicle at the Foshan factory, enhancing its capabilities in the commercial vehicle sector [18] - Scania plans to open a new production center in China by October 2025, with an investment of 2 billion euros, aiming for an annual production capacity of 50,000 trucks [19] - SAIC's Yuejin has formed a strategic partnership with CATL, marking a pivotal moment in the development of new energy commercial vehicles [20][21]

| | 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. ...

整合，已经成为车企面对竞争降本增效、创新管理、提升竞争力的新路径。李东辉将出任吉利控股集团副董事 长，安聪慧将出任吉利控股集团首席执行官……5月15日，吉利汽车宣布了集团管理层调整情况。在"一个吉利"战略 下，吉利还提出了高管轮值制度模式。几乎与此同时，广汽集团自主品牌一体化整合迎来新进展，重构自主品牌大 研发体系，形成"市场＋技术"的产品开发模式。上汽集团"大乘用车"板块整合持续推进。此外，蔚来汽车三大品 牌"蔚乐萤"全面整合……仅近一个月的时间，吉利、广汽、上汽及蔚来等车企的整合就显著提速。 集中发力为哪般 "如今的合并是我们必须做的事情，时间不等人，市场已经不会给我们容错的空间了。"吉利汽车控股有限公司行政 总裁及执行董事桂生悦说。桂生悦还强调了"一个吉利"的重要性和紧迫性。而吉利和极氪整合的目的正是进一步落 实《台州宣言》，聚焦汽车产业，回归"一个吉利"，推动内部资源的深度整合和高效协同，杜绝重复投入，降低成 本，打造企业的长期价值。 在行业人士看来，极氪并入吉利汽车是正确的选择。一方面，极氪、领克、银河三大新能源品牌可以形成合力，推 动吉利汽车新能源持续向上发展；另一方面，各品牌将通过围绕用户需求和 ...