如何避免隐形账期？ 中国汽车工业协会专务副秘书长 许海东：汽车作为消费品，销售给消费者才能有价值实现。在这 个过程中，车企收到零部件之后，牵涉到验收、装机等一系列过程。车企应该通过合同来进行相应约 定，同时相关流程能够在开始的约定中非常清楚和透明，让供应商能够清楚，在公开透明、清晰以及在 合同约束下，保证在60天的付款周期内完成付款，对整个供应商提供一个更好的生存环境。 6月10日到11日，17家国内车企公开承诺供应商支付账期不超60天。8月11日，距离公开承诺 正好过去了60天，车企兑现情况如何？已经兑现的车企是如何实现承诺的？还未兑现的车企正在 推进哪些工作？《新闻1+1》连线中国汽车工业协会专务副秘书长许海东，为您带来分析解读。 车企承诺60天支付账期，进展怎样？ 就在距离承诺过去两个月的时间，11日下午，工信部相关部门释放了对一汽集团、广汽集团和赛力 斯集团三家车企执行承诺的调研信息。 已有三家企业实现60天内支付 能起到怎样的示范作用？ 中国汽车工业协会专务副秘书长 许海东：应该说产业链、供应链是汽车产业的"筋骨血脉"，也是 我们转型升级非常重要的一环。如果车企和供应链企业能够形成协同共赢、可持续发 ...

Group 1 - Nvidia and AMD agree to pay 15% of their revenue from chip sales in China to the US government in exchange for export licenses, marking an unprecedented arrangement in US export controls [4][5] - Nvidia's revenue from China was $17 billion, accounting for 13% of its total sales, while AMD's revenue from China was $6.2 billion, making up 24% of its total revenue [5] - The agreement could potentially generate over $2 billion for the US government from Nvidia and AMD's sales in China [5] Group 2 - Xiaomi's YU7 model sold 6,042 units in its first month, representing about 20% of Xiaomi's total car sales for July, with a cumulative delivery of approximately 8,276 units [7][8] - The YU7 is priced between 253,500 to 329,900 yuan and features high specifications, including laser radar and an 800V high-voltage platform [7] - Xiaomi has adjusted its purchase policy, removing standard features that now require additional payment, potentially increasing the overall cost for consumers [8] Group 3 - Reports suggest that former Honor CEO Zhao Ming has joined the Zhijie team, although Huawei has not confirmed this [9] - Zhao Ming previously led Honor to become the top internet smartphone brand in China within two years [9] - The collaboration between GAC and Huawei aims to create a new high-end automotive brand, with the first model expected to launch in 2026 [12] Group 4 - Alibaba's "扫地僧" Cai Jing has reportedly left the company, but Alibaba has not responded to these claims [10] - Cai Jing was a senior researcher at Alibaba Cloud and played a significant role in the development of the Taobao trading system [10] Group 5 - Baichuan Intelligent has released an open-source medical model, Baichuan-M2, which reportedly outperforms OpenAI's latest models in terms of deployment cost and medical capabilities [22] - The model has achieved a score of 60.1 on HealthBench, making it the top open-source model globally [22] Group 6 - Tencent, NetEase, and miHoYo saw significant increases in overseas revenue in July, with Tencent's global revenue rising by 20% due to popular titles [25][26] - The global gaming market is expected to continue its growth, with projections indicating a market size exceeding $120 billion by 2028 [26] Group 7 - DeepSeek experienced a service outage, which was resolved within hours, highlighting the rapid growth and popularity of the AI model since its launch [27] - The application has quickly gained traction, surpassing 30 million daily active users shortly after its release [27] Group 8 - Meituan has applied to register the "Meituan Borrow Money" trademark, indicating its entry into the consumer finance sector [38] - The application is currently under substantive review, reflecting Meituan's expansion into financial services [38]

0:00 车企承诺60天支付账期，进展怎样？ 就在距离承诺过去两个月的时间，11日下午，工信部相关部门释放了对一汽集团、广汽集团和赛力斯集 团三家车企执行承诺的调研信息。 已有三家企业实现60天内支付 能起到怎样的示范作用？ 中国汽车工业协会专务副秘书长 许海东：应该说产业链、供应链是汽车产业的"筋骨血脉"，也是我们 转型升级非常重要的一环。如果车企和供应链企业能够形成协同共赢、可持续发展的局面，这将对汽车 产业发展有非常重要的意义。我们看到央企、国企以及一些大型汽车企业，他们在这些方面发挥了自身 的社会责任作用，努力实现60天账期的要求，这既是有国家方面的要求，同时也是企业自身的社会形 象、品牌的要求，在消费者心目中树立一个负责任、有良心的企业形象。这样能够和供应链企业共同发 展，最后推动汽车产业的共同发展。 车企整体的兑现情况如何？ 央视新闻客户端消息，6月10日到11日，17家国内车企公开承诺供应商支付账期不超60天。8月11日，距 离公开承诺正好过去了60天，车企兑现情况如何？已经兑现的车企是如何实现承诺的？还未兑现的车企 正在推进哪些工作？《新闻1+1》连线中国汽车工业协会专务副秘书长许海东，为您带 ...

Core Insights - GAC Group has partnered with Huawei to establish a new brand, Huawang Automotive, which has begun channel recruitment for its first vehicle launch expected in mid-2024 [1][2] - The initial recruitment will cover 40 cities, primarily using an agency model, differing from the existing Hongmeng Intelligent Network [1] - The first model will be a mid-to-large sedan, followed by a mid-to-large SUV, with both electric and range-extended versions planned [1] Group 1 - Huawang Automotive has initiated channel recruitment with intentions to select 1-2 partners per city in the first batch [1] - The company is backed by a 1.5 billion yuan investment from GAC Group, aiming to create a high-end automotive brand targeting the 300,000 yuan market [1] - The first vehicle is projected to be launched in Q2 of next year, with two models currently in development [1] Group 2 - The collaboration aims to leverage the strengths of both GAC Group and Huawei in areas such as intelligence, ecology, and brand synergy [2] - Huawang Automotive will adopt Huawei's integrated product development (IPD) and integrated product marketing and sales (IPMS) systems to enhance its processes [2] - The focus will be on product definition, marketing, and ecological services throughout the development cycle [2]

广汽集团自成立起就坚持以"不超过60天的供应商账期"保障供应链健康发展。为确保承诺持续兑现，广 汽集团构建了覆盖"订单下发—验收入库—对账结算—货款支付"全流程的管控体系，同时通过数字化系 统进行全过程的信息化管理，以制度和技术保障支付规范。 中新社北京8月11日电 (记者 刘文文)今年6月，中国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，至今已有60天。记者11日了解到，多家车企积极践行支付账期承诺，取得阶段性成 效。 为确保60天账期落地，避免线下流程繁琐导致的付款延迟，赛力斯全面推行数字化管理。供应商可通过 专属平台实时查询订单验收进度、挂账状态和付款节点，全流程透明可追溯。(完) 在落实账期承诺中，中国一汽针对中小企业推出专项支持，自2025年6月起，对经认定的中小企业供应 商，全部执行100%现金支付，改变此前"现金+银行承兑汇票"的混合支付模式。目前，中国一汽已完成 首批2000余家中小企业的资质审核，建立起动态管理名单，通过每月更新企业经营状态，实现支持政策 的精准覆盖。 ...

Group 1 - Guangzhou Automobile Group Co., Ltd. has established a training center, indicating a focus on enhancing employee skills and management capabilities [1] - The training center is led by Yan Zhuangli and will offer services including business training, human resources services, corporate management consulting, and conference and exhibition services [1] - The parent company of the training center is GAC Group, which is publicly listed with the stock code 601238 [1]

天眼查工商信息显示，近日，广州汽车集团股份有限公司研修中心成立，负责人为严壮立，经营范围包 括业务培训、人力资源服务、企业管理咨询、会议及展览服务。 ...

Domestic News - Hubei Xiaogan offers a maximum subsidy of over 22,500 yuan for purchasing new energy vehicles, with significant consumer interest leading to 150 orders and over 600 test drives recorded at the event [6] - Zhongchuang Innovation and GAC Gaoyue signed a strategic cooperation agreement in the eVTOL field, aiming to standardize power products for eVTOL applications, with a new battery achieving over 300Wh/kg energy density [7] - Chengdu has launched a new round of automobile consumption subsidies, offering up to 6,500 yuan for purchasing new cars in specific districts [8] - GAC Group announced a high-end brand in collaboration with Huawei, expected to launch next year, targeting the high-end market with advanced technology solutions [9] - The ZhiJie brand 2.0 strategy is accelerating, with user centers being established in multiple cities to enhance customer engagement [10] - Zeekr 7X has officially launched in the Australian market with a starting price of 57,900 AUD, featuring advanced battery options and impressive range [11] - From September 1, Jiangsu Province will waive towing fees for vehicles in need of rescue on highways, ensuring free service for stranded motorists [12] - Xiaopeng Motors added 86 self-operated charging stations in July, expanding its network to over 2,440 stations across 430 cities [13] International News - Tesla has received a ride-hailing license in Texas, paving the way for its Robotaxi service under new state regulations [15] - The Indian government has extended its $1.2 billion electric vehicle subsidy program for two more years, aiming to boost EV adoption and infrastructure [16] - Brazil's automotive exports are expected to surge by 38.4% this year, driven by strong demand from Argentina, significantly revising previous forecasts [17] - Italy has approved a new subsidy plan worth approximately 698 million USD to stimulate electric vehicle sales, offering substantial incentives for buyers [18] Commercial Vehicles - Yuanmeng's alcohol-hydrogen products have officially launched in Inner Mongolia, with significant orders for hydrogen-powered trucks and buses [19] - GAC Lingcheng's new energy heavy truck T9 has officially rolled off the production line, marking a breakthrough in high-end new energy commercial vehicles [20] - JAC's electric pickup truck, HanTu EV, has been successfully delivered to a Singaporean airline, enhancing JAC's presence in the international market [21] - Weidu's pure electric heavy truck has completed successful tests in Australia, demonstrating competitive performance in heavy-duty scenarios [22][23]

天眼查商业履历信息显示，广州汽车集团股份有限公司，成立于1997年，位于广州市，是一家以从事汽 车制造业为主的企业。企业注册资本1023249.7472万人民币，实缴资本393475.7457万人民币。公司法定 代表人为冯兴亚。 通过天眼查大数据分析，广州汽车集团股份有限公司共对外投资了48家企业，参与招投标项目3325次， 知识产权方面有商标信息770条，专利信息5000条，此外企业还拥有行政许可123个。 来源：金融界 金融界消息 截至2025年8月11日收盘，广汽集团（601238）报收于7.63元，上涨1.33%，换手率0.36%， 成交量26.88万手，成交金额2.04亿元。 资金流向方面，今日主力资金净流入2760.09万元，占比成交额13.51%。其中，超大单净流入2003.97万 元、占成交额9.81%，大单净流入756.12万元、占成交额3.7%，中单净流出流出2255.12万元、占成交额 11.04%，小单净流出504.97万元、占成交额2.47%。 广汽集团最新一期业绩显示，截至2025一季报，公司营业总收入198.79亿元、同比减少7.82%，归属净 利润73160.80万元，同比减少 ...

Core Insights - GAC Group showcased its second-generation humanoid robots, GoMove, GoSide, and the third-generation GoMate, at the 2025 World Robot Conference, highlighting applications in healthcare and security [1] - GAC Group's humanoid robots were included in Morgan Stanley's global top 100 humanoid robots list earlier this year [1] - The company has achieved self-design and manufacturing of key components for its humanoid robots and plans to establish a global demonstration area in Guangzhou by the end of 2023, with large-scale production expected to start in 2027 and projected revenue exceeding 1 billion yuan by 2030 [1] Product Highlights - The third-generation humanoid robot GoMate features an industry-first variable wheel-foot configuration, allowing it to operate in both two-wheel and four-wheel modes, reducing energy consumption by over 80% compared to similar products and achieving a 6-hour battery life [2] - GoMate's self-developed drive unit weighs only 40 grams and is 80% smaller than the industry average, while its dexterous hand integrates visual and tactile sensors for precise object manipulation [2] - The robot is equipped with proprietary visual autonomous driving algorithms and advanced AI perception technologies, enabling rapid response to complex commands and seamless switching between remote and autonomous control [2] Market Outlook - The Chinese humanoid robot market is projected to reach 38 billion yuan by 2030, with a compound annual growth rate exceeding 61% [2] - The year 2025 is anticipated to mark the beginning of mass production for humanoid robots, positioning this sector for high growth, particularly for companies with established automotive supply chains that can leverage component commonality [2]