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 ...

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: Policy and Regulatory Developments - The Central Committee and State Council issued a document to promote the Shenzhen comprehensive reform pilot, supporting innovations in artificial intelligence-assisted medical devices and unmanned aerial vehicle flight management [1] - The State Administration for Market Regulation released a draft regulation to strengthen the supervision of live e-commerce, emphasizing the responsibility of live stream operators to avoid false or misleading commercial promotions [1] - The Ministry of Commerce announced a delay in the anti-dumping investigation of imported pork and pork products from the EU, extending the investigation period to December 16, 2025 [1] Group 2: Corporate Actions and Financial Developments - Several automotive companies, including China FAW, Dongfeng, and Geely, announced a unified payment term of 60 days for suppliers, reflecting a commitment to sustainable supply chain development [1] - Tencent Music plans to acquire Ximalaya for a total of $1.26 billion in cash and stock [1] - The National Taxation Administration reported a significant increase in tax refund applications for departing tourists, with a 116% year-on-year increase in the number of applications processed [1] Group 3: Economic Indicators and Market Trends - The World Bank downgraded its global economic growth forecast for 2025 from 2.7% to 2.3%, with nearly 70% of economies experiencing downward revisions [3] - The unemployment rate in the UK rose to 4.6%, the highest level in nearly four years, influenced by increased employer national insurance tax rates and minimum wage hikes [3] - The EIA maintained its forecast for Brent crude oil prices at $66 per barrel for 2025, while adjusting the 2026 forecast down to $59 per barrel [3]

Core Viewpoint - Major Chinese automotive companies, including China FAW, Dongfeng Motor, GAC Group, and Seres Group, have committed to a supplier payment term of no more than 60 days, aligning with national policies to support the stability of the supply chain and promote high-quality development in the automotive industry [1][3][5][8]. Group 1: Company Commitments - China FAW has pledged to optimize internal procurement and financial settlement processes, ensuring a payment term of 60 days for suppliers, enhancing fund supervision and process management [1]. - Dongfeng Motor announced a unified payment term of 60 days to support the healthy development of small and medium-sized enterprises, responding to national policies [3]. - GAC Group emphasizes the importance of a healthy supply chain for delivering high-quality products and services, committing to a payment term of no more than 60 days [5]. - Seres Group has consistently adhered to a 60-day payment term as per contracts with suppliers, promoting a win-win situation and advocating for orderly market practices [8]. Group 2: Regulatory Context - The State Council's revised "Regulations on Ensuring Payment to Small and Medium-sized Enterprises" mandates that large enterprises must pay small and medium-sized enterprises within 60 days of delivery, effective from June 1, 2025 [10]. - The regulations stipulate that payments should be made within 30 days for government and public institutions, with a maximum of 60 days for other contracts, ensuring timely payments to support the supply chain [10].

证券代码：000800 证券简称：一汽解放 公告编号：2025-051 一汽解放集团股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 一汽解放集团股份有限公司（以下简称"公司"）2024年年度利润分配方 案为：公司以4,922,371,176股为基数，向全体股东每10股派发现金红利0.50 元（含税），派发金额为246,118,558.80元（含税），剩余未分配利润结转下一 会计年度。2024年度不进行公积金转增股本。若在利润分配方案实施前公司总 股本因股权激励计划发生变动的，则依照未来实施利润分配方案时股权登记日 登记在册的总股本为基数，向全体股东每10股派发现金红利0.50元（含税）， 具体金额以实际派发时为准。 自分配方案披露至实施期间，由于公司办理股权激励回购注销事宜，回购 注销股数为1,090,201股，公司股本总额发生变化，由4,922,371,176股变更为 数 ， 向 全 体 股 东 每 10 股 派 发 现 金 红 利 0.50 元 （ 含 税 ）， 派 发 金 额 为 公司2024年年度权益分派方案已获2025年4月 ...

证券代码：000800 证券简称：一汽解放 公告编号：2025-051 一汽解放集团股份有限公司 2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 公司2024年年度权益分派方案已获2025年4月18日召开的2024年度股东 大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 1、公司2024年年度利润分配方案已获2025年4月18日召开的2024年度股 东大会审议通过。具体分配方案为：公司以4,922,371,176股为基数，向全体股 东每10股派发现金红利0.50元（含税），派发金额为246,118,558.80元（含税）， 剩余未分配利润结转下一会计年度。2024年度不进行公积金转增股本。若在利 润分配方案实施前公司总股本因股权激励计划发生变动的，则依照未来实施利润 分配方案时股权登记日登记在册的总股本为基数，向全体股东每10股派发现金 1 特别提示： 一汽解放集团股份有限公司（以下简称"公司"）2024年年度利润分配方 案为：公司以4,922,371,176股为基数，向全体股东每10股派发现金红 ...

Core Viewpoint - The domestic commercial vehicle market in China has entered a stage of stock competition, prompting companies to focus on overseas markets for growth opportunities. Major truck manufacturers are accelerating their international strategies, particularly with significant developments expected by 2025 [1][2]. Group 1: Company Strategies and Achievements - FAW Jiefang aims to achieve global sales of over 500,000 units by 2030, with 180,000 units from overseas markets, representing over one-third of total sales [2][4]. - In 2025, FAW Jiefang has made significant progress in overseas markets, including signing contracts for 500 units in Vietnam and 10,000 units in the Philippines [4][6]. - China National Heavy Duty Truck Group (CNHTC) has maintained its position as the top exporter of heavy trucks in China for 20 consecutive years, with a record export of 135,000 heavy trucks in 2024 [7][9]. - Foton Motor has launched a localized manufacturing project in Brazil, with an annual production capacity of 5,000 units, and reported a 180% year-on-year increase in sales in Brazil in Q1 2025 [12][13]. - Dongfeng Group plans to establish a company in Indonesia and aims to export 40,000 commercial vehicles by 2025, focusing on localized operations and market penetration [18][19]. Group 2: New Entrants and Market Expansion - New entrants like DeepWay, SuBao, Proton, and WeiDu are also prioritizing overseas market expansion, with significant investments and partnerships established in various regions [25][26]. - SuBao is investing 350 million yuan in an overseas manufacturing base, expected to be operational by the end of 2025, to provide localized solutions for Europe and the Middle East [26]. - WeiDu Technology secured a 36 million CAD order for long-range electric heavy trucks in Canada, marking its entry into a new international market [28]. - Proton Automotive has initiated its first exports of hydrogen fuel heavy trucks to Australia, expanding its footprint in the renewable energy vehicle sector [30]. - DeepWay has made strides in Southeast Asia, signing multiple dealer agreements and securing orders in Singapore, Thailand, and Malaysia [32][34]. Group 3: Market Trends and Future Outlook - The ongoing globalization trend presents both opportunities and challenges for Chinese truck manufacturers, emphasizing the importance of overseas market strategies for future growth [26][35]. - The competitive landscape is expected to evolve, with Chinese companies likely to feature prominently in the global truck manufacturing sector by 2030 [36].

证券代码：000800 证券简称：一汽解放 公告编号：2025-050 一汽解放集团股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、一汽解放集团股份有限公司（以下简称"公司"）本次回购注销限制性股票 涉及激励对象30名，回购注销的限制性股票数量共计1,090,201股，占回购注销前公 司总股本的0.0221%。 2、截止本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公司办 理完成上述限制性股票的回购注销手续。本次回购注销完成后，公司总股本由 4,922,371,176股减少至4,921,280,975股。 3、本次限制性股票回购注销事宜符合法律、行政法规、部门规章、规范性文件、 公司章程、《一汽解放集团股份有限公司限制性股票激励计划（草案）》（以下简 称"《限制性股票激励计划（草案）》"）等的相关规定。 公司已于2025年3月28日分别召开第十届董事会第二十四次会议和第十届监事 会第二十次会议，审议通过了《关于第一期限制性股票激励计划预留授予的第三个 解除限售期解除限售条件未成就暨回 ...

Core Viewpoint - In May, the "Heavy Truck First Influence Index" experienced a decline, with a total score of 2152, down 3.8% month-on-month and 14.6% year-on-year, indicating a cautious market response from major manufacturers amid changing market conditions and new policies [4][7]. Group 1: Brand Performance - FAW Jiefang maintained its leading position with a score of 510, supported by significant events in traditional and new energy sectors [7][8]. - China National Heavy Duty Truck Group scored 389, with a net profit of 310 million yuan in Q1 2025, up 13.26% year-on-year, and a market share of 28.3% [12]. - Dongfeng Liuqi Chenglong ranked third with a score of 301, achieving notable marketing success and a record high ranking [14]. Group 2: Key Events - FAW Jiefang secured the title of the best-selling new energy heavy truck in April with 2443 units sold and announced a significant financing deal for smart driving technology [8][19]. - China National Heavy Duty Truck Group introduced a new leadership team, signaling potential strategic changes [12]. - Dongfeng Liuqi Chenglong launched a new energy heavy truck solution and delivered 1000 units to YTO Express, marking a significant partnership [14][16]. Group 3: Market Trends - The overall decline in the Heavy Truck First Influence Index was attributed to the impact of holidays and cautious market behavior following the introduction of scrapping and updating subsidy policies [4][23]. - The introduction of new products was limited, with Shaanxi Automobile launching a 720-horsepower natural gas heavy truck, highlighting a focus on high-performance vehicles [19][21].

Core Viewpoint - The article highlights the successful delivery of 50 JH6 new energy vehicles by FAW Jiefang to Guangxi Panchi Supply Chain Co., showcasing the company's commitment to the new energy vehicle market and its strategic alignment with national goals [2][14]. Group 1: Market Performance - FAW Jiefang achieved a market share of 15.8% in the new energy tractor market from January to May 2025, leading the industry and reflecting strong market recognition of its technological capabilities [2]. - The event in Nanning marked a significant milestone in the green logistics ecosystem, emphasizing the importance of collaboration with local users to create a sustainable future [14]. Group 2: Product and Service Innovation - FAW Jiefang has developed a comprehensive ecosystem covering research and development, infrastructure, and services, offering customized new energy vehicles that meet diverse market demands [5]. - The company has introduced flexible solutions such as battery leasing and vehicle leasing, along with 24/7 safety management services, to address customer pain points related to vehicle purchase and operation [5]. Group 3: Commitment to Quality and Customer Focus - FAW Jiefang emphasizes a customer-centric approach, providing high-quality products and services to support users in their business endeavors [8][14]. - The signing of new contracts during the event demonstrated customers' strong confidence in FAW Jiefang's new energy products, reinforcing the company's commitment to innovation and service excellence [10][14].