Core Insights - Xiaopeng Motors launched the G7 globally on June 11, showcasing its advanced capabilities in AI and autonomous driving technology [1] - The G7 features three Turing AI chips, providing the industry's first L3-level computing platform with over 2200 TOPS of computing power, which is 3 to 28 times more effective than other flagship models in the industry [1] - Despite achieving L3-level computing power, the G7 is not classified as an L3 vehicle, as it requires additional L3-level hardware redundancy and legal certification to meet the full criteria [1]

以下文章来源于一见Auto ，作者一见编辑部 从6月10日夜间开始，多家一线车企陆续宣布，自即日起对供应商支付账期统一缩短至60天以 内，截至发稿， 做出公开承诺的车企达到16家 ，包括一汽、广汽、东风、吉利、赛力斯、长 安、奇瑞、比亚迪、小鹏、蔚来、小米和长城汽车等。（→ 回顾 ） 作 者丨何煦阳 郑植文 易思琳 焦文娟 编 辑丨吴晓宇 一见Auto . 汽车竞争中的野心、方法论与新秩序。21世纪经济报道旗下汽车报道品牌。 这被业内解读为利好汽车供应链企业，二级市场亦迅速响应。6月11日早盘，汽车零部件概念 股集体走强，截至午间收盘，东方财富汽车零部件板块上涨2.32%，美晨科技、欣锐科技、华 阳变速、迪生力、泉峰汽车、金麒麟等多股涨停。（→ 回顾 ） 一个不容忽视的背景是，6月1日，修订后的《保障中小企业款项支付条例》正式实施，其中 第九条明确规定，"大型企业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60日内支付款项。" 一位汽车行业人士认为， "账期缩短至60天，是解决车企内卷的方式之一。但对于资金不宽裕 的车企，处境就更困难了。" 过去三年，在激烈的价格战背景下，车企利润连年跳 ...

Group 1: Industry Developments - The State Council has mandated that automotive companies limit supplier payment terms to within 60 days to ensure efficient capital turnover in the supply chain, aiding collaborative development in the industry [2][3] - CATL has officially announced the mass production of its next-generation large-capacity energy storage cell, the 587Ah cell, which is expected to be produced at its Jining base in Shandong [4][5] - China Salt Lake has made significant progress with its 40,000 tons/year integrated lithium salt project in the Qaidam Basin, transitioning from construction to trial production [6][7] Group 2: Corporate Actions - Deyang Nano has announced plans to introduce strategic investors through a capital increase and share expansion for its subsidiary, Shenzhen Deyang Chuangyu New Energy Technology Co., Ltd. [8][9] Group 3: International News - Swedish battery manufacturer Northvolt is set to halt production at its last factory in northern Sweden by the end of June if it fails to find a buyer amid bankruptcy proceedings [10][11] - Zimbabwe's Minister of Mines announced a ban on lithium concentrate exports starting in 2027 to promote local processing [12]

Core Viewpoint - The Chinese automotive market is experiencing severe supply-demand imbalance and negative effects from price wars, leading to distorted business practices among listed car companies [2][4][12]. Group 1: Market Dynamics - The average sales growth rate in China's domestic automotive market over the past three years is only 1.8%, with profit margins continuously declining [4][11]. - The phenomenon of "0-kilometer used cars" has emerged, where new cars are registered and then sold as used cars to alleviate inventory pressure and meet sales targets [6][9]. - The automotive industry is facing a significant overcapacity issue, with many listed companies reporting utilization rates below 50% [13][25]. Group 2: Industry Practices - Some car manufacturers and dealers engage in practices such as "virtual invoicing" to obtain subsidies, contributing to a culture of financial manipulation [6][9]. - The trend of selling "pseudo-used cars" at steep discounts (up to 30% off) is prevalent, indicating a hidden price war within the industry [7][9]. - The competitive landscape has led to a "winner-takes-all" scenario, forcing traditional automakers to downsize and restructure [15][16]. Group 3: Regulatory Response - The Ministry of Commerce has initiated discussions with major car manufacturers regarding the "0-kilometer used car" issue and is working to regulate market practices [4][22]. - There is a call for stricter regulations to address the ongoing price wars and restore healthy competition in the automotive sector [22][26]. - The government is promoting initiatives like the "2025 New Energy Vehicles Going to the Countryside" program to stimulate demand and help manufacturers reduce inventory [26][27]. Group 4: Future Outlook - The automotive industry is expected to undergo a "淘汰赛" (elimination race) in the second half of the year, which may further impact weaker companies [16]. - Despite the challenges, there are potential benefits from government initiatives aimed at boosting sales of new energy vehicles [26]. - The overall production capacity in China may exceed 50 million units, while the global automotive production is around 90 million units, highlighting a significant structural overcapacity [23][25].

2.【小米汽车高管回应青岛着火事故：系碰撞致副驾易燃物起火】6月11日，小米汽车副总裁李肖爽 发文，对网传的青岛一辆小米汽车着火视频进行说明。 李肖爽称，"这是在青岛发生的一起普通交通 事故，系自车在正常直行过程中，与旁边工地突然穿出的车辆发生碰撞，造成车内副驾易燃物品起 火，随后消防人员将火扑灭，无人员受伤。"（IT之家） 1.【车企集体承诺账期缩至60天，专家：还应规范支付方式】近日各车企纷纷宣布对供应商账期缩短 到60天以内，其背景是积极响应国家及相关部委保障产业链供应链稳定、促进汽车产业高质量发展的 要求。中国汽车流通协会专家委员会委员章弘指出，之前汽车供应链企业普遍面临较长的回款周期， 有时多达9个月甚至更长，导致许多中小配套商的资金链紧张，不得不依靠贴现、短贷等方式维持运 营。缩短账期能够缓解供应商的资金压力，提升其经营韧性和创新能力。不过，仅靠各车企口头承诺 60天账期未必能确实保障供应商能及时拿到回款，还应规范支付方式，如要求必须使用现金、禁止使 用6个月承兑汇票等，以真正杜绝回款延迟到账的现象。（中新经纬） 扫码订阅汽车交通产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找 ...

点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 1、工信部:加大汽车行业"内卷式"竞争整治力度 2、印度：企业可享 15%关税优惠进口电动汽车 3、截至 5 月 31 日汽车以旧换新补贴申请量达 412 万份 4、2025（第三届）未来汽车先行者大会举行 5、小马智行与深圳西湖集团达成战略合作 6、2025 粤港澳大湾区车展假期成交 40亿元 7、中日班轮"新鉴真号"首次批量装载国产新能源汽车出口，运往大阪 8、四维图新与阿里云达成战略合作 聚焦辅助驾驶及车联网等领域 9、远景动力法国电池超级工厂投产 每年为 20 万辆电动车提供电池 10、商务部等五部门组织开展 2025年新能源汽车下乡活动 11、中科电气：拟投资不超过 80亿元建设锂离子电池负极材料一体化基地项目 12、2024年新能源汽车电池装机量大增 22% 中国份额 70%绝对领先 13、华为乾崑 5 月出行报告出炉: 智驾 (辅助驾驶) 总里程突破 31.73 亿公里 14、深圳智能网联汽车产业链企业超 2400 家 15、中国乘用车智能化进程加速 智能化趋势显著 16、中国汽研-尚界合作专班成立,为上汽华为合作项目提供支持 17、商 ...

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 ...

6月11日，"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。 6月10日深夜至6月11日上午，小米汽车、吉利汽车集团、长安汽车、比亚迪汽车、奇瑞集 团、小鹏汽车、北汽集团、零跑汽车等车企相继发表声明，承诺"支付账期不超过60天"。 6月10日晚间，广汽集团、中国一汽、东风汽车、赛力斯等车企也承诺将供应商账期缩短至 60天以内。 多家车企先后跟进 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、保障供应链稳定 的部署要求，将供应商支付账期统一至60天内。 吉利汽车集团宣布，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，促进汽车产业高质量发展。 长安汽车携旗下长安启源、长安凯程、深蓝汽车、阿维塔宣布，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，保障中小企业资金高效流转，助力产业链良好协同运 行。 比亚迪汽车宣布，将供应商支付账期统一至60天内，以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，助力中小企业健康发展。 小鹏汽车宣布，将支付账期统一至60天内，以保障产业链供应链 ...

Group 1 - Alibaba's cross-border e-commerce platform AliExpress has launched a car sales business, marking its entry into the automotive market [1] - The car sales initiative was first introduced in the Middle East during the overseas 618 shopping festival [1] - Currently available vehicles on the platform include models from BYD, Geely, Xiaomi, Li Auto, and Xpeng [1]

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]