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]

小鹏汽车官方微博也宣布，将支付账期统一至60天内。 截至目前，已有超过10家车企做出相关承诺。 6月11日上午，小米汽车表示，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、保障供应链稳定作 出的部署要求，将供应商支付账期统一至60天内。将以切实行动，携手上下游伙伴，共同推动中国汽车产业 高质量发展。 理想汽车表示，将持续贯彻60天以内的支付账期，与行业伙伴共同促进中国汽车产业高质量发展。 责编：叶舒筠 校对：王朝全 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 长安汽车表示，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，为深入贯彻落实中央和部委的精神，长安汽车携旗下长安启源、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，保障中小企业资金高 效流转，助力产业链良好协同运行，共同努力，推进行业高质量发展。 吉利汽车集团则表示，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 ...

Group 1 - AliExpress, a cross-border e-commerce platform under Alibaba, has launched a car sales business, starting with the sale of Chinese electric vehicles in the Middle East during the overseas 618 shopping festival [1] - The vehicles listed primarily include popular Chinese new energy cars such as BYD Yuan, Geely Xingyuan, Xiaomi SU7, Li Auto L7, and Xpeng G9, many of which are part of the AliExpress "100 billion subsidy" program for brands going overseas [1] - This initiative marks AliExpress as the first platform among the "four little dragons" of overseas expansion to sell cars, leveraging its strong presence in automotive parts, which has seen rapid growth and established a large global automotive user base [1] Group 2 - The rapid growth of Chinese automobile exports, particularly in new energy and intelligent connected vehicle technologies, supports this strategic move by AliExpress [1]

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]