破局供应链内卷 “60天账期”重构汽车产业健康生态

Core Viewpoint - A collective commitment from at least 17 automotive companies to a "60-day payment term" reflects the industry's response to the challenges posed by prolonged payment cycles and aims to stabilize the supply chain and promote high-quality development in the automotive sector [1][2]. Group 1: Payment Cycle and Industry Challenges - The automotive industry has seen payment cycles extend beyond 170 days due to chaotic competition, which negatively impacts the supply chain and overall industry health [2]. - Ensuring suppliers have stable expectations regarding payment timelines is crucial for maintaining the quality of automotive components and the safety of consumers [2]. Group 2: Innovation Over Price Competition - The automotive sector should focus on innovation rather than engaging in low-price competition, as the market is not yet saturated, with a significant gap in vehicle ownership compared to developed countries [3]. - Addressing the mismatch between production capacity and effective demand is essential, and innovation in product development is key to meeting consumer needs [3]. Group 3: Key Areas for Innovation - The automotive industry is undergoing significant changes, necessitating innovation in products, technology, and services to adapt to new market dynamics [4]. - The unique challenges presented by the development of new energy vehicles require the industry to establish a leading position globally, creating a distinct path for China's automotive sector [5].