前瞻全球产业早报：多家车企官宣支付账期统一至60天内

Group 1: US-China Trade Talks - The first meeting of the US-China trade negotiation mechanism took place in London, led by Chinese Vice Premier He Lifeng and US Treasury Secretary Janet Yellen, among others [2] - Both sides engaged in candid and in-depth discussions, reaching a principled consensus on key economic and trade issues [2] - The meeting aimed to implement the important consensus from the June 5 call between the two countries' leaders and to consolidate the outcomes of the Geneva trade talks [2] Group 2: Automotive Industry Developments - Several automotive companies, including Dongfeng Motor and China FAW, announced a unified payment term for suppliers to within 60 days [3] - This initiative is intended to support the healthy development of small and medium-sized enterprises in line with national policy [3] Group 3: IP Retail Market Growth - China has become the fourth largest IP retail market globally, with an annual retail sales total of 155.09 billion yuan in 2024, reflecting a year-on-year growth of 10.7% [4] - The IP derivative market in China is expected to exceed 100 billion yuan by 2027, with a compound annual growth rate of over 20% [4] Group 4: AI Development Initiatives - Liaoning Province has issued a plan to promote AI innovation, aiming to establish a collaborative development model by 2027 [5] - The plan includes building a computing power infrastructure with a scale of over 5000 PFLOPS and nurturing over 300 AI enterprises [5] Group 5: New Product Launches - Huawei launched the Pura80 series smartphones, featuring HarmonyOS 5.1 and starting prices of 6499 yuan for the Pro model and 9999 yuan for the Ultra model [6] - Alibaba's Qwen3-Embedding model topped the global open-source model rankings, indicating strong interest in AI models [7] Group 6: Corporate Restructuring and Financial Updates - Li Auto announced the establishment of two new robot departments to accelerate its AI strategy [9] - The founder of Pang Donglai projected a net profit of 1.5 billion yuan for the company in 2025, with an average monthly income of 9000 yuan for employees [10] - Marelli Corp filed for Chapter 11 bankruptcy protection in the US and secured $1.1 billion in new financing [14] Group 7: Market and Economic Indicators - The US manufacturing sector is under significant supply pressure due to a shortage of rare earth materials, with current inventories only sufficient for two to three months [11] - Tesla's Robotaxi project is set to launch in Austin, Texas, on June 22, with potential adjustments to the timeline [12] - Qualcomm has established an AI research center in Vietnam, focusing on generative and agent-based AI solutions [13]