时报观察 让车企六十天账期承诺实打实兑现

Core Viewpoint - The commitment of key automotive companies to shorten supplier payment terms to a maximum of 60 days is a significant step towards maintaining market fairness and ensuring long-term development, although the reality is more complex than the commitment suggests [1] Group 1 - The reduction of payment terms is not uniformly benefiting all suppliers, with raw material suppliers experiencing quicker benefits compared to equipment manufacturers and construction suppliers who still face longer payment cycles [1] - There is a concern that "invisible payment terms" may emerge, where companies may find ways to extend actual payment periods despite nominal reductions, such as delaying acceptance or creating intermediary companies [1] - Some automotive companies are hesitant to fully commit to the 60-day payment term due to fears of increased financial costs and pressure if competitors do not follow suit, particularly in a highly competitive market [1] Group 2 - Two key points for consideration as the automotive industry moves from commitment to implementation include the need for collaborative efforts to ensure compliance and the exploration of mechanisms to alleviate payment pressure without leading to a zero-sum or negative-sum game [2] - Shortening payment terms should be viewed as a means to enhance overall efficiency and build sustainable competitive advantages rather than a one-sided concession [2] - Establishing a healthy and trustworthy supply chain ecosystem is essential for all players to navigate economic cycles and withstand challenges [2]