中国汽车市场一周行业信息快报——2025年9月第4期

Core Insights - The Chinese automotive market is experiencing significant policy and industry dynamics, with initiatives aimed at improving supplier payment practices and addressing inventory levels [1][2][3] Group 1: Supplier Payment Practices - The China Automotive Industry Association (CAAM) released a guideline on supplier payment practices, focusing on key aspects such as order confirmation, delivery and acceptance, payment and settlement, and contract duration [2] - The Ministry of Industry and Information Technology (MIIT) emphasized the importance of shortening payment terms to enhance operational efficiency and foster long-term cooperation between automakers and suppliers [3] Group 2: Inventory Levels - As of the end of August 2025, the national passenger car inventory stood at 3.16 million units, a decrease of 130,000 units from the previous month, indicating a reduction in dealer pressure [6] - The inventory level represents a 42-day supply, down by 4 days from the previous month, with manufacturer inventory accounting for 23.9% of the total [6] Group 3: Strategic Collaborations - Huawei and BAIC have deepened their collaboration on the "Enjoy" brand, forming a strategic community that will invest 20 billion yuan over the next three years, focusing on dedicated teams and resources [3] - Zeekr Technology's shareholders approved a merger agreement with Geely Automobile, with 94.2% voting in favor, leading to Zeekr becoming a wholly-owned subsidiary of Geely [5] Group 4: Regulatory Developments - MIIT is seeking public input on mandatory national standards for intelligent connected vehicles, specifically for combined driving assistance systems, which will enhance safety and regulatory compliance [7][11] - The new standards aim to align with international regulations and improve product safety, thereby supporting the overall safety of road traffic [11] Group 5: Electric Vehicle Infrastructure - As of the end of August 2025, China's electric vehicle charging infrastructure reached 17.348 million units, marking a year-on-year increase of 53.5% [17] - Public charging facilities accounted for 4.316 million units, with a growth of 37.8%, while private charging facilities reached 13.032 million units, growing by 59.6% [17]