北交所策略专题报告：化工新材周涨3.04%：车企账期缩短催化，贝特瑞、禾昌聚合等汽车链迎弹性

Group 1 - Major automotive companies have committed to significantly shorten payment terms to suppliers, ensuring payments are made within 60 days, which is a response to the new regulations aimed at protecting small and medium enterprises [10][11][14] - The average accounts receivable turnover days for companies in the automotive supply chain, such as Beiterui and Hechang Polymer, was 160 days in Q1 2025, indicating a long collection cycle that the new payment terms aim to alleviate [16][17] - The automotive industry is working towards establishing a more transparent and fair cooperation mechanism between automakers and suppliers, promoting a healthier and more sustainable supply chain ecosystem [14][16] Group 2 - The chemical new materials sector on the North Exchange saw a weekly increase of 3.04%, outperforming other sectors, with non-metal materials and textile manufacturing leading the gains [19][21] - Key stocks in the chemical new materials sector, such as Keli Co. and Benlang New Materials, experienced significant weekly gains of 37.78% and 34.19% respectively, indicating strong market performance [25][28] - The price trends for various chemical products showed a mixed performance, with Brent crude oil prices rising by 11.7% while MDI and TDI prices decreased by 2.0% and 8.0% respectively [30][31]