汽车商业评论·2025-06-12 16:30Core Viewpoint - The article discusses the commitment of 17 automotive companies to adhere to the new payment regulation for suppliers, which mandates a maximum payment period of 60 days, as part of the government's efforts to alleviate the financial pressure on small and medium-sized enterprises [4][5][27]. Group 1: Implementation of Payment Regulation - A total of 17 automotive companies, including major players like BYD, Geely, and NIO, have pledged to comply with the new payment terms [8]. - The regulation, effective from June 1, aims to address the long-standing issue of delayed payments to suppliers, which has been a significant concern in the industry [5][27]. - The average accounts payable turnover days for 32 automotive companies is reported to be 109.74 days, indicating a substantial gap compared to the new regulation [9]. Group 2: Supplier Perspectives - Suppliers express cautious optimism regarding the new payment terms, but they remain skeptical about the actual implementation and potential loopholes [6][27]. - Reports indicate that payment periods for suppliers can vary widely, from one month to over a year, with some waiting nearly two years for payments [11][12]. - The relationship between automotive manufacturers and suppliers is described as deteriorating, with a lack of trust and ethical business practices being highlighted [12][24]. Group 3: Challenges in Payment Terms - The article raises questions about how the payment period is calculated, whether it starts from receipt of goods or invoice date, and the implications of commercial acceptance notes [17][29]. - Some suppliers are concerned that the new 60-day payment term may come with additional conditions, such as interest deductions [28]. - The article notes that only a few companies, like BAIC and SAIC, have fully eliminated the use of commercial acceptance notes, which have been criticized for extending payment periods [30][39]. Group 4: Industry Dynamics - The article highlights the significant power imbalance in the supplier-manufacturer relationship, with many suppliers feeling pressured to accept unfavorable terms [14][24]. - It discusses the practices of certain manufacturers that delay payments based on price negotiations, further complicating the financial situation for suppliers [37][41]. - The article concludes with a call for a return to normal business practices, emphasizing the need for government and industry collaboration to ensure fair payment terms [41].