车企承诺 “60天内付款” 满期调查：兑现有限，压力仍在转移

Core Viewpoint - The automotive industry is experiencing significant changes in payment terms and pricing strategies, with a focus on reducing payment periods for suppliers and addressing internal competition issues [5][6][9]. Group 1: Payment Terms and Supplier Dynamics - Many automotive companies have publicly committed to shortening payment terms to 60 days, but the actual payment methods remain ambiguous, often resulting in suppliers receiving promissory notes instead of cash [5][6]. - Smaller suppliers are seeing their payment terms reduced to 60 days, while larger suppliers are experiencing longer payment periods, creating a disparity in cash flow management [6][8]. - The implementation of the "Payment Protection for Small and Medium Enterprises" regulation aims to improve payment practices, but many suppliers remain skeptical about its effectiveness [8][9]. Group 2: Industry Competition and Pricing Strategies - The automotive industry is grappling with internal competition, with many suppliers expressing doubt that self-regulation will effectively resolve the issues of price wars and competition [6][9]. - Some automotive companies are adjusting their supply chain strategies to increase in-house production, which may further complicate supplier relationships [9][10]. - The government is initiating investigations into pricing and costs to curb illegal price reductions by automotive companies, indicating a push towards more regulated pricing practices [6][14]. Group 3: Market Dynamics and Future Outlook - The market for electric vehicles is becoming increasingly competitive, with a current penetration rate of around 52%, and future growth may slow as tax incentives decrease [16]. - The automotive industry is at a critical juncture, with the potential for significant market consolidation as inefficient companies may be forced out [13][16]. - Historical examples from Japan's automotive industry suggest that government intervention and support for technological advancement can help alleviate competitive pressures and promote industry health [15].