黑芝麻智能武当系列芯片专注于跨域计算，武当C1200家族中的C1236是本土首款单颗支持领航辅助驾 驶功能的芯片，C1296是行业首颗支持多域融合计算的芯片。自武当C1236和C1296芯片面世后，黑芝麻 智能陆续与车企、一级供应商合作开发相关解决方案。本届展会上，黑芝麻智能不但带来这两款芯片， 还展示了安波福基于C1296芯片开发的舱驾一体方案。目前，安波福、大陆、均胜、斑马等国内外多家 头部企业已基于C1296芯片开发跨域融合方案。 9月9日，2025德国国际汽车及智慧出行博览会（IAA Mobility 2025）在慕尼黑正式开幕。智能汽车 计算芯片引领者黑芝麻智能再度登上这一"预演"未来出行面貌的国际舞台，展示从舱驾融合到高阶辅助 驾驶的"芯"实力，与全球汽车行业领军企业、合作伙伴共同探索AI驱动下的智能汽车未来。 车企在跨域融合中往往面临安全与成本难题，借本届慕尼黑车展，黑芝麻智能首次向国际市场展示了安 全智能底座解决方案。该方案以黑芝麻智能旗下的武当C1200家族跨域融合芯片为核心，通过硬件安全 隔离、平台化算力扩展及全生命周期兼容性设计，为车企提供了从入门到旗舰车型的智能座舱与辅助驾 驶功能无缝 ...

Core Viewpoint - A total of 17 automotive companies have committed to implementing the "Automobile Complete Vehicle Enterprises Supplier Payment Norms Initiative," aiming to foster a collaborative and win-win ecosystem between complete vehicles and components, thereby promoting high-quality development in the automotive industry [1][8]. Group 1: Company Responses - NIO emphasizes the importance of a healthy supply chain for product quality and user experience, committing to long-term, mutually beneficial relationships with partners and adherence to the payment norms [1]. - Great Wall Motors adheres to a philosophy of "true partnership and win-win cooperation," ensuring timely payments and optimizing payment processes to support small and medium-sized enterprises [2]. - Xiaomi Motors supports the initiative, highlighting the significance of timely payments for maintaining a stable industrial chain and committing to a payment period of within 60 days [3]. - Leap Motor commits to a "60-day payment" principle and aims to streamline approval processes to ensure efficient payment flows, contributing to the stability of the supply chain [4]. - XPeng Motors reaffirms its commitment to a 60-day payment period and emphasizes the importance of trust and support from partners for sustainable development [5]. - Geely Auto Group has already implemented a 60-day payment period and aims to enhance the efficiency of capital turnover within the supply chain [6]. - BAIC Group expresses its commitment to fair and transparent payment practices, focusing on optimizing payment processes to support the health of the supply chain [6][7]. - Jianghuai Automobile Group is enhancing payment efficiency and transparency, ensuring all suppliers, including SMEs, receive timely payments [7]. - China FAW Group emphasizes its role in maintaining a stable market economy and has unified the payment period to 60 days, optimizing internal processes [8]. Group 2: Industry Context - The initiative has received support from various national departments, including the Ministry of Industry and Information Technology, highlighting the government's focus on stabilizing the supply chain and promoting high-quality development in the automotive sector [4][8]. - The collective commitment from these automotive companies reflects a broader industry trend towards enhancing supplier relationships and ensuring financial stability within the supply chain [1][8].

17家车企"60天账期承诺"集体行动宣言发布3个月后，这场关于整车企业与供应商企业之间的账期承诺行动还在继 续。9月15日，中国汽车工业协会发布《汽车整车企业供应商账款支付规范倡议》（以下简称《倡议》）。 每经记者｜段思瑶 每经编辑｜余婷婷 图片来源：中国汽车工业协会公众号 《倡议》内容主要包括订单确认、交付与验收、支付与结算、合同期限等关键环节。比如，在支付与结算方面，甲方 （整车企业）支付账期自乙方（供应商企业）交货并通过甲方验收合格之日起计算，最长不超过60个自然日（如支付 当日遇法定节假日顺延）。 与之前的"60天账期承诺"集体行动宣言相比，此次《倡议》将账期支付时间进一步明确至"60个自然日"。受上述消息 影响，汽车产业链股9月15日盘中大幅走高，截至《每日经济新闻》记者发稿，朗博科技、天龙股份、迪生力、征和 工业、无锡振华、万向钱潮、浙江世宝、路畅科技等近10股涨停。 港股整车股午后也集体走高。截至发稿，蔚来上涨5.99%，理想汽车涨4.77%，比亚迪上涨3.86%；广汽集团上涨 3.6%；零跑汽车上涨2.87%。 多家车企回应"积极落实" 此次《倡议》中的四个关键环节中，"支付与结算"最受关注， ...

Domestic News - Eight departments have issued a plan to further promote automobile consumption, focusing on policies such as trade-in programs and supporting the transition to new energy vehicles [2] - As of September 10, 2025, the number of applications for automobile trade-in has reached 8.3 million, with ongoing efforts to reform automobile circulation and consumption [3] - Guangzhou is launching a 300 million yuan automobile consumption subsidy program, offering up to 5,000 yuan for eligible purchases during the promotional period [4] - Anhui has opened six highway test sections for intelligent connected vehicles, with over 80,000 kilometers of testing completed [5] - Dongfeng Motor is developing a fully self-researched solid-state battery expected to achieve 1,000 kilometers of range by 2026 [6] - Xiaopeng Motors has initiated its first localized production project in Europe, aiming to enhance its market presence with more product offerings [7] - Chery's new engine has achieved a thermal efficiency of 48%, marking a significant advancement in fuel engine technology [8] - The first comprehensive innovation base for intelligent connected vehicles in China has been established in Tianjin, with an investment of nearly 2 billion yuan [9] International News - The International Energy Agency predicts strong growth for low-emission hydrogen projects despite facing multiple challenges, with global hydrogen demand expected to reach nearly 100 million tons in 2024 [11] - The European Commission has expedited the review of the 2035 zero-emission vehicle targets in response to automotive manufacturers' concerns about the feasibility of a full transition to electric vehicles [12] - Tesla plans to increase production at its German factory due to strong sales performance [13] - Mercedes-Benz has confirmed a gradual phase-out of the EQ brand for its electric vehicles, transitioning to the use of "Electric" as the brand name [14] Commercial Vehicles - Wuhu has introduced a subsidy of up to 100,000 yuan per year for hydrogen fuel heavy trucks, along with financial support for new hydrogen energy projects [17] - Beiben Truck is expanding its market presence in Africa, focusing on cooperation in road equipment [18] - SAIC Maxus has launched a 15 million yuan "Star Plan" to support farmers through live-streaming sales of agricultural products [19] - The remote X-VAN has been launched in South China, offering innovative multi-functional travel options [20]

中信证券：当前零售调改步入深水区，多家民营零售企业已完成管理变革，以更为彻底的方式推动业态 转型；类"胖改"超市调改模型数战告捷，或可作为区域调改参照样板；传统百货业态主要面临全国连锁 商业购物中心的挑战，暂无调改的"标准答案"，聚焦提效减亏、深挖相对优势；展望中长期企业有望依 托渠道品牌延伸能力圈，在自有商品、供应链等领域拓增量。 华泰证券：9月12日，国家发展改革委、能源局印发《新型储能规模化建设专项行动方案（2025—2027 年）》的通知，通知对未来储能装机给出了明确规划，并理顺了独立储能的盈利模式，有望促进国内储 能行业长周期健康发展。需求维持强劲的同时，国内产业链价格竞争也已接近尾声，看好国内储能产业 链企业量价齐升。 新华财经北京9月15日电（胡晨曦）A股三大指数9月15日涨跌不一，沪指全天窄幅震荡调整，创业板指 冲高回落涨超1.5%，走势较强。盘面上，储能概念股表现活跃，宁德时代大涨超9%，股价创历史新 高；汽车产业链板块上涨，浙江世宝等多股涨停；游戏股表现强势，星辉娱乐、完美世界涨停；猪肉股 集体拉升，得利斯、傲农生物封板。下跌方面，卫星互联网概念下挫，三维通信跌超5%；文化传媒股 大跌，果 ...

想留在牌桌上难，要下牌桌也没那么简单。 最近的车圈不可谓不热闹。最新的消息来自停摆已久的威马汽车，随着重整投资人的到位，该公司正打 算开启新一轮的复工复产，目标甚至是百万辆。不过威马汽车负债高达260亿元，而重整投资人深圳翔 飞的注册资金仅1亿元，后者的关联方宝能汽车也早已陷入发展困局。 类似的消息还有很多：破产清算中的众泰汽车，遭遇股票与工厂全部流拍、无人接盘的残酷现状；今年 4月有消息称恒驰汽车正积极筹划复牌事宜，该公司称 "不懈努力继续寻找战略投资者或者买家"；而哪 吒汽车在此前传出中东资本1亿美元接手后，再无下文，仍在苦苦等待白衣骑士。 中国汽车产业早已走过了"用PPT讲故事拿风投的时代"。抛开比亚迪、吉利等造车巨头不谈，"蔚小理 零"等造车新势力也早已走上资本市场，技术力量、产品能力、财务报表被全球投资人翻来覆去详细审 视，甚至吹毛求疵。 头部车企也都或多或少地拥有自己的护城河，要么具备垂直整合能力，要么具备制造技术先发优势。如 果没有核心技术和竞争力，空有一个造车资质，绝不具备参与市场的能力，也不具备为投资人负责的能 力。 更重要的是，减缓对"僵尸车企"的出清速度，甚至进一步扶持其复活，不仅违背了 ...

人民财讯9月15日电，9月15日，吉利汽车集团官微发文称，中国汽车工业协会今日发布了《汽车整车企 业供应商账款支付规范倡议》。吉利汽车集团积极响应这一倡议，将以切实行动在订单确认、交付与验 收、支付与结算、合同期限等重点环节贯彻落实，不采用商业承兑汇票等增加供应商资金压力的不合理 结算方式，高质量践行供应商账期承诺。 转自：证券时报 ...

今年的慕尼黑车展可谓硝烟弥漫，超百家中国车企强势登陆，数量较上届涨近五成，硬生生将德系主场 变成了中德对决的擂台。就在这座弥漫着德式风情的城市里，汽车与建筑空间交相辉映，人潮如织。然 而，场内场外，画风却截然不同。 德系豪华三强BBA之一的奔驰高管高调宣战："我们已经在电动汽车领域跻身顶尖行列，因此我们无需惧 怕中国。"但展台下，欧洲消费者用实际购买行为讲述着另一个故事。 据观察者网报道，年初以来中国汽车注册量激增91%；今年上半年，中国品牌在欧洲市场份额近乎翻倍 至5.1%，仅次于奔驰的5.2%。 更让BBA如坐针毡的是，德媒拉响最高警报："决定德国汽车命运的时刻到了！不革新，大众等车企只能 进博物馆。"回望上届车展，巨头们早已自揭伤疤："中国电动车领先我们一代人"，欧洲必须全力追赶。 十年前还是"模仿者"的中国车企，如今以"千店计划"（例如，比亚迪称，2025年底覆盖欧洲32国超1000 家门店）和全产业链布局，在德系腹地掀起电动革命风暴。 更讽刺的是，BBA竟因车型设计问题现场吐槽。昔日霸主正被中国速度逼入墙角？ （来源：视觉中国） 01 车展变吐槽大会？奔驰高管开炮：奥迪内饰过时 慕尼黑车展不仅是世界 ...

此外，上半年行业竞争加剧无疑对企业现金流带来压力。从数据可以看到，十家国内主流车企中有六家 的付款周期较去年同期有所上涨，仅有小鹏、上汽、长安、比亚迪的账期是减少。 随着国内主流上市车企半年报悉数披露，除了营收、净利润等经营指标外，向供应商付款周期到底是变 长还是变短，无疑是行业关注的核心指标。 据数据显示，包括上汽、比亚迪（002594）、吉利汽车、长城在内十家国内主流车企今年上半年向上游 供应商的平均付款周期为183天，较2024年上半年增加约7天。这其中，广汽、比亚迪、吉利汽车、上汽 集团（600104）的账期最短，分别为137天、142天、156天和157天，优于行业平均水平。 行业专家认为，随着头部车企将陆续兑现中小供应商"60天账期"承诺，不仅能极大减少供应商资金压 力，也能促使其将资金更高效地投入到技术研发，推动产业链上下游实现高质量发展。 ...

吉利汽车(00175)发布公告，于2025年9月15日因集团雇员根据认股权计划(于2023年4月28日获采纳)行使 认股权而发行3万股普通股股份。 ...