在政府相关部门整治汽车行业"内卷式"的竞争背景下,各车企率先从解决供应商账期问题入手"反内卷", 推动上下游关系重构。6月10日晚,中国一汽、东风汽车、广汽集团、赛力斯（601127）集团等车企相继 宣布,对供应商的支付账期不超过60天。6月11日,比亚迪（002594）汽车、奇瑞汽车、小鹏汽车等多家车 企跟进。这场集体行动,被视为汽车行业对供应链乱象的"亮剑",也是对国家新规的积极响应。 魏银科张雪济南报道 主流车企纷纷承诺 "60天付款" 在汽车行业"反内卷"背景下,众多车企开始破除上游供应商痛点。6月10日晚开始,中国一汽、东风汽车、 广汽集团和赛力斯集团相继发声,承诺将供应商支付账期压缩至60天以内,意在通过实际行动,维护市场经 济秩序健康稳定。 其中,东风汽车表示,将全面统一供应商账期至60天内,致力于推动上下游形成更高效的资金循环机制,强化 产业协作基础。 中国一汽则宣布,将"60天付款"作为所属各单位的统一付款期限管理要求,同时加强资金监督与流程控制, 以保障执行效果。 广汽集团方面也表示,将坚持不超过60天的付款账期政策,助力供应链稳定运行,携手上下游共同实现高质 量发展目标。 赛力斯相关人士 ...

但是，持续的价格战或会使竞争陷入不良循环。低价竞争，正在让供应商承受更大的压力，主要体现在 车企的应付账款周转天数不断拉长，占压了供应商现金流，国内零部件供应商净利润率已从2015年的 9%降至2025年一季度的3.8%。2024年，根据对16家上市中国车企财报的估算，车企应付账款及应付票 据周转天数平均是182天，而同期14家国际车企的账期基本控制在60天内。 因此，长期来看，治理支付账期过长问题需要法治思维与系统思维。比如应探索进一步强化立法，明确 对延迟付款的惩罚，禁止不合理压缩供应商利润，建立明确的执行机制等。与此同时，应对车企零部件 与材料等实施更严格的质量监管，提高消费者维权能力，避免降价导致的偷工减料、降低标准以及减配 等现象发生，从而让消费者承担降价的生产成本与安全风险。 一些车企打价格战，是因为能够将成本转移给合作伙伴，即通过拉长上游供应商的账期，让它们承担车 企部分的融资成本，一些车企也利用自己的强势地位要求下游经销商囤积库存，即所谓的压库现象。供 应链金融从提高资金效率的工具，演变成制约供应商的工具，使得行业越来越金融化并不断积累脆弱 性。 事实上，一些领域的"价格战"是正常的市场竞争现 ...

Core Viewpoint - Multiple Chinese automotive companies have committed to reducing payment terms to suppliers to no more than 60 days, aiming to alleviate financial pressure on suppliers and promote healthier industry practices amid government scrutiny of "involution" in the automotive sector [1][4][6]. Group 1: Industry Response - As of June 10, major automotive companies including China FAW, Dongfeng Motor, and BYD have announced their commitment to a maximum payment term of 60 days for suppliers, with 17 key automotive manufacturers participating in this initiative [4][5]. - The commitment is seen as a proactive measure to maintain a stable market economy and improve the efficiency of the supply chain [4][5]. - Companies like BAIC Group and SAIC Group have gone further by eliminating unreasonable settlement methods, such as commercial acceptance bills, to ease cash flow pressures on smaller suppliers [5][6]. Group 2: Financial Context - The automotive industry is facing declining profit margins, with the profit rate dropping from 7.8% in 2017 to 4.3% in 2024, and further declining to 3.9% in the first quarter of 2025 [6][8]. - Despite record production and sales figures, the industry is experiencing a significant drop in profitability, exacerbated by aggressive pricing strategies and a high average accounts receivable period of 70.3 days [6][9]. - The average payment period for 16 listed automotive companies is reported to be as high as 182 days, with some companies like BYD and NIO exceeding 250 and 300 days respectively [10][11]. Group 3: Market Dynamics - The ongoing "price war" among automotive companies has led to a detrimental cycle affecting the entire supply chain, with suppliers facing increased pressure to lower prices [9][10]. - Industry experts emphasize the need for a shift from price competition to value-based competition, highlighting the risks associated with prioritizing low prices over quality [8][12]. - The government's recent regulatory measures, including the new payment regulations for large enterprises, aim to curb the negative impacts of "involution" and promote a healthier competitive environment [6][12][13]. Group 4: Future Outlook - The automotive industry is encouraged to focus on technological innovation and quality improvement rather than engaging in destructive price competition, as highlighted by industry leaders [14][15]. - The commitment to a 60-day payment term is viewed as a significant step towards restructuring relationships within the supply chain and fostering a more sustainable industry environment [8][12].

建筑涂料行业跟踪解读专家会议 20250611 摘要 2024 年，三棵树与立邦在"月白高遮盖涂料"等产品上展开激烈价格 战，导致产品价格大幅下降，尽管立邦销量增长约 30%，但销售额未增 长，表明牺牲利润未能有效扩大市场份额。 三棵树率先停止价格战，调整零售结构，提升零售业务占比至 40%以上， 从而带动整体营业利润提升，而立邦虽短期获益，但利润未见增长，预 计两家企业将在 2025 年进行价格修复。 2024 年，三棵树未调整出厂价，经销商通过"玉林计划"将资源转移 至低档工装产品，导致售价下降；立邦则通过公司层面策略，降低中低 端产品价格以提高市场占有率。 2025 年，立邦多次提价，原因在于交付新加坡利润更高，且三棵树在 美丽乡村市场份额提升；同时，一二线城市市场疲软，降价无法刺激终 端需求，提价反而促进经销商囤货。 受国家全装修政策影响，传统 ToC 涂料企业转向 ToB 市场，与大型房 企合作，但房企压低成本，导致涂料企业利润受损；零售端市场逐步修 复，二手房销售改善，高品质住宅需求增加。 Q&A 近年来建筑涂料市场的价格走势如何？立邦和三棵树在价格调整方面采取了哪 些策略？ 涂料行业在 2024 ...

Core Viewpoint - The company emphasizes that chaotic price wars are detrimental to the sustainable development of the medical industry and will harm patient rights [1][2]. Group 1: Company Insights - Aier Eye Hospital has seen a steady recovery in the average price of refractive surgeries since last year, indicating a gradual industry clearing where demand is shifting towards reputable hospitals [1]. - The company plans to launch upgraded surgical techniques in 2024, including All-Laser LASIK and ICLV5 lenses, to meet diverse patient needs [1]. - Aier Eye Hospital's overseas business revenue is projected to account for approximately 12.5% in 2024, reflecting a 1% increase from the previous year, with plans for further expansion in Europe and Southeast Asia [3]. Group 2: Industry Trends - The aging population is driving demand for age-related eye disease treatments, particularly for presbyopia, which is currently under-recognized in China [2]. - The company anticipates significant growth potential in presbyopia treatment, similar to trends observed in developed countries [2]. - The company's profitability is expected to improve as patient volumes increase, benefiting from economies of scale and reduced sales expense ratios [3].

Core Points - The automotive industry is experiencing intense competition, leading to a "price war" where companies are reducing procurement prices and extending payment terms to suppliers, creating financial strain on the supply chain [3][4][6] - A new regulation, the "Regulations on Ensuring Payment to Small and Medium Enterprises," has set a payment deadline of 60 days, which is now being adopted by major automotive companies [2][8][9] Group 1: Industry Competition and Pricing Pressure - All 17 major domestic automotive companies have committed to a payment term not exceeding 60 days, reflecting the competitive pressure within the industry [2] - The price competition has led to a 10%-15% annual decline in component procurement prices, negatively impacting the financial health of upstream suppliers [3][4] - Automotive companies are increasingly pushing the financial burden onto suppliers, which has resulted in dissatisfaction among suppliers and a deterioration in service quality [4][7] Group 2: Payment Terms and Supplier Impact - The average accounts payable turnover days for 16 listed automotive companies reached 182 days, indicating that suppliers may wait up to six months for payment [6] - Some companies have extended payment terms beyond 100 days, exacerbating the financial pressure on suppliers [6][7] - The implementation of the new payment regulation aims to standardize payment terms to 60 days, which is expected to alleviate supplier financial stress and improve industry cash flow [8][9] Group 3: Responses from Automotive Companies - Dongfeng Motor has announced a unified payment term of 60 days in response to the new regulations, aiming to enhance the efficiency of capital flow within the supply chain [8] - SAIC-GM has maintained a consistent payment cycle of 40-60 days, demonstrating a commitment to timely payments to suppliers [9] - Industry experts believe that adhering to a 60-day payment term will promote healthier industry development and address existing financial challenges [9]

2024年豆包主力模型在火山引擎原动力大会上，以低于同行99%的价格，挑起大模型价格战，一年后最新的豆包1.6大模型再次喊出行业最低价。6月11日， 字节跳动发布豆包大模型1.6、视频生成模型Seedance 1.0 pro等新模型，并升级了Agent开发平台等AI云原生服务。火山引擎总裁谭待对媒体解读，一年前豆 包降价是因为模型结构和工程上的优化，这次火山引擎提出的以"输入长度"定价，更多是工程上的优化。定价策略的调整反映了大模型发展的变化趋势、智 能体开发对大模型深度思考能力和多模态模型的巨大需求。 6月11日召开的火山引擎Force原动力大会上，谭待和字节跳动技术副总裁洪定坤的大部分时间都在介绍新产品，但在会后的群访环节，有关降价、营收、客 户的问题不少。 据谭待介绍，新发布的豆包1.6系列模型支持多模态理解和图形界面操作，能够理解和处理真实世界问题。此前，豆包1.5的多模态能力在60个公开评测基准 中取得38项最佳成绩，已广泛应用在电商识图、自动驾驶数据标注、门店巡检等场景。图形界面操作能力让豆包1.6进一步具备"行动力"。演示案例显示， 豆包1.6可自动操作浏览器完成酒店预订、识别购物小票并整理成E ...

南方财经记者吴立洋上海报道 正值618大促期间，多地以旧换新国补出现暂停或调整，对家电、家装消费的统一补贴转为抢券补贴的 形式，为竞争渐趋白热化的家电市场带来了新的变数。 从5月以来主要家电品类的销售数据来看，今年618家电销售尤其是线上渠道的均价同比降低，品牌间的 价格战趋势愈加激烈；另一方面，在国补政策带动下，虽然整体均价下降，但消费者选择节能化、智能 化产品的比例显著提高，消费结构升级成为今年大促的主要特征。 多位家电行业从业者与分析人士在与记者交流时指出，618促销将进一步消耗国补资金池，在部分地区 短期补贴暂停或调整后，国补政策或许也将迎来进一步细化与完善。这也将促使厂商调整生产备货计 划，尤其是调整依赖于国补的中低端产品，进而推动其向高性价比与高附加值并重的产品策略转型。多 地国补调整 近日，多地发布公告，宣布以旧换新补贴阶段性暂停或限额管理。 例如，河南郑州公告称自6月11日12:00起暂停家电产品补贴资格券申领；重庆6月3日起暂停家电补贴， 手机数码类改为每日限量发券。 补贴调整的原因，或与各地补贴资金额度告急有关：郑州就表示本轮家电产品补贴资金已使用完毕，重 庆同样表示12亿资金已提前耗尽。 ...

在政府相关部门整治汽车行业"内卷式"竞争背景下，各车企率先从解决供应商账期问题入手"反内卷"， 推动上下游关系重构。6月10日晚，中国一汽、东风汽车、广汽集团、赛力斯集团等车企相继宣布，对 供应商的支付账期不超过60天。6月11日，比亚迪汽车、奇瑞汽车、小鹏汽车等多家车企跟进。据统 计，目前共有17家重点汽车生产企业作出相应承诺。在外界看来，政府相关部门与行业协会相继发声， 强化对"价格战"等无序竞争的监管，将推动汽车产业链向高质量的协同转型，而车企的"账期"自律则能 够进一步缓解供应链资金压力。 汽车"链"60天提现 在汽车行业"反内卷"背景下，众多车企开始破除上游供应商痛点。6月10日晚开始，中国一汽、东风汽 车、广汽集团和赛力斯集团相继发声，承诺将供应商支付账期压缩至60天以内，意在通过实际行动维护 市场经济秩序健康稳定。 此后，吉利汽车宣布，将旗下各品牌供应商账期统一压缩至60天以内，进一步提升产业链资金周转效 率，稳定产业链运作，并以行业领军企业身份推动整个行业的健康发展。同样作出承诺的还有长安汽 车，涵盖旗下长安启源、长安凯程、深蓝汽车、阿维塔等品牌，表示将统一执行60天付款账期，以履行 央企社会 ...

每经记者｜李星 每经实习编辑｜余婷婷 6月11日，中国汽车工业协会（以下简称中汽协）发布的最新数据显示，5月，我国汽车产销分别完成 264.9万辆和268.6万辆，环比分别增长1.1%和3.7%，同比分别增长11.6%和11.2%。 1月至5月，我国汽车产销分别完成1282.6万辆和1274.8万辆，同比分别增长12.7%和10.9%；产量增速较 1月至4月收窄0.2个百分点，销量增速扩大0.1个百分点。 中国汽车工业协会副秘书长陈士华表示，虽然当前我国汽车行业整体运行呈现稳中向好态势，市场活力 不断释放，但行业盈利水平持续下滑，"增量不增利"的局面未有改善。"以无序'价格战'为主要表现形式 的'内卷式'竞争，是行业效益下降的重要因素。"陈士华指出。 前5个月中国品牌乘用车市占率达68.8% 5月，我国乘用车市场表现活跃，产销分别完成231.3万辆和235.2万辆，环比分别增长2.5%和5.8%，同 比分别增长12.8%和13.3%。"汽车'以旧换新'政策持续显效，内需消费活力加快释放，叠加企业新品密 集上市、多地车展促销活动火热开展等因素，乘用车市场延续良好态势。"陈士华解释称。 1月至5月，我国乘用车产销 ...