每经编辑｜黄胜 中国汽车工业协会今日发布《汽车整车企业供应商账款支付规范倡议》，围绕订单确认、交付与验收、支付与结算、合同期限等关键环节，对整车企业与供 应商企业采购合同中相关内容作出规范倡议。 比亚迪汽车表示，积极响应《供应商账款支付规范倡议》，贯彻落实《保障中小企业款项支付条例》要求，聚焦订单确认、交付与验收、支付与结算、合同 期限等关键环节，持续通过技术创新与管理优化，携手上下游伙伴，共同构建比亚迪汽车协作共赢发展生态，推动中国汽车产业高质量发展。 工信部相关负责人表示，倡议明确了货物交付验收、账期起计、对账结算、款项支付等要求，如明确货物验收时间原则上不超过3个工作日，倡导供货双方 建立稳定合作关系、每次合同签订的有效期不少于1年。这些都将对促进汽车行业规范发展具有重要意义。 随后，多家车企纷纷表态，积极响应协会倡议。 上汽集团介绍，2025年6月，上汽集团已正式宣布，将供应商支付账期统一至60天内，并且不采用商业承兑汇票等增加供应商资金压力的结算方式。 上汽集团表示，集团后续将继续积极贯彻落实《保障中小企业款项支付条例》要求，并以切实行动响应《汽车整车企业供应商账款支付规范倡议》，聚焦订 单确认、交 ...

Group 1 - Haier Group's Cartech Holding Company has successfully completed the strategic acquisition of a 43.0% stake in Autohome from Ping An's Yun Chen Capital for approximately $1.8 billion, making it the controlling shareholder of Autohome [1] - Ping An will retain a 5.1% stake in Autohome through Yun Chen Capital and maintain a board seat, continuing as a major shareholder [1] - The acquisition marks a significant milestone in Haier's automotive ecosystem strategy, aiming to enhance user experience across various stages of car ownership through a seamless integration of content, transactions, and services [1] Group 2 - Autohome plans to accelerate the development of an efficient online and offline retail model, leveraging satellite stores and integrating advanced technologies like VR and AI to create a one-stop O2O automotive ecosystem [2] - The collaboration will explore AI applications in content generation, intelligent customer service, and scenario-based services, enhancing the smart connectivity between home and vehicles [2] - Autohome will integrate deeply with Haier's open ecosystem and management model to boost organizational collaboration, user operations, and industry chain integration, aiming for sustainable development and capability enhancement [2] Group 3 - Haier's board member and Autohome's CEO emphasized the importance of user-centric innovation and the addition of Autohome as a key component in building a comprehensive automotive ecosystem [3] - The partnership aims to maximize the professional advantages of both companies to serve millions of car owners and contribute to the innovation and high-quality development of China's automotive industry [3] - The transaction has received all necessary approvals and has met all preconditions for completion [3]

Core Viewpoint - The recent collision test involving Li Auto's i8 and a Dongfeng Liuzhou truck has sparked significant public concern, leading to a joint statement from Li Auto, China Automotive Research Institute (CARI), and Dongfeng Liuzhou, emphasizing the importance of ethical competition and focusing on core technological innovation [5][8]. Group 1: Joint Statement and Apologies - Li Auto, CARI, and Dongfeng Liuzhou have issued a joint statement addressing the incident, clarifying that the test aimed to validate the passive safety performance of the Li i8 and was not intended to evaluate the safety or quality of other brands [5][6]. - Li Auto expressed sincere apologies for the unintended negative impact on Dongfeng Liuzhou's brand image due to the test's publicity, acknowledging the potential for public misunderstanding [5][6]. - CARI admitted to failing to clearly communicate the purpose of the test and the use of the Dongfeng Liuzhou truck as a "mobile barrier," which led to public misconceptions [6]. Group 2: Industry Response and Future Actions - Dongfeng Liuzhou reaffirmed its commitment to ethical competition and high-quality standards, emphasizing its dedication to innovation and customer value [6][7]. - The three parties collectively called for the automotive industry to adhere to ethical principles in product development, testing, and marketing, discouraging any form of unfair competition [8]. - They advocated for a focus on enhancing vehicle safety, core technological innovation, and improving user experience to elevate the overall image and competitiveness of the Chinese automotive industry [8].

Core Viewpoint - The joint statement by Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor emphasizes the importance of self-discipline and ethical competition in the automotive industry, urging all parties to focus on safety, technological innovation, and integrity to enhance the overall image and competitiveness of the Chinese automotive sector [1][9][10] Group 1: Joint Initiative - The three parties call for strict self-discipline in product development, testing, and promotion, adhering to principles of honesty and business ethics, and eliminating any form of unfair competition such as disparaging comparisons [1][9] - They advocate for a focus on core technological innovation and the essence of products, urging the industry to concentrate resources on improving vehicle safety, technological breakthroughs, and optimizing user experiences [1][9][10] Group 2: Apologies and Accountability - Li Auto acknowledges the unintended negative publicity surrounding Dongfeng Liuzhou Motor due to the testing process and expresses sincere apologies for any damage to the brand's image [4] - China Automotive Research admits to failing to clearly communicate the purpose of the test and the nature of the vehicles involved, leading to public misunderstandings, and commits to improving its testing management mechanisms [6] Group 3: Commitment to Quality and Integrity - Dongfeng Liuzhou Motor emphasizes its commitment to high quality and reliable products, focusing on continuous innovation and providing better transportation solutions [7][8] - The company asserts its dedication to resisting unfair competition and adhering to legal and compliant business practices, contributing to the transition of China from a major automotive country to a strong automotive nation [8]

Core Viewpoint - The recent collision test involving the Li Auto i8 and a third-party vehicle (Dongfeng Liuzhou Automobile) has sparked widespread public concern and discussions regarding the transparency of automotive product testing information, standard execution, and brand image protection [1][3]. Group 1: Joint Statement and Clarifications - On August 6, China Automotive Research (China Automotive Research Co., Ltd.) released a joint statement to clarify facts and eliminate misunderstandings regarding the Li Auto i8 collision test incident, involving Li Auto, China Automotive Research, and Dongfeng Liuzhou Automobile [3]. - The three parties expressed their commitment to building a safe, technological, and integrity-based automotive industry ecosystem to promote high-quality and sustainable development in China's automotive industry [3]. Group 2: Li Auto's Position - Li Auto stated that the purpose of the test was to verify and enhance the passive safety performance of the Li Auto i8, and it was not intended to target the safety and quality performance of any other brand vehicles [6]. - Li Auto acknowledged the unintended negative impact on Dongfeng Liuzhou's brand image due to the incident and expressed sincere apologies for any misunderstandings caused to the public and customers [6]. Group 3: China Automotive Research's Role - China Automotive Research admitted that it failed to clearly communicate to the public that the Dongfeng Liuzhou vehicle was used as a "mobile barrier" for specific standard requirements, and the test did not evaluate its product safety and quality performance [6]. - The organization committed to improving its testing management mechanisms and maintaining scientific, objective, and neutral principles to uphold industry credibility [6]. Group 4: Dongfeng Liuzhou's Commitment - Dongfeng Liuzhou emphasized its commitment to high quality and reliability, focusing on continuous innovation and strengthening core technologies to create value for customers [7]. - The company pledged to resist unfair competition and adhere to legal and compliant business practices, contributing to China's transition from a major automotive nation to a strong automotive nation [8]. Group 5: Industry Call to Action - The three parties jointly called for strict self-discipline within the automotive industry, urging adherence to integrity principles and commercial ethics in product development, testing, and promotion [9]. - They emphasized the importance of focusing resources on enhancing vehicle safety performance, core technology innovation, and optimizing user experiences to elevate the overall image and competitiveness of the Chinese automotive industry [9].

Core Viewpoint - The joint statement from Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor emphasizes the need for self-discipline and integrity within the automotive industry, advocating for a focus on safety, technological innovation, and ethical competition [1][9][10]. Group 1: Industry Self-Regulation - The automotive industry is called to adhere strictly to self-regulation, ensuring honesty in product development, testing, and marketing, while avoiding any form of unfair competition such as disparaging comparisons [1][9]. - Testing and certification agencies are urged to maintain professional standards, ensuring that testing processes are scientific, rigorous, and that information released is accurate and complete [1][9]. Group 2: Focus on Innovation and Quality - The statement encourages the industry to concentrate resources on enhancing vehicle safety performance, achieving breakthroughs in core technologies, and optimizing user experiences [1][9]. - Companies are reminded to uphold high-quality standards and to contribute to the overall image and competitiveness of the Chinese automotive industry [1][9][10]. Group 3: Commitment to Ethical Practices - Li Auto expressed sincere apologies for any misunderstandings caused by the collision test, clarifying that there was no intention to question the quality or safety of Dongfeng Liuzhou Motor's products [4][5]. - China Automotive Research acknowledged its failure to communicate clearly regarding the use of a second-hand vehicle in the test, which led to public misunderstandings, and committed to improving its testing management mechanisms [6].

Core Insights - The Haikou Comprehensive Transportation Facilities Logistics Hub project has been launched with a total investment of 5 billion yuan, aiming to become the largest automotive consumption experience center in Hainan Free Trade Port [2][3] - The project will provide a full-service chain for car purchasing, maintenance, and leisure, enhancing the automotive industry's ecosystem in Hainan [2][3] - The project is expected to generate over 20 billion yuan in annual sales and create more than 8,000 jobs upon its operation in 2027 [3][4] Project Overview - The project, located in the Shiziling Industrial Park, covers an area of 2,700 acres, with the first phase involving an investment of approximately 5 billion yuan and occupying 1,117 acres [3] - It includes a logistics service building, exhibition center, smart warehousing logistics center, and supporting commercial areas, focusing on automotive trade and after-market services [3] - The project is part of Hainan's strategy to strengthen the automotive consumption industry chain and build an international tourism consumption center [2][3] Strategic Partnerships - During the launch ceremony, strategic cooperation agreements were signed with major automotive companies such as BYD, Geely, Changan, Volkswagen, and Ford, as well as financial institutions [4] - The project aims to foster deep integration between modern logistics and the automotive industry, enhancing the logistics service system in Hainan [4]

Core Viewpoint - The open letter from Guo Chuan, chairman of Zhejiang Konghui Automotive Technology Co., highlights the pressing issues faced by suppliers in the Chinese automotive industry, emphasizing the need for fair treatment and sustainable profit margins in the supply chain [2][5][22]. Group 1: Key Points from the Open Letter - The letter outlines a vision where leading automotive companies and large suppliers no longer harm each other's interests for self-development, aiming for a cooperative relationship based on mutual benefit [5]. - It stresses the importance of maintaining adequate profit margins to support research and sustainable development, rather than engaging in destructive price wars [5][6]. - Guo Chuan calls for a more equitable partnership where suppliers are not pressured to lower prices excessively, and emphasizes the need for timely payments and transparency in cost structures [5][10]. Group 2: Industry Context and Reactions - The letter coincided with a call from the China Automotive Industry Association to halt internal competition and price wars, which the Ministry of Industry and Information Technology supported, labeling such practices as "involution" [2][8]. - The automotive industry is currently experiencing significant pressure, with many companies pushing suppliers to reduce prices and extend payment terms, leading to a detrimental cycle of cost transfer [9][10]. - The recent implementation of revised regulations aims to protect small and medium-sized enterprises from unfair practices by larger companies, mandating timely payments and prohibiting unreasonable terms [22][23]. Group 3: Company Background and Market Position - Konghui Technology has established itself as a leading supplier in the electric suspension system market, significantly increasing its market share through collaborations with major automotive brands [11][17][21]. - The company has achieved a market share of 44.5% in 2023, indicating its dominant position in the supply chain for electric vehicles [19][21]. - Despite its leading status, the open letter reveals that even top suppliers like Konghui are not immune to the pressures of price reductions and extended payment terms imposed by automotive manufacturers [22].

Core Insights - The 21st Shanghai International Automobile Industry Exhibition showcased nearly a thousand companies from 26 countries, highlighting the technological advancements and innovations in the global automotive industry, with multinational companies increasing their investment in the Chinese market [1] Industry Developments - China's automotive industry has maintained its position as the world's largest in terms of production and sales for 16 consecutive years, and has led in new energy vehicle production for 10 years, indicating a structural leap in competitiveness [2] - A complete industrial chain has been established in China, covering battery materials, chip design, and automotive large models, fostering a highly active innovation ecosystem [2] - Collaborations between companies, such as Continental optimizing driver assistance systems for complex Chinese road conditions, demonstrate the deep integration within the automotive supply chain [2] Strategic Implications - The shift from "R&D in China for China" to "R&D in China for global empowerment" signifies a transformation in China's role in the supply chain from a cost center to a value creation center [2] - The automotive industry is undergoing profound changes with technology integration and boundary reconstruction, necessitating collaborative innovation and resource optimization [2][3] Future Outlook - To enhance competitiveness, the automotive industry in China must focus on collaborative innovation and technical exchanges, addressing challenges such as brand recognition and talent shortages in international markets [3] - The industry should transition from merely selling products to building ecosystems and from short-term profit motives to long-term sustainable development [3] - The potential of the Chinese market remains to be fully explored, and a collaborative approach is essential for the global supply chain to resonate with China [3]