国内汽车行业供应链管理领域迎来一项重要政策更新，困扰行业许久的账款拖欠、供应链挤压等问题有 望缓解。 中国汽车工业协会15日上午发布了《汽车整车企业供应商账款支付规范倡议》（以下简称：倡议），明 确了货物交付验收、账期起计、对账结算、款项支付等关键环节的操作标准。 工信部有关人士随即表示，新能源汽车产业在我国的发展时间还不长，产品结构、市场规模和产业形态 还在快速变化，供应链体系还不成熟。整车企业延期支付货款，将增加供应商经营压力，直接影响企业 投入，不利于产业技术创新和产业链供应链体系建设。他同时表示，下一步，我国将多措并举推动构 建"整车—零部件"协作共赢发展生态，促进产业健康可持续发展。 倡议明确供应商回款关键环节 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，倡议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。倡议是对5月31的《关于维护公平竞争秩序，促进行业健康发展的倡议》 的重要补充和指标细化，对于规范行业发展，止住'内卷式'竞争具有重要意义。 在订单确认方面，倡议提出整车企业与供应商企业双方通过采购订单确认订货日期、零部件名称及规 格、数量、交货周期等事项，已生效采购订单如需 ...

Core Viewpoint - Xiaomi's new SUV, YU7, has set a record for first-day sales, with over 240,000 orders within 18 hours, surpassing Tesla's Model 3 initial sales record, indicating strong market demand and consumer interest [1][3][7]. Group 1: Sales Performance - The YU7 received 200,000 pre-orders within just 3 minutes of its launch event, and 289,000 orders within the first hour, showcasing unprecedented consumer enthusiasm [3][6]. - The total backlog of orders for YU7 has reached nearly 450,000 units, which is almost double the current production capacity [7][8]. Group 2: Production Capacity and Challenges - Xiaomi's current factory in Beijing has an annual production capacity of 250,000 units, which must also fulfill existing orders for the SU7 model, leading to significant production pressure [6][10]. - The second-phase factory, set to begin operations in July, will have a capacity of 300,000 units per year, but initial output will be limited to 8,000 units per month, making it difficult to meet the surging demand [7][8]. Group 3: Supply Chain Issues - The supply chain for YU7 is complex and heavily reliant on external suppliers for critical components, which poses a risk to production timelines if any part of the supply chain faces delays [8][10]. - The advanced hardware configuration of YU7 increases the complexity of supply chain management, making it more susceptible to bottlenecks [8][10]. Group 4: Market Competition and Consumer Behavior - The long delivery times for YU7 could lead to customer attrition, especially in a competitive market where alternatives are readily available [12][13]. - There is a growing trend of consumers transferring their YU7 orders for profit, indicating a speculative market environment driven by high demand and limited supply [15][19]. Group 5: Brand and Market Perception - The overwhelming demand for YU7 raises questions about whether the excitement is driven by product quality or marketing hype, with potential risks to brand reputation if delivery experiences do not meet consumer expectations [21][23]. - Xiaomi's ability to convert initial sales success into sustainable market share and positive customer experiences will be crucial for its long-term success in the automotive sector [21][23].