Workflow
车圈反内卷
icon
Search documents
【西街观察】车圈“反内卷”目标是共赢
Bei Jing Shang Bao· 2025-06-12 13:00
Group 1 - The automotive industry is initiating a "de-involution" movement aimed at achieving healthy competition and high-quality development, with various companies adopting different strategies to implement this concept [1] - Pricing strategies are being reevaluated, focusing not only on competitors but also on internal financial health, consumer needs, and supply chain dynamics, aiming for more reasonable and stable discount policies [1][2] - The "de-involution" approach seeks to address the disconnect between price cuts and consumer perception, as well as the negative impact on existing customers, which could lead to a decline in consumer confidence [1] Group 2 - Financial difficulties within companies can lead to a chain reaction affecting the entire supply chain, including funding issues for suppliers and operational crises for component manufacturers, threatening the stability of the industry [2] - The current aggressive pricing and marketing strategies often result in the main manufacturers transferring cost pressures onto suppliers and dealers, creating a "pseudo-win" at the expense of supply chain health [2] Group 3 - True "de-involution" involves rebuilding trust and sharing profits, with recent commitments from automakers to limit payment terms to suppliers to no more than 60 days, reflecting a necessary improvement in industry practices [3] - The automotive industry must shift from a cost-shifting and squeezing logic to exploring deeper collaboration with partners, focusing on mutual growth through technological innovation and cost optimization [3] - The call from the China Iron and Steel Industry Association emphasizes the importance of industry interests over individual company interests, advocating for a focus on technology and service rather than short-term pricing and marketing strategies [3]
车圈反内卷新进展:“60天账期承诺”成落地第一枪
Di Yi Cai Jing· 2025-06-11 05:39
6月11日午间,上汽集团宣布,除了将供应商支付账期统一至60天内外,还不采用商业承兑汇票等增加 供应商资金压力的结算方式,以实际行动践行国企责任,保障上下游企业资金高质高效流转,推动合作 伙伴更好协同运行。上汽集团也是这轮"60天账期承诺"中,首个明确不采用商业承兑汇票等结算方式的 车企。 有车企相关人士表示,承诺60天支付账期是为响应国务院发布修订的《保障中小企业款项支付条例》。 6月11日凌晨,处于舆论旋涡中的比亚迪也宣布,为落实国家及相关部委就保障产业链供应链稳定、促 进汽车产业高质量发展作出的一系列部署要求,为助力中小企业健康发展,比亚迪汽车将供应商支付账 期统一至60天内。 今日,小米汽车、小鹏汽车、理想汽车、零跑汽车、蔚来汽车等多家新势力车企也陆续宣布将供应商支 付账期统一至60天内。 #多家车企将账期统一到60天内#【#车圈反内卷新进展#:"60天账期承诺"成落地第一枪】6月10日晚 间,车圈"反内卷"迎来新进展。十余家车企陆续公开承诺,将支付账期统一至60天内。 央国企率先表态,中国一汽表示,将"60天付款"作为所属单位付款期限要求,加强资金监督和过程管 理;东风汽车集团有限公司宣布,将支付账 ...