Core Viewpoint - The China Automobile Industry Association (CAAM) has released a guideline to standardize payment terms between automobile manufacturers and suppliers, establishing a maximum payment period of 60 days from the date of delivery and acceptance of goods [4][5]. Group 1: Payment Terms - The payment period for automobile manufacturers to suppliers starts from the date the supplier delivers goods and passes the manufacturer's acceptance, with a maximum of 60 calendar days [4]. - Manufacturers are encouraged to complete the acceptance of goods within three working days after receipt [4]. - Payment methods should be negotiated, with a preference for cash (bank transfer, remittance, etc.) or bank acceptance bills, especially for small and medium-sized suppliers [4][5]. Group 2: Supplier Relations - The initiative promotes the establishment of long-term stable relationships between manufacturers and suppliers, with contracts having a minimum validity of one year [4]. - For non-small and medium-sized suppliers providing continuous supply (more than twice a month), both parties can agree to consolidate accounts within a certain timeframe, starting from the date of reconciliation [5]. - Manufacturers are required to conduct at least one reconciliation per month to verify the quantity of accepted goods and corresponding payments [5]. Group 3: Support for Small and Medium Enterprises - The initiative aims to implement the "Regulations on Payment for Small and Medium Enterprises," supporting key manufacturers in fulfilling their payment commitments to suppliers [5]. - It emphasizes not exploiting the advantages of large enterprises to harm supplier interests, fostering a collaborative ecosystem between manufacturers and parts suppliers for high-quality development in the automotive industry [5].

Market Overview - The three major indices in the A-share market collectively rose in early trading, with mixed performance in the afternoon session. The Shanghai Composite Index closed at 3860.50 points, down 0.26%, with a trading volume of 986.17 billion yuan. The Shenzhen Component Index closed at 13005.77 points, up 0.63%, with a trading volume of 1291.21 billion yuan. The ChiNext Index closed at 3066.18 points, up 1.51%, with a trading volume of 616.54 billion yuan [1]. Sector Performance - The gaming, aquaculture, and film and television sectors saw the highest gains, while small metals, precious metals, and cultural media sectors experienced the largest declines [2]. Sector Rankings - The gaming sector led with a gain of 3.65%, totaling a trading volume of 1649.50 million hands and a transaction value of 27.49 billion yuan, with a net inflow of 2.75 billion yuan [3]. - The aquaculture sector increased by 1.48%, with a trading volume of 1349.98 million hands and a transaction value of 1.47 billion yuan, showing a net inflow of 1.18 billion yuan [3]. - The film and television sector also rose by 1.48%, with a trading volume of 1555.04 million hands and a transaction value of 1.60 billion yuan, along with a net inflow of 0.32 billion yuan [3]. - In contrast, the small metals sector fell by 2.10%, with a trading volume of 1171.95 million hands and a transaction value of 35.17 billion yuan, experiencing a net outflow of 4.57 billion yuan [3]. - The cultural media sector declined by 1.46%, with a trading volume of 2730.78 million hands and a transaction value of 25.87 billion yuan, facing a net outflow of 2.39 billion yuan [3].

Core Viewpoint - The main focus of the article is on the significant net outflow of funds from the electronic sector, with a notable net selling of over 1.8 billion in Northern Rare Earth stocks, while other sectors like transportation equipment and automotive saw net inflows [1] Group 1: Fund Flow Analysis - The transportation equipment, automotive, and agriculture sectors experienced net inflows of funds [1] - The electronic sector faced a substantial net outflow exceeding 7.2 billion [1] - Northern Rare Earth recorded the highest net selling, surpassing 1.8 billion [1] Group 2: Individual Stock Performance - BYD saw a rise in stock price with a net buying of 0.895 billion, leading the inflow rankings [1] - Top companies with significant net inflows included Top Group, Shanghai Beiling, and Zhongke Shuguang [1] - Companies like Wolong Electric Drive, Zhongji Xuchuang, and Chip Origin faced notable net outflows [1]

奇瑞集团表示，积极响应中国汽车工业协会9月15日发布的《汽车整车企业供应商账款支付规范倡 议》，承诺在订单确认、交付与验收、支付与结算、合同期限等关键环节规范合同约定，落实《保障中 小企业款项支付条例》要求，构建"整车—零部件"协作共赢的发展生态。理想汽车：将一如既往履行60 天以内支付账期承诺 理想汽车9月15日表示，将积极响应协会倡议和工信部号召，坚决贯彻工信部的指导精神。公司将一如 既往履行60天以内支付账期的承诺，严格执行货物及时验收、对账结算等标准，确保合作伙伴安心经 营、稳健发展。赛力斯（601127）：积极响应中汽协倡议共同促进产业良性循环发展 赛力斯表示，积极响应中国汽车工业协会发布的《汽车整车企业供应商账款支付规范倡议》，呼吁企业 应加强自律，共同推动行业高质量发展，公司愿与行业同仁一起，维护健康绿色的发展环境。赛力斯致 力于产业生态体系共生共赢，共同促进产业良性循环发展，提升整个产业集群的竞争力。长安汽车：已 全面兑现60天账期的承诺 长安汽车表示，截至目前已经全面兑现60天账期的承诺，同时探索出一套规范、高效的供应商货款支付 流程。广汽集团（601238）：积极响应行业倡议坚守对供应商承 ...

Market Overview - The three major indices in the A-share market collectively rose in early trading, with the Shanghai Composite Index at 3879.29 points, up 0.22%, the Shenzhen Component Index at 13061.86 points, up 1.07%, and the ChiNext Index at 3084.68 points, up 2.13% [1]. Sector Performance - The gaming sector led the gains with an increase of 3.59%, followed by the electric machinery sector at 2.00% and the battery sector at 1.93% [2]. - Other notable sectors include the automotive complete vehicles sector, which rose by 1.90%, and the automotive parts sector, which increased by 1.68% [2]. - Conversely, the small metals, cultural media, and precious metals sectors experienced the largest declines, with the small metals sector down by 1.64% and the cultural media sector also down by 1.64% [2]. Trading Volume and Net Inflow - The total trading volume for the gaming sector was 1182.34 million hands, with a net inflow of 199.55 billion yuan [2]. - The electric machinery sector had a trading volume of 783.71 million hands and a net inflow of 195.23 billion yuan [2]. - In contrast, the small metals sector saw a trading volume of 781.08 million hands with a net outflow of 23.94 billion yuan [2].

转自：智通财经 【主力资金监控：比亚迪净买入超10亿】智通财经9月15日电，智通财经星矿数据显示，今日早盘主力 资金净流入交运设备、汽车整车、电力设备等板块，净流出电子、计算机、通信等板块，其中电子板块 净流出超60亿元。个股方面，比亚迪上涨，主力资金净买入10.26亿元位居首位，宁德时代、拓普集 团、上海贝岭获主力资金净流入居前；北方稀土遭净卖出超12亿元，卧龙电驱、芯原股份、胜宏科技主 力资金净流出额居前。 ...

记者丨黎雨桐 编辑丨曾静娇 据中国汽车工业协会消息，为了推动汽车行业落实《保障中小企业款项支付条例》，支持重点 车企高质量践行供应商账期承诺，在充分协商的基础上，对整车企业与供应商企业采购合同中 账款支付相关内容作出规范倡议。 该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。在支付与结 算方面，倡议提出，甲方支付账期自乙方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）。若乙方为连续性供货（月度供货次数2次以上） 的非中小企业，经双方协商，可在一定时间内集中对账，账期自双方对账日起算；甲方应至少 每月进行一次集中对账，核定自上一对账日以来验收合格货物的数量及对应账款。 如双方供货单价暂未达成一致，甲方应按照与乙方最近一次供货合同单价或开发定点单价计算 金额的一定比例先行支付，原则上该比例应不低于80%的供货合同单价或50%的开发定点单价 计算金额。双方协商确定价格后，按照确定后的供货单价多退少补。 倡议还提出，倡导甲乙双方建立长期稳定的合作关系，每次签订合同的有效期不少于一年。 工业和信息化部作出回应 据新华社报道，如何看待相关举措？后续将如何引 ...

新倡议。 中国汽车工业协会15日发布《汽车整车企业供应商账款支付规范倡议》（简称"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。 倡议强调，落实《保障中小企业款项支付条例》要求，不利用大企业优势地位侵害供应商利益，致力于构 建"整车—零部件"协作共赢发展生态，共同推动汽车产业高质量发展。 倡议明确，甲（整车企业）乙（供应商企业）双方通过采购订单确认订货日期等事项；乙方应按采购订 单、交货通知单约定向甲方交货；甲方应在接收货物后及时完成验收（原则上不超过3个工作日）等。 在支付与结算方面，倡议提出，甲方支付账期自乙方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）；若乙方为连续性供货的非中小企业，经双方协商，可在一定 时间内集中对账，账期自双方对账日起算；甲方应至少每月进行一次集中对账；如双方供货单价暂未达成 一致，甲方应按照与乙方最近一次供货合同单价或开发定点单价计算金额的一定比例先行支付；鼓励使用 现金或银行承兑汇票支付，如乙方为中小企业，倡导全部采用现金或银行承兑汇票支付等。 版权声明 ...

2025年9月15日，A股三大指数悉数高开，随后走势分化，创业板50指数高开高走，一度涨超2.4%，再 度强势领涨全市场宽基指数。电池、汽车整车、半导体、光伏设备等方向领涨，相关个股宁德时代一度 涨超8%，阳光电源、欣旺达、亿纬锂能、锦浪科技等个股跟涨。 相关ETF方面，跟踪创业板50指数规模最大标的——创业板50ETF(159949)盘初强势拉升，一度涨近 2.5%，交投活跃，截至9:50，该基金成交额已达7亿元。 消息面上，日前，国家发展改革委、国家能源局印发《新型储能规模化建设专项行动方案(2025—2027 年)》。《方案》提出总体目标：2027年，新型储能基本实现规模化、市场化发展，技术创新水平和装 备制造能力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳定运行 的多元储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色转型发展提供 有力支撑。《方案》明确提出，到2027年全国新型储能装机规模达1.8亿千瓦以上。 数据来源：Wind。风险提示：基金管理公司不保证本基金一定盈利，也不保证最低收益，基金过往业 绩不能预示未来收益。我国基金运作时间较短，不能 ...

倡议还提出，倡导甲乙双方建立长期稳定的合作关系，每次签订合同的有效期不少于一年。 对此，工信部有关负责人回应称，我们支持中国汽车工业协会发布支付规范倡议。该倡议明确了货物交 付验收、账期起计、对账结算、款项支付等要求。倡议细化了执行要求，有助于引领行业企业将账期承 诺落到实处，对促进汽车行业规范发展具有重要意义。 随着汽车产业电动化转型加快，新能源汽车逐渐成为市场主流。但同已有百年发展的传统燃油汽车相 比，新能源汽车的发展时间还不长，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，供应商缺少稳定预期；产业链韧性还不强，需要上下游企业投入资金进行技术创新。 工信部表示，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。推动缩短货款账期，也有助于整车企业提升经营管理质效，加快建立现代 化管理体系和做大做强。整车企业应着眼长远，加强与供应商企业的互利共赢合作，相互扶持、相互成 就，共建良好发展生态，共促产业高质量发展，共享产业发展红利。 推动缩短货款账期，有助于整车企业提升经营管理质效，加快建立现代化管理体系和做大做强。 中国汽车工业协会15日 ...