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【汽车行业周报】行业大整顿:60天账期、车贷高息高返、抽查新车_我的网站

潜行狙击

A | Jakarta, Oct 20 (UNI) The deaths of nearly 100 children in Indonesia has prompted the country to suspend sales of all syrup and liquid medication.
It comes just weeks after a cough syrup in The Gambia was linked to the deaths of nearly 70 children, reports BBC.
Indonesia said some syrup medicine was found to contain ingredients linked to acute kidney injuries (AKI), which have killed 99 young children this year.
It was not clear if the medicine were imported or locally produced.
On Thursday, Indonesian health officials said they had reported around 200 cases of AKI in children, most of who were aged under five, the BBC reported.
Earlier this month, the The World Health Organization (WHO) issued a global alert over four cough syrups that were linked to the deaths of almost 70 children in The Gambia.
The WHO found the syrups used there -- made by an Indian pharmaceutical company -- contained "unacceptable amounts" of diethylene glycol and ethylene glycol. The syrups have been "potentially linked with acute kidney injuries", said the organisation.
Indonesia's Health Minister on Thursday said the same chemical compounds were also found in some medicines used locally.
"Some syrups that were used by AKI child patients under five were proven to contain ethylene glycol and diethylene glycol that were not supposed to be there, or of very little amount," said Budi Gunadi Sadikin. He did not disclose how many cases involved the toxic medicines.
Indonesian authorities said the cough syrups used in The Gambia were not sold locally.
Indonesian authorities have so far not disclosed the brands or types of syrup medicines linked to sick children - instead just temporarily banning the sale and prescription of all syrup and liquid medicines.
UNI MR。

[ 行业] 过去2周重点事件集中在，国家监管对汽车行业推出多个政策，整顿汽车行业、反内卷和无序竞争出台多项政策：一、要车企承诺实现60天账期，但不够，需要明确“账期”的计算方式，不然车企会拉长验收时间；二、工信部对舆论关注度高或有隐患车型加大抽查力度，严禁偷工减料降本；三、全国工商联建议经销商返利政策也要规范，最好不超30天；四、多地金监局叫停银行车贷“高息高返”，消费者看似划算，内含多重风险，经销商是时候改革了。

B | 新势力方面，哪吒汽车母公司正式启动破产重整，讨薪围堵董事长讨要薪水。但破产并不能都解决问题，例如众泰汽车，重组效果不佳，再陷退市危机。小米YU 7发布会，3 分钟大定20万，剖析核心竞争力。海外方面，特斯拉启动Robotaxi试运营，或是扭转被动局面的绝佳机会。

C |

6月10日，晚20点01分，广汽集团率先在官方公众号喊出了将供应商付款账期缩短至60天以内的承诺。随后，中国一汽、东风汽车、赛力斯集团、吉利汽车集团也分别在20点到23点15分之间在自家微信公众号和社交媒体发文承诺，将供应商支付账期缩短至60天内。

D | 6月11日，作出供应商账期承诺的车企阵营不断扩大，包括奇瑞集团、长城汽车、北汽集团、上汽集团、江淮汽车等传统车企，以及造车新势力小鹏汽车、零跑汽车、理想汽车、蔚来、小米汽车等。其中，北汽集团和上汽集团还宣布，全面取消商业承兑汇票。

E | 车企为价格战备战，延长账期成为业内常态2023年以来，价格战多次席卷汽车市场，车企为了降低成本，频频向上游供应商传递压力。在选择供应商时，汽车企业一般追求低价中标，还会要求供应商每年按一定比例降价。

F | 《条例》能否约束车企反“内卷”，还是形式大于实质？另有供应商对车企账期承诺能否真正兑现持怀疑态度，认为在当前市场环境下，落实承诺的难度较大。价格是由市场决定的，如果竞争局面没有根本改善，这些承诺可能形式大于实质。很多车企自身利润尚且面临压力，账期承诺可能对应供应商更低的供货价格，也不排除车企收货后拉长验收时间。需要明确“账期”的计算方式车企应当进一步明确60天账期细则。

G | 比如账期是从车企收货、还是从出票开始计算，开票月是否计入账期，60天账期后的支付方式是现金还是承兑汇票，这些承兑汇票期限和账期是什么关系等。

H | 压缩账期是近期国家部署汽车行业反内卷的主要思路之一车企做出承诺是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。国务院《保障中小企业款项支付条例》于2025年3月发布，自6月1日起实施。其中明确要求，机关、事业单位和大型企业从中小企业采购货物、工程和服务，最长付款期限不得超过60天。《条例》还提出，机关、事业单位和大型企业不得强制中小企业接受商业汇票、应收账款电子凭证等非现金支付方式，不得利用商业汇票、应收账款电子凭证等非现金支付方式变相延长付款期限。短评：吴松泉建议主管部门要加强汽车产品质量监管、严厉打击侵犯消费者权益行为，严禁地方政府违法违规给予优惠和补贴，这也是导致车企在价格战更有底气的来源。

I | 此外，主管部门还应出台汽车领域相关法规指南或实施细则，针对突破法律法规和市场竞争边界的恶性竞争行为加大执法力度，形成震慑。部分行业人员也提议，要畅通企业退出机制，减少市场内企业数量，主管部门也应考虑尽快实现“油电同权”，即取消新能源汽车相关购置税减免等优惠，从根本上减少市场竞争。

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