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四两bo千金

Ecen

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- 四两bo千金四两bo千金
  ·09-26
  $MIU.HK 20250929 55.00 PUT$ 还是卖飞了
  156 评论
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- 四两bo千金四两bo千金
  ·09-26
  $MIU.HK 20250929 55.00 PUT$
  295 评论
  2
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- 四两bo千金四两bo千金
  ·09-26
  $小米集团-W(01810)$
  157 评论
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- 四两bo千金四两bo千金
  ·09-16
  $AAPL 20260116 290.0 CALL$
  221 评论
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- 四两bo千金四两bo千金
  ·09-15
  $苹果(AAPL)$ 销量会大幅增加，年底看到300
  417 评论
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- 四两bo千金四两bo千金
  ·08-23
  卖早了
  @四两bo千金：
  $NIO 20260116 5.0 CALL$
  $NIO 20260116 5.0 CALL$
  244 评论
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- 四两bo千金四两bo千金
  ·08-22
  $NIO 20260116 5.0 CALL$
  542 1
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- 四两bo千金四两bo千金
  ·08-22
  还行吧
  202 评论
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- 四两bo千金四两bo千金
  ·08-12
  $蔚来(NIO)$
  623 评论
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- 四两bo千金四两bo千金
  ·2024-11-29
  明年新能源车会更便宜
  多家车企要求供应商降价特斯拉发声：与供应商伙伴同生共赢
  在$比亚迪$传出要某家供应商降价10%后，日前，网络传出上汽大通邀请供应商参与成本控制项目，目标降本10%。在多家车企要求供应商降低价格的背景下，$特斯拉$发声了。11月28日，特斯拉公司副总裁陶琳在微博发文称，对供应商付款周期已缩至90天左右，与供应商伙伴同生共赢。拉长回款周期是目前不少车企对供应商惯用的变相降本手段。当前汽车市场供大于求的问题突出，这与供给过剩、需求不足的矛盾密切相关。
  多家车企要求供应商降价特斯拉发声：与供应商伙伴同生共赢
  2,621 评论
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</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/NIO 20260116 5.0 CALL\">$NIO 20260116 5.0 CALL$ </a>&nbsp;","text":"$NIO 20260116 5.0 CALL$","images":[{"img":"https://static.tigerbbs.com/b5dc07a8b9849411db47b6204900ff10","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/470241569812696","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":470242574561680,"gmtCreate":1755836161240,"gmtModify":1755836164175,"author":{"id":"3571884314649464","authorId":"3571884314649464","name":"四两bo千金","avatar":"https://static.tigerbbs.com/49a2aa6bafdacad092b47bd21a51747a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571884314649464","authorIdStr":"3571884314649464"},"themes":[],"htmlText":"还行吧","listText":"还行吧","text":"还行吧","images":[{"img":"https://static.tigerbbs.com/d5f41031c18e5e58f7e3120f7797a63d","width":"958","height":"1602"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470242574561680","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":466699828199752,"gmtCreate":1754965203980,"gmtModify":1754965206363,"author":{"id":"3571884314649464","authorId":"3571884314649464","name":"四两bo千金","avatar":"https://static.tigerbbs.com/49a2aa6bafdacad092b47bd21a51747a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571884314649464","authorIdStr":"3571884314649464"},"themes":[],"htmlText":"<a 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</a>&nbsp;","text":"$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/010666961dec30b5ef81946d50756da5","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466699828199752","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376142844747832,"gmtCreate":1732836922290,"gmtModify":1732836924452,"author":{"id":"3571884314649464","authorId":"3571884314649464","name":"四两bo千金","avatar":"https://static.tigerbbs.com/49a2aa6bafdacad092b47bd21a51747a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571884314649464","authorIdStr":"3571884314649464"},"themes":[],"htmlText":"明年新能源车会更便宜","listText":"明年新能源车会更便宜","text":"明年新能源车会更便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376142844747832","repostId":"2487325985","repostType":2,"repost":{"id":"2487325985","kind":"news","pubTimestamp":1732836015,"share":"https://www.laohu8.com/m/news/2487325985?lang=&edition=full","pubTime":"2024-11-29 07:20","market":"us","language":"zh","title":"多家车企要求供应商降价 特斯拉发声：与供应商伙伴同生共赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2487325985","media":"sina","summary":"在$比亚迪$传出要某家供应商降价10%后，日前，网络传出上汽大通邀请供应商参与成本控制项目，目标降本10%。在多家车企要求供应商降低价格的背景下，$特斯拉$发声了。11月28日，特斯拉公司副总裁陶琳在微博发文称，对供应商付款周期已缩至90天左右，与供应商伙伴同生共赢。拉长回款周期是目前不少车企对供应商惯用的变相降本手段。当前汽车市场供大于求的问题突出，这与供给过剩、需求不足的矛盾密切相关。","content":"<html><head></head><body><p>在<a href=\"https://laohu8.com/S/002594\">比亚迪</a>传出要某家供应商降价10%后，日前，网络传出上汽大通邀请供应商参与成本控制项目，目标降本10%。</p><p>在多家车企要求供应商降低价格的背景下，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发声了。11月28日，特斯拉公司副总裁陶琳在微博发文称，对供应商付款周期已缩至90天左右，与供应商伙伴同生共赢。</p><p><strong>陶琳：</strong>特斯拉付款周期90天左右</p><p>28日，陶琳发文称，2024年特斯拉对供应链伙伴的付款周期比去年进一步缩短，现在只需要90天左右。她介绍，上海超级工厂95%以上的零部件都来自本土的供应商，特斯拉在中国乃至全球所取得的成绩都与这些伙伴密不可分。</p><p>“与供应商伙伴同生共赢，通过技术革新来增效降本，企业才能走得更远，行业才能更繁荣，消费者才能持续得到最棒的产品。”陶琳强调。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e574f37e778282e79a898005d140dde5\" tg-width=\"638\" tg-height=\"325\"/></p><p>她还贴出了一张中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车制造商向供应商付款时间变化示意图，有部分公司的付款时间不仅没有逐年缩短，反而明显拉长。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/66802383f2a2dcb6de7c53e47efe7eef\" tg-width=\"690\" tg-height=\"798\"/></p><p>来源：特斯拉公司副总裁陶琳微博</p><p>随后，陶琳又补充说，降本要靠技术革新和减少不必要支出，并重申保障供应商利益。</p><p>她写道，“该省省该花花。给供应商快速回款，并不意味着需要提高产品价格。因为，成本控制=技术革新提升效率+减少一切不必要的花费（比如<a href=\"https://laohu8.com/S/DLX\">豪华</a>接待中心、广告费、高管办公室……尤其是错误的商业/技术决策带来的损失）。保障供应商利益的同时，我们在研发和生产上持续投入，力求给消费者更好的价格和产品。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93bd23eb5a53e1d95dca385388f1ea1e\" tg-width=\"632\" tg-height=\"223\"/></p><p>陶琳提到的付款周期对于供应商来说意义重大。拉长回款周期是目前不少车企对供应商惯用的变相降本手段。原本三四个月的付款周期，有的车企甚至延长至半年到一年，尤其是中小型供应商很容易面临资金链问题。</p><p>据统计，<a href=\"https://laohu8.com/S/600030\">中信证券</a>汽车零部件A股上市公司总计204家，<strong>2020年年末应收账款余额1408.80亿元，到2023年增长至2318亿元，增幅64.57%，今年三季度进一步增长至2446.69亿元。</strong></p><p>当然，这些公司的收入也在增长，2020年收入总和为6694.4亿元，2023年增长至9434.06亿元，增幅40.9%。可见，汽车零部件行业的收入增幅要远低于应收账款增幅，即相当部分增加的收入实际是以账款的增加为代价的，体现在应收账款周转天数上，<strong>上述204家公司2020年算术平均数还不到100天，到今年三季度就已经拉长到107.76天。</strong></p><p>具体到企业身上，应收账款带来的压力更为显著。以<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱、智能驾驶和网联服务供应商<a href=\"https://laohu8.com/S/002920\">德赛西威</a>为例，2020年年末，其应收账款余额还不到20亿元，到2024年三季度就已经膨胀至86.35亿元，增长超过3倍，但同期公司营收只增长了1.8倍。</p><p>另以终止IPO的汽车供应商上海紫江新材料科技股份有限公司为例，在回复监管问询时，紫江新材表示，2019年、2020年、2021年和2022年上半年，公司应收账款账面价值分别为0.71亿元、1.09亿元、1.93亿元和3.16亿元，占总资产比例超过30%。各报告期末，比亚迪应收账款余额占比超过70%，比亚迪供应链采用“迪链”供应链票据，信用期为7个月，“该信用政策高于可比公司、高于公司其他客户，也高于比亚迪对其他供应商给予的信用期”。</p><p>整车企业这边，据第一财经报道，以“应付账款周转天数”为指标，整车企业之间差异巨大，具体如下表所示：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31cca2c16d708b80c2df26a153f5ee03\" tg-width=\"600\" tg-height=\"467\"/></p><p>值得注意的是，应付账款周转天数并不完全等同于车企给供应商的付款周期。根据释义，应付账款周转天数又称平均付现期，是衡量公司需要多长时间付清供应商欠款的一个指标。Wind提供的应付账款周转天数是根据应付账款周转率计算得出，而应付账款周转率=（2*营业成本）÷（期初应付账款+期末应付账款）。</p><p><strong>又一主机厂希望供应商降价？</strong></p><p>在汽车价格战等因素的推动之下，近日部分车企开始向上游供应商“砍价”，引发市场关注。</p><p>在比亚迪传出要某家供应商降价10%后，网络上传出另一家主机厂也向其供应商提出了相似的要求。</p><p>网络传出的一张邮件截图显示，上汽大通邀请供应商伙伴共同参与到成本控制的大项目中。在邮件中，上汽大通方面表示：“通过双方的紧密合作，我们可以共同开发出更具成本效益的解决方案，实现双赢的局面。进一步加强管理、提升质量、改进服务、提升效率、降低成本，提升复杂形势压力下的生存能力，目标（是）降本10%。”</p><p>值得一提的是，上汽大通在邮件中与供应商进行了降本方向的可行性探讨和建议。比如，生产工艺改进；鼓励供应商利用自身的专业优势与上汽大通协同设计，主动对零部件成本进行系统性优化，科学大胆提供VAVE（Value Analysis&amp;Value Engineering，指价值分析和价值工程）提案；供应商能与上汽大通物流团队共同优化物流配送系统等。对于上述信息的真实性，截至记者发稿，上汽大通方面并未回应。</p><p>实际上，主机厂与供应商的年度议价是行业常规动作。“以前，（和客户的）年度价格谈判一般只需年初谈一次，过去这几年则变成了一年中间始终在进行价格谈判。双方要谈好几次才能达成一致，所以（主机厂）给的压力是非常大的。”一位汽车供应商的管理高层告诉《每日经济新闻》记者。</p><p>对于希望供应商降价的原因，网络流传的“2025年比亚迪乘用车降本要求”的邮件截图显示，2025年将是车市“决战”之年，淘汰赛将会加剧。面对竞争，比亚迪需要保持竞争力。</p><p>上汽大通方面表示，2024年初，比亚迪、特斯拉等品牌纷纷降价，拉开了新一轮价格战的序幕。随着新能源汽车和燃油车的份额和价格之争更加白热化，预计到2025年或2026年，汽车市场企业竞争格局将逐步明朗。当前汽车市场供大于求的问题突出，这与供给过剩、需求不足的矛盾密切相关。随着新车大量上市，市场的供需失衡状况预计在短期内难以得到根本改善，导致价格战难以平息。</p><p>“主机厂和供应商的年度议价等信息流出也说明行业的内卷没有停止，行业价格战不会停止。”一位汽车行业分析师认为，明年价格战已经在酝酿。</p><p></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家车企要求供应商降价 特斯拉发声：与供应商伙伴同生共赢</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n多家车企要求供应商降价 特斯拉发声：与供应商伙伴同生共赢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-29 07:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241129051611a25d474b&s=b><strong>sina</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在比亚迪传出要某家供应商降价10%后，日前，网络传出上汽大通邀请供应商参与成本控制项目，目标降本10%。在多家车企要求供应商降低价格的背景下，特斯拉发声了。11月28日，特斯拉公司副总裁陶琳在微博发文称，对供应商付款周期已缩至90天左右，与供应商伙伴同生共赢。陶琳：特斯拉付款周期90天左右28日，陶琳发文称，2024年特斯拉对供应链伙伴的付款周期比去年进一步缩短，现在只需要90天左右。她介绍，上海...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241129051611a25d474b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) 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H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241129051611a25d474b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2487325985","content_text":"在比亚迪传出要某家供应商降价10%后，日前，网络传出上汽大通邀请供应商参与成本控制项目，目标降本10%。在多家车企要求供应商降低价格的背景下，特斯拉发声了。11月28日，特斯拉公司副总裁陶琳在微博发文称，对供应商付款周期已缩至90天左右，与供应商伙伴同生共赢。陶琳：特斯拉付款周期90天左右28日，陶琳发文称，2024年特斯拉对供应链伙伴的付款周期比去年进一步缩短，现在只需要90天左右。她介绍，上海超级工厂95%以上的零部件都来自本土的供应商，特斯拉在中国乃至全球所取得的成绩都与这些伙伴密不可分。“与供应商伙伴同生共赢，通过技术革新来增效降本，企业才能走得更远，行业才能更繁荣，消费者才能持续得到最棒的产品。”陶琳强调。她还贴出了一张中国新能源汽车制造商向供应商付款时间变化示意图，有部分公司的付款时间不仅没有逐年缩短，反而明显拉长。来源：特斯拉公司副总裁陶琳微博随后，陶琳又补充说，降本要靠技术革新和减少不必要支出，并重申保障供应商利益。她写道，“该省省该花花。给供应商快速回款，并不意味着需要提高产品价格。因为，成本控制=技术革新提升效率+减少一切不必要的花费（比如豪华接待中心、广告费、高管办公室……尤其是错误的商业/技术决策带来的损失）。保障供应商利益的同时，我们在研发和生产上持续投入，力求给消费者更好的价格和产品。”陶琳提到的付款周期对于供应商来说意义重大。拉长回款周期是目前不少车企对供应商惯用的变相降本手段。原本三四个月的付款周期，有的车企甚至延长至半年到一年，尤其是中小型供应商很容易面临资金链问题。据统计，中信证券汽车零部件A股上市公司总计204家，2020年年末应收账款余额1408.80亿元，到2023年增长至2318亿元，增幅64.57%，今年三季度进一步增长至2446.69亿元。当然，这些公司的收入也在增长，2020年收入总和为6694.4亿元，2023年增长至9434.06亿元，增幅40.9%。可见，汽车零部件行业的收入增幅要远低于应收账款增幅，即相当部分增加的收入实际是以账款的增加为代价的，体现在应收账款周转天数上，上述204家公司2020年算术平均数还不到100天，到今年三季度就已经拉长到107.76天。具体到企业身上，应收账款带来的压力更为显著。以智能座舱、智能驾驶和网联服务供应商德赛西威为例，2020年年末，其应收账款余额还不到20亿元，到2024年三季度就已经膨胀至86.35亿元，增长超过3倍，但同期公司营收只增长了1.8倍。另以终止IPO的汽车供应商上海紫江新材料科技股份有限公司为例，在回复监管问询时，紫江新材表示，2019年、2020年、2021年和2022年上半年，公司应收账款账面价值分别为0.71亿元、1.09亿元、1.93亿元和3.16亿元，占总资产比例超过30%。各报告期末，比亚迪应收账款余额占比超过70%，比亚迪供应链采用“迪链”供应链票据，信用期为7个月，“该信用政策高于可比公司、高于公司其他客户，也高于比亚迪对其他供应商给予的信用期”。整车企业这边，据第一财经报道，以“应付账款周转天数”为指标，整车企业之间差异巨大，具体如下表所示：值得注意的是，应付账款周转天数并不完全等同于车企给供应商的付款周期。根据释义，应付账款周转天数又称平均付现期，是衡量公司需要多长时间付清供应商欠款的一个指标。Wind提供的应付账款周转天数是根据应付账款周转率计算得出，而应付账款周转率=（2*营业成本）÷（期初应付账款+期末应付账款）。又一主机厂希望供应商降价？在汽车价格战等因素的推动之下，近日部分车企开始向上游供应商“砍价”，引发市场关注。在比亚迪传出要某家供应商降价10%后，网络上传出另一家主机厂也向其供应商提出了相似的要求。网络传出的一张邮件截图显示，上汽大通邀请供应商伙伴共同参与到成本控制的大项目中。在邮件中，上汽大通方面表示：“通过双方的紧密合作，我们可以共同开发出更具成本效益的解决方案，实现双赢的局面。进一步加强管理、提升质量、改进服务、提升效率、降低成本，提升复杂形势压力下的生存能力，目标（是）降本10%。”值得一提的是，上汽大通在邮件中与供应商进行了降本方向的可行性探讨和建议。比如，生产工艺改进；鼓励供应商利用自身的专业优势与上汽大通协同设计，主动对零部件成本进行系统性优化，科学大胆提供VAVE（Value Analysis&Value Engineering，指价值分析和价值工程）提案；供应商能与上汽大通物流团队共同优化物流配送系统等。对于上述信息的真实性，截至记者发稿，上汽大通方面并未回应。实际上，主机厂与供应商的年度议价是行业常规动作。“以前，（和客户的）年度价格谈判一般只需年初谈一次，过去这几年则变成了一年中间始终在进行价格谈判。双方要谈好几次才能达成一致，所以（主机厂）给的压力是非常大的。”一位汽车供应商的管理高层告诉《每日经济新闻》记者。对于希望供应商降价的原因，网络流传的“2025年比亚迪乘用车降本要求”的邮件截图显示，2025年将是车市“决战”之年，淘汰赛将会加剧。面对竞争，比亚迪需要保持竞争力。上汽大通方面表示，2024年初，比亚迪、特斯拉等品牌纷纷降价，拉开了新一轮价格战的序幕。随着新能源汽车和燃油车的份额和价格之争更加白热化，预计到2025年或2026年，汽车市场企业竞争格局将逐步明朗。当前汽车市场供大于求的问题突出，这与供给过剩、需求不足的矛盾密切相关。随着新车大量上市，市场的供需失衡状况预计在短期内难以得到根本改善，导致价格战难以平息。“主机厂和供应商的年度议价等信息流出也说明行业的内卷没有停止，行业价格战不会停止。”一位汽车行业分析师认为，明年价格战已经在酝酿。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}