700 lines
36 KiB
HTML
700 lines
36 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>车企供应链账期优化 - 行业洞察报告</title>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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.card {
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.3);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.1);
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.table-container {
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overflow-x: scroll;
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}
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</style>
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</head>
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<body class="p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-10 mt-4">
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<h1 class="text-3xl md:text-4xl font-bold text-gray-800 mb-3">车企供应链账期优化</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">政策驱动下的汽车产业链资金效率革命</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-blue-500"></i>概念事件与时间轴
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</h2>
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<div class="relative pl-8 border-l-2 border-gray-200 space-y-8">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="font-semibold text-blue-600">2025-06-01</div>
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<div class="mt-2">《保障中小企业款项支付条例》正式施行，明确大型企业需在货物交付后60日内付款。</div>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="font-semibold text-blue-600">2025-06-10~11</div>
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<div class="mt-2">广汽、一汽、东风、赛力斯、比亚迪、吉利等<span class="font-bold text-blue-700">17家主流车企</span>集体承诺将供应商账期压缩至<span class="font-bold text-blue-700">≤60天</span>（此前行业平均账期<span class="font-bold text-red-600">120-200天</span>）。</div>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="font-semibold text-blue-600">2025-07-09</div>
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<div class="mt-2">工信部开通"重点车企践行账期承诺线上问题反映窗口"，受理未履约投诉，标志政策进入<span class="font-bold text-blue-700">执行监督阶段</span>。</div>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="font-semibold text-blue-600">2025-07-23</div>
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<div class="mt-2">理想汽车率先完成直采供应商账期调整（60天账期+电汇支付），小鹏、广汽等跟进签署补充协议。</div>
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</div>
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</div>
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</div>
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<div class="mt-8 p-4 bg-gray-50 rounded-lg">
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<h3 class="font-bold text-gray-700 mb-2">背景</h3>
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<ul class="list-disc pl-5 space-y-2 text-gray-600">
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<li><span class="font-semibold">行业痛点</span>：2024年汽车零部件板块应收账款规模<span class="font-bold text-red-600">3,295亿元</span>，平均账期<span class="font-bold text-red-600">86天</span>，其中<span class="font-bold text-red-600">31%企业账期超90天</span>（民生证券数据）。</li>
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<li><span class="font-semibold">政策倒逼</span>：条例+工信部窗口指导，叠加价格战下车企现金流压力，推动"账期竞速"替代"价格内卷"。</li>
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</ul>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="highlight-box rounded-xl p-5 text-center">
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<div class="text-3xl font-bold mb-2">政策驱动 → 执行验证</div>
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<div class="text-lg">从政策驱动（条例落地）进入<span class="font-bold">执行验证期</span>（工信部监督+头部车企示范），预计2025Q3起行业账期<span class="font-bold">系统性缩短</span>。</div>
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</div>
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<div class="highlight-box rounded-xl p-5 text-center">
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<div class="text-3xl font-bold mb-2">政策刚性 + 竞争升级</div>
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<div class="text-lg">政策刚性约束（60天红线）+ 车企竞争维度升级（从价格战转向<span class="font-bold">供应链效率战</span>）。</div>
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</div>
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<div class="highlight-box rounded-xl p-5 text-center">
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<div class="text-3xl font-bold mb-2">1,077亿 → 32亿</div>
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<div class="text-lg">账期优化将释放<span class="font-bold">1,077亿元</span>应收账款（按3%贴现率测算），直接增厚零部件板块利润<span class="font-bold">32亿元</span>（占2024年板块利润<span class="font-bold">4.2%</span>）。</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-500"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-bold text-gray-700 mb-4">核心驱动力</h3>
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<div class="space-y-4">
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<div class="bg-purple-50 rounded-lg p-4">
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<h4 class="font-semibold text-purple-700 mb-2">政策刚性</h4>
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<p class="text-gray-600">条例明确60天上限，工信部窗口提供投诉渠道，违规车企面临行政处罚+信用降级风险。</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h4 class="font-semibold text-purple-700 mb-2">商业逻辑重构</h4>
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<div class="space-y-2 text-gray-600">
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<p><span class="font-semibold">车企端</span>：账期缩短需额外现金支出（比亚迪测算：60天账期对应<span class="font-bold text-purple-700">500亿元</span>应付款，年化财务成本<span class="font-bold text-purple-700">15亿元</span>），但可换取供应链稳定性+技术合作溢价。</p>
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<p><span class="font-semibold">供应商端</span>：现金流改善→研发投入增加→技术升级→绑定头部车企全球化。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold text-gray-700 mb-4">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="bg-green-50 rounded-lg p-4">
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<h4 class="font-semibold text-green-700 mb-2">市场热度</h4>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><span class="font-semibold">新闻热度</span>：6月10-11日车企集中承诺后，中证报、央视等权威媒体连续报道，<span class="font-bold text-green-700">舆情指数峰值达95</span>（财联社数据）。</li>
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<li><span class="font-semibold">研报密集度</span>：6月11-13日民生、中信、国泰海通等<span class="font-bold text-green-700">8家券商</span>发布专题报告，一致给予行业"增持"评级。</li>
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</ul>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4">
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<h4 class="font-semibold text-yellow-700 mb-2">情绪分歧</h4>
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<div class="space-y-2 text-gray-600">
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<p><span class="font-semibold">乐观派</span>（民生证券）：账期缩短将加速中小车企出清，利好头部集中度提升。</p>
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<p><span class="font-semibold">谨慎派</span>（路演专家）：实际执行可能采用"60天+票据"折中方案，现金流改善幅度有限。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="mt-6 bg-red-50 rounded-lg p-4">
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<h3 class="text-xl font-bold text-red-700 mb-3">预期差分析</h3>
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<ul class="list-disc pl-5 text-gray-600 space-y-2">
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<li><span class="font-semibold">市场忽略点</span>：
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<ul class="list-circle pl-5 mt-2 space-y-1">
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<li><span class="font-semibold">隐性账期</span>：部分车企或通过"拖延验收确权""增设中间环节"变相延长账期（证券时报7月15日评论）。</li>
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<li><span class="font-semibold">结构性差异</span>：原材料供应商（如电池）账期缩短更快，设备/基建类供应商仍困于长周期（>120天）。</li>
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</ul>
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</li>
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</ul>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-indigo-500"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-bold text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3 mt-1">
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<span class="text-indigo-600 font-bold">1</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-700">工信部窗口期投诉数据</h4>
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<p class="text-gray-600">若7-9月投诉量激增（如>100起/月），将触发第二轮政策加码（如强制披露账期执行率）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3 mt-1">
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<span class="text-indigo-600 font-bold">2</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-700">Q3财报验证</h4>
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<p class="text-gray-600">关注比亚迪、吉利等头部车企<span class="font-bold text-indigo-700">应付账款周转天数</span>是否降至<span class="font-bold text-indigo-700">60-80天</span>区间（2024年为<span class="font-bold text-red-600">140-150天</span>）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3 mt-1">
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<span class="text-indigo-600 font-bold">3</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-700">票据贴现率变化</h4>
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<p class="text-gray-600">若银行对车企承兑汇票贴现率上升（反映信用风险），将倒逼现金支付比例提升。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold text-gray-700 mb-4">长期路径（2025-2027）</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-700 mb-2">2025H2</h4>
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<p class="text-gray-600">行业账期均值降至<span class="font-bold text-blue-700">70-90天</span>，中小车企因现金流压力退出，CR5提升至<span class="font-bold text-blue-700">65%</span>（2024年为58%）。</p>
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</div>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-700 mb-2">2026</h4>
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<p class="text-gray-600">供应链ABS（应收账款证券化）规模爆发，预计发行<span class="font-bold text-blue-700">500亿元</span>（2024年为120亿元），进一步盘活供应商资产。</p>
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</div>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-700 mb-2">2027</h4>
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<p class="text-gray-600">账期优化成为车企ESG评级核心指标，影响海外建厂融资利率（如欧洲工厂贷款利率差异可达<span class="font-bold text-blue-700">50-100bps</span>）。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-teal-500"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6 p-4 bg-teal-50 rounded-lg text-center">
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<div class="text-lg font-semibold text-teal-700">产业链图谱</div>
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<div class="mt-2 text-gray-700">上游（零部件）→ 中游（车企）→ 下游（经销商/消费者）</div>
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<div class="mt-1 text-gray-600">账期优化直接影响上游现金流，间接提升中游技术投入</div>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-teal-500 text-white">
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<tr>
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<th class="py-3 px-4 text-left">公司</th>
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<th class="py-3 px-4 text-left">角色</th>
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<th class="py-3 px-4 text-left">账期现状</th>
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<th class="py-3 px-4 text-left">竞争优势</th>
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<th class="py-3 px-4 text-left">风险点</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 font-semibold">比亚迪</td>
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<td class="py-3 px-4">龙头车企</td>
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<td class="py-3 px-4">应付账款<span class="font-bold text-red-600">140天</span>→目标<span class="font-bold text-green-600">60天</span></td>
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<td class="py-3 px-4">现金储备<span class="font-bold text-teal-600">1,200亿元</span>，可承受15亿元财务成本</td>
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<td class="py-3 px-4">若销量不及预期，现金流压力放大</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="py-3 px-4 font-semibold">拓普集团</td>
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<td class="py-3 px-4">轻量化龙头</td>
|
||
<td class="py-3 px-4">应收账款<span class="font-bold text-red-600">120天</span>→预计<span class="font-bold text-green-600">60天</span></td>
|
||
<td class="py-3 px-4">绑定特斯拉+理想，单车价值量<span class="font-bold text-teal-600">2.5万元</span></td>
|
||
<td class="py-3 px-4">年降压力可能抵消账期收益</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">沪光股份</td>
|
||
<td class="py-3 px-4">线束供应商</td>
|
||
<td class="py-3 px-4">应收账款<span class="font-bold text-red-600">150天</span>→预计<span class="font-bold text-green-600">60天</span></td>
|
||
<td class="py-3 px-4">赛力斯M9核心供应商，2024年利润<span class="font-bold text-teal-600">5.5亿元</span>（+900%）</td>
|
||
<td class="py-3 px-4">客户集中度风险（赛力斯占比>50%）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">瑞鹄模具</td>
|
||
<td class="py-3 px-4">一体化压铸</td>
|
||
<td class="py-3 px-4">应收账款<span class="font-bold text-red-600">130天</span>→预计<span class="font-bold text-green-600">60天</span></td>
|
||
<td class="py-3 px-4">奇瑞+北汽供应链，2024年利润目标<span class="font-bold text-teal-600">3亿元</span></td>
|
||
<td class="py-3 px-4">产能爬坡不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-700 mb-2">数据印证</h4>
|
||
<p class="text-gray-600">理想汽车7月已落地60天账期（电汇支付），供应商反馈"现金流显著改善"（中证报7月23日）。</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-orange-700 mb-2">矛盾点</h4>
|
||
<p class="text-gray-600">部分车企仍使用<span class="font-bold text-red-600">180天商票</span>（如某传统车企），实际账期未缩短，需跟踪票据贴现率变化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-500"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2">技术风险</h3>
|
||
<p class="text-gray-600">无直接技术瓶颈，但数字化结算系统（如区块链确权）落地需<span class="font-bold text-red-600">6-12个月</span>。</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-orange-700 mb-2">商业化风险</h3>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><span class="font-semibold">中小车企</span>：如零跑、哪吒现金储备<100亿元，账期缩短可能导致<span class="font-bold text-red-600">流动性危机</span>。</li>
|
||
<li><span class="font-semibold">票据替代</span>：若车企改用"60天账期+180天承兑汇票"，实际资金占用仍为<span class="font-bold text-red-600">240天</span>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-yellow-700 mb-2">政策风险</h3>
|
||
<p class="text-gray-600">若经济下行压力加大，条例执行可能松动（如允许"特殊情况延期"）。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-purple-700 mb-2">信息矛盾</h3>
|
||
<p class="text-gray-600">新闻称"17家车企承诺"，但路演显示<span class="font-bold text-red-600">仅理想、小鹏完全落地</span>，其余处于"补充协议签署阶段"。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-500"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-green-50 to-teal-50 rounded-xl p-5 mb-6">
|
||
<h3 class="text-xl font-bold text-green-700 mb-3">阶段判断</h3>
|
||
<p class="text-gray-700">从<span class="font-bold text-green-700">政策主题炒作</span>（6月车企承诺）转向<span class="font-bold text-green-700">基本面验证</span>（Q3财报账期数据），<span class="font-bold text-green-700">2025Q4或迎来业绩兑现期</span>。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold text-gray-700 mb-4">最具价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-700 mb-2">高账期弹性零部件</h4>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><span class="font-bold">沪光股份</span>（账期缩短释放利润弹性<span class="font-bold text-blue-700">30%</span>）</li>
|
||
<li><span class="font-bold">拓普集团</span>（特斯拉链+空气悬架渗透率提升）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-purple-700 mb-2">供应链ABS服务商</h4>
|
||
<p class="text-gray-600">关注<span class="font-bold">比亚迪电子</span>（智驾域控供应商，受益于车企现金流改善后的技术投入）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-700 mb-4">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-indigo-50 rounded-lg p-4 text-center">
|
||
<div class="text-2xl font-bold text-indigo-700 mb-2">行业账期均值</div>
|
||
<div class="text-gray-600">2025Q3财报中"应付账款周转天数"是否降至<span class="font-bold text-indigo-700">80天以下</span>。</div>
|
||
</div>
|
||
|
||
<div class="bg-pink-50 rounded-lg p-4 text-center">
|
||
<div class="text-2xl font-bold text-pink-700 mb-2">票据贴现率</div>
|
||
<div class="text-gray-600">若6个月期商票贴现率>5%，预示现金支付比例提升。</div>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-lg p-4 text-center">
|
||
<div class="text-2xl font-bold text-yellow-700 mb-2">工信部投诉量</div>
|
||
<div class="text-gray-600">连续3个月<50起/月，表明执行趋严。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-blue-500"></i>关联股票数据
|
||
</h2>
|
||
|
||
<!-- 比亚迪产业链 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold text-gray-700 mb-4">比亚迪产业链(250611)更新</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-blue-500 text-white">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left">股票</th>
|
||
<th class="py-3 px-4 text-left">分类</th>
|
||
<th class="py-3 px-4 text-left">细分</th>
|
||
<th class="py-3 px-4 text-left">中期单机价值量(万元)</th>
|
||
<th class="py-3 px-4 text-left">公司(中期市值空间弹性)</th>
|
||
<th class="py-3 px-4 text-left">资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">比亚迪电子</td>
|
||
<td class="py-3 px-4">智能驾驶系统</td>
|
||
<td class="py-3 px-4">智驾域控、传感器等</td>
|
||
<td class="py-3 px-4">0.35</td>
|
||
<td class="py-3 px-4">比亚迪电子（81%）</td>
|
||
<td class="py-3 px-4">天风电新测算（盘前）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<div class="mt-4 p-4 bg-blue-50 rounded-lg">
|
||
<p class="text-gray-700"><span class="font-semibold">理由</span>：比亚迪电子在智能驾驶系统中的智驾域控、传感器等领域具有81%的中期市值空间弹性，单机价值量为0.35万元。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 汽车零部件企业应收账款周转天数 -->
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-700 mb-4">汽车零部件 企业应收账款周转天数(250611)</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-green-500 text-white">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left">股票</th>
|
||
<th class="py-3 px-4 text-left">行业</th>
|
||
<th class="py-3 px-4 text-left">2024年营业收入(亿元)</th>
|
||
<th class="py-3 px-4 text-left">应收账款及应收票据周转天数</th>
|
||
<th class="py-3 px-4 text-left">应付账款周转天数</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">美晨科技</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">17.79</td>
|
||
<td class="py-3 px-4">268</td>
|
||
<td class="py-3 px-4">420</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">湖南天雁</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">4.32</td>
|
||
<td class="py-3 px-4">239</td>
|
||
<td class="py-3 px-4">209</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">朗博科技</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">2.31</td>
|
||
<td class="py-3 px-4">236</td>
|
||
<td class="py-3 px-4">49</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">合力科技</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">5.85</td>
|
||
<td class="py-3 px-4">235</td>
|
||
<td class="py-3 px-4">97</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">同心传动</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">1.33</td>
|
||
<td class="py-3 px-4">230</td>
|
||
<td class="py-3 px-4">89</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">兆丰股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">6.65</td>
|
||
<td class="py-3 px-4">222</td>
|
||
<td class="py-3 px-4">201</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">威帝股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">0.65</td>
|
||
<td class="py-3 px-4">213</td>
|
||
<td class="py-3 px-4">296</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">无锡振华</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">25.3</td>
|
||
<td class="py-3 px-4">213</td>
|
||
<td class="py-3 px-4">265</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">远东传动</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">12.76</td>
|
||
<td class="py-3 px-4">209</td>
|
||
<td class="py-3 px-4">87</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">光庭信息</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">6.07</td>
|
||
<td class="py-3 px-4">208</td>
|
||
<td class="py-3 px-4">52</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">亚通精工</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">17.45</td>
|
||
<td class="py-3 px-4">207</td>
|
||
<td class="py-3 px-4">109</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">奥福科技</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">2.84</td>
|
||
<td class="py-3 px-4">206</td>
|
||
<td class="py-3 px-4">62</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">通达电气</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">6.65</td>
|
||
<td class="py-3 px-4">192</td>
|
||
<td class="py-3 px-4">121</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">鑫宏业</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">26.47</td>
|
||
<td class="py-3 px-4">188</td>
|
||
<td class="py-3 px-4">45</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">贵航股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">23.8</td>
|
||
<td class="py-3 px-4">187</td>
|
||
<td class="py-3 px-4">109</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">浙江华远</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">6.81</td>
|
||
<td class="py-3 px-4">186</td>
|
||
<td class="py-3 px-4">126</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">宁波方正</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">9.69</td>
|
||
<td class="py-3 px-4">186</td>
|
||
<td class="py-3 px-4">124</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">凯龙高科</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">5.78</td>
|
||
<td class="py-3 px-4">181</td>
|
||
<td class="py-3 px-4">164</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">开特股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">8.26</td>
|
||
<td class="py-3 px-4">181</td>
|
||
<td class="py-3 px-4">107</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">天润工业</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">36.16</td>
|
||
<td class="py-3 px-4">179</td>
|
||
<td class="py-3 px-4">80</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">海泰科</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">6.78</td>
|
||
<td class="py-3 px-4">176</td>
|
||
<td class="py-3 px-4">96</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">苏奥传感</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">16.69</td>
|
||
<td class="py-3 px-4">170</td>
|
||
<td class="py-3 px-4">147</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">旷达科技</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">20.98</td>
|
||
<td class="py-3 px-4">170</td>
|
||
<td class="py-3 px-4">116</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">捷众科技</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">2.85</td>
|
||
<td class="py-3 px-4">170</td>
|
||
<td class="py-3 px-4">67</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">西上海</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">16.19</td>
|
||
<td class="py-3 px-4">169</td>
|
||
<td class="py-3 px-4">171</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">盛帮股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">4.04</td>
|
||
<td class="py-3 px-4">167</td>
|
||
<td class="py-3 px-4">108</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">泰德股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">3.39</td>
|
||
<td class="py-3 px-4">165</td>
|
||
<td class="py-3 px-4">104</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">欣锐科技</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">22.36</td>
|
||
<td class="py-3 px-4">163</td>
|
||
<td class="py-3 px-4">142</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">天龙股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">13.66</td>
|
||
<td class="py-3 px-4">163</td>
|
||
<td class="py-3 px-4">98</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">华锋股份</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">10.3</td>
|
||
<td class="py-3 px-4">162</td>
|
||
<td class="py-3 px-4">101</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">上海沿浦</td>
|
||
<td class="py-3 px-4">汽车零部件</td>
|
||
<td class="py-3 px-4">22.76</td>
|
||
<td class="py-3 px-4">161</td>
|
||
<td class="py-3 px-4">145</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<div class="mt-4 p-4 bg-green-50 rounded-lg">
|
||
<p class="text-gray-700"><span class="font-semibold">数据说明</span>：数据来源于机构研报，表格中列示了各企业在汽车零部件领域的财务指标，包括营业收入及应收账款/应付账款周转天数等关键数据。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |