文|投资界PEdaily 王露　 

一声叹息。

jinri，deguomingxingdiandongqichegongsi——e.goxuanbu，zhengshitingzhiyewuyunying。ciqiangaigongsiyishenqingqidongpochanzhongzuchengxu。zhici，youyigezaochexinshilidaoxia。

chengliyu2015nian，e.gojihuyuzhongguozaochexinshilizhanzaitongyiqipaoxianshang，cengbeishiweideguogongye4.0dedianfan，shenhouchuangshirenyebeishizuodeguodiandongqichexianquzhiyi。qixiazhudaxiaoxingdiandongqiche，yiliangshoujiadagaiyueherenminbi15wanyuan。

huihuangyimutingliuzaiqunian10yue，gongsitongguospacfangshishixiannasidakeshangshi。dansuizhejinnianoumeixuanbudiandonghuajinchengfanghuanyijigongsijingyingkunjingjizhongbaofa，zuizhongcongcongdaoxia。

zheiyangdeanliyejiguoneizaochejianghuliuxiayilvqishi。

一家明星电动车公司陨落，售价15万元

gushidecongchuangshirengünther schuhboshishuoqi。tashiyachengongyedaxuedejixiegongchengxuejiaoshou，zhuanzhuyanjiuqichegongcheng30duonian，beishizuodeguodiandongqichexianquzhiyi。

zaozai2010nian，talianhedeguodingjiandaxueyanfatuandui，chuanglizijidediyijiazaochegongsi——streetscooter，shejibingshengchanyongyuchengshiwuliupeisongdexinnengyuanqiche，zheibeirenweishi“deguozhizao”diandongqichedechenggongdianfan。bishi，deguoyouzhengshitadedakehu，zuizhongzai2014nianshougoulezheijiazaochegongsi。

shouzhangaojie，schuhhenkuaizaiciqidongzaoche。tarenwei，dangshideguoqichegongyemianlinzhecuoguoxinnengyuangaosufazhandeweixian，erxingjiabigaodexiaoxingdiandongcheshizhanlingshichangdeguanjianyibu。2015nian，jintiangushidezhujiaoe.go mobilechengli，zhudashihui、xiaoxing、lingpaifangdediandongqiche。

2017nian，shoukuanchexing e.go lifezhengshituichu，shunlitongguooumengrenzheng。cheshenxiaoqiaozhiyou3.4mizhang，jishibaokuodianchi，yejinjinzhongyidun。shenzhibuxuyaoteshuchongdianzhuang，biaozhunchazuojikechongdian。bishi，60 kwbanbenchexingshixian145 gonglidexuhanglicheng，shoujia 19900 ouyuan（yueherenminbi15wanyuan）。

“zaochebunan，nandeshizaoyiliangjiagehelidediandongqiche，jiumuqianmeigonglichengbeneryan，zheishizuibianyidediandongche。”schuhxirichongmandouzhi。

neishi，zhengzhitesilakuangbiaotujin，erzhongguozaochexinshilixunyecaiganggangjueqi，beirenweishideguodiandongqichemofanshengdee.go，yecengfengguangwuxian。

shulidangshidebaodaokeyiyikuie.goyouduohuobao：beishiweideguogongye4.0debiaozhunshifangongchang，e.godanshengzhijijiuhuodezhouzhengfudedalifuchi，beiqianzonglimokeerdianzan。gongsihenkuaiyouleshoupishuqianliangyudingdan，bingluxujiaofu，houyoutuichu e.wave.xdengchexing，baxizuqiujuxingneimaercengweiqizhantai。

shishishang，e.gozai2020nianqianhoushitujinjunzhongguoshichang，bingyuyijiazhongguoqichezhizaoshangjinxinghezuo，qiwangjianlishengchanxiangongchang，zuizhongyinyiqingdengzhongzhongyuanyingezhi。

yeshizaizheiyinian，gongsichuanchuyinrongzishouzu，xianruzijinlianweijidexiaoxi。mingxuanyixianzhiji，e.goxingyundiyinglaibaiyiqishi，helansimuguquangongsind industrial chushouchengweiqidagudong，kaishixinjiangongchanghuifushengchanbingjinxingduolunrongzi。

zuihouyimoyuhuishi2023nian10yue，e.gotongguoyuteshumudeshougougongsi (spac) athena consumer acquisition hebingzainasidakeshangshi。ipoqiangongsichengguzhidadaoyue 9 yimeiyuan，ranershangshidangtianzuigaoshizhijinwei1.3 yimeiyuan。

meixiangdao，zheishizuihoudedianfeng。cihoue.gojijuzouxiapolu，gujiahenkuaidiezhi1meiyuanyixia，zouxiangpochanzhongju。congshangshidaozhuiluo，zhiyongleduanduan8geyue，lingrenxixu。

谁杀死了它？

zheishiyigezhideyanjiudezaocheshibaianli。

e.go fayanrenzheiyangjieshipochanyuanyin：“youyudiandongqichexingyedebulifazhandiejiazibenshichangdongdang，gongsiquefajixurongzidenengli，zuijinxingyeqitacanyuzhedechujingyoujiajulezheizhongjumian。”

congcaibaozhong，womendeyikuijian——e.goyizhicunzaiyanzhongdexianjinliuwenti。2023nianzhongbaolaikan，jiezhi2023nian6yue30ri，gongsiyingyeshourujinjin25.6wanouyuan，danjinglirunwei-2422wanouyuan。

gengcandandexianshibaizaiyanqian：cong2015niandaojinnian，e.gojinjinjiaofuleyue1300liangche。jinguangongsishengchengxinchexing e.wave x huodele11000 liangdeyudingdan，dangaichexingbingweiruqihuodeoumengpizhun，kejianzishenzaoxuenengliweihuqiwei。

xiangbizhixia，2023nian，biyadihaiwaixiaoshouchaoguo24wanliangxinnengyuanqiche。

“daxuefuhuadechuchuangqiyewufayudaxingqichezhizaoshangjingzheng。jianlifuzadegongyinglianxuyaodaliangdeziyuanheshijian，erchuchuangqiyequefaqidongzijin，yijikaifa、xiaoshou、caigoudenenglihequdao。”yimingfenxirenshibuchonge.godaoxiadeyuanyin。

shishishang，suirandanshengyuqichegongyeqiangguo，dane.gobingmeiyouzijidehexindiandongchejishu。e.gozhengchededianji、dianchiyijiguanjianlingbujianjunlaiziboshi、bmz、haila、oubaodenggongsi，zaiziyougongchangshengchanxianjinxingzuzhuang。

ruciyilai，cuiruodegongyinglianhenrongyibengta。zaozai2018nian，e.gocengyingongyingshangbeishougou，budebuzhongxinshejichengpinchebingxunzhaoxindegongyingshang，daozhijiaofutuichi。

dangran，gengzhijiedeyimuyebaizaimianqian——e.gochexingyijiushishinianqiandexiaodianchihuanbaoxing，xingjiabifachenkeyan。xiangsidechexing，zhongguodediandongqichejiagejihushi e.godeyibanshenzhibudao。tanbaishuo，zheiyangdechanpinhennanzaidangxiaxinnengyuanqicheshichangdidangqitaduishoudejingzheng。

gengzhimingdeshiqicheanquanzhiliang，e.gobingmeiyouchuantongdexichedeyouliangzhizaokoubei，shoupijiaofucheliangjiubeibaochucunzaichachedenganquanyinhuan。zhengruyitiaolaizie.gochezhudezhaxinpingjia：“wokeyijiazhuangbuzaiyigagazuoxiangdeyushuaqihenanyongdechumoping，danwomeifahulveazhushangbuduankuodadeliefeng，yijimomingqimiaodepaomao。”

fanguanjingzhengduishoumenquezaibuduanxiangqianfazhan。2015 nianzhidaoxianzai，zhongguoxinnengyuanqichedechanxiaoliangyizhijuquanqiudiyi，zhanjuquanqiuxinnengyuanqicheshichangdebanbijiangshan。yonghuduixinnengyuanqichedexuqiuyijingcong“chengshilaotoule”zhuanweigengshushidejiashitiyanhegenggaodexuhanglicheng。

rujinhuitoukan，e.gohezhiqianxiaoshidezaochexinshiliyouzhexiangsidelujing：yichuanqigushikaitou，shaoguangshuyizijin，zishenzaoxuenenglicha、kuisunwuyiweiji，zuizhongcandanshouchang。

2024，造车最卷，躺着赚钱的日子不再有了

e.godedaoxiabingfeigeli。muzhisuoji，quanqiudiandongchejianghuzhengjinxingyichang“shengsijingsai”。

jinnian5yue，meiguomingxingzaochegongsifiskeryuxuanbuqidongpochanchengxu，dianfengqishizhigaoda80yimeiyuan，cengbeiyuwei“tesilashashou”。

ertongshideguoxinnengyuanqichegongsi，zhuda“taiyangneng+lidianchi”desono motors、diandonghuochegongsielectric brandsyezaijinnianchuluxuxuanbupochanzhongzu。

2024nian，oumeixuanbudiandonghuajinchengfanghuan，zaizheiyangdelishibeijingxia，haiwaidiandongchepinpaiyinglaitaotaisai。

womenbashiyelahuiguonei，tongyangkandaojingzhengjiliedeyimu：meiyouzuijuan，zhiyougengjuan。

youjidekainian，xiaopengqicheceo hexiaopengzaiquanyuanxinzhongqiangdiao，jinnianshizhongguoqichepinpaijinru “xuehai” jingzhengdediyinian，yeshitaotaisaikaidadediyinian。tongyishijian，jiliqichejituanceoganjiayueyezaineibuhanhua，2024nianjiangshicheshizuijuandeyinian——“juanjiage、juanchanpin、juanfuwu、juanliuliang”。

henkuai，womenkandaoleyilunjiagezhandaxiang。

jinnian2yue，biyadituichuqinplusrongyaobanhequzhujian05rongyaoban，qishoujiashuangshuangjiangzhi7.98wanyuan。suihouduojiacheqifenfengenjin，aitowenjiexuanbuwenjiexinm7rumenbanshoujiadiaozhengzhi22.98wanyuan，xiadiao2wanyuan；tesilayejiangmodel 3/y/s/xquanxizaizhongguodaludiqujiangjia1.4wanyuan；3yueshangshidexiaomisu7，gengshijiangqishoujiadingwei21.59wanyuan，huobaoyimulilizaimu。

6yueyishi，“2024zhongguoqichezhongqingluntan”shangyanyichangcheqidalaohuashanlunjian。huishang，guangqijituandongshizhangcengqinghongbiaoshi，xingyebuyingdangguodu“neijuan”，xuyaohuiguilixing，qiyedemudeshiyingli，weishehuizuogongxian，danxianzaiguangqiyebudebucaiyuan。

duici，biyadidongshizhangjianzongcaiwangchuanfuzeyouyifanbutongkanfa：

“qianjitianwozaiwangshangyekandaoguanyu‘juan’dewenti，juanjiage、juanjishu、juanguimo、xianzaihaijuanliuliang，tebieshijuanlaobandeliuliang。qishizheixieshiqingzaiguo5nian、10nianhuiguotoukanshihenyouqude。‘juan’shiyizhongjingzheng，shishichangjingzhengdebenzhi。shichangjingzhengjiushiguoshengdejingji，zhiyouguoshengcaihuijingzheng，jingzhengcainengchanshengfanrong。”

wangchuanfurenwei，suoyoudeqiyejiadouyaoyongbaocanyu“juan”，yongbaojingzheng，zaijingzhengzhongtuoyingerchu，weiguojiazuogongxian，chengqizhongguopinpai，dazaoshijiejidepinpai。

yushiwomenkandao，congranyouchedaodiandongche；conghezipinpaidaozizhupinpai，jinniandoushichulehunshenjieshuyingzhan。

zheishizhongguoqicheshishanghonghonglieliedeyiye。