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腾讯投资40亿,飞行汽车第一股Lilium要破产了

长路漫漫。

图片来源:界面图库

wen | xincaijing lushiming

编辑 | 大 风

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飞行汽车第一股的破产之路

liliumchengliyu2015nian,bishidikongjingjishangweibaofa。

pingjie“xingushi”、“xingainian”,liliumxunsudedaolezibenshichangdeguanzhu,bingshunlihuodeleouzhouzhimingtouzijigoufreigeist capitaldezhongzilunrongzi。jingeyinianhou,youxunsuwanchengle1070wanmeiyuandealunrongzi。

liangcirongzidezijinzhichi,rangliliumdejishuqudeleyidingjinzhan。2017nian4yue,liliumxuanbuqifeixingqiyuanxinglilium jetyiwanchengshouciceshifeixing。

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cihou,liliumderongzibufabingweitingxie。

2021nian,liliumtongguo“jieqiao”zainasidakechenggongshangshi,guzhi33yimeiyuan(touzirenleijitigong14.5yimeiyuan),chengweijiyihanghejobyhoudisanjiazaimeishangshidediandonghangkongqiye,yechenglemeiguohuaerjiefenxishimenkouzhongde“feixingqicheyigu”。

anlishuo,huodezheimeduotouzi,yinggaibanenggouzairendefeixingqichezaochulaileba?danliliumchuangshirendanielrutongjiayuetingfuti,yizhishengchenghaiyouhenduo“nanti”,xuyaogengduodezijincainengjiejue。yushizai2022nian、2023nian,liliumyouxianhouhuodele1.19yimeiyuan、2.92yimeiyuanrongzi。

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zigongsijihuashenqingpochanhenkenenghuidaozhililiumzuizhongcongnasidakequanqiujingxuanshichangtuishi,huobeitingpai。muqian,liliumgujiayidiezhi0.052meiyuan/gu,shizhijinwei3289.73wanmeiyuan。

congzhenggefazhanlichenglaikan,liliumdedaoxiabingbulingrenwanxi。chaobaiyidezijinzhichixia,cong19nianyuanxingjishifei,dao24niandouhaibunengzairenfeixing,zheiyijinghennengshuomingwentile。

低空经济融资“冰火两重天”

suoweidikongjingji,shizhizai1000miyixiadedikongkongyunei,weiraogeleiyourenjiashihewurenjiashihangkongqidedikongfeixinghuodongjixiangguanfuwuyujishusuoxingchengdejingjitixi。

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buzhishijoby,meiguodearchertongyanghuodelejuezijin,qizhongbaokuomeiguolianhehangkonggongsiqiandingdejiazhi10yimeiyuan(yue77yiyuan)de200jiaevtolfeijidingdan,bingqiekexuanzezaidinggou100jia。

kanwanguowai,guoneidikongjingjilingyuyeyinglailetouzirechao,yuelaiyueduoqitasaidaodelingjunzhejiaru。

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zaibiru8yuefen,dianchijutouningdeshidaiyexuanzerujudikongjingji,touzilefengfeihangkongshuyimeiyuan,dasuangongtonghezuoyanfaevtolhangkongdianchi。

juqixinbaoshujuxianshi,jinwunianlaiquanguodikongjingjichanyeqiyegonghuode728cichuangtourongzi,gongkairongzijinedeshijianzhanbidadao35.58%。

pochandepochan,rongziderongzi。“binghuoliangzhongtian”dedikongjingjizhengrangwanjiamenyishidao,zheisihubujinjinshiyigeyouqianjiunengwandeyouxi。

有钱、有政策、有产业链,国内玩家持续加速

liliumzigongsidepochan,yijiciqianzairenchanpindechixu“nanchan”,chuleqiyebenshendewenti,quefachanyelian、zhengcedezhichi,yeshikeguanyinsu。

youguandianrenwei,liliumdepochanyuqizaichanyeliandetouzichubeifenbukai,cong2023nianqi,yeneirenshijiuzhujianyishidaogongyingliandezhongyaoxing,zhiyougongyinglianshangxiayouxietongfazhan,cainengtuidongzhengjifazhan,danhaiwaishichangzaizheifangmianyouzhemingxiandebuzu。

ciwaizai10yue24ridefabushengmingzhong,liliumbiaoshizhisuoyiyourujindejumian,zuidadeyuanyinzaiyu“zhengfumeiyoudalizhichi”。

butongyuliliumsuomianlindeqingkuang,suizheguoneiduidikongkongyudezhengcehuanjingzhubusongdong,jiashangchanyeliandezhubuwanshan,guoneiwanjiamenxianrandedaolegengdadefazhankongjian。

zaievtolxifensaidao,yixiaopengqichedeshengtaiqiyedexiaopenghuitianlaishuo,jinnianlaiqudelexianzhujinzhan。

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yiguangzhouweili,jutongjimuqiankaifaqu、huangpuquyijiju50duojiadikongjingjilingyuqiye,hangaichanyelianshangzhongxiayou,baokuoyanfashejiyuyuancailiao、lingbujianzhizaohejicheng、yingyongyufuwudenghuanjie,nianchanzhi/yingshouguimoyue130yiyuan。ciwai,guangzhouhailvxianchutai“dikong10tiao”chanyezhichizhengce、fabudikongjingjiyingyongchangjingdianxinganliheyingyongchangjingqingdan。

rongzi、chanyelian、zhengcezhichi,buguancongnafangmianlaikan,guoneidikongchanyedoujubeijiaodayoushi,danzheibingbuyiweizhe,guoneiwanjiamenjiunengqingsongyingduijiexialaidetiaozhan。

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腾讯投资40亿,飞行汽车第一股Lilium要破产了

长路漫漫。

图片来源:界面图库

wen | xincaijing lushiming

编辑 | 大 风

feixingqichezuoweiweilaijiaotongfangshidedaibiao,chengzaizherenmenduiweilaichuxingdemeihaochongjing,danxianshidefazhanbingfeiyifanfengshun。

jiuzaijinri,beiyuweifeixingqichejie“tesila”deliliumfabugonggaocheng,youyuweinengchoujidaozugoudezijinlaiyunying,yixiangdeguobairenzhoudangdifayuantichupochanshenqing。youyisideshi,jiuzaixuangaopochanqianxi,liliumhaixuanbuqudelegemingxingdejinzhan:yiwanchengquandianlilium jetdeshoucixitongqidong。

liliumshenqingpochandexiaoxifajiaohou,likezaiquanqiukejixingyeyinqilehongdong。yaozhidao,zheijiachenglijiunian,youzhezhongduomingxingzibencanyu、leijirongzichaobaiyidexingyetoubuwanjia,jiuzheiyangyiyezhijian“huaweiwuyou”,dequelingrengandaozhenjing、xixu。

ranerxijuxingdeshi,tongchuyigesaidao,zhuruhaiwaidejoby、archer,yijiguoneidexiaopenghuitian、wofeizhangkong,tamenqueshifazhanyuliliumjieranxiangfan,jiyoujuerongzi,yeyoujishutupo、xinpinfabu......

zheizhongmingxiandegeliegan,zhengrangdikongjingjichanyebiandeyouquqilai。erwulunweilaizenyang,zouxiangshenyuandelilium,douweizhenggedikongjingjilingyuqiaoxianglejingzhong。

飞行汽车第一股的破产之路

liliumchengliyu2015nian,bishidikongjingjishangweibaofa。

pingjie“xingushi”、“xingainian”,liliumxunsudedaolezibenshichangdeguanzhu,bingshunlihuodeleouzhouzhimingtouzijigoufreigeist capitaldezhongzilunrongzi。jingeyinianhou,youxunsuwanchengle1070wanmeiyuandealunrongzi。

liangcirongzidezijinzhichi,rangliliumdejishuqudeleyidingjinzhan。2017nian4yue,liliumxuanbuqifeixingqiyuanxinglilium jetyiwanchengshouciceshifeixing。

yucitongshi,dikongjingjigainianyijingchedibaofa,geluzibenfengkuangrongru,erzuoweixingyezaoqiwanjia、toubuwanjia,liliumziranhuodelegengduodezijinzhichi。tongnian9yue,liliumwanchengle9000wanmeiyuandeblunrongzi,bingqiegailunrongzishiyoutengxunlingtou。

zhideyitideshi,jubuwanquantongji,tengxunzhishaocanyulelilium7lunrongzi,qizhongyouzhishao3lunshiyoutengxunlingtou,hejitouzigaodayue5.7yimeiyuan(yue40yiyuan)。

youleqian,liliumdechanpinyeshixianle“zaochan”。2019nianliliumxuanbushengchanchushijieshangdiyijiaquandiandongpenqishiwuzuofeijiyuanxingji,bingwanchengshoucishifei。jiuzaitongyinian,liliumyouwanchenglechao2.4yimeiyuanderongzi,guzhidadao10yimeiyuan,jishendujiaoshouxinglie。

cihou,liliumderongzibufabingweitingxie。

2021nian,liliumtongguo“jieqiao”zainasidakechenggongshangshi,guzhi33yimeiyuan(touzirenleijitigong14.5yimeiyuan),chengweijiyihanghejobyhoudisanjiazaimeishangshidediandonghangkongqiye,yechenglemeiguohuaerjiefenxishimenkouzhongde“feixingqicheyigu”。

anlishuo,huodezheimeduotouzi,yinggaibanenggouzairendefeixingqichezaochulaileba?danliliumchuangshirendanielrutongjiayuetingfuti,yizhishengchenghaiyouhenduo“nanti”,xuyaogengduodezijincainengjiejue。yushizai2022nian、2023nian,liliumyouxianhouhuodele1.19yimeiyuan、2.92yimeiyuanrongzi。

shijianguoleyinianyouyinian,zijinjileyiboyouyibo。kedanielyijiushengchengzhiyaozaihuodeyixiezijinzhichi,biannengzai2024nianxiabannian,shixianshoucizairenfeixingzheiyihongweimubiao。raner,zibendenaixinzongshiyouxiande,yijingmeiyoujigouzaixiangxindaniel wiegandhuaxiadedabingle。

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zigongsijihuashenqingpochanhenkenenghuidaozhililiumzuizhongcongnasidakequanqiujingxuanshichangtuishi,huobeitingpai。muqian,liliumgujiayidiezhi0.052meiyuan/gu,shizhijinwei3289.73wanmeiyuan。

congzhenggefazhanlichenglaikan,liliumdedaoxiabingbulingrenwanxi。chaobaiyidezijinzhichixia,cong19nianyuanxingjishifei,dao24niandouhaibunengzairenfeixing,zheiyijinghennengshuomingwentile。

低空经济融资“冰火两重天”

suoweidikongjingji,shizhizai1000miyixiadedikongkongyunei,weiraogeleiyourenjiashihewurenjiashihangkongqidedikongfeixinghuodongjixiangguanfuwuyujishusuoxingchengdejingjitixi。

tabaokuowurenji、zhishengji、evtol(feixingqiche)、reqiqiudenggezhonghangkongqijiqizaiwuliu、nongye、huanbao、chengshijianshe、yingshizhizuo、yingjijiuyuandenglingyudeguangfanyingyong。

yichanghangpaihunli、wurenjisongwaimai、jitaiwurenjikaizhandikongnonglinzhibaozuoye,zheixiedoushidikongjingjidejutitixian。

chengran,dikongjingjimuqianmeiyoutongyidedingyi,danwuyongzhiyideshi,dikongjingjijulishixiandaguimoshangyehuashangyouhenzhangdeluyaozou,muqianshangwuguojiadachengcimubiao,zhenggexingyezhengchuyujishubuduangexinyushengjizhizhong。jianeryanzhi,zhenggechanyemuqianrengchuyu“shaoqian”jieduan,erzheiduiwanjiamenderongzinengliyegouchenglejidadekaoyan。

buguoyuliliumdepochanxingchengxianmingduibi,dikongjingjilingyudeqitaqiyequechengxianchubutongderongzizhuangtai,yixiejuyouchuangxinjishuheshangyemoshideqiyehuodelezibendechixuqinglai。

yikongzhongchuzuchegongsijobyweili,yuliliumtongyangchengxianjudakuisun。qizai2024nianshangbannianyunyingkuisungaoda2.9yimeiyuan,jingkuisunwei2.18yimeiyuan,shangniantongqidejingkuisunda4yimeiyuan。buguoyuliliumxiangfandeshi,jobybaoshanglezugoucuzhuangde“datui”。

jiuzaibujiuqian,fengtianqichehekongzhongchuzuchegongsijobytongshixuanbu,fengtianjiangewaitouzi5yimeiyuanlaizhichijobydiandongkongzhongchuzuchederenzhengheshangyeshengchan,zhizaishixianliangjiagongsigongtongdekongzhongjiaotongyuanjing。

buzhishijoby,meiguodearchertongyanghuodelejuezijin,qizhongbaokuomeiguolianhehangkonggongsiqiandingdejiazhi10yimeiyuan(yue77yiyuan)de200jiaevtolfeijidingdan,bingqiekexuanzezaidinggou100jia。

kanwanguowai,guoneidikongjingjilingyuyeyinglailetouzirechao,yuelaiyueduoqitasaidaodelingjunzhejiaru。

birujinnian6yuefen,jiliqixiazigongsiwofeizhangkong,xuanbuwanchengblunshuyiyuanrongzi,ceyuanzibenlingtou,zhongkechuangxing、huakongzibendengyuangudongjixuzhuitou,chuangxialejinliangnianguoneievtolxingyedanbirongzidezuigaojilu。

zaibiru8yuefen,dianchijutouningdeshidaiyexuanzerujudikongjingji,touzilefengfeihangkongshuyimeiyuan,dasuangongtonghezuoyanfaevtolhangkongdianchi。

juqixinbaoshujuxianshi,jinwunianlaiquanguodikongjingjichanyeqiyegonghuode728cichuangtourongzi,gongkairongzijinedeshijianzhanbidadao35.58%。

pochandepochan,rongziderongzi。“binghuoliangzhongtian”dedikongjingjizhengrangwanjiamenyishidao,zheisihubujinjinshiyigeyouqianjiunengwandeyouxi。

有钱、有政策、有产业链,国内玩家持续加速

liliumzigongsidepochan,yijiciqianzairenchanpindechixu“nanchan”,chuleqiyebenshendewenti,quefachanyelian、zhengcedezhichi,yeshikeguanyinsu。

youguandianrenwei,liliumdepochanyuqizaichanyeliandetouzichubeifenbukai,cong2023nianqi,yeneirenshijiuzhujianyishidaogongyingliandezhongyaoxing,zhiyougongyinglianshangxiayouxietongfazhan,cainengtuidongzhengjifazhan,danhaiwaishichangzaizheifangmianyouzhemingxiandebuzu。

ciwaizai10yue24ridefabushengmingzhong,liliumbiaoshizhisuoyiyourujindejumian,zuidadeyuanyinzaiyu“zhengfumeiyoudalizhichi”。

butongyuliliumsuomianlindeqingkuang,suizheguoneiduidikongkongyudezhengcehuanjingzhubusongdong,jiashangchanyeliandezhubuwanshan,guoneiwanjiamenxianrandedaolegengdadefazhankongjian。

zaievtolxifensaidao,yixiaopengqichedeshengtaiqiyedexiaopenghuitianlaishuo,jinnianlaiqudelexianzhujinzhan。

jiuzaijinri,xiaopenghuitianxuanbuzizhuyanfade“ludihangmu”feixingtishoucishixianzairenshifei。lingyigexiangguanxiaoxishi,xiaopenghuitianfeixingqichezhizaojidi,yezhengshizaiguangzhoukaifaqu、huangpuqupotudonggong,juxizheijiangshiquanqiushougeliyongxiandaihualiushuixian,jinxingdaguimoliangchandefeixingqichegongchang。

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