wen | touzijiepedaily
一声叹息。
jinri,jianadadiandongshangyongchezhizaoshanglion electriczaijianadahemeiguotongshishenqingpochanbaohu。zhici,zheijiacengzaijianadahemeiguoyidufengguangwuxiandezaochegongsiluoxiaweimu。
chengliyu2008nian,lion electricyihuangsexiaocheqijia,houlaiquanmianzhuanzhanquandiandongbashi,shijianadadiyijiashixianzidonghuashengchanhedianchizhizaodebashizhizaoqiye,yeshidiyijiazaimeiguohejianadatongshishangshidezaocheqiye,shizhiyiduchaoguo300yirenminbi。
jibianruci,cengjingdemingxingqiyeyixizhijianhongrandaota。ruciyimu,zaicijisuoyouzaochexinshiliqiaoxiangjingzhong。
从校巴起家,开始造电动车,一度市值300亿
shijianhuidao2008nian,lion electricyoumarc bédardzaijianadakuibeikeshengchuangli,zuichumingweilion bus。chuangshirenmarcyikaishimiaozhunlexiaocheshengyi,yushizaijianadahemeiguojingchangkandaoyiliangshuachenghuangse,chetoushangxiezhedada“lion”dexiaochejingguo。
2010nian,marc zuochuyigezhongdajueding,jianglion buszhenggeshangyecheliangchanpinxianzhuanbianwei100%diandong。dangshi,shenzhihaihenshaoyourenzhidaotesila,marcjiuyijingkaishixinnengyuanzaochezhilu,suihoudailingtuanduihualewunianshijiankaifadianchiguanlixitonghediandongkachedipan。
laidao2014nian,lion busyulgkaishijianlidianxindecaigouyewu,bingkaifadianchiguanlixitong(bms),diernianbianzhengshituichulediyiliangquandiandongbashielion。qipeibei250qianwadiandongmadahelglidianchi,biaozhizhelion busjinruquandiandongchelingyu。
(图片来自官网)
lichengbeishi2016nian,lion bustuichubeimeishoukuanzhuanweidiandongshejidexiaochelionc,zhihouxunsukuozhanchanpinzuhe,baokuolionm、lionahelionddeng,zheixiechexingpeibeileguishi、jichenglunyipodaohelinghuodedianchipeizhidengchuangxingongneng,yingyongchangjingyetuozhandaoleyunshukache、lajiche、tuoguachedengdeng。
zhizhi2017nian,lion buszhengshigengmingweilion electric,wanchenglecongchuantongbashizhizaoshangdaoxinnengyuanzaochexinshilidezhuanbian。tongnian,lion electricnadaojianadapower corporationdezigongsipower energydetouzi,bingzaijialifuniyazhongxinheyilinuoyizhouqiaoliaiteliangdijianchang。2021nian3yue,gongsiyouxuanbujihuatourutouziyue 1.85 yijiayuan,zizhuyanfazhizaomozuhedianchixitong。cihou,lion electricchengweilediyigejubeizidonghuashengchanhezhizaodonglidianchidejianadabentukachezhizaoqiye。
gaofengqi,kehufenzhitalai。jiezhi2021nian,lion electricqianyuedekehubaokuoyijiadewuliuhezuohuobanpride group、yamaxun、sobeysdengdaxingshangchao。lion electrichaicongfirst studentnaxia260liangdiandongbashidedingdan,zheiyeshitachengliyilaizuidadedingdan。
2021nianwuyishilion electriczuifengguangdeyinian。lion electricyuteshumudeshougougongsi(spac)northern genesis acquisitionwanchengqiyehebing,bingyu5yuefenzainiuyuezhengquanjiaoyisuoheduolunduozhengquanjiaoyisuotongshishangshi,shourishizhidadao43.3yimeiyuan(300yirenminbi)。
dansheiyemeixiangdao,daotalaiderucizhikuai。
谁杀死了它?
这一切早有征兆。
jinnian8yuefen,lion electricgongbudierjiducaibao,qizhongxianshishourutongbixiajiangjinyibanzhi3000wanmeiyuan,jingkuisun1930wanmeiyuan。lingwai,qizaibenjidujiaofule101liangqiche,bi2023niandierjidujianshaole98liang。
duici,lion electricguijiuyu“epaluncideshijiananpaiyijiyuzetfjihuaxiangguandebutiefafangchixuyanwudeyingxiang”。suoweizetfjihua,shijianadazhengfudezero emission transit fund(0paifangjiaotongbutie),tuijinjianadacaigoulingpaifanggonggongjiaotonghexiaochedexiangmu。julejie,lion electricchaoguoyibandedingdanyuzetfzijinyouguan。yushi,zetfjihuadepizhunyanchibianchenglelion electriczhimingdeweixie。
lingwai,qunianlion electriczaikuibeiketourujin10yirenminbixingjian,jin60wangongqingdejianzaogongchangzhengshidonggong。ruguomanfuheyunzhuan,zheijiagongchangnenggoudadaonianchan2wanliangdiandongbashi。dancongmuqiandexiaolianglaikan,gongyuanyuandayuxuqiu,tourudezijinsihudaleshuipiao。
chuangshirenmarczaiyicidianhuahuishanggantan:“xiangdiandonghuaguodudeshijianbizuichuyuqideyaozhang。”
lion electricyecengyouguoyichangjinjidezijiu。jinnian3yuefen,gongsixuanbuzaimeiguohejianadacaiyuanyue30%,ciqianzaiquniandiyijingzaimeiguohejianadacaidiaoyue10%deyuangong。juctvxinwenbaodao,zaiguoqudesigejiduzhong,lion electric2024nianyiyou520mingyuangongbeicaiyuan。
genjuinvestingprodeshuju,lion electricmuqiandezongzhaiwuwei3.88yimeiyuan,qiexianjinxiaohaosudukuai。weiletianbuzheiyikuikong,zheigeyuelion electricxuanbuyidachengxieyi,yi5000wanmeiyuandejiagechushouqiweiyujianadakuibeikeshengmilabeierdechuangxinzhongxin,bingjiangyongsuodekuanxiangchanghaizhaiwu。
gujiatongyangcanburendu。jiezhi2024nian12yue12ri,lion electricdeshoupanjiawei0.34meiyuan/gu,xiangbiyushangshishi22.3meiyuan/gu,xiangdangyujiaohuaizhan。
yinci,rubufuchudelion electriczaiyechengbuxiaqu。12yue18ri,lion electricxiangkuibeikegaodengfayuanshenqinggenju《gongsizhaiquanrenanpaifa》baohuzhaiquanren,ciqiangaigongsibiaoshiqizhaiwuweiyue。tongri,lion electricmeiguogongsigenju《pochanfa》di15zhangqingqiupochanbaohu。
shizhijibaiyideshangshigongsi,hongrandaota,liuxiayizhenxixu。
活下去,造车新势力生存拷问
yichangzaocheyichangmeng,zheiyimumuwomenbingbumosheng。
jubuwanquantongji,zaizaochechaozuigaofengdeshihou,xinnengyuanchepinpaiduoda400duojia。daojinnian,dalangtaoshahoudecheqizhongyongyouzaochezizhi,shangqiecunhuodezhishengxiashushijia。yejiushishuoduanduanjinianshijian,you400jiazuoyouxinnengyuanqicheqiyexiaoshi。
zaoche,wuyishijiusiyishengdemaoxian。
jishizibendongshizhangzhangweizaidiershisijiezhongguoguquantouziniandudahuishangfenxiang:“zaocheshiyigexuyao10nianyishangdeshijian、500yidao1000yidezibenzhangqitourudexingye。qichedekekaoxing、anquanxing、wendingxingxuyaozhangqigongyejilei,bingbunengjiandanyilaishangyemoshichuangxinhedanyichanpinxijingerchenggong,jinjinyikaoshaoqian,shishaobuchuweilaide。”
zaizhangweideguanchazhong,tesila、biyadi、qiruidengyongyouchuangxinjingshen、qiyejiajingshendexinliliangjueqi。yucitongshi,guoneiqichelongtoushangqi、guangqi、beiqi、yiqidenglirunzaijijuxiahua,zaochexinshilichugebieshixianleyingli,qitadadouzaishengsixianshangzhengzha;guojishang,dazhong、baoma、meisaidesi-benchi、fengtian、richandengkuaguojutoudelirunyezaixiajiang,dafucaiyuan、gaoguanxiakeyizhujianmanyankailai。
tapanduan,zhongguoqichechanyeyebijiangzhongzoujiadian、zhinengshoujizhilu:jinglicankudejiagezhan,jinruchengshuqihoubinggou、zhenghe,shaoshuqiyejingguoshichangxuanzechengweiyingjia。yipiqichechangshangjiangdaobi,zhongguoqichechanyedeshengsitaotaisaizhengzaijiasudaolai。
yexu,weilailiujixinnengyuanqicheyouliangtiaoshengmingxian:
yishigaoxiaolvhedichengben,ershixinpianheruanjiandingyiqichedechixuchuangxinnengli。lingwai,zhongguoqichechukouliangwendingquanqiuyedailailexindejiyu,“ruguonadaoxinnengyuanchediandonghuadetongguanmima,meiyoumaoyibilei,zhongguoxinnengyuanchejiangqingyixijuanquanqiu。”
zhishiyanxia,ruheliuzaipaizhuoshangdenanti,baizaimeiyiweizaochexinshilidemianqian。
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