边锋游戏

动力电池企业难过冬:连环债、平衡术和外来搅局者
发布时间:2019-12-10 15:30:35

2019NIANDEQICHEXINGYEHENLENG,TONGYANGHENLENGDEHAIYOUDONGLIDIANCHICHANYE。


边锋游戏JINNIANYILAI,DONGLIDIANCHIQIYEZHENGJINRUJIASUXIPAIQI。DIANDONGQICHEXUQIUBUZU,XIAOLIANGZOUDI,ZAIJIDINGDEXIEZUOGUIZEZHONG,DIANCHIQIYENABUDAOHUIKUAN,YINFALECHANYELIANSHANGXIAYOUDELIANHUANZHAI,WEIYUWEIBUYAOBUDEDONGLIDIANCHIQIYEKAISHILIANGTIAOTUIZOULU,KAIQIDIANDONGLIANGLUN/DIANZICHANPINDENGDEPlan B。TOUBUDEDIANCHIQIYECHULEKAISHIYUJING,DINGXIALEHEXIAOCHEQISHANGWUHEZUODESIXIAN,TONGSHIYEZAIJIAJINHEXIAOLIANG、CAIWUZHUANGKUANGGENGYOUBAOZHANGDECHEQIJINXINGBANGDING。


边锋游戏ZHEIKANQILAIXIANGSHIQIANYIFAERDONGQUANSHENDELIANHUANXIAOYING。XINNENGYUANQICHEZHENGCHUYUYOUSHENGLIETAIDEFENHUAQI,HUANHUANXIANGKOU,DIANDONGQICHEDEDATOUCHENGBENSHIDIANCHI,YINCIDIANDONGQICHEXINGYEDEFENGCHUICAODONGYETONGYANGHUIYINGSHEDAODIANCHICHANYE。


GENGDADEYINHUANHUOXUSHI,DIANCHICHANGSHANGMENSUOYILAIDECHEQIYEZAITUIJINZIJIDEDIANCHISHENGCHANBUJU,TONGSHIHAIYOUCHENGBEN、JISHUGENGYOUXIUDERIHANLAOPAIDIANCHIQIYEYEZHENGZAIRUHUA。


动力电池行业今年的冬天难过,2020年,迎接它们的可能也是一场恶战。


DIANCHEHANDONGCIJIYAOWEIBUDIANCHIQIYEXIPAI


DIANDONGQICHECHENGWEIFENGKOUYIHOU,XUDUOCHEQIDOUZHENGQUZAIBUTIETUIPOQIANBUSHANGLINMENYIJIAO,CHEQIDINGDANDEJIZENG,YERANGDONGLIDIANCHIDECHENGBENJIAGEYIZHIZAIZOUDI,XIANGBI2010NIANSHIHOUMEIQIANWASHI1000MEIYUANDEDIANCHICHENGBEN,2019NIANDEZHEIYICHENGBENYIJINGJIANGDAOLE150MEIYUANZUOYOU,HAIYOUJIGOUYUJIZHEIYIJIAGEDAO2030NIANJIANGYAOZHANZHI60MEIYUAN。


CIWAI,YIMINGXINGYERENSHIGAOSU36KE,JINGUANDIANCHIXIAOSHOUDEJIAGEYIZHIZAIXIAXING,DANZHANJUDONGLIDIANCHIZONGCHENGBEN80%DECAILIAOCHENGBENBODONGBUDA,ZHEISHIDEDIANDONGQICHEDIANCHIDEXINGYEMAOLILVTONGBIQUNIANYUEJIANGDILE15%-20%,DABUFENDONGLIDIANCHIQIYEKAIGONGLVBUDAYUQI,KUOCHANJINDUFANGHUAN。


边锋游戏CHEQIHEDIANCHIGONGYINGSHANGZHIJIANYIZHIYILAIBINGBUSHIXIANKUANNAHUO,YIBANCUNZAIZHESANGEYUEZUOYOUDEZHANGQI,DIANDONGQICHEDEBUTIEYOUYOUHENZHANGDEJIESUANQI,DIANDONGQICHEMAIBUCHUQULE,CHEQIZIJINCHENGYA,JIDIANCHICHANGYIJIGENGSHANGYOUQIYEDEHUIKUANBIANMAN,ZAIJINMIDEQICHECHANYEXIEZUOLIANSHANGJIUKENENGHUIYINFALIANHUANZHAIDEXIANXIANG。


CONGBIYADIDECAIBAOYEKEYIKANCHU,JISHIBIYADIDUOCICHANLIANXINNENGYUANQICHEXIAOSHOULONGTOU,DANXIANJINLIUSHIDEZHUANGKUANGYIZHIZAICHIXU,CHOUZIDELIDUYEZAICHIXUZENGJIA。


ZUIJINDEYIGEGUANYUDIANCHIHEDIANCHEHUXIANGZHIYUEDEANLISHI,ZHONGTAIQICHEHEHUATAIQICHEDEDONGLIDIANCHIGONGYINGSHANGBIKEDIANCHI,YOUYULIANGJIACHEQITUOQIANHOUXUHUIKUAN,YIDUHAICENGJINGCHUANCHUPOCHANDEXIAOXI,DAOZHIBIKEDIANCHIMUGONGSIZHANGMIANCHUXIANDADEKUIKONG(JINNIANSHANGBANNIANJILUDEKUISUN3509.38WANYUAN),JINERYINFABIKEDONGLIDIANCHIGENGSHANGYOUDEXINZHOUBANG、HANGKEKEJI、DANGSHENGKEJIDENGDUOJIAAGUGONGSIFENFENJIARUJITIHUAIZHANGDEZHENYINGDANGZHONG。


边锋游戏“XIANZAIHENDUODIANXINCHANGXIANZAIRIZIBUHAOGUO”,YIWEILINENGDEYIWEIYUANGONGBIAOSHI。


36KELEJIEDAO,CHULEYUHUATAIQICHEDUIBUGONGTANGYAOQIUQICHENGDANLIANDAIZERENYIWAI,BIKEDONGLIDIANCHIYOUXIANGONGSIFUZONGCAILIDANCHENG,2018NIANQIBIKEDIANCHIYEZHENGZAIWANGCHUNENGLINGYUHEXIAODONGLIDIANCHILINGYU(RUPINGHENGCHE、ZHULICHE、JIQIREN、JIAYONGDIANQIDENG)SHICHANGTUOZHAN。


HEBIKEDIANCHIYIYANGKAISHIXUNQIUZHUANXING,SHENZHISHIBEIDONGTUICHUDEDIANCHICHANGSHANGHAIYOUHENDUO,BIRUWOTEMA、STMENGSHI。SUIZHEDIANDONGLIANGLUNXINGUOBIAODECHUTAI,DIANDONGLIANGLUNDESHENGCHANYOUZHANGKEXUN,YEYOUHENDUODIANCHIQIYEZHENGZAIWANGDIANDONGLIANGLUNZHUANXING,YIHUOZHUANXINGZUOGENGQINGBIANDEDIANZICHANPIN。


边锋游戏ZAIZHEICHANGTAOTAISAIZHONG,MATAIXIAOYINGYEYUYANYULIE。CONGZHUANGJILIANGLAIKAN,NINGDESHIDAIHEBIYADIDEFENEYIJINGDADAOLEQICHENGZUOYOU,DIERDISANTIDUIZHISHENGBUDAOSANCHENG。CIWAI,DIANCHIQIYEYECONGSANNIANQIANDE200DUOJIAXIAJIANGDAOJINNIANSHANGBANNIANDEBUDAO100JIA。


CHEQIDEPINGHENGSHU,TOUBUDIANCHISHANGDEYINYOU


XINNENGYUANQICHEZHENGTIBIAOXIANBUJIA,DANYEYOUHUOHUA:TESILAJINNIANQIANSHIGEYUEQUANQIUXIAOLIANGDADAO27WANTAI,DIERSANJIDUDEJIAOFUDOUDADAOLISHIZUIGAOSHUIPING,Model 3CHENGWEIQUANQIUZUICHANGXIAODEDIANDONGQICHEZHIYI。TESILADEGUOCHANJINDUCHAOGUOSHICHANGYUQI,HOUXUYEJIANGLUXUQIEHUANZHIZHIJIECAIGOUGUONEILINGBUJIAN。ZHONGXINZHENGQUANSHUJUXIANSHI,YUJITESILAJIANGZAI2020-2023NIANFENBIEDAILAI6.6/13/20/27GWhDEDIANCHIXUQIU。


CIWAI,HAOCHEPINPAIBAOMA、AODIHEBENCHIYEDOUYIJINGTUICHUZIJIDEDIYIKUANDIANDONGCHEXING。


YINCI,CHANNENGJIAOXIAO、QUESHAOHEXINJISHUDEZHONGWEIBUDIANCHICHANGZAIBEIDONGZHUANXINGTUICHUZHIYU,TOUBUDACHANGYEKAISHIYOUSUOXINGDONG。


边锋游戏HEXIAOLIANGMEIYOUBAOZHANG、PINPAIHAIMEISHULIQILAIDEZHONGXIAOCHEQIXIANGBI,TOUBUDIANCHIGONGYINGSHANGMENGENGXIHUANHAOHUACHEQIDEDINGDAN,TAMENYIFANGMIANZHENGDUOLAIZITESILA、BBADENGCHEQIDEDINGDAN,HECHEQIGONGJIANCHANYEXIAN,SHENDUBANGDING;LINGYIFANGMIANDUIYUXIAOCHEQIDEDINGDANYEBIANDEJINGTI。


YOUXINGNEIRENSHIGAOSU36KE,NINGDESHIDAIRUJINDUIYUXIAOCHEQIDEDINGDANKAISHIQIYONGYUFUKUANTIHUODEFANGSHI,BUDANMEIYOUZHANGQI,CHEQIHAIYAOYUXIANZHIFUBUFENKUANXIANG。XIANGSIDE,CHANYELIANSHANGDELIDIANSHEBEIQIYEJINLAIYEFENFENJIANG6CHENGHUOKUANFAHUOZUOWEIHEZUODIXIAN。


“TESILADECHANPINJIHUKEYIHULVEBUTIEQUXIAODAILAIDEYINGXIANG,ZAIJIASHANGBENDIHUA,WEILAITADEXIAOLIANGSHIFENKEGUAN,NADAOTADEDANZIYIWEIZHEXIAOLIANGDEBAOZHENG”,YIWEIXINGNEIRENSHIXIANG36KEBIAOSHI,“TESILAYESHIGAODUANPINPAI,NADAOTADEDANZIYEYIWEIZHENIDEDIANCHIFUHEGAODUANDIANDONGCHEDEYAOQIU。”


边锋游戏TESILAZUIXIANQIAODINGLEHELGHUAXUEDEDIANCHIHEZUO,DANCHEQIZUIZHONGYIBANHUIANZHAODINGDANFENEJIANGGONGYINGSHANGFENWEIAGONG、BGONG,YOUYUFENESHIDONGTAIBIANHUADE,ZHEIYIWEIZHELGHUAXUEJINGUANZUIZAOQUEDINGHEZUO,YEWEIBISHITESILADEZUIDAGONGYINGSHANG。


ZHANZAICHEQIDEJIAODU,YEBUYUANYIDIANCHIGONGYINGSHANGYIJIADUDA,FANGUOLAIDUIZIJIXINGCHENGCHEZHOU,TONGSHIYEWEILEHOUXUSHENGCHANZHONGYOUZUGOUDUODEDIANCHICHANNENGTUODI——TESILAJIUCENGCHIGUOSONGXIADIANCHICHANNENGBUZUDEKUI。MUQIAN,TESILAYEZAIHEBUTONGDEDIANCHIGONGYINGSHANGJIECHU,NINGDESHIDAI、TIANJINLISHEN、FENGCHAONENGYUANDENGDENGDOUSHIFEIWENDUIXIANG。


边锋游戏BUZHISHITESILA,LAOPAIHAOHUAPINPAIMENDEZHANDUIYEFEICHANGAIMEI。AODIZAIHENINGDESHIDAIJIANLIDIANCHIHEZUOGUANXIHOU,SUIJIQIANSHOUGANGKAIFANGDIANCHIJISHUDEBIYADI;BENCHIYEMEIYOUBAJIDANFANGZAITONGGELANZILIMIAN,TONGSHIHEBIYADI、NINGDESHIDAIDOUDACHENGLEDIANCHIDECAIGOUXIEYI。


TESILADEPINGHENGSHU,LINGTAZAIGENDIANCHIGONGYINGSHANGDETANPANGUOCHENGZHONGHUODEJIDADEYIJIAQUAN,“YITADELIANGZHAOGE2-3JIATONGSHIGONGHUOYESHIZHENGCHANGDE,DANGUJIYAJIAHUIHENYANZHONG,JIUKANNIDECHENGBENNENGBUNENGCHENGSHOUDELE。”SHANGSHUZHIQINGRENSHIBIAOSHI。


CHEQIDEDIQIHUOXUHAILAIZIYU,TAMENZIJIYEZAIXIAYIPANDIANCHIDEDAQI。TESILA、JILI、BAOMA、BENCHI、DAZHONG,YIJIWEIMA、YULAIDOUYIJINGYOULEZIJIDEDIANCHICHANXIANGUIHUAHUOZHETOUZIBUJU,SHENZHIBUFENCHEQIYIJINGTICHULEGUTAIDIANCHIJUTIDELIANGCHANSHIJIANBIAO。


LINGNINGDESHIDAIHEBIYADIZHEILIANGGETOUBUDIANCHIGONGYINGSHANGZHUIZHUIBUANDE,BUZHISHICHEQIDEPINGHENGSHU,HAIYOULAIZIRIHANDEJIAOJUZHE。


2019NIAN5YUE,HANGUOSKXUANCHENGCHIZI33.5YIYUANZAIZHONGGUOJIANSHEDIERZUODONGLIDIANCHIGONGCHANG;6YUE,LGHUAXUEYOUYUJILIQICHETOUZIJIN2YIMEIYUANCHENGLIHEZIGONGSI,QIZAINANJINGDEGONGCHANGYEYIJINGJIANCHENG;7YUE,SANXINGSDIYOUXUANBUZAISHANXIKAIQIKUONENGXIANGMU,TOUZI4.6YIYUANRENMINBI;SONGXIADEDONGZUOGENGZAO,YICHISHUYIMEIYUANZAIDALIANGONGCHANGXINJIANLIANGTIAOSHENGCHANXIAN,HAIZAIBUDUANDETOUZIZHONGGUODEDONGLIDIANCHIGONGSI。


XINCHEDEKAIFAZHOUQIYIBANSHIYINIANBANDAOLIANGNIAN,RIHANDIANCHIQIYEJIAKUAIZAIZHONGGUOSHICHANGDEBUJU、ZENGZI,MIAOZHUNLE2020NIANHOUDEZHONGGUODIANDONGQICHESHICHANG。


HEGUONEIDIANCHICHANGSHANGXIANGBI,RIHANDIANCHIQIYEZAICHENGBENKONGZHISHANGDEYOUSHIXIANGDUIGENGMINGXIANXIE。SNEResearchSHUJUXIANSHI,MUQIANLGHUAXUEJISKIDEMEIQIANWASHIFANGXINGDIANCHICHENGBENYUEZAI900~1000YUANRENMINBI,DIYUNINGDESHIDAIMEIQIANWASHI1000~1100YUANSHANGXIADECHENGBEN。


边锋游戏ZAIJISHUSHANG,CHULENINGDESHIDAIHEBIYADINENGYUZHIPIDI,YUQITAYAOWEIBUDEDIANCHIGONGYINGSHANGYURIHANDIANCHIQIYEDECHAYIJIAODA,WAILAISHILIDEHUSHIDANDAN,JIEXIALAIBIJIANGJIGUONEIDEDONGLIDIANCHISHICHANGDAILAICHONGJI。


稿件来源: 36氪
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