国资进场,蔚来卖身获百亿投资续命,但李斌却与新金主貌合神离!

网易新闻2020-04-30

与死神搏斗一年多后，李斌终于松了一口气。他所创立的全球汽车业亏损王之一蔚来（NYSE: NIO）迎来了新金主，近日，该公司中国总部正式宣布嫁入合肥经济技术开发区，此举换回了合肥方面70亿元的彩礼，足够烧上半年了。问题是，这一次到底是一群独具慧眼的投资者发现了一枚埋没已久的金子，还是一个遭无数人嫌弃的烫手山芋找到了接盘侠呢？答案很可能是后者。蔚来的To G能力提高了！消息一出，一位资深媒体人第一反应...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

潜水员1002号
2020-05-01
潜水员1002号
作者的屁股实在是坐的太歪了，哈哈哈😂
狮子的未来
2020-05-01
狮子的未来
通篇都是假设，猜测，推断。极不靠谱
nomi
2020-05-01
nomi
你能挣多少昧心钱，去买棺材吧！
天涯大饼
2020-05-01
天涯大饼
腾讯这是为了跟投获得更好的筹码条件来写这篇稿子的吗？
安望永夏
2020-05-01
安望永夏
这标题起的，呵呵
大鹏要努力找方法
2020-05-01
大鹏要努力找方法
带着如此深的偏见写财经新闻，这记者水平可以的

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G能力提高了。在相当长一段时间内，蔚来的资金都来自于李斌强大的朋友圈，几乎每个人都听说过刘强东10秒就说yes的故事。作为国内互联网界的知名人物，李斌不仅参与过当当网的创办工作，还亲手运作了易车网、易鑫、摩拜，并投资了一大波出行企业，一度被称为出行教父。这些光鲜的资历，既让这位北大高材生与刘强东、俞敏洪等大佬成了朋友，也结识了大量的明星投资机构。当同行们热衷于从地方政府手中一边拿钱一边跑马圈地的时候，李斌或许满脸的鄙夷，造车新势力一哥的名头使他深信自己能够独自扛起一面大旗。不幸的是，造车的困难超出了想象，一年亏损上百亿元与遥遥无期的盈利，很快吓退了李斌的朋友圈，上市后没多久，李斌就踏上了找钱的征途。穷在闹市无人问，富在深山有远亲。曾经一股难求的蔚来现在成了让人唯恐避之不及的丧门星，一年时间愣是没有找到一个接盘侠，更不要说那些精明的投资机构了，就是原来连游侠汽车都不放过的浙江湖州也不愿施以援手，北京亦庄国投注资百亿闹剧尤其令人难堪，李斌官宣之后被人家啪啪打脸。最悲惨的时候，蔚来的股价曾直逼1美元退市红线，整个市值不到瑞幸的十分之一，不得不靠两大股东李斌与腾讯不断接济一点儿续命。不久前，李斌还在慨叹，蔚来持有的现金余额已不足以维持未来12个月的运营。天无绝人之路。经历接二连三的挫败后，李斌终于撞到了财神----江淮首郡、吴楚要冲的合肥。合肥的难言之隐据天眼查，新进的几大战略投资者均是清一色的国资背景，合肥市建设投资控股（集团）有限公司系合肥市国资委100%出资组建，安徽省高新技术产业投资有限公司的最终所有者为安徽省国资委，而国投招商投资管理有限公司的第一、二大股东背面则有着招商局、国开集团的身影。为了赢得蔚来的芳心，安徽与合肥两级国资悉数出动，显然是拼了。这也难怪，一个汽车品牌的落户具有一箭三雕的效果，既能有效拉动GDP，又能带来大量的就业机会，还有助于优化一个地区的产业结构。合肥对于蔚来这样一个北京、湖州拒掉的对象仍然不离不弃，除几大常规理由外，还有一个难言之隐。自2016年以来，当地知名上市公司也是安徽汽车业的两块招牌之一江淮汽车就是蔚来的代工厂，从ES8到ES6一直在这里生产。最近几年，江淮汽车自有业务颓势尽显，仅2017-2019年三年扣非净利润就直逼-30亿元，虽然人人都知道蔚来是一个无底洞，但再小的苍蝇也是肉，急于抓住一根救命稻草的合肥与江淮汽车无法承受失去李斌的损失。蔚来中国总部不论落户到安徽以外的任何一个地方，都必然会更换合作伙伴或自建工厂，带走这部分订单，正因为如此，合肥充当李斌的救世主早已注定，只是蔚来此前过分抬举了自己，非北京、上海、浙江等不嫁，从而错过了最好的开价机会。在去年那次与北京亦庄只差临门一脚的交易中，双方的协议金额为100亿元，如今合肥方面仅出了70个亿，缩水30%，不过，即便如此，合肥收获的也不是一笔完美的买卖，到处碰壁的蔚来如果靠这笔资金就能绝处逢生也不至于到处碰壁了，不要说今后是否需要继续向这个无底洞投钱，就是对于当前的协议，李斌能否履约也有很大不确定性。李斌的小九九根据协议，蔚来将向蔚来中国的主体蔚来（安徽）控股有限公司注入中国范围内的整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产，以上业务与资产根据2020年4月21日前30个交易日蔚来市值平均值的85%估值177.7亿元。在新金主同意注资70亿元的时候，蔚来亦承诺投入42.6亿元配套，并最晚在2021年3月31日前分五次履行完毕，今年6月底前就要投入25.6亿元。年报显示，截至去年末，蔚来账上的现金、现金等价物、受限现金及短期投资合计10.56亿元，算上蔚来在刚刚结束的第一季度完成的4.35亿美元可转债融资，李斌的筹码也不过41亿元，按照以往的烧钱速度，蔚来单季亏损额应该不会低于20亿元，这意味着李斌在未来五个月内须填50亿的缺口。眼下的疫情进一步增加了不确定性。根据蔚来数据，2020年第一季度，李斌总计交付了3838辆，少于去年同期的3989辆。今年一整年，全球汽车业都难有转机，与此同时，蔚来预计年中发布的第三款量产车EC6一如既往地面向中高端市场，对销量贡献有限。内忧外困之下，李斌似乎没有与合肥同心协力共克时艰之意。2月25日，蔚来与合肥市签署框架协议时仅涉及设立蔚来汽车中国总部，建立研发、销售和生产基地，启动EC6量产项目等事宜，并未提及蔚来换电站业务。两个月后，蔚来换电站最终被装入蔚来中国总部。李斌明显有着将蔚来换电站独立出来的小九九，而换电站正是蔚来汽车的咽喉，离开了它，蔚来汽车就得趴下，与价格竞争日趋激烈的整车相比，换电站业务的想象空间也更大一些。每一场始于貌合神离的婚姻都不会有一个圆满的结果。此外，李斌与广汽还成立了一个广汽蔚来，这个怪胎曾让许多人看不懂，蔚来中国与广汽蔚来是否存在利益冲突，也是一道待解的难题。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":924690292,"gmtCreate":1588317273516,"gmtModify":1704367349454,"author":{"id":"3499975339339599","authorId":"3499975339339599","name":"潜水员1002号","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3499975339339599","authorIdStr":"3499975339339599"},"htmlText":"作者的屁股实在是坐的太歪了，哈哈哈😂","listText":"作者的屁股实在是坐的太歪了，哈哈哈😂","text":"作者的屁股实在是坐的太歪了，哈哈哈😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924690292","repostId":2031315411,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":924604086,"gmtCreate":1588315091945,"gmtModify":1704367345991,"author":{"id":"3536147701744283","authorId":"3536147701744283","name":"狮子的未来","avatar":"https://static.tigerbbs.com/17145f50cce77a36e940e7728ac4cae6","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3536147701744283","authorIdStr":"3536147701744283"},"htmlText":"通篇都是假设，猜测，推断。极不靠谱","listText":"通篇都是假设，猜测，推断。极不靠谱","text":"通篇都是假设，猜测，推断。极不靠谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924604086","repostId":2031315411,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":924860346,"gmtCreate":1588284711485,"gmtModify":1704367264806,"author":{"id":"3548293389464201","authorId":"3548293389464201","name":"nomi","avatar":"https://static.tigerbbs.com/a99e0bdb38e05d22ed84b454cdf9bb0b","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"idStr":"3548293389464201","authorIdStr":"3548293389464201"},"htmlText":"你能挣多少昧心钱，去买棺材吧！","listText":"你能挣多少昧心钱，去买棺材吧！","text":"你能挣多少昧心钱，去买棺材吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924860346","repostId":2031315411,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":924897039,"gmtCreate":1588267260021,"gmtModify":1704367226088,"author":{"id":"3540870980348358","authorId":"3540870980348358","name":"天涯大饼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3540870980348358","authorIdStr":"3540870980348358"},"htmlText":"腾讯这是为了跟投获得更好的筹码条件来写这篇稿子的吗？","listText":"腾讯这是为了跟投获得更好的筹码条件来写这篇稿子的吗？","text":"腾讯这是为了跟投获得更好的筹码条件来写这篇稿子的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924897039","repostId":2031315411,"repostType":2,"isVote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