清流|赊账的蔚来汽车:2024年账期超过197天 资金饥渴症何时能解?

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蔚来(09866.HK)完成40.3亿港元新股配售。2024年蔚来继续亏损224亿元,累计亏损近千亿,且流动负债超流动资产。其应付账款及应付票据逼近350亿元,周转天数从2021年的118天拉长到2024年的197.64天。2024年总收入657.32亿元,销售成本592.39亿元等。蔚来还通过电池销售、融资租赁等方式增加收入融资,但仍未走出资金紧张局面,距李斌“第四季度盈利”承诺只剩6个多月。

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