围绕车圈下一个恒大问题,海豚君通过《比亚迪:到底会不会成下一个恒大?》(已发布在长桥App,可以添加小助手微信“dolphinR124”获取)一文详解汽车产业链供应链账款问题,并指出:类似比亚迪这种无论是供应链融资,还是垂直一体化重资产运作,均需维持苛刻的高销量。一旦汽车行业激烈竞争导致销量停滞,强势的供应链金融也可能翻车,不仅重创车企财务报表,更易引发上游供应链资金断裂的系统性风险。但海豚君刚做...
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