进入2024年,恒大汽车遭遇两大噩耗,可能这一次真的要玩完。其实,自从许家印被抓的那一天起,恒大大厦就已宣告坍塌。
大厦已倾,安有完卵,恒大汽车的命运早就注定。值得注意的是,许家印之后,恒大系第八位高管被抓,这滩浑水越来越深,套在恒大头上的紧箍咒越来越紧了。
1. 恒大汽车40亿救命钱黄了
去年8月份,许家印被抓前的前一个月,纽顿集团高调战略投资恒大汽车,合计将出资约40亿人民币,获得恒大汽车27.5%的股份。
名不见经传的纽顿集团,身上具有浓厚中东色彩。作为阿联酋新能源汽车第一股,纽顿集团也是阿联酋唯一一家在美上市的电动车企业。
但吊诡的是,号称在迪拜、中国、美国均有大布局的纽顿集团,居然在2020年-2022年连续三年无任何营收,让人百思不得其解。
后来,媒体曝光称,纽顿集团老板吴楠和多位高管均为土生土长的中国人。
纽顿集团前身是一家中国天津企业,并非真正意义上的中东土豪企业,与正威集团创始人、有“世界铜王”之称的王文银有着千丝万缕的联系,而王文银也在许家印的朋友圈里。
但2024年的第一天,恒大汽车就迎来噩耗:
纽顿集团股份认购协议及债转股认购协议已于2023年12月31日失效。这意味着,恒大汽车40亿元的救命钱彻底告吹。
2. 许家印之后又一位高管被抓
遭遇救命钱告吹的致命一击之后,恒大汽车总裁又被抓,这仿佛成了压垮骆驼的最后一根稻草。
1月8日,恒大汽车突发公告,其执行董事刘永灼因为涉嫌违法犯罪,已被依法刑事拘留。惊天大雷爆发,市场一片哗然,恒大汽车股价断崖式暴跌。
刘永灼是恒大集团的一个关键人物,2003年加入恒大,曾任中国恒大副总裁,分管广州恒大淘宝足球俱乐部、恒大文化产业集团、恒大农牧集团、恒大互联网金融集团、恒大高科技集团等。
近年来,刘永灼更被许家印委以重任,让其负责恒大汽车业务,担任恒大汽车执行董事及副董事长、总裁,以及恒大新能源科技集团董事长、整车研究院院长等职务。
他最后一次现身是在2023年12月26日,刘永灼出席大客户交车仪式,表示恒驰5交付量稳步提升,但并未透露具体交付量。
其实,被刘永灼称为“30万以内最好的纯电SUV”的恒驰5,因为资金、市场等多方面原因,据悉交付量仅在千余辆,基本上聊胜于无。
3. 恒大的这滩浑水越来越深
2021年-2022年,恒大汽车两年间累计巨亏840亿元,如果再叠加之前几年的亏损,已经远超千亿元了,堪称国内亏损额最大的新势力车企。
换而言之,恒大汽车每卖出一辆车,就亏上亿元。这很不正常,到底是做慈善,还是其中有猫腻呢?
截至2022年底,恒大汽车负债总额为1838.72亿元,而总资产仅为1152.2亿元,已经严重资不抵债。
原本资金链就断裂,不仅资不抵债,而且交付非常困难,无法自我造血,如今又失去了“救命钱”,执董和总裁还被抓了,恒大汽车似乎已经找不到任何翻盘的可能。
事实上,恒大汽车只是恒大事件的冰山一角。据不完全统计,恒大系被抓的人已经高达九位。
在刘永灼之前,多名恒大系高管早已被带走调查或被警方控制,包括恒大原首席财务官潘大荣、恒大原执行总裁柯鹏、恒大财富总经理杜亮、恒大人寿原董事长朱加麟等。
许家也有两人被抓,分别是许家印和其二儿子许滕鹤。
此外,恒大物业前董事长甄立涛,以及恒大二号人物——恒大集团董事局副主席、总裁夏海军,网传都已经被调走调查。
如此多的高管被抓,恒大这滩浑水越来越深。
大面积的高管被一锅端,这说明恒大从外到里已经烂透了,所涉及到的违法犯罪事实可能触目惊心,严重的让我们实在无法想象。
虽然许家印被抓,但通过“技术性离婚”,他的老婆丁玉梅拿着几百亿跑路去了海外,其儿子还有23亿的家族信托基金护体。
对比之下,那些没有拿到房子的买房人,没有拿到回款的供应商,没有拿到资金的债权人,有多可怜?这样的悲剧,但愿以后不再重演。
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