$赛力斯 (SH601127)$
蔚来：现金储备 573 亿元，年亏损 226 亿，至少还能玩 2 年半
小鹏：现金储备 365 亿元，年预计亏损 120 亿，至少还能玩 3 年
理想：现金储备 913 亿元，年盈利 117 亿，蔚来、小鹏留下了不争气的口水
小米：现金储备 1276 亿元，已投入 72 亿，背靠手机业务，雷子冲啊
零跑：现金储备 88 亿元，年预计亏损 50 亿，2023 年价格卷王在钢丝上跳舞啊
哪吒：现金储备 100 多亿，年预计亏损 100 亿，会不会是下一个威马和高合？
2024 年，谁去谁留？
$比亚迪 (SZ002594)$ $宁德时代 (SZ300750)$
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