哪吒汽车破产重整，董事长已离沪！押注整车的桐乡何去何从？

Core Viewpoint - Nezha Auto has officially entered bankruptcy reorganization, highlighting the challenges faced by the new energy vehicle industry amid fierce competition and declining sales [1][4]. Group 1: Company Overview - Nezha Auto, founded in 2014, initially gained traction in the new energy vehicle market, achieving sales of 152,100 units in 2022, making it the top player among new car manufacturers [4][10]. - However, sales plummeted to 64,500 units in 2024, representing a 49.37% year-on-year decline [4]. Group 2: Regional Impact - The city of Tongxiang invested heavily in Nezha Auto, providing significant financial support, including a total of 1.83 billion yuan from local state-owned enterprises between 2022 and 2023 [13]. - The automotive supply chain in Tongxiang has grown, with over 200 related companies and an industry output value exceeding 35 billion yuan [12]. Group 3: Industry Challenges - The new energy vehicle sector is undergoing a brutal elimination process, with both traditional and new brands facing risks of being pushed out of the market due to fluctuating sales and competition [4][16]. - The investment intensity required for automotive manufacturing, coupled with the need for ongoing resource input, poses significant challenges for smaller cities attempting to attract and sustain automotive industries [16][25]. Group 4: Future Prospects - The shift towards intelligent vehicles represents a new opportunity for cities, focusing on smart components and software rather than just vehicle manufacturing [23][24]. - Tongxiang has initiated efforts to develop a smart connected vehicle ecosystem, with over 60 companies in the sector already established [26].