多位产业链人士透露，ODM厂商接单时按原成本报价，生产时内存涨价，亏本交货已成常态。渠道商则面临库存贬值与补货成本上升的双重压力——手头的库存按原价销售亏本，按新价销售又面临消费者接受度考验。
这22亿元，更像是李斌打出的又一个“缓兵之计”——蔚来的根本焦虑，是否因此有所改变？
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