【#比亚迪李云飞回应巴菲特清仓#：感谢17年陪伴与帮助】 据新浪财经报道，9月22日，巴菲特旗下伯克希尔哈撒韦已清仓比亚迪股份。伯克希尔发言人证实，比 亚迪股份确实已全部售出。针对此事，比亚迪集团公关处总经理李云飞 @比亚迪李云飞 发文回应称， 2022年8月，伯克希尔开始陆续减持其于2008年购买的公司股票，去年6月其持股就已在5%以下了。股 票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年的投 资、帮助和陪伴，为所有的长期主义点赞。 2022年8月，伯克希尔开始减持其于2008年以2.3亿美元购入的2.25亿股比亚迪股份。截至去年6月，伯克 希尔已售出近76%的持股，使其持股比例降至比亚迪已发行股份的5%以下。根据港交所规则，持股比 例低于5%后无需披露后续减持情况。 CNBC还提示，伯克希尔能源公司（持有上述股份的伯克希尔子公司）报告显示，去年持股比例降至 5%以下后，出售仍在继续。今年一季度财报中，截至3月31日该项投资价值已归零。 2023年的一次采访中，巴菲特曾回应减持比亚迪一事称，"我们会找到这些资金更好的配置用途。"#巴 菲特曾回应减持比亚迪 据上海证券报 ...

9月21日晚间，据报道，巴菲特旗下的伯克希尔・哈撒韦已完全退出其在比亚迪（02594.SZ； 01211.HK）的投资。据统计，巴菲特持有比亚迪股票的这些年里，比亚迪的股价上涨了约3890%。 报道中称，伯克希尔发言人证实，比亚迪股份确实已全部售出。伯克希尔在其第一季度的财务文件中 称，截至今年3月31日，公司对比亚迪的这笔投资，价值列为0.0。 9月22日，比亚迪集团公关处总经理李云飞在社交平台发文称，2022年8月，伯克希尔开始陆续减持其于 2008年购买的公司股票，去年6月其持股就已在5%以下了。股票投资，有买就有卖，这是很正常的事 情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年的投资、帮助和陪伴，为所有的长期主义点 赞。 据此前报道，2008年，查理・芒格向巴菲特建议，伯克希尔一定要投资比亚迪。当时,芒格评价王传 福："（他）简直就是爱迪生和韦尔奇的混合体；他可以像爱迪生那样解决技术问题，同时又可以像韦 尔奇那样解决企业管理上的问题。" 2008年9月，巴菲特通过伯克希尔旗下的中美能源公司以每股8港元的价格认购了2.25亿股比亚迪公司的 H股股份，约占比亚迪当时配售后10%的股份，交易总金额约1 ...

9月22日上午，针对巴菲特旗下伯克希尔哈撒韦已清仓比亚迪股份的报道，比亚迪集团品牌 及公关处总经理李云飞 发文回应称，2022年8月，伯克希尔开始陆续减持其于2008年购买 的公司股票，去年6月其持股就已在5%以下了。 "股票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢 过去17年的投资、帮助和陪伴，为所有的长期主义点赞。" 此次减持过后，伯克希尔持有的比亚迪股份比例已降至4.94%。彼时就有分析人士称，巴 菲特或有清仓打算。 从首次减持，到最后一次披露减持，伯克希尔累计减持比亚迪港股数量约1.71亿股，持股 数量从2.25亿股一路减少到了5420万股，持股比例也从20.04%降至4.94%。从已披露的 减持信息来看，其减持均价最高为277.1港元/股，最低为169.87港元/股。 根据港交所规定，大股东增减持股票只有横跨某个整数百分比时，才需要作出披露。巴菲特 的减持动作远不止16次。 另外据港交所规定，持股5%以下股东的减持不需要进行披露。 在2017年的一次采访中，巴菲特曾谈到了当年决定投资比亚迪的经过，评价王传福"有非常 多的伟大的想法，并且他也非常擅长把这些想法变为现实 ...

Core Viewpoint - Warren Buffett's Berkshire Hathaway has completely exited its investment in BYD, marking the end of a significant investment that saw the stock price increase by approximately 3890% during the holding period [4]. Investment History - Buffett initially invested in BYD in September 2008, acquiring 225 million H-shares at a price of HKD 8 per share, totaling around HKD 1.8 billion, with a price-to-earnings ratio of 10.2 and a price-to-book ratio of 1.53 [6]. - Over the years, Buffett maintained a substantial stake in BYD until 2022, when he began to reduce his holdings [7]. - By August 2022, Berkshire had sold 1.33 million shares at an average price of HKD 277.1016, reducing its stake to 19.92% [7]. Recent Developments - Following a series of reductions, Berkshire's stake in BYD fell to 4.94% by July 2024, with a total of approximately 171 million shares sold, decreasing from 225 million shares [9]. - The average selling price ranged from HKD 169.87 to HKD 277.1 per share [9]. Company Performance - BYD reported a revenue of CNY 371.28 billion for the first half of the year, reflecting a year-on-year growth of 23.3% [11]. - The net profit attributable to shareholders was CNY 15.51 billion, up 13.79% year-on-year [11]. - The total sales volume for the first half of the year reached 2.146 million units, a 33.04% increase compared to the previous year [11].

Group 1 - Berkshire Hathaway has completely divested its shares in BYD, marking the end of a 17-year investment that saw significant appreciation in value [1][4] - The investment in BYD began in 2008, with Berkshire purchasing shares at HKD 8 each, which later appreciated to a peak market value of USD 9 billion in 2022, representing a 38-fold increase [2][3] - Despite fluctuations in BYD's stock price, Buffett held onto the investment for 14 years before starting to reduce his stake in August 2022, ultimately selling off the remaining shares [3][4] Group 2 - During the period of investment, BYD's stock price increased approximately 3890%, generating substantial profits for Berkshire Hathaway [4] - Buffett's decision to invest in BYD was heavily influenced by Charlie Munger, who believed in the company's potential and the capabilities of its founder, Wang Chuanfu [6] - The recent divestment is part of a broader strategy by Berkshire to find better allocation for its capital, as Buffett indicated in a 2023 interview [6] Group 3 - Despite the divestment from BYD, the Hong Kong stock market continues to attract significant capital inflows, with net inflows reaching HKD 368.51 billion over the past week [10] - Major Chinese stocks such as Alibaba and Tencent have seen substantial net purchases, indicating strong institutional interest in the market [11][12] - Investment banks like Goldman Sachs and Citigroup have raised target prices for several Chinese stocks, suggesting a positive outlook for the Chinese equity market [13][14]

记者 | 林健民 编辑 | 叶映橙 9月22日，比亚迪股份（01211.HK）低开，截至14点05分，报109.4港元/股，跌3.61%。消息面上，"巴菲特清仓比亚迪"话题登上微博热搜， 引发广泛关注。 对此，9月22日上午，比亚迪集团品牌及公关处总经理李云飞发文回应称，2022年8月，伯克希尔开始陆续减持其于2008年购买的公司股票，去 年6月其持股就已在5%以下了。"股票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年的投资、帮 助和陪伴，为所有的长期主义点赞。" 关于投资比亚迪的经过，巴菲特在2017年的一次采访中，评价王传福"有非常多的伟大的想法，并且他也非常擅长把这些想法变为现实。" 他回忆道："有一天查理·芒格打电话给我说：我们必须投资比亚迪，王传福比爱迪生更厉害。我说，凭这一点还不足以投资比亚迪。查理说， 王传福是爱迪生与比亚迪的结合体。我说，好吧，你对比亚迪的喜爱越来越热烈了，但还不足以让我投资。不管怎样，查理坚持要买比亚 迪。" 公开消息显示，2008年9月26日，在芒格的积极推动下，巴菲特通过伯克希尔·哈撒韦旗下的中美能源公司以每股8港元的价格认购了2. ...

Group 1 - Berkshire Hathaway has completely exited its investment in BYD, marking the end of a 17-year investment journey by Warren Buffett [1] - Berkshire began reducing its stake in BYD in August 2022, with its holdings falling below 5% by June 2023 [1] - Buffett initially invested in BYD in September 2008, purchasing 225 million H-shares at HKD 8 per share, totaling approximately HKD 1.8 billion [1] Group 2 - During Buffett's investment period, BYD's stock price increased by approximately 3890% [1] - From 2008 to 2024, BYD's revenue grew from CNY 27.73 billion to CNY 777.1 billion, a 27-fold increase, while net profit rose from CNY 1.02 billion to CNY 40.25 billion, nearly a 40-fold increase [2] - In the first half of 2025, BYD achieved revenue of CNY 371.28 billion, a year-on-year increase of 23.3%, and a net profit of CNY 15.51 billion, up 13.79% year-on-year [2]

针对巴菲特旗下伯克希尔哈撒韦已清仓比亚迪股份的报道，比亚迪集团公关处总经理李云飞发文回应称，2022 年8月，伯克希尔开始陆续减持其于2008年购买的公司股票，去年6月其持股就已在5%以下了。 股票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年的投资、帮 助和陪伴，为所有的长期主义点赞。 来源：@比亚迪李云飞 编辑：乔伊 ...

据悉， 从2008年9月至2025年9月的这约17年间，巴菲特已累计减持比亚迪H股至少16次，累计套利至少80.71亿港元。 21日晚间，据外媒报道，美国知名投资人沃伦・巴菲特旗下的伯克希尔・哈撒韦已完全退出其在比亚迪（02594.SZ；01211.HK）的投资。伯克希尔的一 位发言人证实，其比亚迪的全部持仓确实已被出售。 据统计，巴菲特持有比亚迪股票的这些年里，比亚迪的股价上涨了约3890%。 2022年8月，伯克希尔开始减持比亚迪股份。根据港交所的数据，巴菲特减持比亚迪股份主要经历了两个阶段。自2022年8月24日起至2023年10月25日，港 交所共披露13次减持行为，伯克希尔对比亚迪股份的持股比例降至7.98%。时隔八个月后，2024年6月11日，港交所再次开始披露伯克希尔的减持动作。 去年7月16日，伯克希尔减持139.55万股比亚迪股份，随后持仓比例降至5%以下。 "伯克希尔发言人证实，比亚迪股份确实已全部售出。"上述报道称。 巴菲特尚未详细解释伯克希尔为何出售，但在2023年， 他对外表示，比亚迪是一家由"非凡的人"经营的"非凡公司"，不过"我认为我们会找到一些让我感 觉更好的用钱之处"。 针对 ...

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, has completely divested its stake in BYD, marking the end of a significant investment that began in 2008 [1][3]. Group 1: Investment History - In 2008, Berkshire Hathaway purchased 225 million shares of BYD for $230 million, following the advice of Charlie Munger [3]. - Over the years, BYD's stock price increased by approximately 3890% during Berkshire's investment period [3]. Group 2: Recent Developments - Starting in August 2022, Berkshire began to reduce its holdings, which had reached a peak of $9 billion (approximately 640.3 billion RMB) in the second quarter of 2022 [5]. - By June 2024, Berkshire had sold nearly 76% of its shares, reducing its ownership to below 5% of BYD's circulating shares, which no longer required further disclosure under Hong Kong Stock Exchange rules [5]. - In the first quarter of 2023, Berkshire's financial report indicated that the investment in BYD was valued at zero, confirming the complete divestment [5]. Group 3: Company Response - BYD's General Manager of Brand and Public Relations, Li Yunfei, acknowledged the divestment, emphasizing the normalcy of buying and selling in stock investments and expressing gratitude for the support received from Buffett and Munger over the years [1][5]. Group 4: Buffett's Perspective - Although Buffett did not provide specific reasons for the sale, he previously described BYD as an "extraordinary company" run by an "extraordinary person," while suggesting that he would find "better things" related to money [7].