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]

三井物产：伯克希尔哈撒韦公司增持该公司投票权股份至10%以上。 来源：滚动播报 ...

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].

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9月22日发 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。 ...

据报道，巴菲特旗下伯克希尔·哈撒韦公司已清仓所持比亚迪的股份。对此，第一财经早间以投资者身 份致电比亚迪投资者关系部询问，对方回应："是真的，（伯克希尔）减持已经持续很久了。" 同日，比亚迪集团公关处总经理李云飞发文回应称，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。 （文章来源：第一财经） ...

Core Viewpoint - Berkshire Hathaway has completely divested its stake in BYD, marking the end of a 17-year investment relationship that saw significant appreciation in BYD's stock value [1][2]. Group 1: Investment Timeline - Berkshire Hathaway began reducing its stake in BYD in August 2022, with its holdings falling below 5% by June 2023 [1][2]. - The market value of BYD shares held by Berkshire had increased by 41% to $9 billion before the reduction began [2]. - As of June 2024, Berkshire had sold nearly 76% of its BYD shares, leaving a holding slightly below 5% of BYD's circulating shares [2]. Group 2: Historical Context - Berkshire initially acquired 225 million shares of BYD in September 2008 at HKD 8 per share, representing about 10% of BYD post-placement [2][3]. - During the 17 years of holding, BYD's stock price surged approximately 3890% [4]. - Warren Buffett and Charlie Munger's decision to invest in BYD was influenced by Munger's strong belief in BYD's CEO, Wang Chuanfu, and his innovative capabilities [4]. Group 3: Recent Developments - A recent report indicated that the investment's book value had reached zero as of March 31, 2023, according to Berkshire Hathaway Energy's financial statements [2]. - Buffett acknowledged BYD as an "excellent company" but suggested that Berkshire would seek more reassuring uses for its capital [4].

Group 1 - Berkshire Hathaway has completely exited its stake in Chinese electric vehicle manufacturer BYD, which was initially a profitable investment [1][3] - The company began reducing its holdings in August 2022, having purchased 225 million shares for $230 million in 2008, with the value surging by 41% to $9 billion in Q2 of the same year [1][4] - By June of the previous year, Berkshire had sold nearly 76% of its shares, reducing its stake to below 5% of BYD's circulating shares, which allowed it to stop disclosing further reductions [1][4] Group 2 - Berkshire Hathaway Energy reported the investment value as zero as of March 31, confirming the complete sale of BYD shares [3][4] - The initial investment was made 17 years ago under the recommendation of Charlie Munger, who described BYD and its CEO as a "damn miracle" [6] - Warren Buffett acknowledged BYD as an "extraordinary company" but indicated a preference for reallocating funds elsewhere [8] Group 3 - Concurrently, Berkshire sold nearly all of its stake in TSMC (approximately $4 billion), with Buffett expressing concerns about the current economic environment [8] - Buffett and Jamie Dimon have advocated for companies to stop providing quarterly earnings guidance, arguing it leads to unhealthy short-term profit focus at the expense of long-term strategy [9][10] - They emphasize the importance of companies continuing to provide actual performance reports to allow stakeholders to assess progress reliably [10]