巴菲特清仓电车企业,代表着一个时代的终结,电车到了转折点
Sou Hu Cai Jing·2025-09-28 14:36

Group 1 - The electric vehicle (EV) market has reached a peak with EVs accounting for 60% of new car sales, but concerns arise as Warren Buffett has completely divested from an EV company, signaling potential issues in the industry [1][3] - The EV company in question had its peak sales last year at 500,000 units per month, but has struggled to replicate that success this year, with monthly sales only reaching around 400,000 units [3] - The overall EV industry continues to see growth, but there are signs of decline in certain segments, such as range-extended and plug-in hybrid vehicles, with range-extended vehicle sales dropping nearly 10% [3] Group 2 - The Chinese used car market is significant, with used car transactions in the first seven months of the year accounting for over 60% of new car sales, raising questions about the sustainability of high new car sales [5] - In 2024, the volume of used cars with less than 50 kilometers driven is projected to be 12.7%, indicating a close relationship between new and used car sales [5] - The cancellation of the full exemption on EV purchase tax next year, along with rising charging costs and higher insurance fees compared to fuel vehicles, raises doubts about the continued dominance of EVs over fuel vehicles [5][7] Group 3 - A fuel vehicle company is increasing its investment in fuel engine technology, suggesting that companies without their own fuel engine technology may struggle in the long term [7] - The global market still sees over 80% of its share held by fuel vehicles, indicating a potential resurgence of interest in fuel vehicles as the EV market faces challenges [7]