本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【机构称日本央行减持ETF冲击有限】瑞士宝盛银行固定收益分析师Magdalene Teo和Louis Chua指出， 日本央行逐步出售ETF和REIT持仓的举措，不太可能对日本股市造成长期拖累。 尽管该消息致使周五 日经225指数和东证股价指数随之下跌，但分析师强调，日本央行持有的股票规模，相较于国内及国外 投资者的总持仓而言，占比并不大。 以当前的减持速度计算，日本央行可能需要约120年才能完全清空 其持股。 投资者可利用短期市场波动带来的回调机会，布局基本面未受影响的优质企业。 目前，该机 构对日经225指数的目标点位设定在46000点。 ...

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 - Softstone Power (301236.SZ) announced a share reduction plan by its controlling shareholder Liu Tianwen and his action-in-concert party, Softstone Intelligent Venture Capital Partnership, due to personal financial arrangements [1][2] Group 1: Share Reduction Plan - Liu Tianwen holds 226,354,751 shares, accounting for 23.75% of the total share capital, while Softstone Intelligent holds 46,271,037 shares, accounting for 4.86% [1] - The planned reduction is up to 19,058,822 shares, representing no more than 2% of the total share capital, to be executed within three months after the announcement [1] - The reduction will be conducted through a combination of centralized bidding and block trading, with each method allowing for a maximum reduction of 9,529,411 shares (1.00% of total share capital) [1] Group 2: Financial Performance - As of September 19, Softstone Power's closing price was 56.08 yuan, which implies a potential cash-out of no more than 1.069 billion yuan from the planned share reduction [2] - In 2024, the company reported revenue of 31.316 billion yuan, a year-on-year increase of 78.13%, but net profit attributable to shareholders decreased by 66.21% to 180 million yuan [3] - For the first half of 2025, the company achieved revenue of 15.781 billion yuan, a 25.99% increase year-on-year, but reported a net loss of 143 million yuan [4]

9月21日晚间消息，一份财报显示，巴菲特旗下伯克希尔·哈撒韦已经清仓了比亚迪股份。 随后伯克希尔的一位发言人证实，比亚迪的全部持仓确已售出。 2008年9月，伯克希尔·哈撒韦公司以每股8港元的价格，认购比亚迪2.25亿H股。持股14年后，伯克希尔· 哈撒韦于2022年8月开始陆续减持比亚迪。 2024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。 按照香港交易所的规定，一旦持股跌破5%的水平，伯克希尔不再需要披露其后续的减持情况，当时公 司尚持有5400万股。 据第一财经报道，从2008年9月~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。 有投资人注意到，持有比亚迪股份的伯克希尔能源子公司在其第一季度财务文件中，将该项投资的账面 价值列为零。 在2009年的年度股东大会上，查理·芒格告诉股东，尽管看起来"巴菲特和我好像疯了"，但他认为这家 公司及其首席执行官王传福是一个"了不起的奇迹"。在伯克希尔持有期间，比亚迪的股价大约上涨了 3890%。 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 ...

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2.25亿股比亚迪公司的H股股份，约占比亚迪本次配售后10%的股份，交易总金额约18亿 港元。巴菲特买入比亚迪时对应的市盈率仅10.2倍、市净率1.53倍。 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%。 持股14年后，伯克希尔·哈撒韦于2022年8月开始陆续减持比亚迪。 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%。 9月21日，据媒体报道，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，比亚 迪暂未回应。 伯克希尔·哈撒韦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。 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。" 综合自：澎湃新闻、第一财经、中国基金报 责编：叶舒筠 校对：祝甜婷 时隔八个月后，2024年6月11日，港交所再次开 ...

巴菲特清仓 9月21日晚间消息，一份财报显示，伯克希尔·哈撒韦已经清仓了比亚迪股份。 有投资人注意到，持有比亚迪股份的伯克希尔能源子公司在其第一季度财务文件中，将该项投资的账面价值列为零。 随后伯克希尔的一位发言人证实，比亚迪的全部持仓确已售出。 根据伯克希尔能源公司的财报中列示的投资金额，自持股比例在去年降至5%以下后，出售仍在持续。 8月29日晚间，比亚迪发布的财报显示，2025年上半年的毛利同比增长18.24%，归母净利润同比增长13.79%，增速持续下滑。 比亚迪上半年实现营收3712.8亿元，同比增长23.3%；归属于上市公司股东的净利润为155.1亿元，同比增长13.79%。销量方面，今年上半年，比亚迪累计销 量为214.6万辆，同比增长33.04%。 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 ...

巴菲特清仓 9月21日晚间消息，一份财报显示，伯克希尔·哈撒韦已经清仓了比亚迪股份。 有投资人注意到，持有比亚迪股份的伯克希尔能源子公司在其第一季度财务文件中，将该项投资的账面价值列为零。 随后伯克希尔的一位发言人证实，比亚迪的全部持仓确已售出。 根据伯克希尔能源公司的财报中列示的投资金额，自持股比例在去年降至5%以下后，出售仍在持续。 （原标题：突发！巴菲特被曝已清仓比亚迪 伯克希尔发言人证实：已全部售出） 大家好，关注一则消息，巴菲特清仓了比亚迪。 比亚迪上半年实现营收3712.8亿元，同比增长23.3%；归属于上市公司股东的净利润为155.1亿元，同比增长13.79%。销量方面，今年上半年，比 亚迪累计销量为214.6万辆，同比增长33.04%。 不过，数据显示，比亚迪二季度营收达2009.2亿元，同比增长14%，环比增长17.9%；然而净利润仅为63.6亿元，同比下滑29.9%，环比下降 30.6%，这是自2022年以来比亚迪首次出现季度利润下滑，显著低于市场预期。 对此，比亚迪表示，中国汽车行业竞争日益激烈，"一口价"等行业乱象扰乱正常的商业秩序。 2008年9月，巴菲特听从了已经去世的老搭档查理· ...

Core Viewpoint - The announcement by Yaqi International regarding the share reduction plan by five directors and executives, including Chairman Guo Baichun, has sparked widespread discussion among investors, particularly due to Guo's legal troubles and the implications for the company's governance and financial reporting [1][4]. Group 1: Share Reduction Plan - Five directors and executives plan to reduce their holdings by a total of up to 540,000 shares, representing 0.06% of the company's total share capital, with Guo Baichun intending to reduce up to 270,000 shares [1][3]. - The share reduction is characterized as a normal personal decision by shareholders, and the company claims it is not aware of the specifics of Guo Baichun's legal case [2][3]. Group 2: Legal Issues Surrounding Guo Baichun - Guo Baichun has been arrested on charges of embezzlement and abuse of power, which has led to his inability to attend board meetings and ensure the accuracy of the company's financial reports [4][5]. - Legal experts have indicated that while Guo cannot sign the semi-annual report, he is permitted to issue a share reduction notice as it pertains to his rights as a shareholder [6][7]. Group 3: Financial Context and Implications - The company's stock price has seen a significant increase of 81.10% year-to-date, reaching a peak of 39.02 yuan, which is the highest level in nearly three years [3]. - Guo Baichun's potential proceeds from the planned share reduction could exceed 9 million yuan based on the current stock price, while his pre-tax remuneration from the company for 2024 is reported to be 3.2839 million yuan [8].

Core Viewpoint - The announcement by Yaqi International regarding the share reduction plan by five directors and executives, including Chairman Guo Bochun, has sparked widespread discussion among investors, particularly due to Guo's legal issues and the implications for the company's governance and financial reporting [1][4][5]. Group 1: Share Reduction Plan - Five directors and executives, including Guo Bochun, plan to reduce their holdings by a total of up to 540,000 shares, representing 0.06% of the total share capital [1][3]. - The planned reductions include Guo Bochun's maximum reduction of up to 270,000 shares, with the other four executives planning to reduce their holdings by 72,000 shares each and one by 54,000 shares [3][8]. - The company clarified that these reductions are normal personal actions by shareholders and that the five individuals are not the controlling shareholders or actual controllers of the company [3][8]. Group 2: Legal Context and Implications - Guo Bochun is currently under legal scrutiny, having been arrested on charges of embezzlement and abuse of power, which has raised questions about his ability to fulfill his duties as chairman [4][5][7]. - Despite being unable to attend board meetings and sign the semi-annual report, legal experts have stated that Guo can still issue a share reduction notice as it pertains to his rights as a shareholder [6][7]. - The company has stated that it is unaware of the specific details regarding Guo's legal case, indicating a potential disconnect between management and governance issues [2][8]. Group 3: Market Performance and Future Outlook - Yaqi International's stock price has seen significant growth, with an increase of 81.1% year-to-date, reaching a peak of 39.02 yuan per share on September 16, marking a three-year high [3][8]. - The company’s stock performance is influenced by rising potassium fertilizer prices, which have contributed to a favorable market outlook [3].

Core Viewpoint - Digital Video Technology plans to reduce its stake in Bohui Technology to enhance asset efficiency and maximize shareholder value [1] Group 1: Shareholding Changes - Digital Video Technology currently holds 6.5939 million shares of Bohui Technology, representing 8.23% of its total share capital [2] - Digital Video Technology was once the controlling shareholder of Bohui Technology but transferred 25% of its shares to Sun Chuanming in May 2016, making him the largest shareholder [2] - The company has previously announced multiple plans to reduce its holdings in Bohui Technology, including a plan in April 2023 to sell up to 113.6 thousand shares, or 2% of Bohui's total share capital [2] Group 2: Financial Performance - In June 2023, Digital Video Technology reduced its holdings by 567.5 thousand shares, approximately 1% of its total shares [3] - From July to September 2024, the company sold another 800.88 thousand shares, also about 1% of Bohui's total share capital [4] - In the first half of 2025, Digital Video Technology reported revenue of 265 million yuan, a year-on-year increase of 24.66%, and a net profit of 16.7 million yuan, a significant increase of 2747.64% [5] Group 3: Bohui Technology's Performance - Bohui Technology has faced declining performance, with revenues of 157 million yuan, 192 million yuan, and 173 million yuan from 2022 to 2024, and net losses of 31.12 million yuan, 43.17 million yuan, and 38.47 million yuan during the same period [5] - In the first half of 2025, Bohui Technology's revenue decreased by 9.45% to 51.2 million yuan, with net losses of 16.9 million yuan and 19.4 million yuan, reflecting a reduction in losses of 24.08% and 17.69% respectively [5] - The company attributes its challenges to budget constraints from clients in media, education, and government sectors, leading to delayed demand and extended project timelines [6]