Workflow
新能源汽车技术竞争
icon
Search documents
一笔跨越17年回报率高达3890%的投资画上句号
Jing Ji Guan Cha Wang· 2025-09-22 07:00
三年内减持直至清仓 2008年9月,伯克希尔·哈撒韦公司以每股8港元的价格,认购了比亚迪2.25亿H股,总计斥资2.3亿美元, 占总股本的9.89%。 当时,巴菲特是听从了查理·芒格的建议,最终做出这一决定的。查理·芒格是巴菲特的黄金搭档,素 有"幕后智囊"和"最后的秘密武器"之称。这一投资决策在当时全球金融危机背景下显得尤为大胆。 查理·芒格在2009年股东大会上坦言,这个投资决定让"沃伦和我好像疯了"。但他认为,比亚迪及其 CEO王传福是个"该死的奇迹"。 "股神"巴菲特清仓了持有长达17年的比亚迪(002594)股票,2.3亿美元变为接近80亿美元,回报率高 达惊人的3890%。 9月21日,巴菲特旗下伯克希尔·哈撒韦公司已经确认清仓比亚迪所有股份的消息。这段始于2008年的投 资,最终以近40倍的回报率落幕,成为中国新能源汽车产业发展史上最具标志性的投资案例之一,也成 为巴菲特投资生涯中最成功的案例之一。 9月22日早上,比亚迪集团公关处总经理李云飞发文回应称,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,为长期主义点赞。 随着时间的推移,比亚迪的表现逐渐证明了查理·芒格和巴菲 ...
车圈动作密集,超充赛道将成下一个竞争点?
3 6 Ke· 2025-06-24 03:09
New Car Launches - Leapmotor C16 officially launched with 8 models priced between 151,800 to 181,800 yuan, featuring upgrades in comfort, range, intelligence, and design [1][3] - The new C16 includes a 5-seat version, with an extended range version equipped with a 38.7 kWh battery, offering a pure electric range of 280 km and a comprehensive CLTC range of 1,150 km [1][3] - The new model's pure electric version has a range increase to 630 km, positioning it against competitors like BYD Tang and GAC Trumpchi [3] - The IM LS7 facelift launched at a price of 329,900 yuan, featuring design and interior upgrades, standard 800V high-voltage platform, and a new rear-wheel steering system [4][6] - The new Buick E5 launched with three models priced between 169,900 to 189,900 yuan, featuring 47 improvements over the previous model [10][12] - The E5 is powered by the Ultium 2.0 platform, with a maximum power of 180 kW and a range of up to 620 km [12] - Chery Arrizo 8 PRO 2.0T launched with a price range of 137,900 to 149,900 yuan, featuring a 2.0T turbocharged engine with a 0-100 km/h acceleration time of 6.8 seconds [15][17] Industry Events - Huawei's charging network has reached 1,000 supercharging stations across 32 provinces and 278 cities, with a charging efficiency of "one second per kilometer" [25][28] - Li Auto's 5C supercharging stations have reached 2,500, surpassing Tesla's charging station count in China [31][34] - Xiaomi acquired a land parcel for approximately 635 million yuan, speculated to be for its third-phase automotive factory project [35][37] - Polestar announced a $200 million equity investment from PSD Investment Limited, controlled by Geely's founder Li Shufu, to support operations and product development [39][41] - Domestic fuel prices have been raised, with 92-octane gasoline returning to the 7 yuan per liter mark, reflecting ongoing energy cost fluctuations [44][46] Market Dynamics - The automotive market is experiencing intensified competition with price wars and technological advancements, particularly in electric and intelligent vehicles [48] - The construction of charging networks is becoming a critical battleground for automakers, emphasizing the importance of charging speed and convenience [30][48]