近日，媒体报道称，巴菲特旗下的伯克希尔已完全退出其在中国电动汽车制造商比亚迪的股权投资。 此外，王云飞还特别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。 据了解，2008年，伯克希尔斥资2.3亿美元，购入2.25亿股比亚迪股份，持股期间股价上涨约3890%。2022年8月以来，伯克希尔逐步减持比亚迪。2024年6 月，伯克希尔已售出近76%比亚迪股份，持股比例降至5%以下。伯克希尔2025年第一季度财务报告显示，关于比亚迪的投资价值已归零。 对此，比亚迪公关总经理王云飞对外表示，"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。" ...

伯克希尔·哈撒韦公司（Berkshire Hathaway）已经完全退出了对中国电动汽车制造商比亚迪极其有利可图的股权投资。 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2.25亿股持仓。该持仓价值在当年第二季度猛增41%，达到90亿美元。 伯克希尔17年前的初始投资是在查理·芒格力荐下完成。在2009年股东大会上，他告诉股东们尽管看似"沃伦和我都疯了"，但他认为该公司及其首席执行官 王传福是个"该死的奇迹"。 这一判断堪称神来之笔。在伯克希尔持股期间，比亚迪股价上涨约3890%。 至去年6月，伯克希尔已售出近76%持股，使其持股比例降至比亚迪流通股的5%以下。跌破该阈值后，根据香港交易所规则，伯克希尔无需再披露后续减 持，因此市场仅知其当时持有5400万股。 然而，一位巴菲特观察读者指出，持有这些股份的子公司伯克希尔哈撒韦能源公司（Berkshire Hathaway Energy）在一季度财务申报中，将该投资价值列为 零（截至3月31日）。伯克希尔发言人确认已悉数出售比亚迪持仓。 根据伯克希尔能源公司报告所列投资价值，减持行动在去年持股比例跌破5%后仍在持续。 上周特朗普在Truth ...

Group 1: Berkshire Hathaway and BYD - Warren Buffett's Berkshire Hathaway has completely exited its profitable stake in Chinese electric vehicle manufacturer BYD after 17 years, during which the stock price increased over 38 times [1][3] - Berkshire began reducing its holdings in BYD in August 2022, having initially purchased 225 million shares for $230 million (approximately 1.637 billion RMB) in 2008. By the second quarter of 2022, the value of these shares had risen by 41% to $9 billion [1][2] - By June 2022, Berkshire had sold nearly 76% of its BYD shares, reducing its ownership to just below 5% of BYD's issued shares [2] Group 2: Tesla and Shareholder Voting - Elon Musk is urging Tesla shareholders to participate in the upcoming annual meeting, emphasizing that the voting outcomes could significantly impact both the company and the world [4] - Tesla is at a "critical turning point," and shareholders will soon receive voting instructions to support the board's recommendations on various proposals [4] Group 3: Meta and Smart Glasses - Meta CEO Mark Zuckerberg announced the launch of Meta Ray-Ban Display, the company's latest smart glasses featuring display capabilities, although they are not true augmented reality (AR) devices [5] - Meta is reportedly developing another smart glasses model with screens in both lenses, expected to launch in 2027, which will be significantly more expensive [5] Group 4: iPhone Developments - Rumors about the upcoming foldable iPhone suggest it will resemble two iPhone Airs placed side by side, featuring a titanium alloy body [7][8] - The foldable iPhone is anticipated to be released in the fall of next year, potentially alongside the iPhone 18 series [8] Group 5: OpenMind and AI Robotics - OpenMind has launched the world's first "AI-native" open-source robot system, OM1 Beta, designed to unify various robotic platforms and support multiple hardware environments [9] - The system emphasizes hardware neutrality and integrates advanced navigation and environmental understanding capabilities [9] Group 6: Xiaomi and Annual Speech - Xiaomi's CEO Lei Jun announced an annual speech scheduled for September 25, focusing on the Xiaomi玄戒 chip and the stories behind Xiaomi's automotive ventures [11] Group 7: JD.com and Liu Qiangdong's Salary - Liu Qiangdong's ten-year salary plan, which stipulated a nominal annual salary of 1 yuan, has expired, allowing for potential renegotiation of his compensation [12][13]

Core Viewpoint - The release of the technical standard "Technical Requirements for 800V Voltage Platform Electric Vehicle Supercharging Stations" marks a significant advancement in the electric vehicle charging infrastructure, focusing on high-voltage supercharging technology [1] Group 1: Standardization and Development - The standard is the first in the industry to focus on high-voltage supercharging stations, indicating a pioneering effort in this area [1] - The development of the standard took 14 months, showcasing the commitment to thorough research and industry collaboration [1] Group 2: Coverage and Content - The standard covers the entire process from design, construction to operation of 800V supercharging stations, ensuring comprehensive guidelines for stakeholders [1] - It includes eight major technical aspects such as general requirements, site layout, and equipment requirements, providing a detailed framework for implementation [1] Group 3: Industry Impact - The standard aims to accelerate the development of ultra-fast charging technology, which is crucial for the growth of electric vehicle adoption [1] - It serves as an important reference and support for building a high-quality charging infrastructure system, which is essential for the future of the electric vehicle industry [1]

Group 1 - Xiaomi's decision to skip the "Xiaomi 16" and launch "Xiaomi 17" is based on a significant leap in product capabilities, reflecting a strategic shift towards high-end positioning and direct competition with Apple [3][5] - The naming of "Xiaomi 17" is also influenced by cultural factors, as the number seven is considered lucky for the brand [3] - Xiaomi has achieved performance metrics that meet or exceed Apple's Pro-level products, indicating a qualitative leap in technology and product quality [3][5] Group 2 - ByteDance announced that TikTok will continue to serve American users in compliance with Chinese laws, following a U.S. law requiring the sale of TikTok by January 2025 or face a ban [16] - The law has been extended multiple times, with the latest extension pushing the deadline to December 2025 [16] - The Chinese Ministry of Commerce has indicated a willingness to cooperate on resolving issues related to TikTok [16] Group 3 - Pursuit Technology has officially entered the smartphone market with its high-end "Dreame Space" phone, targeting the market above 5000 yuan and has already secured overseas orders worth over 100 million yuan [9][10] - The CEO of Pursuit Technology expressed confidence in competing with Huawei and Xiaomi in the smartphone sector [10] Group 4 - Alibaba has raised its capital expenditure plans significantly, now aiming to invest 1.5 to 2 billion yuan annually over the next three years, focusing on cloud and AI infrastructure [20] - Alibaba Cloud reported a 26% year-on-year revenue growth, marking its highest growth rate in nearly three years [20] Group 5 - Jaguar Land Rover faced a cyberattack that forced the shutdown of its global operations, affecting 33,000 employees, with the UK government providing assistance [32] - The attack has raised concerns about the impact on the supply chain, with estimates suggesting daily losses of up to 5 million pounds [32] Group 6 - Oracle is in talks with Meta for a cloud computing deal valued at approximately 20 billion dollars, which could significantly boost Oracle's cloud infrastructure business [35] - Oracle's stock has surged over 85% this year, driven by strong demand for its cloud services [35]

Axios新闻网称，特朗普与马斯克曾是"亲密盟友"，但后来"闹掰"了。几个月后，马斯克与特朗普于当 地时间9月21日被拍到握了手。马斯克当天还在社交平台上分享了自己与特朗普在柯克追悼会上"同 框"画面。 特朗普于7月签署"大而美"税收和支出法案，马斯克此前批评这一法案。特朗普认为，马斯克的不满源 于该法案提议取消电动汽车消费者的税收抵免，这影响了马斯克作为电动汽车制造商特斯拉首席执行官 的利益。此外，特朗普还曾暗示政府效率部可能会调查对马斯克公司的补贴，以节省联邦政府支出。马 斯克随后回应称，"我说把它（补贴）都砍掉吧。就现在"。 【环球网报道】据美国Axios新闻网报道，美国知名保守派活动人士、总统特朗普的政治盟友查理·柯克 的追悼会于当地时间21日在亚利桑那州一座体育场举行，特朗普与美国企业家马斯克被拍到在追悼会现 场握手。 ...

到去年 6 月，伯克希尔已出售了近 76% 的比亚迪股份，使其持股比例降至比亚迪已发行股份的略低于 5%。 根据香港交易所的规定，一旦持股比例降至 5% 以下，伯克希尔就不再需要披露后续的出售情况。 DoNews9月22日消息，据 CNBC 报道，沃伦・巴菲特的伯克希尔・哈撒韦公司已完全退出其在中国电 动汽车制造商比亚迪的极为盈利的股权投资。 2022 年 8 月，伯克希尔开始减持其在 2008 年以 2.3 亿美元（现汇率约合 16.37 亿元人民币）购入的 2.25 亿股比亚迪股份。在 2022 年第二季度，该持股的价值上涨了 41%，达到 90 亿美元。 17 年前，在查理・芒格的建议下，伯克希尔首次购入了比亚迪股票。在 2009 年的年度会议上，他告诉 股东，尽管看起来"沃伦和我好像疯了"，但他认为该公司及其首席执行官王传福是一个"该死的奇迹"。 在伯克希尔持有比亚迪股份的这些年里，其股价上涨了大约 3890%。 巴菲特没有详细解释伯克希尔为何开始出售，但在 2023 年，他在接受 CNBC 的采访时曾表示，比亚迪 是一家"非凡的公司"，由一位"非凡的人"经营，但"我认为我们会找到一些让我更满意的投资 ...

Core Viewpoint - Berkshire Hathaway has completely exited its stake in electric vehicle manufacturer BYD, marking the end of a 17-year investment that yielded significant returns [1] Investment Details - The investment began in 2008 when Berkshire's subsidiary, China Energy Company, subscribed to 225 million shares of BYD for $230 million, acquiring a 9.89% stake [1] - Over the 17 years of holding, BYD's stock price increased by approximately 3890%, generating substantial profits for Berkshire [1] - In Q2 2022, the market value of this investment surged by 41%, reaching $9 billion [1] Divestment Timeline - Starting in August 2022, Berkshire began to reduce its holdings, selling nearly 76% of its shares by June 2023, bringing its stake below 5% [1] - Following the reduction, Berkshire was no longer required to disclose further sales under Hong Kong Stock Exchange rules [1] - By Q1 2024, Berkshire Hathaway Energy's financial report indicated that the investment's value had dropped to zero, confirming the complete sale of the stake [1] Management Commentary - Warren Buffett has not provided detailed reasons for the divestment but acknowledged BYD as a "remarkable company" operated by "remarkable people," while expressing a desire to find "more reassuring uses for capital" [1]

Market Performance - The main board led the gains with notable increases in stocks such as Dingxin Communication (+10.07%), Wanda Film (+10.04%), and Guiguang Network (+10.04) [1] - The ChiNext board saw significant rises with Tianshan Electronics (+19.98%) and Boshang Optoelectronics (+14.60%) [1] - The Sci-Tech Innovation board was led by Fuxin Technology (+19.99%) and Tengjing Technology (+14.94%) [1] - Active sub-industries included SW Optical Components (+3.75%) and SW Passive Components (+2.53%) [1] Domestic News - A report from TrendForce indicates that Meta's new AR device, Meta Ray-Ban Display Glasses, is expected to increase the market share of LCoS display products to 13% by 2026 [1] - Baoli International announced an investment in Hongtai Technology, acquiring 1%-3% equity based on a positive outlook for the semiconductor testing equipment industry [1] - Xiaomi has initiated a recall of 116,887 SU7 standard electric vehicles produced between February 6, 2024, and August 30, 2025, as per regulatory requirements [1] - Shengmei Shanghai launched the Ultra ECDP electrochemical stripping equipment designed for wide bandgap semiconductor manufacturing, enhancing etching uniformity and appearance [1] Company Announcements - Ciweng Media announced receiving a government subsidy of RMB 10 million, with RMB 7.6 million attributed to the company, representing 25.04% of the last audited net profit [2] - Kirin Xin'an reported receiving government subsidies totaling RMB 482.94 million related to revenue [2] - Jiayuan Technology signed an investment agreement, paying RMB 45 million for the first tranche and RMB 150 million for the first capital increase [2] - Ankai Micro plans to invest RMB 20 million to increase its stake in Shiqi Future, aiming to enhance its competitive edge in the intelligent vision sector [2] Overseas News - STMicroelectronics announced a $60 million investment to build a new experimental production line for next-generation panel-level packaging technology in France [2] - Major memory manufacturers are accelerating investments in 1c DRAM, with Samsung and SK Hynix making significant moves in production lines [2] - TrendForce reports that AMD's upcoming MI450 Helios platform is prompting Nvidia to push suppliers for higher specifications on key components [2] - Nvidia and Intel announced a collaboration to develop customized data center and PC products to enhance operational efficiency across various applications [2]

9月19日消息，据36氪汽车报道，理想汽车与欣旺达将以50:50的出资比例成立合资公司，目前该合资公司已经在上海市场监督管理局备案公 示。 据公示信息，两个合资主体分别为北京理想汽车有限公司（"北京理想"）与欣旺达动力科技股份有限公司（"欣旺达动力"），合营企业将主 要从事电动汽车用锂离子动力电池的生产、制造、销售等业务。 行业人士分析，与欣旺达成立电池合资公司后，理想的自研电池叫"理想电池"就更加名正言顺，甚至"电池铭牌都可以是理想电池"。 （ 来 源：快科技） 往 期 回 顾 | 01 | ｜ 产值200亿！吉利旗下电池项目落地成都 | | | --- | --- | --- | | 02 | ｜ 比克电池以"真安全+超经济"双引擎驱动，亮相摩博会 | | | 03 | ｜ CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | | | ｜ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | 04 04 举办！ 该合资公司注册名为山东理想汽车电池有限公司，将用于生产理想汽车自研的动力电池产品，明年就能上车。 报道援引知情人士消息称，理想与 ...