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17年狂赚超38倍!股神巴菲特突然清仓比亚迪,芒格称王传福比爱迪生更厉害【附比亚迪企业分析】
Qian Zhan Wang· 2025-09-22 08:36
(图片来源:摄图网) 据外媒报道,9月21日晚间,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的投资。伯克希 尔发言人也证实比亚迪股份确实已全部售出。 对此,9月22日早间,比亚迪公关总经理李云飞公开回应称,2022年8月,伯克希尔便开始陆续减持其于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,并感谢 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。 在2017年的一次采访中,巴菲特谈到了当年决定投资比亚迪经过。他表示投资比亚迪不是他的决定,而是其 好友查理·芒格强列推荐。巴菲特表示,查理·芒格以往总会顺着他的意思,赞同他的提议,但只有两次和他 拍了桌子,让他"买买买",其中一次是入股比亚迪。 巴菲特回忆称:"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,王传福是爱迪生与韦尔奇结合体。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。但不管怎样,查理坚持要买比亚迪。" 2008年9月26日,在芒格的积极推动下,巴菲特通过伯克希 ...
比亚迪日本扩张迅猛,年内门店将破百家,日媒感叹:比亚迪特斯拉主导日本电车转型
Qian Zhan Wang· 2025-07-22 04:46
Core Insights - Tesla and BYD are accelerating their expansion into the Japanese electric vehicle (EV) market, potentially leading the country's EV transformation [2] - Tesla plans to increase its store count in Japan from 23 to 50 by the end of 2026, with the possibility of expanding to 100 stores [2] - In the first half of 2025, Tesla's sales in Japan are expected to grow by 70% year-on-year to approximately 4,600 vehicles, showcasing strong growth momentum [2] - In contrast, Japan's domestic automakers are lagging behind, with the country's EV penetration rate being low compared to other developed nations [2] - Japan's EV sales in the first half of 2025 were only 27,321 units, a 7% year-on-year decline, marking two consecutive years of negative growth [2] - Japanese consumers have primarily favored hybrid vehicles, resulting in the lowest penetration rate for pure electric vehicles among developed countries [2] - The global EV market is increasingly dominated by a few key players, with Tesla leading through technological innovation and global presence, while BYD excels in the Chinese market and commercial vehicle sector [2] Company Profiles - **Tesla**: A globally recognized electric vehicle manufacturer based in the U.S., led by Elon Musk, focusing on clean energy and electric transportation. Tesla produces high-performance electric vehicles, including Model S, Model 3, Model X, and Model Y, and is involved in energy storage and solar power [2] - **BYD**: A leading Chinese electric vehicle manufacturer established in 1995, headquartered in Shenzhen. BYD produces a wide range of electric vehicles, including passenger cars and commercial vehicles, and has introduced the world's first electric bus [2] - **NIO**: A high-end electric vehicle manufacturer from China, focusing on luxury electric SUVs and innovative battery-swapping technology to address charging time concerns [2] - **Volkswagen Group**: The largest automotive manufacturer globally, headquartered in Germany, committed to electric vehicle production through its ID series, including ID.3, ID.4, and ID. BUZZ [2] - **Mercedes-Benz**: A high-end automotive brand under Daimler AG, known for its EQ series of electric vehicles, including EQC, EQA, EQB, and EQS, covering various market segments [2] Market Overview - The global electric vehicle market is characterized by a "dual-core" driving pattern led by China and the U.S. In 2022, global sales exceeded 10.52 million units, with China holding a 24.4% market share, followed by Europe at 17.3%. Japan and India have penetration rates below 5% [2]