【文/观察者网 潘昱辰 编辑/高莘】据美国消费者新闻与商业频道（CNBC）9月21日报道，"股神"沃伦· 巴菲特旗下的伯克希尔·哈撒韦公司已完全清仓其对比亚迪的股权投资。 对此消息，9月22日， 比亚迪集团-品牌及公关处总经理李云飞在盘前回应称："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！ " 李云飞回应伯克希尔清仓比亚迪 @比亚迪李云飞 2008年，巴菲特在投资智囊查理·芒格的敦促下，首次以2.3亿美元购买了比亚迪的2.25亿股股票头寸。 在2009年的年会上，芒格告诉股东，尽管"沃伦和我看起来都疯了"，但他认为比亚迪及王传福是一 个"该死的奇迹" 。 在伯克希尔持有比亚迪的十余年间，比亚迪的股价上涨了约3890%。 2010年，巴菲特（左）与比尔·盖茨出席比亚迪M6上市发布会 视觉中国 不过自2022年8月起，伯克希尔开始减持比亚迪股份，此前该持仓当年第二季度跃升41%，达到90亿美 元（约合人民币640.3亿元）。 ...

Core Viewpoint - The article discusses the significant shift in the ASEAN automotive market, where Chinese car manufacturers are rapidly increasing their market share at the expense of Japanese brands, particularly in the electric vehicle segment [1][3][24]. Group 1: Market Dynamics - The ASEAN automotive market, previously dominated by Japanese brands, is experiencing a dramatic change as Chinese car manufacturers gain ground [4][9]. - In Indonesia, the market share of Chinese cars has surged from less than 2% in 2019 to 6% in 2024 [5]. - In Thailand and Malaysia, the market shares for Chinese cars are projected to be 12% and 23% respectively in 2024, compared to nearly zero and 17% in 2019 [6]. Group 2: Electric Vehicle Segment - Chinese car manufacturers dominate the electric vehicle market in ASEAN, holding 45% of total electric vehicle sales [8]. - In Thailand, BYD leads with a 30% market share in electric vehicles, followed by Great Wall Motors at 20% and SAIC at 15% [8]. Group 3: Japanese Manufacturers' Response - Japanese car manufacturers are facing unprecedented challenges, with their market shares in Indonesia dropping to 89% in 2024, down 6 percentage points from 2019 [9]. - Nissan plans to close one of its factories near Bangkok and reduce its workforce by 1,000 employees by September 2025 [10]. - Honda is also consolidating its operations, planning to merge two factories in Thailand by 2025 [11]. Group 4: Strategic Moves - Chinese car manufacturers are investing in local production to leverage government incentives and reduce costs [16]. - The Thai government offers substantial subsidies for local electric vehicle production, including a sales subsidy of up to 150,000 Thai Baht per vehicle [16]. - Japanese manufacturers are also planning to invest $4.3 billion in electric vehicle production in Thailand over the next five years [23]. Group 5: Economic Context - The ASEAN economy has been growing steadily, with a GDP of $3.8 trillion as of 2023, making it the fifth-largest economy globally [24]. - The region is seen as a strategic area for Chinese companies under the Belt and Road Initiative, with significant potential for growth in the electric vehicle sector [25][26].