巴菲特旗下基金全部退出对比亚迪投资,17年获利超20倍,反内卷导致靠打价格战扩大市场份额的车商销量下降!您咋看?

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巴菲特旗下基金全部退出对比亚迪投资,17年获利超20倍,反内卷导致靠打价格战扩大市场份额的车商销量下降!您咋看?-有驾
影响巴菲特一生的三个投资理念 来源:新华网思客对大多数投资者来说,巴菲特与价值投资大约可以划上等号。在股东大会上,他也多次提到“价值投资 ...

据路透社2025年9月22日报道,文件备案显示,沃伦·巴菲特旗下的伯克希尔·哈撒韦公司已完全退出对中国汽车制造商比亚迪的投资,结束了这段长达17年、期间价值增长超20倍的投资。

伯克希尔旗下能源子公司的这份备案显示,截至3月底,其对比亚迪的投资价值记录为零,而2024年底该投资价值还有4.15亿美元。

2008年,巴菲特旗下公司开始投资总部位于深圳的比亚迪,当时以2.3亿美元收购了约2.25亿股股份,相当于当时比亚迪10%的持股比例。在比亚迪股价上涨超20倍后,该公司于2022年开始出售这些股份。

9月21日,美国消费者新闻与商业频道在9月21日(周日)率先报道了伯克希尔退出对比亚迪持股的消息。但伯克希尔并未对路透社的消息立即回作出回应

巴菲特旗下基金全部退出对比亚迪投资,17年获利超20倍,反内卷导致靠打价格战扩大市场份额的车商销量下降!您咋看?-有驾
李云飞(比亚迪品牌及公关处总经理)_百度百科

比亚迪品牌与公共关系总经理李云飞

比亚迪品牌与公共关系总经理李云飞在其官方微博账号的一篇帖子中,感谢伯克希尔“过去17年的投资、帮助与陪伴”。他将此次股份出售描述为“正常”的股票投资交易。

作为特斯拉最大的竞争对手,比亚迪的季度利润出现三年半来首次下滑。在政府反内卷政策的影响下,比亚迪靠价格战扩大市场份额的进程遭遇一定影响。

路透社报道,比亚迪国内销量(占其全球出货量的近80%)在8月出现连续第四个月下滑。该公司已将年度销量目标下调高达16%,至460万辆。

Warren Buffett’s fund exits BYD after a 17-year investment that grew over 20-fold in value. Reuters. September 22, 2025.

巴菲特旗下基金全部退出对比亚迪投资,17年获利超20倍,反内卷导致靠打价格战扩大市场份额的车商销量下降!您咋看?-有驾
德国购买者审视比亚迪
A potential customer inspects electric cars of Chinese manufacturer BYD at a dealership on May 23, 2025 in Berlin, Germany.

Warren Buffett’s Berkshire Hathaway has fully exited Chinese automaker BYD, a filing showed, ending a 17-year investment that grew over 20-fold in value in that period.

The filing by Berkshire’s energy subsidiary recorded the value of its BYD investment as zero as of the end of March, down from $415 million at the end of 2024.

Buffett’s company began investing in Shenzhen-based BYD in 2008, when it paid $230 million for about 225 million shares, equivalent to a 10% stake at the time.

It began selling those shares in 2022 after BYD’s share price had risen more than twentyfold.

Berkshire did not immediately respond to a request for comment on Monday. CNBC first reported Berkshire exiting its stake on Sunday.

Li Yunfei, BYD’s general manager of branding and public relations, in a post on his official Weibo account thanked Berkshire for its “investment, help and companionship over the past 17 years.”

He described the stake sale as a “normal” stock investment trade. BYD did not immediately respond to a request for further comment.

The biggest rival to Tesla saw quarterly profit fall for the first time in three and a half years as its expansion hit a speed bump amid a government campaign against price wars.

BYD’s domestic sales, which make up nearly 80% of its global shipments, fell for a fourth straight month in August. It has cut the annual sales target by as much as 16% to 4.6 million vehicles, Reuters reported.

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