公司发展历程 - 比亚迪是一家中国电动汽车巨头 迅速占领本土市场后进军全球 并开始主导全球销量 标志着其已成为全球重要力量且地位稳固 [1] - 沃伦·巴菲特的伯克希尔哈撒韦公司已完全退出对比亚迪的投资 结束了长达17年的持股 期间投资价值增长约3890% [4][5] - 伯克希尔于2008年以2.3亿美元收购约2.25亿股(占当时公司10%) 2022年开始减持股份 [5][6] 近期经营表现 - 公司国内销量(占全球发货量约80%)在8月份连续第四个月下降 年度销售目标下调高达16%至460万辆 [6] - 公司正开发超豪华汽车系列以提升品牌形象 部分豪华车型售价超过20万美元 与其主流平价品牌形象形成对比 [9] - 公司垂直整合程度高 几乎全部车辆部件(包括最大成本项电池)均自主生产 这使其在速度、灵活性、生产和成本方面具有优势 [10] 业务多元化布局 - 除混合动力和纯电动汽车外 公司还生产公交车、叉车、高速列车甚至公用事业规模储能解决方案 [11] - 公司为福特、丰田和特斯拉等竞争对手供应电动汽车电池 [11] - 公司国际扩张基于三大核心: 控制供应链、在不同市场采用差异化品牌策略以及本地化生产 [10] 行业增长前景 - 国际能源署预测 到2030年底 混合动力车和纯电动汽车将占中国新车销量的80% 较当前约50%水平有显著提升 [12] - 公司尚未进入美国市场 一旦克服关税等障碍 这可能成为其 lucrative 的战略举措 [12] - 尽管股价大幅上涨且知名投资者退出 但长期股东仍认为公司有充足增长空间 在家乡市场和潜在美国市场都有盈利增长机会 [13]

Key Points Robotaxis should have a big effect on shares next year. Two critical moneymakers likely won't exist in 2026. These 10 stocks could mint the next wave of millionaires › It has been a rollercoaster year for Tesla (NASDAQ: TSLA) investors. At one point, shares were down nearly 40%. After a huge rally, however, shares are now up in value by 13% on the year. What's in store for 2026? There are three major moving pieces every electric car stock investor should be monitoring. Can robotaxis cr ...

Workers for Toyota in Brazil voted overwhelmingly on Sunday to approve a plan for temporary layoffs following storm damage to one of the Japanese carmaker's factories in the state of Sao Paulo, accord... ...

Key Points Buffett bought a significant stake in this relatively small business back in 2008. It's since grown to be the leader of a rapidly growing industry. Despite Buffett's decision to sell the stock, it may still present good value. 10 stocks we like better than BYD Company › Over 35 years ago, Warren Buffett told investors, "When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." Since then, he's bought and sold dozens of stocks ...

We came across a bullish thesis on Toyota Motor Corporation on Value investing subreddit by Starza. In this article, we will summarize the bulls’ thesis on TM. Toyota Motor Corporation's share was trading at $201.38 as of September 17th. TM’s trailing and forward P/E were 9.03 and 13.07 respectively according to Yahoo Finance. toyota, logo, car, automotive, thailand, expensive, sign, symbol, editorial, vehicle, technology, automobile, transport, exhibition, motor, trademark, design, transportation, GongT ...

记者丨杨乔羽 编辑丨叶映橙 国庆、中秋双节将至，持股还是持币过节又成了关注的焦点。节后是否能迎来开门红，哪些行业涨幅靠 前，10年数据看懂A股涨跌趋势。 据21财经·南财快讯记者统计，节后市场表现通常更为积极。近十年数据显示，国庆节后首个交易日上 证指数、深证成指上涨概率均为70%。节后5个交易日的上涨概率也整体较高，分别达到60%和70%。 从近十年国庆节后行业表现来看，国庆后一周一级行业上涨概率多数在50%以上，其中上涨概率靠前的 行业集中在计算机、通信、电子等行业，其中银行、非银金融、汽车在国庆后两周和国庆后一个月上涨 概率仍然较高。 | 单位:% | 国庆前一周 | | 国庆后 -周 | | 国庆后两周 | | 图庆后一月 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 一级行业 | 平均收益 | 財藥態出 | 平均收益 | 財經施山 | 平均收益 | 財婆楽出 | 平均收益 | 財經施山 | | 云加市 | 1.7 | 20 | 2.7 | 90 | 2.1 | 70 | 6.9 | 70 | | 道信 | 1.7 | 30 ...

The Economist How to spot a genius North Korea: more dangerous than ever Is Britain going bust? The lethal flaw in LLMs SEPTEMBER 27TH-OCTOBER 3RD 2025 REECH TRUMP 000 ..... an Grand Siècle Laurent-Perrier 100/100 JAMESSUCKLING Y It takes time to become an icon Imported by Laurent-Perrier US - www.laurent-perrier.com PLEASE ENJOY CHAMPAGNE RESPONSIBLY Nº26 The Economist September 27th 2025 Contents On the cover The president is trying to suppress his critics. He will fail: leader, page 7, and analysis, page ...

Asia Insights Global Markets Research Economics - Asia ex-Japan China: Durable goods consumption is shifting from tailwind to headwind The latest NBS data print showed a notable slowdown in China's durable goods sales growth in August, pointing to both payback and base effects from the trade-in program , which was effectively launched a year ago. To better predict economic activity in coming months, we investigate high-frequency data and leading indicators of home appliances and automobiles, the two major c ...

27 September 2025 | 12:20PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART MXCN lost 1% while A-shares gained 1%; Premier Li visiting New York; Joint press conference held by Chinese financial regulators MXCN lost 0.8% while CSI300 gained 1.1% this week. President Xi delivered video remarks at the United Nations Climate Summit on Sep 24. Premier Li arrived in New York on Sep 22 and attended several multilateral and bilateral events, including the general debate of the 80th session of the United Nati ...

September 26, 2025 04:33 PM GMT September, 2025 Global Auto Databook AI + China Put Autos On Notice Auto sales and pricing have been relatively benign, supporting consensus for many players. But just below the surface, a palpable tension is swirling - driven by inexorable forces: China's global share domination and AI's transformation of car to robot. See our recent reports below': Thoughts at $410: Out of Favor, the Recruiter, New Model Y, Grok in the Car (Sep 16, 2025) Another S&P LVP upgrade, FY25 +1.7% ...