巴菲特减持比亚迪至5%以下未来无需再披露信息

Hawkinsight07-22 18:30

7月22日，根据港交所文件，“股神”巴菲特再度减持比亚迪股份，将持仓比例由5.06%降至4.94%。由于目前伯克希尔·哈撒韦对比亚迪的持股比例已降至5%以下，公司未来若再有减持行为则无需披露。港交所文件显示，伯克希尔·哈撒韦在本月16日出售了逾139万比亚迪H股，平均股价为246.96港元，套现3.45亿港元。因为本次减持跨越了整数百分点（5.06%至4.94%），所以需要在港交所披露。2008年...

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href=https://new.qq.com/rain/a/20240722A08I3E00><strong>Hawkinsight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月22日，根据港交所文件，“股神”巴菲特再度减持比亚迪股份，将持仓比例由5.06%降至4.94%。由于目前伯克希尔·哈撒韦对比亚迪的持股比例已降至5%以下，公司未来若再有减持行为则无需披露。港交所文件显示，伯克希尔·哈撒韦在本月16日出售了逾139万比亚迪H股，平均股价为246.96港元，套现3.45亿港元。因为本次减持跨越了整数百分点（5.06%至4.94%），所以需要在港交所披露。2008年...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240722A08I3E00\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0149725797.USD","symbol_name":"汇丰美国股市经济规模基金","start_time":0,"source_url":"https://new.qq.com/rain/a/20240722A08I3E00","article_id":"2453766541","we_media_id":null,"thumbnails":["https://inews.gtimg.com/om_ls/OoxNTKuXGO9XEFW9pdg7K1nm4-23-M7ByJaDDhQAo7AIUAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20240722A08I3E00","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: 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future","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"00285":1,"01211":1,"BRK.A":1,"BRK.B":1,"002594":0.6,"BYDDY":0.6},"content_text":"7月22日，根据港交所文件，“股神”巴菲特再度减持比亚迪股份，将持仓比例由5.06%降至4.94%。由于目前伯克希尔·哈撒韦对比亚迪的持股比例已降至5%以下，公司未来若再有减持行为则无需披露。港交所文件显示，伯克希尔·哈撒韦在本月16日出售了逾139万比亚迪H股，平均股价为246.96港元，套现3.45亿港元。因为本次减持跨越了整数百分点（5.06%至4.94%），所以需要在港交所披露。2008年9月，伯克希尔·哈撒韦首次以每股8港元的价格，认购2.25亿股比亚迪H股，拉开了入股比亚迪的序幕。当年，股神二人组——芒格和巴菲特都对比亚迪董事长王传福青睐有加，他们的合作也被传为一段佳话。芒格曾评价王传福：“简直就是爱迪生和韦尔奇的混合体，他可以像爱迪生那样解决技术问题，同时又可以像韦尔奇那样解决企业管理上的问题。”2018年2月，巴菲特在接受美国专访时讲述了他最欣赏的四个CEO，比亚迪王传福名列其中。双方的合作持续了很多年，直到2021年伯克希尔股东大会，芒格才表达了对电动车部分个股过度炒作的担忧。虽然比亚迪股价上涨，但查理·芒格未减少对比亚迪的持仓，直到一年后的2022年8月24日，伯克希尔·哈撒韦才首次减持该股。彼时，比亚迪的股价较14年前翻了30倍，由于这些年的持续买入，伯克希尔·哈撒韦减持前的持股比例为高达19.92%。当有人问及巴菲特减持原因时，他搬出了福特汽车由盛至衰的例子，以此来证明汽车行业的残酷性。芒格则继续“恩威并施”，他在接受采访时表示：“以目前的股价计算，比亚迪市值比梅赛德斯-奔驰还高，这不是一只便宜的股票。但另一方面来说，这是一家非常出色的公司。至此之后，伯克希尔·哈撒韦就开始了漫漫减持之路。截至上月，伯克希尔对比亚迪的持股比例已经降至从最初的19.92%大幅降至目前的6.9%，持股数量也从2.25亿股减少至7,568.61万股，累计减持股票数量高达约1.49亿股。巴菲特和芒格持有比亚迪14年之久，抛售至5%以下仅用不到两年。对于巴菲特减持的原因，比亚迪方面表示正在与对方进行沟通。而关于该公司估值是否偏高的疑问，比亚迪方面则强调经营状况良好，销量和利润均保持增长。公开资料显示，2023年，比亚迪营业收入达6,023.15亿元，同比增长42.04%；实现净利润300.41亿元，同比增长80.72%。在销量方面，比亚迪2023年销售新能源汽车超过300万辆，同比增长61.9%，成为首家年销量突破300万辆的新能源车企。查看原图 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巴菲特减持比亚迪至5%以下 未来无需再披露信息

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巴菲特减持比亚迪至5%以下未来无需再披露信息