伯克希尔继续减持比亚迪，持股跌破5%！

华尔街见闻18:51

时隔一个月，巴菲特再度出手减持比亚迪。港交所周一文件显示，7月16日，巴菲特旗下伯克希尔哈撒韦以平均每股246.96港元的价格，减持139.55万股比亚迪H股，持仓比例由5.06%降至4.94%。本次减持后，伯克希尔在比亚迪的持股比例已降至5%以下。此前，有业内分析人士认为，巴菲特或有减持比亚迪至清仓的打算。他表示，一旦持股比例降至5%，（巴菲特）减持速度会加快，因为持股5%以下股东的减持...

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href=https://wallstreetcn.com/articles/3720417><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>时隔一个月，巴菲特再度出手减持比亚迪。\n港交所周一文件显示，7月16日，巴菲特旗下伯克希尔哈撒韦以平均每股246.96港元的价格，减持139.55万股比亚迪H股，持仓比例由5.06%降至4.94%。\n\n本次减持后，伯克希尔在比亚迪的持股比例已降至5%以下。\n此前，有业内分析人士认为，巴菲特或有减持比亚迪至清仓的打算。他表示，一旦持股比例降至5%，（巴菲特）减持速度会加快，因为持股5%以下股东的减持...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3720417\">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":"LU2249611893.SGD","symbol_name":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) 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5%!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"00285":1,"01211":1,"BRK.A":1,"BRK.B":0.7,"002594":0.6,"BYDDY":0.6},"content_text":"时隔一个月，巴菲特再度出手减持比亚迪。\n港交所周一文件显示，7月16日，巴菲特旗下伯克希尔哈撒韦以平均每股246.96港元的价格，减持139.55万股比亚迪H股，持仓比例由5.06%降至4.94%。\n\n本次减持后，伯克希尔在比亚迪的持股比例已降至5%以下。\n此前，有业内分析人士认为，巴菲特或有减持比亚迪至清仓的打算。他表示，一旦持股比例降至5%，（巴菲特）减持速度会加快，因为持股5%以下股东的减持不需要进行披露。\n伯克希尔在2022年8月24日首次减持比亚迪，多次减持后在2023年10月25日后停下了脚步。而从今年年中开始，伯克希尔又开启了减持，且减持速度有所加快。\n港交所此前数据显示，2024年6月11日、6月19日，伯克希尔分别减持比亚迪H股134.75万股、201.75万股。仅一周时间，伯克希尔持股下降了近一个百分点，至5.99%。\n虽然屡遭伯克希尔减持，但近两年内比亚迪的业绩一直保持稳定增长。\n比亚迪2023年年度报告显示，报告期内公司实现营业收入6023.15亿元，同比增长42.04%；归属于上市公司股东的净利润300.41亿元，同比增长80.72%。今年第一季度，比亚迪实现营业收入1249.4亿元，同比增长3.97%；净利润45.69亿元，同比增长10.62%。\n尽管电动汽车市场的竞争日益白热化，比亚迪的销售仍遥遥领先。今年上半年，比亚迪累计销售161.3万辆电动汽车，同比增长28.46%。\n亮眼的销售业绩推动下，截至周一，比亚迪港股今年迄今已上涨逾17%，目前在246港元/股附近浮动。\n\n与此同时，比亚迪的出海征程，正为公司创造全新的机遇。\n摩根大通此前预计，比亚迪的全球交付量（包括中国）到2026年将达到600万辆，其中海外市场交付约150万辆。这意味着比亚迪在全球轻型汽车市场的份额（包括燃油车）将从2023年的3%扩大至2026年的7%，同期在新能源汽车市场的份额（不包括油电混动）将维持在22%左右。风险提示及免责条款\n\n 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