It was first sold on the high hopes but was first sold by the gods.

In the early morning on August 31, BYD opened low and fell more than 8%. As of 10:30 in the morning, BYD reported 292.44 yuan/share, a decrease of 5.92%. On the news, the Hong Kong Stock Exchange disclosed that it was easy to show that Berkshire Hathaway sold 1.33 million BYD H shares on August 24, with an average price of 277.1 Hong Kong dollars/share. Essence "Interface News" reported that this is the first time that Buffett has reduced BYD shares in 14 years.

In this regard, according to the Southern Finance and Economics report, relevant sources of BYD investor relationship department said that we also saw the disclosure before knowing it, and we did not know beforehand. Regarding market speculation, the above person said that there are many statements related to the market, and the specific real situation (reasons) do not know, and do not need to interpret it. In addition, the above -mentioned people also said that BYD has not disclosed in major matters in the near future, and the company's operation is normal.

However, unlike the downturn in the secondary market, BYD took out a dazzling financial report data on August 29. In the first half of 2022, its revenue and net profit hit a record high.

In general, this is a financial report that is far beyond the market expectations. The financial report shows that BYD achieved operating income of 150.607 billion yuan in the first half of the year, an increase of 65.71%year -on -year; net profit was 3.595 billion yuan, an increase of 206.35%year -on -year. BYD's net profit in 2021 reached 3.045 billion yuan, which also means that the net profit in the first half of this year has exceeded the whole year last year.

Investors and consumers who opposed Wang Chuanfu's electric vehicle many years ago may not expect that the new energy vehicle business has occupied BYD's "half of the country". In the first half of the year, the revenue of BYD automobiles, automobile -related products and other products was about 109.267 billion yuan, an increase of 130.31%year -on -year. BYD's new energy vehicle market also reached 24.7%, an increase of more than 7.5 percentage points from 2021.

"Epidemic Rebellion"

In the first half of this year, many unfavorable factors such as the repeated crown epidemic, chip shortage, and rising raw materials have affected many car companies, especially in March and April affected by the epidemic. Although the overall situation of the new energy vehicle market is still better in this uncertain environment, compared to the "Wei Xiaoli" who is still losing money, BYD has become a "lead running runway on the track of the new energy vehicle track. By".

In terms of sales, BYD New Energy Vehicle sold over 640,000 units in the first half of the year, an increase of 314.9%year -on -year, surpassing Tesla to become a global new energy vehicle sales champion. Among them, the cumulative sales of DM plug -in models were about 315,000 units, an increase of 454.22%year -on -year; the cumulative sales of the BYD Han family exceeded 250,000 units. This is also the first Chinese brand model that reached the "average price, sales dual 250,000+".

In the second half of the year, BYD stated in the financial report that as the supply chain resumes stability, the force on both sides of supply and demand is expected to drive the sales of new energy vehicles to break through again. On July and August, it is the off -season of the automotive industry, but BYD seems to break this "curse" to usher in a bumper harvest in advance.

On August 3, BYD's July sales data showed that a total of 1,62530 vehicles were sold, a year -on -year increase of 183.1%. According to official data, as of July, BYD's cumulative sales of over 800,000 units, on average, the monthly sales of more than 100,000 units.

On the same day, the Fortune World Fortune 500 list was released, and BYD was on the list for the first time. Among the domestic car companies, in addition to SAIC Group and FAW Group and other state -owned enterprises, only Geely and BYD on the list of private car companies. Not only that, in June this year, BYD's market value once exceeded 10 trillion. It was the first domestic car company in China to break the trillion -dollar market value. It was also the second private enterprise after Ningde.

According to Xinhua News Agency, on the morning of August 17, when Premier Li Keqiang inspected the BYD company, he encouraged enterprises to combine the scientific spirit and the spirit of craftsmanship to further become bigger and stronger. According to the relevant person in charge of BYD, as a private enterprise, it has attracted 500,000 employment, and this year has added more than 20,000 new employment.

Stubborn

"Roman was built a day."

BYD's good achievements are not achieved overnight, and the layout of new energy vehicles has begun early. At the annual meeting of the Yabuli Forum on June 9, 2021, Wang Chuanfu, chairman and president of BYD Group, told the "persistence" of his 26 years of entrepreneurship. "In 2008, we outlined three dreams: solar energy, energy storage and electric vehicles. "

In the field of new energy, Wang Chuanfu's shot is the layout of the entire industrial chain: the product of solar energy+energy storage+electric vehicle industry chain. At the beginning of stepping into the new energy industry, BYD insisted on self -research. It was this persistence that made BYD the only car company in the world's only car companies such as batteries, motors, electrical control, and chips. Essence

Since its establishment in 1995, BYD has basically formed three major sections of battery, automobiles, and semiconductors. In particular, BYD battery is currently the second largest battery manufacturer in the world. The disruptive blade batteries have led the development and progress of the industry. Data show that in the ranking of lithium iron phosphate power battery vehicle volume, BYD accounts for 47.14%of the amount of car loading.

This means that when other car companies are still complaining that battery manufacturers continue to increase their prices and cause their costs to rise, BYD can already "confess" the battery -based batteries. Open the bile to maintain yield. In the same case of semiconductor, the shortage of chips in the past two years is not only a problem facing the automotive industry. The entire electronics industry has been deeply troubled, but BYD's entire industry chain has greatly avoided this situation. Not only is it the field of new energy vehicles, but in the field of hybrid vehicles, BYD has also occupied opportunities in advance. The "black technology" independently developed by BYD, the ultra-low-fuel-fuel consumption DM-I hybrid technology, with its outstanding electric fuel consumption and the price of affordable people, BYD's market share in the hybrid car field is also far ahead. In the 7 -month plug -in hybrid market in the first seven months of this year, BYD accounts for 59%of the market share.

However, in addition to technology and products, BYD also has places to be optimized during the development process. The first is intelligent in terms of intelligence. According to the analysis of the "Intelligent Traffic Tao", BYD Song Plus has advertised themselves to support OTA, but now that many car owners have reported their OTA functions. There is also the research and development of autonomous driving technology. BYD is far from the level of research and development of other domestic manufacturers.

Source: screenshot of the new car factory Weibo video number

In terms of brand building, BYD itself has a lot of controversy. Whether it is the BYD Han incident that has occurred in just 3 days ago, there are also pollution incidents in the BYD factory of BYD Factory, Changsha Yuhua District, which has not finalized, and then to the so -called maximum 5 million reward challenge the "black public relations" incident. These They have greatly affected consumers' trust in BYD. "Water can carry boats, and it can also cover the boat." Although it is at its peak, a little carelessly, BYD may "fall". Compared to this, the first selling of the stock god may be just a small warning.

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