저자: 미상 · 외국인
요약 보기
버핏의 BYD 투자 성과와 배터리 기술 경쟁력을 조명하며, EV 업계는 버블 성격이 있어 소수 기업만 살아남을 것이라는 경고. 버크셔는 2008년 BYD 지분을 약 2.3억 달러에 매입했고, 현재 약 22% 지분을 보유. 시가총액 약 1,176억 달러 수준이며 2008년 대비 큰 수익을 냈다고 설명. BYD는 리튬인산철(LFP) 블레이드 배터리에 집중해 안전성과 저가 전략으로 중국 내 최대 EV 제조사가 됐다는 평가. CATL 다음으로 큰 배터리 업체라는 설명. 2021년 주식 2차 공모(약 18억 달러 규모) 발표 후 주가가 일시 하락했으나 이후 반등했다고 언급. 결론: EV 산업 전체는 성장하겠지만 살아남는 기업은 소수일 것이며, 버블 붕괴 시 다수 신생 기업이 실패할 수 있다는 경고. 출연자 전망: 버핏의 장기 보유 관점을 긍정적으로 소개하지만, 현재 EV 섹터 밸류에이션에는 주의를 촉구. 찰리 멍거는 BYD의 기술력을 높이 평가.
다듬은 글
when it comes to technology demography geopolitics and government policy each bull market has its own set of themes that are distinct from the others the emotional trajectory they follow however is the same for all of them from fear to greed the concept is identical to how every popular song is distinct but follows the same overall structure in terms of progressions chorus and theme during bull markets companies with high values based on expectations for future performance and the size of the market tend to be the center of investors attention a good example of this right now is the ev sector the warren buffett perspective on the electric vehicle industry will be discussed in today's video how he was able to make billions in this industry finally in the conclusion buffett highlights the setbacks that ev investors should be aware of it's going to be a wild ride so stay tuned welcome back to new vehicle media your go-to channel for ev stock quick reminder that subscribing is free and liking the video helps youtube suggest similar content comments are loved and featured in upcoming videos with his calm and careful buy and hold approach warren buffett is able to make a large number of successful investments and it's becoming clear that he's up to his old tricks with electric automobiles once again the wisdom of the sage of omaha should be considered by investors pumping millions into the technology industry in order to understand its long-term prospects berkshire hathaway is an american multinational conglomerate holding company owned by warren buffett it has been a great year for the investment firm in byd one of china's oldest manufacturers of automobiles and automotive batteries buffett has been a supporter of byt for more than a decade and he now owns almost 22 percent of the hong kong listed business which has a market valuation of more than 915.6 billion hong kong dollars or 117.6 billion us dollars that's more than the new generation chinese car maker neo which is publicly traded in new york and is also a favorite among investors so how does this differ from the rest of the ev world which continues to grow at an exponential rate byd is more than simply another upstart vying for global attention it is coming closer to perfecting the proper technology for electric vehicle batteries the heart of the electric vehicle that accounts for about half of the cost and is critical to mainstream adoption of electric vehicles and that's exactly what berkshire hathaway has focused on long-time buffett colleague charlie munger had recognized the brilliance of wang chuan fu the chemist and researcher behind the chinese manufacturer which resulted in berkshire hathaway purchasing a 10 percent share in the firm for around 230 million dollars in 2008.
what a forboding prediction it turned out to be because wang is familiar with batteries he knows that getting the chemistry just right will decide how well automobiles outfitted with these powertrains perform and can operate in the future in a time of recalls and battery fires it has given his firm a competitive advantage over the competition byd evs lack the technological coolness of next-gen vehicles such as the texla model x or the lucid air however it comes at an affordable price and uses safe battery technology it has surpassed the competition in mainland china to become the country's biggest ev manufacturer selling more vehicles than its competition byd has ramped up its efforts to produce inexpensive batteries on a large scale and has placed its faith in technology to accomplish this aim announcing its intention to abandon nickel cobalt manganese batteries in its 2020 annual results the business said that it will follow the lead of the majority of automobile and battery manufacturers when it comes to its blade battery the chinese manufacturer has focused mostly on so-called lithium iron phosphate or lfps the company is the second largest battery manufacturer in china behind contemporary amperex technology limited with over 15 percent of the market share according to goldman sachs byd's battery supplies both for internal use and for external sales might account for 30 percent of total industry use byd secondary public offering byd is soliciting funds to support its expansion programs the 1.8 billion dollar transaction sparked a sell-off of its stock in international markets following the company's statement on friday october 9th the shares of byd fell by 1.7 the hang seng index in hong kong was down 0.7 while the s p 500 was down 0.3 percent the shenzhen based electric car producer plans to offer a secondary public offering of around 50 million additional shares at 273 and a half to 279 and a half hong kong dollars apiece that would indicate a discount of 5.8 percent to 7.8 percent from its closing price on october 9th despite an early negative trend the stock has reestablished an upward trend and is now blazing warren buffett's berkshire hathaway has made a 2 billion profit on its byd shares this year increasing the value of its stake in the chinese electric vehicle manufacturer to about 8 billion a 3 400 return on its investment in under 13 years that's a hefty return a total of 225 million shares of byd were purchased by warren buffett's business for 232 million dollars in 2008.
according to berkshire's most recent annual report the company's share was worth 5.9 billion dollars at the end of last year meanwhile the company's stock price has increased even more by around 23 since then increasing the value of berkshire hathaway's approximately eight percent holding to 7.9 billion dollars the conclusion byd has been praised by charlie munger buffett's business partner and berkshire vice chairman ever since he first brought it to buffett's notice however the ev sectors look like they're in a bubble and the bumble that currently exists in the ev sector is likely to play out in a manner similar to prior industrial bubbles the entire ev industry will increase but just a small number of businesses will most likely emerge as winners in the long run there are numerous parallels between this bubble and other bubbles in that there is a large amount of fresh entries that are being absorbed at high prices many of these startups are still in the early stages of product development or do not have considerable manufacturing capacity yet typically these sorts of firms can only go public in a booming market environment many of these businesses will likewise fail since growing production boosting distribution and becoming profitable are all tough tasks all of these are challenging jobs that corporations even those with billions of dollars in the bank and decades of expertise consistently failed to do in light of this crucial lesson from the oracle of omaha warren buffett warns ev investors to pay attention while there is no doubt that the electric vehicle sector will continue to develop at an astonishing rate it is possible that many of the ev firms with sky-high values today will no longer exist within a decade so what are your thoughts evs according to the experts are the way of the future when it comes to transportation however do you believe that ev is a difficult investment to undertake in light of the fact that some analysts believe it isn't a bubble let us know what you think by leaving a comment down below alfred says that china and tesla will control more than 90 percent of the worldwide ev sector and supply chain they will have a difficult time coming up to scale with the rest of the team that should wrap things up for today keep in mind that subscribing is still free and liking helps youtube recognize your preferences thanks for taking the time to watch and i look forward to seeing you in the next one
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