Profile - To The Moon

Nelli Wei

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- Nelli WeiNelli Wei
  ·2023-03-19
  I think crypto is coming back for a while...
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- Nelli WeiNelli Wei
  ·2023-02-10
  Good share
  Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?
  减持还在继续！2月9日，港交所文件显示，巴菲特旗下伯克希尔哈撒韦公司于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次
  Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?
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- Nelli WeiNelli Wei
  ·2023-01-06
  Ok
  Singapore Stocks to Watch: Sheng Siong, China Everbright, Creative Technology
  THE following companies saw new developments that may affect trading of their securities on Friday (
  Singapore Stocks to Watch: Sheng Siong, China Everbright, Creative Technology
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- Nelli WeiNelli Wei
  ·2022-12-22
  $Lucid Group Inc(LCID)$
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- Nelli WeiNelli Wei
  ·2022-12-12
  $SPDR S&P 500 ETF Trust(SPY)$
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- Nelli WeiNelli Wei
  ·2022-12-12
  $Riot Blockchain, Inc.(RIOT)$
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- Nelli WeiNelli Wei
  ·2022-12-11
  $SPDR S&P 500 ETF Trust(SPY)$
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- Nelli WeiNelli Wei
  ·2022-12-09
  $SPDR S&P 500 ETF Trust(SPY)$
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- Nelli WeiNelli Wei
  ·2022-12-08
  $SPDR S&P 500 ETF Trust(SPY)$
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- Nelli WeiNelli Wei
  ·2022-12-07
  $SPDR S&P 500 ETF Trust(SPY)$
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Wei","avatar":"https://community-static.tradeup.com/news/bab1eca228bdd0cc150e5b8268288c62","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106518926742630","idStr":"4106518926742630"},"themes":[],"htmlText":"Good share","listText":"Good share","text":"Good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954350027","repostId":"2310641661","repostType":4,"repost":{"id":"2310641661","kind":"highlight","pubTimestamp":1675993941,"share":"https://ttm.financial/m/news/2310641661?lang=en_US&edition=fundamental","pubTime":"2023-02-10 09:52","market":"hk","language":"zh","title":"Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?","url":"https://stock-news.laohu8.com/highlight/detail?id=2310641661","media":"券商中国","summary":"减持还在继续！2月9日，港交所文件显示，巴菲特旗下伯克希尔哈撒韦公司于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/5eba4a5fb6af9747e1005310c5e94d5b\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/><b>The reduction of holdings continues!</b></p><p>On February 9, Hong Kong Stock Exchange documents showed that Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway sold 4.235 million shares on Feb. 3<a href=\"https://laohu8.com/S/002594\">BYD</a>The average price of H shares is HK $257.9 per share, and the shareholding ratio dropped to 11.87%. This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth disclosure since the company's first reduction in August 2022.</p><p><img src=\"https://static.tigerbbs.com/334a8f6caf57c60562aef8d4c625d606\" tg-width=\"660\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/>Although the speed and intensity of Buffett's reduction of holdings are accelerating, overall BYD's stock price is not greatly affected by Buffett's reduction of holdings. And the average price of shareholding reduction disclosed this time is the highest price in the last seven disclosures. As of February 9, BYD's H shares closed at HK $249.4 per share, and A shares closed at 288.3 yuan per share. The company's total market value was 759.7 billion yuan.</p><p><b>Buffett reduced his holdings in BYD again, and his shareholding ratio dropped to 11.87%</b></p><p>On February 9, according to the disclosure documents of the Hong Kong Stock Exchange, Berkshire Hathaway sold 4.235 million BYD H shares on February 3, with an average price of HK $257.9 per share, and the shareholding ratio dropped to 11.87%.</p><p>This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth time since the company first reduced its holdings in August 2022. Previous disclosure information shows:</p><p>On August 24, 2022, it reduced its holdings of 1.331 million BYD H shares, with an average price of HK $277.1016 per share;</p><p>On September 1, 2022, it will reduce its holdings of 1.716 million BYD H shares at an average price of HK $262.7243 per share;</p><p>On November 1, 2022, it will reduce its holdings of 3.297 million BYD H shares, with an average price of HK $169.8657 per share;</p><p>On November 8, 2022, it reduced its holdings of 5.7825 million BYD H shares, with an average price of HK $196.9945 per share;</p><p>On November 17, 2022, it reduced its holdings of 3.2255 million BYD H shares, with an average price of HK $195.4212 per share;</p><p>On December 8, 2022, it will reduce its holdings of 1.3295 million BYD H shares, with an average price of HK $201.3432 per share;</p><p>On January 3, 2023, it reduced its holdings of 1.058 million BYD H shares, with an average price of HK $191.44 per share;</p><p>On January 27, 2023, it reduced its holdings of 1.55 million BYD H shares, with an average price of HK $226.32 per share.</p><p>It is reported that Berkshire Hathaway bought 225 million BYD H shares at a price of HK $8 per share in 2008, and held them for 14 years, until August 2022, when it began to reduce its holdings for the first time. At present, Berkshire Hathaway has reduced its holdings by about 95 million shares, and its position has been reduced by more than 40%.</p><p>It should be noted that, according to the disclosure regulations of the Hong Kong Stock Exchange, major shareholders only need to make disclosures if they increase or decrease their holdings across a certain integer percentage. From the perspective of the number of shares held, in addition to the disclosed information, Berkshire Hathaway has reduced its holdings many times.</p><p><b>BYD may hit sales target of 4 million</b></p><p>In the past 2022, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The penetration rate of vehicles has further increased. According to data from the Passenger Car Association, the penetration rate of new energy vehicles in China has reached 25%. As the leader of new energy vehicles in China, BYD has also continued to develop rapidly in the past year. Its production and sales reached 1.877 million vehicles and 1.863 million vehicles respectively, a year-on-year increase of 209.2% and 208.6% respectively, becoming the global new energy vehicle sales champion in 2022.</p><p>A few days ago, it was reported that BYD has internally set a sales target of 4 million vehicles in 2023. In this regard, BYD did not respond clearly. According to the company, due to the impact of the epidemic, there are many uncertainties in the market, consumer demand and supply chain system, so BYD has a difficult judgment on the sales target in 2023. According to market conditions and changes, BYD will give full play to its own advantages and flexibly formulate various plans to meet the needs of consumers.</p><p>In addition to BYD, recently, a number of new energy car companies have successively disclosed new car sales targets for 2023, generally giving high growth expectations.</p><p>Recently,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Chairman and CEO He XPeng issued an internal letter to all employees of XPeng Motors, announcing XPeng Motors' new car planning, delivery targets and internal expectations for 2023. The goal for 2023 is to deliver 450,000 vehicles cumulatively, that is, nearly 200,000 vehicles will be delivered in 2023, with a target growth rate of 65.6%.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>The goal for 2023 is clearer, which is to exceed the sales of Lexus fuel vehicles. The data shows,<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>A total of 122,500 new cars will be delivered in 2022, a year-on-year increase of 34%, while Lexus's cumulative sales in China in 2022 will be 183,900. Based on this calculation, Nio's sales target for 2023 is about 200,000 vehicles, and the sales target growth rate is about 63.2%.</p><p>According to Zhang Yong, co-founder and CEO of Nezha Automobile, the target sales volume of Nezha Automobile in 2023 is 250,000 vehicles, and the company's target growth rate in 2023 is about 67%.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In terms of this, although the specific sales target for 2023 has not been officially announced. However, according to people close to the company, the total sales target set by Li Auto in 2023 is in the range of 250,000 to 300,000 vehicles. Even based on 250,000 vehicles, Li Auto's target growth rate is as high as 88%.</p><p><b>What is the main line of investment in new energy vehicles?</b></p><p>Years later, the stock prices of new energy vehicle companies generally ushered in a wave of rises, and recently they began to fluctuate and adjust. Looking forward to the whole year of 2023, what are the investment ideas for new energy vehicles?</p><p>Xu Chengcheng, fund manager of Cathay CSI New Energy Vehicle ETF, said that from an investment perspective, automobiles have now been divided into two lines: traditional fuel vehicles and new energy vehicles. Continue to subdivide, and the main lines have become two, one is new energy, and the other is intelligence.</p><p>In terms of new energy, although the current penetration rate has reached about 30%, it is still a long way to go compared with the future goal (70%-80% of new energy on the transportation side). More importantly, the product strength of new energy vehicles is rapidly improving. With policy support, the prosperity may be maintained in the future. However, there is a high probability that the state of explosive growth and making money in all segments like in the past will not exist.</p><p>Automobile intelligence depends entirely on technological breakthroughs and research and development of parts companies. Intelligence is also an important direction to increase the value of automobiles, including but not limited to lightweight, thermal management, glass, smart cockpit, and autonomous driving-related parts and other fields are expected to show rapid growth.</p><p>In the short term, some OEMs may be affected<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The suppression of price cuts is relatively passive in strategy. However, with the decline of the overall price center of new energy vehicles or traditional vehicles, domestic companies have further improved their product capabilities and increased their market share through automobile autonomous driving and high-value automobile parts. This is also the reason why we are relatively optimistic about the auto parts industry this year.</p><p>Li Bo, manager of Xinao New Energy Select Hybrid Fund, said that he continues to be optimistic about domestic leading new energy vehicle companies and the recovery in the valuation of lithium mines brought about by the annual sales of new energy vehicles exceeding expectations. He said that the auto industry has been paying much attention to the price issue this year. After the prices of some Tesla models have dropped again and again, some of XPeng's main models have also seen price cuts. On the other hand, traditional car companies have seen some of their fuel models There has been a certain price increase. The market is worried that cars such as Tesla XPeng may affect the overall performance revenue and gross profit margin due to price cuts, but we must also see the demand stimulating effect brought about by price cuts. New energy vehicles have become the focus of consumers when buying cars. As the scale effect becomes prominent, the depreciation and amortization cost of car companies may decrease significantly, and the expense ratio will improve. In the end, the profit margin of car companies is expected to be relatively stable.</p><p>At the same time, under the overall economic recovery, the promotion of domestic consumption is clear. As a mass consumer product, the industry prosperity of new energy vehicles is expected to become clearer. Looking at the entire automobile industry, domestic automobile companies not only quickly occupy the share of joint venture fuel vehicles, but also impact the stock orders and price systems of foreign brands, reflecting the advantages and price advantages of domestic brands.</p><p></body></html></p>","source":"cszg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAccelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">券商中国</strong><span class=\"h-time small\">2023-02-10 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/5eba4a5fb6af9747e1005310c5e94d5b\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/><b>The reduction of holdings continues!</b></p><p>On February 9, Hong Kong Stock Exchange documents showed that Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway sold 4.235 million shares on Feb. 3<a href=\"https://laohu8.com/S/002594\">BYD</a>The average price of H shares is HK $257.9 per share, and the shareholding ratio dropped to 11.87%. This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth disclosure since the company's first reduction in August 2022.</p><p><img src=\"https://static.tigerbbs.com/334a8f6caf57c60562aef8d4c625d606\" tg-width=\"660\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/>Although the speed and intensity of Buffett's reduction of holdings are accelerating, overall BYD's stock price is not greatly affected by Buffett's reduction of holdings. And the average price of shareholding reduction disclosed this time is the highest price in the last seven disclosures. As of February 9, BYD's H shares closed at HK $249.4 per share, and A shares closed at 288.3 yuan per share. The company's total market value was 759.7 billion yuan.</p><p><b>Buffett reduced his holdings in BYD again, and his shareholding ratio dropped to 11.87%</b></p><p>On February 9, according to the disclosure documents of the Hong Kong Stock Exchange, Berkshire Hathaway sold 4.235 million BYD H shares on February 3, with an average price of HK $257.9 per share, and the shareholding ratio dropped to 11.87%.</p><p>This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth time since the company first reduced its holdings in August 2022. Previous disclosure information shows:</p><p>On August 24, 2022, it reduced its holdings of 1.331 million BYD H shares, with an average price of HK $277.1016 per share;</p><p>On September 1, 2022, it will reduce its holdings of 1.716 million BYD H shares at an average price of HK $262.7243 per share;</p><p>On November 1, 2022, it will reduce its holdings of 3.297 million BYD H shares, with an average price of HK $169.8657 per share;</p><p>On November 8, 2022, it reduced its holdings of 5.7825 million BYD H shares, with an average price of HK $196.9945 per share;</p><p>On November 17, 2022, it reduced its holdings of 3.2255 million BYD H shares, with an average price of HK $195.4212 per share;</p><p>On December 8, 2022, it will reduce its holdings of 1.3295 million BYD H shares, with an average price of HK $201.3432 per share;</p><p>On January 3, 2023, it reduced its holdings of 1.058 million BYD H shares, with an average price of HK $191.44 per share;</p><p>On January 27, 2023, it reduced its holdings of 1.55 million BYD H shares, with an average price of HK $226.32 per share.</p><p>It is reported that Berkshire Hathaway bought 225 million BYD H shares at a price of HK $8 per share in 2008, and held them for 14 years, until August 2022, when it began to reduce its holdings for the first time. At present, Berkshire Hathaway has reduced its holdings by about 95 million shares, and its position has been reduced by more than 40%.</p><p>It should be noted that, according to the disclosure regulations of the Hong Kong Stock Exchange, major shareholders only need to make disclosures if they increase or decrease their holdings across a certain integer percentage. From the perspective of the number of shares held, in addition to the disclosed information, Berkshire Hathaway has reduced its holdings many times.</p><p><b>BYD may hit sales target of 4 million</b></p><p>In the past 2022, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The penetration rate of vehicles has further increased. According to data from the Passenger Car Association, the penetration rate of new energy vehicles in China has reached 25%. As the leader of new energy vehicles in China, BYD has also continued to develop rapidly in the past year. Its production and sales reached 1.877 million vehicles and 1.863 million vehicles respectively, a year-on-year increase of 209.2% and 208.6% respectively, becoming the global new energy vehicle sales champion in 2022.</p><p>A few days ago, it was reported that BYD has internally set a sales target of 4 million vehicles in 2023. In this regard, BYD did not respond clearly. According to the company, due to the impact of the epidemic, there are many uncertainties in the market, consumer demand and supply chain system, so BYD has a difficult judgment on the sales target in 2023. According to market conditions and changes, BYD will give full play to its own advantages and flexibly formulate various plans to meet the needs of consumers.</p><p>In addition to BYD, recently, a number of new energy car companies have successively disclosed new car sales targets for 2023, generally giving high growth expectations.</p><p>Recently,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Chairman and CEO He XPeng issued an internal letter to all employees of XPeng Motors, announcing XPeng Motors' new car planning, delivery targets and internal expectations for 2023. The goal for 2023 is to deliver 450,000 vehicles cumulatively, that is, nearly 200,000 vehicles will be delivered in 2023, with a target growth rate of 65.6%.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>The goal for 2023 is clearer, which is to exceed the sales of Lexus fuel vehicles. The data shows,<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>A total of 122,500 new cars will be delivered in 2022, a year-on-year increase of 34%, while Lexus's cumulative sales in China in 2022 will be 183,900. Based on this calculation, Nio's sales target for 2023 is about 200,000 vehicles, and the sales target growth rate is about 63.2%.</p><p>According to Zhang Yong, co-founder and CEO of Nezha Automobile, the target sales volume of Nezha Automobile in 2023 is 250,000 vehicles, and the company's target growth rate in 2023 is about 67%.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In terms of this, although the specific sales target for 2023 has not been officially announced. However, according to people close to the company, the total sales target set by Li Auto in 2023 is in the range of 250,000 to 300,000 vehicles. Even based on 250,000 vehicles, Li Auto's target growth rate is as high as 88%.</p><p><b>What is the main line of investment in new energy vehicles?</b></p><p>Years later, the stock prices of new energy vehicle companies generally ushered in a wave of rises, and recently they began to fluctuate and adjust. Looking forward to the whole year of 2023, what are the investment ideas for new energy vehicles?</p><p>Xu Chengcheng, fund manager of Cathay CSI New Energy Vehicle ETF, said that from an investment perspective, automobiles have now been divided into two lines: traditional fuel vehicles and new energy vehicles. Continue to subdivide, and the main lines have become two, one is new energy, and the other is intelligence.</p><p>In terms of new energy, although the current penetration rate has reached about 30%, it is still a long way to go compared with the future goal (70%-80% of new energy on the transportation side). More importantly, the product strength of new energy vehicles is rapidly improving. With policy support, the prosperity may be maintained in the future. However, there is a high probability that the state of explosive growth and making money in all segments like in the past will not exist.</p><p>Automobile intelligence depends entirely on technological breakthroughs and research and development of parts companies. Intelligence is also an important direction to increase the value of automobiles, including but not limited to lightweight, thermal management, glass, smart cockpit, and autonomous driving-related parts and other fields are expected to show rapid growth.</p><p>In the short term, some OEMs may be affected<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The suppression of price cuts is relatively passive in strategy. However, with the decline of the overall price center of new energy vehicles or traditional vehicles, domestic companies have further improved their product capabilities and increased their market share through automobile autonomous driving and high-value automobile parts. This is also the reason why we are relatively optimistic about the auto parts industry this year.</p><p>Li Bo, manager of Xinao New Energy Select Hybrid Fund, said that he continues to be optimistic about domestic leading new energy vehicle companies and the recovery in the valuation of lithium mines brought about by the annual sales of new energy vehicles exceeding expectations. He said that the auto industry has been paying much attention to the price issue this year. After the prices of some Tesla models have dropped again and again, some of XPeng's main models have also seen price cuts. On the other hand, traditional car companies have seen some of their fuel models There has been a certain price increase. The market is worried that cars such as Tesla XPeng may affect the overall performance revenue and gross profit margin due to price cuts, but we must also see the demand stimulating effect brought about by price cuts. New energy vehicles have become the focus of consumers when buying cars. As the scale effect becomes prominent, the depreciation and amortization cost of car companies may decrease significantly, and the expense ratio will improve. In the end, the profit margin of car companies is expected to be relatively stable.</p><p>At the same time, under the overall economic recovery, the promotion of domestic consumption is clear. As a mass consumer product, the industry prosperity of new energy vehicles is expected to become clearer. Looking at the entire automobile industry, domestic automobile companies not only quickly occupy the share of joint venture fuel vehicles, but also impact the stock orders and price systems of foreign brands, reflecting the advantages and price advantages of domestic brands.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Z57BJ-ODO7jMQ_tWFCEZKw\">券商中国</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eba4a5fb6af9747e1005310c5e94d5b","relate_stocks":{"LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK1589":"北水核心资产","BK1504":"苹果概念","BK1119":"汽车制造商","BK1540":"电池","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","00285":"比亚迪电子","01211":"比亚迪股份","BK1509":"特斯拉概念股","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK1149":"通信设备","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK1607":"新IT概念","BK1582":"深圳本地概念股","BK1515":"抗疫概念","BK1594":"碳中和概念股","SG9999006514.SGD":"United Asia Consumer Fund SGD","SG9999015978.USD":"利安颠覆性创新基金A","BK1522":"燃料电池","BK1539":"汽车股","BK1580":"烟草概念","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC"},"source_url":"https://mp.weixin.qq.com/s/Z57BJ-ODO7jMQ_tWFCEZKw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310641661","content_text":"减持还在继续！2月9日，港交所文件显示，巴菲特旗下伯克希尔哈撒韦公司于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次披露伯克希尔哈撒韦减持比亚迪H股，也是2022年8月该公司首次减持以来的第9次披露。尽管巴菲特减持速度和力度都有加快之势，但整体来看比亚迪股价受巴菲特减持影响并不大。且这一次披露的减持均价，是近7次披露中的最高价格。截至2月9日，比亚迪H股报收249.4港元/股，A股报收288.3元/股，公司总市值7597亿元。巴菲特再度减持比亚迪，持股比例降至11.87%2月9日，根据港交所披露文件，伯克希尔哈撒韦于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次披露伯克希尔哈撒韦减持比亚迪H股，也是2022年8月该公司首次减持以来的第9次披露。此前的披露信息显示：2022年8月24日，减持133.1万股比亚迪H股，均价277.1016港元/股；2022年9月1日，减持171.6万股比亚迪H股，均价262.7243港元/股；2022年11月1日，减持329.7万股比亚迪H股，均价169.8657港元/股；2022年11月8日，减持578.25万股比亚迪H股，均价196.9945港元/股；2022年11月17日，减持322.55万股比亚迪H股，均价195.4212港元/股；2022年12月8日，减持132.95万股比亚迪H股，均价201.3432港元/股；2023年1月3日，减持105.8万股比亚迪H股，均价191.44港元/股；2023年1月27日，减持155万股比亚迪H股，均价226.32港元/股。据悉，伯克希尔哈撒韦在2008年以8港元/股的价格买入了2.25亿股比亚迪H股，持有时间长达14年，直至2022年8月首次开始减持。目前伯克希尔哈撒韦已累计减持约9500万股，持仓已经降低超过四成。需要注意的是，根据港交所披露易规定，大股东增减持股票只有横跨某个整数百分比时，才需要作出披露。而从持股数量来看，除已披露的信息之外，伯克希尔哈撒韦还有过多次减持行为。比亚迪或将冲击400万销量目标在刚刚过去的2022年，中国新能源车渗透率进一步提升，根据乘联会数据，中国新能源车渗透率已达25%。作为中国新能源汽车龙头，比亚迪也在过去一年继续高速发展，其产销量分别达到187.7万辆和186.3万辆，同比分别增长209.2%和208.6%，成为2022年度全球新能源车销量冠军。日前有消息称，比亚迪内部将2023年销量目标定到400万辆。对此，比亚迪并未明确回应。公司称，受疫情影响，市场、消费需求及供应链体系等存在很多不确定性，因此比亚迪对2023年销售目标不好判断。比亚迪会根据市场的情况及变化，充分发挥企业自身优势，灵活制定各项计划，以满足广大消费者的需求。除比亚迪外，近期，多家新能源车企相继披露了2023年新车销量目标，普遍给予高增长预期。日前，小鹏汽车董事长、CEO何小鹏向小鹏汽车全员发布了一封内部信，公布了小鹏汽车2023年的新车规划、交付目标和内部期望。2023年的目标是累计交付45万辆车，即2023年交付近20万辆车，目标增长率达到65.6%。蔚来2023年的目标更为明确，就是超过雷克萨斯燃油车销量。数据显示，蔚来2022年累计交付新车12.25万辆，同比增长34%，而雷克萨斯2022年在华累计销量18.39万辆。由此推算，蔚来对于2023年的销量目标在20万辆左右，销量目标增幅约为63.2%。哪咤汽车联合创始人、CEO张勇提出的2023年哪咤汽车目标销量25万辆计算，2023年公司目标增长率约为67%。理想汽车方面，尽管并未正式公布2023年的具体销量目标。但据接近公司方面人士透露，2023年理想汽车设定的总销量目标在25万辆至30万辆区间。即便按照25万辆计算，理想汽车目标增长率也高达88%。新能源汽车投资主线是什么？年后，新能源车企股价普遍迎来一波上涨，近期又开始震荡调整。展望2023年全年，新能源汽车的投资思路是怎样的？国泰中证新能源汽车ETF基金经理徐成城表示，从投资的角度来看，汽车现在已经分为了传统燃油车和新能源汽车这两条线。再继续往下细分，主线也变成了两条，一个是新能源化，另一个就是智能化。新能源化方面，尽管现在渗透率已经达到30%左右，但是相比于未来的目标（在交通出行侧新能源化达到70%-80%）还有很远的距离。更重要的是新能源汽车的产品力在快速提升，在政策扶持之下，后续可能还会维持景气。但是像过去那样爆发式增长、所有细分领域都赚钱的状态大概率不会有了。汽车智能化完全依赖于技术的突破以及零部件企业的研发。智能化也是提升汽车价值量的重要方向，包括但不限于轻量化、热管理、玻璃、智慧座舱以及自动驾驶相关的零部件等领域都有望呈现出快速增长的状态。短期而言，一些整车厂可能会受到特斯拉降价的打压，策略上显得比较被动。但是随着整体新能源汽车或者传统汽车价格中枢的下降，使得国内企业进一步去提升产品力，通过汽车自动驾驶和汽车高价值零部件来提升市占率。这也是今年我们相对比较看好汽车零部件行业的原因。信澳新能源精选混合基金经理李博表示，继续看好国内头部新能源整车企业，以及全年新能源车销量超预期带来的锂矿的估值回升。他表示，今年汽车行业对于价格问题一直备受关注的问题，特斯拉部分车型的价格一降再降之后，小鹏汽车部分主力车型也出现降价，反观到传统车企，其部分燃油车型出现了一定涨价。市场上担忧特斯拉小鹏等汽车可能会因为降价影响整体业绩收入和毛利率，但我们也要看到在降价下带来的需求刺激作用，新能源车已经成为消费者在购车时着重考虑的方向，随着规模效应凸显，车企的单车折旧摊销成本下降可能会比较明显，并且费用率得到改善，最终车企利润率有望相对稳定。同时在整体经济复苏下，内需消费的推动是明确的，新能源车作为大众消费品，其行业景气度有望越发明朗。再看整个汽车行业，国内车企不但快速占据合资燃油车份额，而且还冲击外资品牌存量订单和价格体系，体现了国产品牌优势和价格优势。","news_type":1,"symbols_score_info":{"01211":1,"00285":1}},"isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959696391,"gmtCreate":1672966589713,"gmtModify":1676538763992,"author":{"id":"4106518926742630","authorId":"4106518926742630","name":"Nelli Wei","avatar":"https://community-static.tradeup.com/news/bab1eca228bdd0cc150e5b8268288c62","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106518926742630","idStr":"4106518926742630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959696391","repostId":"1169018881","repostType":2,"repost":{"id":"1169018881","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672965666,"share":"https://ttm.financial/m/news/1169018881?lang=en_US&edition=fundamental","pubTime":"2023-01-06 08:41","market":"sg","language":"en","title":"Singapore Stocks to Watch: Sheng Siong, China Everbright, Creative Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=1169018881","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Jan 6):</p><p><a href=\"https://laohu8.com/S/OV8.SI\">Sheng Siong</a>: Supermarket operator Sheng Siong Group announced that its subsidiary, Sheng Siong (China) Supermarket on Dec 8, 2022, entered into a lease agreement with Yunnan Bi Yu Real Estate for a retail space of approximately 31,162 sq ft at Bi Gui Yuan Yingxiang North City 2nd Phase, Gu Yu Yuan VI Zone, B1, Intersection of Linyu Road and Tongyuan Road, Panlong District, Kunming City, Yunnan Province, China.</p><p>The new store is expected to be operational before the end of 2Q2023. This will bring the group’s store-count to 67 in Singapore and 5 in China. This new store is not expected to have a significant impact on the group’s financial performance for the financial year ended Dec 31, 2022.</p><p><a href=\"https://laohu8.com/S/U9E.SI\">China Everbright</a>: ENVIRONMENTAL services company China Everbright Water has secured its first municipal-level sludge disposal project.</p><p>This is after it implemented sludge treatment facilities within waste water treatment projects in recent years.</p><p>On Thursday (Jan 5), China Everbright said it expects the project to command an investment of some 186 million yuan (S$36.3 million).</p><p><a href=\"https://laohu8.com/S/C76.SI\">Creative Technology</a>: Sim Wong Hoo, the founder, chairman and CEO of Creative Technology, has died on Jan 4. </p><p>“Mr Sim has played an instrumental role in developing the business and has provided the company with strong leadership and vision,” says Creative Technology in its announcement.</p><p>Under Sim’s tenure, Creative Technology became famous for its Sound Blaster sound cards and became a worldwide leader in digital entertainment products including the Creative Zen portable media players.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Sheng Siong, China Everbright, Creative Technology</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Sheng Siong, China Everbright, Creative Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-06 08:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Jan 6):</p><p><a href=\"https://laohu8.com/S/OV8.SI\">Sheng Siong</a>: Supermarket operator Sheng Siong Group announced that its subsidiary, Sheng Siong (China) Supermarket on Dec 8, 2022, entered into a lease agreement with Yunnan Bi Yu Real Estate for a retail space of approximately 31,162 sq ft at Bi Gui Yuan Yingxiang North City 2nd Phase, Gu Yu Yuan VI Zone, B1, Intersection of Linyu Road and Tongyuan Road, Panlong District, Kunming City, Yunnan Province, China.</p><p>The new store is expected to be operational before the end of 2Q2023. This will bring the group’s store-count to 67 in Singapore and 5 in China. This new store is not expected to have a significant impact on the group’s financial performance for the financial year ended Dec 31, 2022.</p><p><a href=\"https://laohu8.com/S/U9E.SI\">China Everbright</a>: ENVIRONMENTAL services company China Everbright Water has secured its first municipal-level sludge disposal project.</p><p>This is after it implemented sludge treatment facilities within waste water treatment projects in recent years.</p><p>On Thursday (Jan 5), China Everbright said it expects the project to command an investment of some 186 million yuan (S$36.3 million).</p><p><a href=\"https://laohu8.com/S/C76.SI\">Creative Technology</a>: Sim Wong Hoo, the founder, chairman and CEO of Creative Technology, has died on Jan 4. </p><p>“Mr Sim has played an instrumental role in developing the business and has provided the company with strong leadership and vision,” says Creative Technology in its announcement.</p><p>Under Sim’s tenure, Creative Technology became famous for its Sound Blaster sound cards and became a worldwide leader in digital entertainment products including the Creative Zen portable media players.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U9E.SI":"中国光大水务有限公司","C76.SI":"创新科技","OV8.SI":"昇菘"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169018881","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Jan 6):Sheng Siong: Supermarket operator Sheng Siong Group announced that its subsidiary, Sheng Siong (China) Supermarket on Dec 8, 2022, entered into a lease agreement with Yunnan Bi Yu Real Estate for a retail space of approximately 31,162 sq ft at Bi Gui Yuan Yingxiang North City 2nd Phase, Gu Yu Yuan VI Zone, B1, Intersection of Linyu Road and Tongyuan Road, Panlong District, Kunming City, Yunnan Province, China.The new store is expected to be operational before the end of 2Q2023. This will bring the group’s store-count to 67 in Singapore and 5 in China. This new store is not expected to have a significant impact on the group’s financial performance for the financial year ended Dec 31, 2022.China Everbright: ENVIRONMENTAL services company China Everbright Water has secured its first municipal-level sludge disposal project.This is after it implemented sludge treatment facilities within waste water treatment projects in recent years.On Thursday (Jan 5), China Everbright said it expects the project to command an investment of some 186 million yuan (S$36.3 million).Creative Technology: Sim Wong Hoo, the founder, chairman and CEO of Creative Technology, has died on Jan 4. “Mr Sim has played an instrumental role in developing the business and has provided the company with strong leadership and vision,” says Creative Technology in its announcement.Under Sim’s tenure, Creative Technology became famous for its Sound Blaster sound cards and became a worldwide leader in digital entertainment products including the Creative Zen portable media players.","news_type":1,"symbols_score_info":{"U9E.SI":0.9,"OV8.SI":0.9,"C76.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922116296,"gmtCreate":1671716028215,"gmtModify":1676538580837,"author":{"id":"4106518926742630","authorId":"4106518926742630","name":"Nelli Wei","avatar":"https://community-static.tradeup.com/news/bab1eca228bdd0cc150e5b8268288c62","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106518926742630","idStr":"4106518926742630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Lucid Group 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