Charlie Munger: BYD depaseste cu mult Tesla - 20 februarie 2023: Diferență între versiuni

<p>Charlie Munger, partenerul de-o viata in investitii al lui Warren Buffett (si vice-presedinte al Berkshire Hathaway), [https://www.cnbc.com/2023/02/15/charlie-munger-says-byd-is-far-ahead-of-tesla-in-china.html crede] ca BYD depaseste cu mult Tesla in China, adaugand ca producatorul auto chinez este compania lui favorita. BYD a fost infiintata in 1995, iar productia de autovehicule a demarat in 2003.</p><p>Berkshire Hathaway, conglomeratul condus de Warren Buffett, [https://www.cnbc.com/2023/02/15/charlie-munger-says-byd-is-far-ahead-of-tesla-in-china.html#:~:text=BYD%20has%20been,company%2C%E2%80%9D%20Munger%20said. a inceput] sa investeasca in BYD in septembrie 2008. In ultimul deceniu, compania chineza s-a apreciat la bursa cu peste 600%. Totusi, pe parcursul ultimului an, pe masura ce cotatiile au urcat tot mai mult, Berkshire Hathaway [https://www.scmp.com/business/china-business/article/3209010/warren-buffetts-windfall-byd-bet-snowballs-us23-billion-china-ev-maker-roars-past-tesla-record si-a redus] gradual expunerea.</p><p>Luna trecuta, cu ocazia publicarii rezultatelor financiare, Elon Musk [https://insideevs.com/news/633409/elon-musk-says-tesla-biggest-rival-is-some-company-out-of-china/ a sugerat] ca cel mai puternic competitor pentru Tesla va sosi, foarte probabil, din China. "Se lucreaza cel mai mult si cel mai inteligent acolo", [https://www.reuters.com/business/autos-transportation/musk-says-china-rivals-work-hardest-smartest-2023-01-26/ a declarat] Musk.</p><p>Pentru intregul an 2022, BYD [https://www1.hkexnews.hk/listedco/listconews/sehk/2023/0130/2023013000771.pdf estimeaza] un profit net de pana la 16.4 bln. RMB (aproximativ 2.4 mld. USD), cifra care ar marca o crestere de pana la 1,200% fata de anul precedent.</p><p>Tot in 2022, BYD [https://www.reuters.com/breakingviews/byds-world-beating-evs-brace-rougher-ride-2023-02-15/#:~:text=Last%20year%2C%20it%20tripled%20both%20production%20and%20sales%20of%20pure%20electric%20and%20hybrid%20cars%20to%20nearly%202%20million%20vehicles. si-a triplat] atat productia, cat si livrarile de autovehicule electrice si hibride, la circa 2 milioane. Cifra [https://www.wsj.com/articles/chinas-ev-sales-broke-record-in-2022-as-overall-auto-market-stalled-11673353084#:~:text=China%20sold%205.67%20million%20EVs%20and%20plug%2Dins%20in%202022%2C%20the%20China%20Passenger%20Car%20Association%20said%20Tuesday%2C%20as%20state%20subsidies%20and%20high%20oil%20prices%20led%20buyers%20to%20switch%20from%20gas%2Dguzzling%20models. este] echivalenta cu aproape jumatate din numarul total de autovehicule electrice si hibride achizitionate anul trecut in China. BYD [https://www.wsj.com/articles/chinas-ev-sales-broke-record-in-2022-as-overall-auto-market-stalled-11673353084#:~:text=BYD%20Co.%20jumped%20from%2010th%20place%20on%20the%20retail%20sales%20chart%20in%202021%20to%20the%20top%20in%202022%2C%20replacing%20Volkswagen%20AG%E2%80%99s%20joint%20venture%20with%20FAW%20Group%20Co.%2C%20which%20slipped%20to%20second. a fost] #1 pe acest segment al pietei auto chineze (comparativ cu #10 in 2021). Ca perspectiva: in 2022, Tesla [https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-fourth-quarter a vandut] 1.31 milioane de autovehicule electrice peste tot in lume. In trimestrul 4 din 2022, BYD [https://www.scmp.com/business/china-business/article/3208518/byd-worlds-largest-ev-builder-expects-report-fourth-quarter-earnings-roughly-10-times-higher-year#:~:text=In%20the%20fourth%20quarter%2C%20BYD%E2%80%99s%20sales%20of%20pure%20electric%20and%20plug%2Din%20hybrid%20cars%20surged%20156.7%20per%20cent%20from%20a%20year%20earlier%20to%20683%2C440%20units%2C%2026.9%20per%20cent%20higher%20than%20its%20delivery%20number%20in%20the%20third%20quarter%20of%202022. a vandut] 683,440 de autovehicule electrice si hibride, in crestere cu 157% fata de perioada similara din 2021.</p><p>In India, piata auto cu cea mai mare [https://www.autocarindia.com/industry/india-overtakes-japan-as-the-third-largest-car-market-426816#:~:text=India%20was%20the%20fastest%20growing%20market%20in%202022%20and%20no%20other%20country%20posted%20consecutive%20strong%20double%2Ddigit%20growth%20(over%2020%20percent)%C2%A0in%20the%20world. crestere] anuala din lume in 2022, BYD [https://www.bloomberg.com/news/articles/2023-01-11/china-s-byd-plans-aggressive-expansion-into-india-s-burgeoning-ev-market vrea] sa aiba o cota de piata de 40% pana in 2030. In prezent, autovehiculele electrice [https://www.reuters.com/business/autos-transportation/renault-considers-making-mass-market-evs-india-sources-2023-01-06/#:~:text=EVs%20were%20on%20track%20to%20be%20less%20than%201%25%20of%20car%20sales%20last%20year%20but%20the%20government%20has%20set%20a%20target%20of%2030%25%20by%202030%20and%20has%20had%20recent%20success%20in%20attracting%20suppliers%20for%20international%20automakers%2C%20with%20a%20range%20of%20subsidies. inseamna] aici mai putin de 1% din totalul vanzarilor, dar autoritatile locale vor sa creasca abrupt procentul la 30% pe parcursul acestui deceniu.</p><p>(DE.BY6) (US.TSLA) (US.BRKb)</p>