BYD's recent anomalies must have demons, and behind its high profile, it is not excluded that there is a figure of foreign capital, which is worthy of our vigilance - inscription
During this time, The Chinese new energy automobile company BYD was praised in the sky, and it was a "qualitative breakthrough in technology" and an "unlimited future", and some people even said that it would "defeat Volkswagen, Toyota, and Honda in the world" and "definitely the next greatest enterprise in China after Huawei".
These words of praise, there are peeping places, have a certain degree of rationality, but there is no lack of over-the-top, let people get goosebumps, there is a suspicion of "taking people soft, eating people's mouths short".
Gao Feirui does not deny that BYD has a good momentum of development and has a "bright, far-reaching, splendid" future. It can be said that BYD surpasses Volkswagen, Honda, Toyota, and it is still too early; to say that BYD has become "the next Greatest Enterprise in China", it is also debatable - Gao Feirui thought does not rule out this possibility, after all, "women are afraid of marrying the wrong man, men are afraid of entering the wrong line", BYD founder Wang Chuanfu is into the right industry: the automotive industry, especially new energy vehicles is a promising industry, these years, BYD development is also remarkable, becoming the Chinese sales champion of new energy vehicles, After all, China's auto market is the world's largest auto market, and the prospects for new energy vehicles are particularly unlimited.
Compared with Tesla, or even new Chinese car-making forces such as Weilai, Xiaopeng and Ideal, BYD is still obviously short-board, which is obvious in some places, such as the creation of classic models, such as brand premium capabilities.
BYD lacks a very competitive star model - of course, BYD has no shortage of star models, but in the market, compared with the big name star models, it is still far behind. How a company's technology, brand, and prospects are, need to speak with products, especially automotive companies. BYD has good models, but they are not classic products with core competitiveness - this problem especially needs to be paid great attention to by BYD.
BYD's products are cheap, in other words, BYD's products have not yet gained a foothold in the high-end market, and its comprehensive factors such as technology, performance, design, and brand have no way to support its foothold in the high-end market. If the high-end market is not standing, it cannot be said to be a strong enterprise. The reason why Huawei is strong is its core technology, strong brand, and the bargaining power of its products and the premium power of the brand. Everyone knows that Huawei's mobile phones have a firm foothold in the high-end market, and its P series and Mate series have a fight with Apple and Samsung high-end machines - this is also the reason why the United States has seen this and will not hesitate to use its national strength to sanction Huawei. Without U.S. sanctions, Huawei would have turned Apple and Samsung upside down. What does BYD rely on?
But who is touting BYD indefinitely?
Gao Feirui thought that there are at least three kinds of forces: one is BYD itself, which is based on the needs of corporate promotion; the other is the people outside the circle - people in the circle are suspected of endorsing, and people outside the circle are suspected of following the trend without knowing the truth; the third is that the foreign capital forces led by Buffett - which is what we especially need to be vigilant about - it is not easy to make money, do not make leeks, and be harvested by Buffett.
Buffett has long invested in BYD. In 2008, Buffett bought a 10% stake in BYD for HK$800 million per share. It's been 12 years since Buffett is still lurking. When Buffett withdraws, we are not sure, this has to be decided by Buffett. But Buffett is only a capitalist, and sooner or later he will have to withdraw from BYD, which will not avoid a large number of people becoming its leeks and being harvested by it.
Remember PetroChina? This stock is also a stock that Buffett once had a heavy position in. He bought in 2003 and liquidated in 2007 — PetroChina's stock price was the highest in 2007. How many people are caught off guard and thus become cannon fodder or even ruined? Gao Feirui thought of an entrepreneur friend, invested two hundred million yuan in China Petroleum, when it came out, less than 20 million, and there was no return.
Gao Feirui thought of course, he hopes that Chinese enterprises will be good, and the stronger they are, the better. But Gao Feirui thought is even more unwilling to see the interests of ordinary people damaged, hoping that shareholders, especially in the stock market like duckweed, retail investors who cannot float independently should open their eyes, see accurately, do not have the idea of speculating on targets, and do not follow the path of foreign capital that is scheming.
Gao Feirui always feels that BYD's recent abnormal events must have demons, and its high profile does not exclude the presence of foreign capital, which is worthy of our vigilance - after all, it is not easy for ordinary people to make some money, especially in the context of the current epidemic and economic downturn.
April 13, 2022 Beijing You'anmen Interior