睿智的比亞迪投資者將在未來兩年賺到數(shù)十億美元
Smart BYD investors will make billions over the next 2 years譯文簡介
澳洲電動汽車博主認為比亞迪非常值得投資
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BYD chairman announced buyback, my first thought was how many shares does he own. Spoiler alx, 59 percent of them.
比亞迪董事長宣布回購,我的第一個想法是他到底擁有多少股份。劇透了,59%的股份。
Guess he belives in his own company, possibly a good sign?
我猜他相信自己的公司,這可能是個好兆頭吧?
BYD builds factory in Uzbekistan also, in Septemer they will start production, planned maximum is 500.000 ev and hybrids a year
比亞迪也在烏茲別克斯坦建了廠,9月份投產(chǎn),計劃最高年產(chǎn)50萬輛電動汽車和混合動力車
Is there anybody there who believe that Central Asia nation and neighbors will soon have the purchasing power to buy half a millions cars?
有沒有人相信中亞國家和鄰國很快就會有購買50萬輛汽車的購買力?
He's been a fan of Tesla and BYD for as long as I can remember, and generally positive on all EVs.
從我記事起,他就一直是特斯拉(Tesla)和比亞迪(BYD)的粉絲,總體上看好所有的電動汽車。
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Time frx is relevant.
Cratering demand a quarter or two does not mean the share price will not be higher in 5 years.
Both things can be true at the same time.
時間框架是相關(guān)的。
一兩個季度的需求下降并不意味著股價在5年內(nèi)不會上漲。
這兩件事可以同時成立。
On the long run BYD will skyrocket.
從長遠來看,比亞迪將會飛速發(fā)展。
That's because he just reads stuff online and pumps out the videos.
那是因為他只是在網(wǎng)上看一些東西,然后把視頻搞了出來。
@chillfluencer
And that’s okay so will Tesla who is more profitable.
這沒關(guān)系,更賺錢的特斯拉也是如此。
Since you don’t have insider information on the company financials, you better look at top officials at BYD or Warren Buffett and what these people are doing with their BYD stocks before buying this stock.
由于你沒有比亞迪財務(wù)方面的內(nèi)幕信息,你最好在購買比亞迪的股票之前,先看看比亞迪的高層管理人員或巴菲特(Warren Buffett),看看這些人是怎么處理比亞迪的股票的。
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Warren Buffett was doing the economic hit job for the financial elite... good compass for the stock market, but not always correct.
沃倫·巴菲特(Warren Buffett)正在為金融精英們做經(jīng)濟打擊工作……這是股市的指南針,但并不總是正確的。
The biggest problem with BYD is too many brands and too many models for their EVs. Tesla sells more with just 5 models than BYD does with 20! Developing each of these models has a fixed cost, some of those BYD models don't sell well enough to pay back that development, thus a drag on their profitability. Tesla, on the other hand, makes a profit on 4 of their 5 models - and the Cybertruck will soon be profitable.
比亞迪最大的問題是電動汽車的品牌和車型太多了。特斯拉5款車型的銷量比比亞迪20款車型的銷量還要多!開發(fā)這些車型都有固定的成本,比亞迪的一些車型銷量不夠好,無法收回開發(fā)成本,從而拖累了它們的盈利能力。另一方面,特斯拉的5款車型中有4款盈利,賽博卡車很快就會盈利。(譯者注:賽博卡車簡直就是一坨屎,涼透了)
Sam isn’t allowed to upload such content, he’s not a financial expert, it’s against YouTube’s rules and he knows it.
山姆不允許上傳這樣的內(nèi)容,他不是金融專家,這違反了猶管的規(guī)定,他知道這一點。
Following Buffet at this point doesn't make sense unless you, like his partner, went to China, met the owners and invested directly in the company to help them expand.
They are selling out now after the company has grown into an international leader.
I don't think Buffet himself was the leader on the investment.
在這一點上追隨巴菲特是沒有意義的,除非你像他的合伙人一樣,去中國,見了老板,直接投資公司,幫助他們擴張。
在公司成長為國際領(lǐng)先企業(yè)后,他們現(xiàn)在正在出售股份。
我不認為巴菲特本人是這次投資的領(lǐng)導者。
Yeah, the stock has not really moved. What about LI, seems they've nice growth. Still uncertain of the Chinese economy.
是的,股票并沒有什么變化。LI怎么樣,看起來他們增長得不錯。對中國經(jīng)濟仍不確定。
I thought Warren Buffett dropped a lot of the BYD stock, got out of it.
我以為沃倫·巴菲特減持了很多比亞迪的股票。
BYD also officially released their generation 2 Blade Battery recently called "B30刀片電池". This new offering increased the energy density from 140 Wh/kg to 170 Wh/kg at the pack level. It will allow fast charging of a BYD Han size EV to obtain 500 km CLTC (probably 335 ~ 400 km EPA) in just 10 minutes provided you can actually find a rapid charger strong enough.
比亞迪最近也正式發(fā)布了他們的第二代葉片電池,名為“B30刀片電池”。這一新產(chǎn)品將能量密度從140 Wh/kg提高到了170 Wh/kg。只要你能找到一個足夠強大的快速充電器,它將允許比亞迪漢大小的電動汽車在10分鐘內(nèi)獲得500公里的CLTC(可能是335 ~ 400公里的EPA)。
(譯者注:NEDC、WLTP、EPA、CLTC是四種續(xù)航標準)
At the beginning of 2024, I sold Tesla and bought BYDDY and TM. Both have done well.
2024年初,我賣掉了特斯拉,買了比亞迪和豐田汽車。兩者都做得很好。
none of them are doing well this year..
他們今年都做得不好。
Byddy went down and then up from the first of the year to now. It's almost exactly the same price as the beginning of the year.
從年初到現(xiàn)在,比亞迪的股票忽高忽低。幾乎和年初的價格一模一樣。
Toyota (TM) is up 35% year-to-date. Toyota is up 81% for the last 12 months.
豐田汽車(Toyota)今年迄今上漲了35%。豐田在過去12個月上漲了81%。
8:50 Yes only a little for some population bought their house but not majority. Average Chinese family save 30% of their income. And most don't have a mortgage. Even if they have, they already paid 40 or 50% down payment. It's a different society. Chinese never encouraged to borrow from the future and living on the resource that don't have.
8:50是的,只有一小部分人買了房子,但不是大多數(shù)。中國家庭平均把收入的30%存起來。而且大多數(shù)人沒有抵押貸款。即使他們有,他們也已經(jīng)付了40%或50%的首付。這是一個不同的社會。中國人從不鼓勵向未來借錢,寅吃卯糧。
What do they invest thier savings in?
他們把儲蓄投資在了什么地方?
That is not a smart way to manage your money especially when inflation is high, in 1994 was 25%, 95 was 17% and 96 was 8.5% in China, that means in the space of 3 years everybody that was saving cash lost 33% of what they had.
這不是一個明智的理財方式,尤其是當通貨膨脹率很高的時候,1994年是25%,95年是17%,96年是8.5%,這意味著在三年的時間里,每個存錢的人都損失了33%的錢。
@isaac827
Inflation is always being some what controlled in Chinese society....China reserved 40% of the world food storage. The Ukraine war and co V ee 19 created almost no inflation in China.
在中國社會,通貨膨脹總是受到某種程度的控制....中國的糧食儲備量占世界的40%。烏克蘭戰(zhàn)爭和新冠幾乎沒有在中國造成通脹。
@foodparadise5792
They knew the Ukraine war was coming before the West did. I saw them buying lots of Soy Beans and Lean Hogs in 2021.
他們比西方更早的知道了烏克蘭戰(zhàn)爭的到來。我看到他們在2021年購買了大量的大豆和瘦肉型豬。
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@foodparadise5792
The statistics I posted were official Chinese figures. They were the worst it has been but that was an example to highlight what happens if you save cAsh During times of inflation, even with lower inflation the same is true, just the effects are slower..
我發(fā)布的是中國官方數(shù)據(jù)。這是有史以來最糟糕的,但這是一個例子,突顯了如果你在通貨膨脹時期存錢會發(fā)生什么,即使通貨膨脹率較低也是如此,只是影響較小。
Their battery business should grow twice as fast as their car business as they can sell batteries to other car companies, homeowners with solar and utilities with solar and wind farms. If BYD was valued at 20% of CATL, the stock price would triple.
比亞迪的電池業(yè)務(wù)的增長速度應(yīng)該是汽車業(yè)務(wù)的兩倍,因為他們可以向其他汽車公司、擁有太陽能的房主以及擁有太陽能和風力發(fā)電場的公用事業(yè)公司出售電池。如果比亞迪的估值是寧德時代的20%,那么其股價將翻三倍。
Dude!!!! Yang wang would be legendary!!
老兄! ! 仰望越野車將成為傳奇!!
As a novice stock enthusiast trying to predict which stocks are going to take off and get in early is a bad idea. If they are going down they are going down for a reason.
The people who have the ability to push the price up are very well informed and cause very obvious shifts in price.
Wait for the bulls to start pumping before joining the rally.
作為一個新手股票愛好者,試圖預測哪些股票會起飛,并盡早進入是一個壞主意。如果股價下跌,肯定是有原因的。
那些有能力推高股票價格的人,其消息非常靈通,他們會引起價格的明顯變化。
等待多頭開始上漲,再加入漲勢。
The percentage of new car sales in China which is NEV is growing exponentially. in two years, it will be 80%-plus. Some quick math: In 2023, China's car market was 30 million cars. 80% of that is 24 million. If BYD maintains it's 30% market share of NEV sales in China, in two years it will be selling 8 million cars in China alone, plus whatever its exports have grown to, plus whatever its battery business is, plus whatever its semiconductor business is, plus whatever its energy storage business is. This growth story is far from done.
新能源汽車在中國新車銷量中所占的比例呈指數(shù)級增長。兩年后,這一比例將達到80%以上。簡單算算:2023年,中國的汽車市場規(guī)模為3000萬輛。其中80%就是2400萬。如果比亞迪能保持30%的中國新能源汽車的市場份額,那么在兩年內(nèi),它在中國的汽車銷量將達到800萬輛,再加上它的出口增長,再加上它的電池業(yè)務(wù),再加上它的半導體業(yè)務(wù),再加上它的儲能業(yè)務(wù)。這個增長故事遠未結(jié)束。
you can say this about any company if you think about it...
你可以這樣說任何一家公司,如果你仔細想想……
Stocks can go up aswell as down, or just like EV's, run out of charge!!
股票可以漲也可以跌,或者就像電動汽車一樣,沒電了!!
In Brazil they just have to repourpose the factories they took after Ford left the country.
There will be 3 factories. One will make batteries one will make cars and one will make buses
在巴西,他們只需重新安置福特離開巴西后的工廠。
將有 3 家工廠。一家生產(chǎn)電池,一家生產(chǎn)汽車,一家生產(chǎn)公共汽車。
I saw a YouTube video a few days ago talking about BYD is on track to bring their 1st generation solid state battery to market later this year. That video was all in the Chinese language. It said that BYD has been working on their solid state battery technology for more than 6 years, and BYD has the most number of patents related to solid state battery. This BYD solid state battery is rumored to have energy density of 400 Wh/kg and capable of extreme fast charging. It is also rumored to have very wide operating temperature latitude. Unlike CATL and many other battery manufacturers, BYD never says anything until their product is on the market. I think this rumor is highly credible because BYD has several highly esteemed battery scientists from the Chinese Academy of Sciences on their payroll. Assuming this rumor is true, then this could explain why BYD have drastically reduced their prices across the range. Their action looks more and more like they are trying to clear their inventories in preparation for a new generation of EVs that will literally blow their competition away.
幾天前,我在猶管上看到了一個視頻,說比亞迪將在今年晚些時候?qū)⒌谝淮虘B(tài)電池推向市場。那段視頻全是中文的。比亞迪在固態(tài)電池技術(shù)上已經(jīng)投入了6年多的時間,比亞迪擁有最多的固態(tài)電池相關(guān)專利。傳聞這款比亞迪固態(tài)電池的能量密度為400 Wh/kg,能夠極快充電。也有傳言說它有很寬的工作溫度范圍。與寧德時代和許多其他電池制造商不同,比亞迪在產(chǎn)品上市之前從不發(fā)表任何言論。我認為這個傳言是非??尚诺?,因為比亞迪有幾位來自中國科學院的備受尊敬的電池科學家。假設(shè)這個傳言是真的,那么就可以解釋為什么比亞迪大幅降低了他們的汽車價格。他們的行動看起來越來越像是在試圖清理庫存,為新一代電動汽車做準備,這將徹底擊敗他們的競爭對手。
Yes, and that video and numerous others like it have been blasted across every platform for some time now,... Still waiting,...
是的,這個視頻和許多其他類似的視頻已經(jīng)在每個平臺上被炸了一段時間了……還在等待…
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That last part makes sense
最后一部分是有道理的
"It's better to own a great stock at a fair price, than a fair stock at a great price."
- Warren Buffet
Tesla = great stock
BYD = fair stock
“以合理的價格持有一只好股票,勝過以高價格持有一只好股票?!?br /> ——巴菲特
特斯拉=偉大的股票
比亞迪=優(yōu)質(zhì)股
Rich people will get richer. Most people need all the money they can make for day to day living.
富人會變得更富。大多數(shù)人努力賺來的錢只能維持日常生活。
BYD looks like a very wise investment now and probably it is. Like investing in Apple in the early 2000s.
現(xiàn)在看來,投資比亞迪是一項非常明智的選擇,或許確實如此。比如在21世紀初投資蘋果公司。
Not even close
差遠了
That is not even close.
比亞迪還差得遠呢。
Doubt that evergrand got much to do with the Chinese EV market. The debt issue with evergrand has been known and ongoing since 2018 before even the EV boom and somehow it dosen't effect the EV market in China from 2019-2023 but they did in 2024 ?
我懷疑恒大與中國電動汽車市場沒有多大關(guān)系。恒大的債務(wù)問題自2018年以來就一直存在,甚至在電動汽車熱潮之前就已經(jīng)存在,不知怎的,它沒有影響2019-2023年中國的電動汽車市場,但在2024年就影響了?
Shure, a couple of month's back Tesla was going to the moon. Now -33%, talk about cars not stonks.
舒爾,幾個月前,特斯拉還風光無限?,F(xiàn)在股票跌了33%,談車色變。
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Youre gonna fined the 100.000$, Sam. You said yourself you cant give financial advice yet here you go and keep doing it
你要被罰10萬美元,薩姆。你自己也說過,你無法給出理財建議,但你還是這么做了
Its his opinion not advice.
這是他的想法,不是建議。
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Financial advice would be saying to buy BYD at a specific price range. He is only saying an opinion.
財務(wù)建議是在一個特定的價格區(qū)間買入比亞迪股票。他只是聊聊他個人的想法。
How come we don't hear from all these people when he says to buy Tesla?
當他說要買特斯拉的時候,我們怎么沒有聽到這些人的聲音?
Lads this means he’s dumped some Tesla stock and bought BYD. Tbf should have dumped Tesla as soon as the started reducing prices. Nobody with a moat ever ever reduces prices
伙計們,這意味著他拋掉了一些特斯拉股票,買了比亞迪。說實話,特斯拉一開始降價,他就應(yīng)該拋掉。有護城河的人永遠不會降價
Good job, Sam!
干得好,薩姆!
When will CATL release there Sodium Ion battery ?
(For Stationary storage )
寧德時代什么時候會發(fā)布鈉離子電池?
(固定儲存)
BYD is a tenacious competitor. The short term may be difficult with their current concentration of sales in China and the cutthroat market. Long term they will be expanding worldwide.
比亞迪是一個頑強的競爭對手。鑒于它們目前的銷售集中在中國,且中國市場競爭激烈,短期內(nèi)可能很難實現(xiàn)。但長期來看,他們會做到的。
its a solid company to own, thats for sure!
這是一家靠譜的公司,這是肯定的!
I appreciate the efforts that you bring latest news and information of the EV industry. But predicting EV stock price and suggesting audience to buy in is a bit too far to go for an industry which is still quite volatile.
我感謝你為我們帶來最新的電動汽車行業(yè)的新聞和信息,但預測電動汽車股價,并建議受眾買入,這對于一個仍相當不穩(wěn)定的行業(yè)來說,有點過了。
You should disclose if you are benefiting from BYD directly or indirectly.
你應(yīng)披露,你是否直接或間接受益于比亞迪。
If you watch this channel enough you would know that Sam owns stock in BYD & Tesla. Otherwise, why we he be talking some much about these two companies?
如果你經(jīng)??催@個頻道,你就會知道,山姆擁有比亞迪和特斯拉的股票。否則,我們?yōu)槭裁匆務(wù)撨@兩家公司呢?
They are building one in Indonesia too
比亞迪在印度尼西亞也建造了工廠
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The price of the 2024 Rimac Nevera is expected to start around $2,200,000 and go up to $3,000,000 depending on the trim and options.
Your 7 million is just nonsense.
2024年Rimac Nevera的價格預計在220萬美元左右,根據(jù)裝飾和選擇,最高可達300萬美元。
你的七百萬簡直是胡說八道。(譯者注:Rimac Nevera 是一款由克羅地亞汽車制造商Rimac Automobili設(shè)計和生產(chǎn)的全電動超級跑車)
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In the 1980s, Chevrolet released a compact car called the Pinto. The car did not sell well in Brazil, partly due to the fact that in Brazilian Portuguese, 'Pinto' means 'little boy's penis.' In the early 2000s, the electronic giant Best Buy opened in China. The direct Chinese phonetic translation is 'Better Price Elsewhere,' so they retained the English name but created a completely different sounding Chinese name. BYD will need to learn to market its products effectively as it expands.
在20世紀80年代,雪佛蘭推出了一款名為平托的緊湊型汽車。這款車在巴西賣得不好,部分原因是在巴西葡萄牙語中,“Pinto”的意思是“小男孩的陰莖”。21世紀初,電子巨頭百思買在中國開業(yè)。直接的中文翻譯是“其他地方更便宜”,所以他們保留了英文名字,但創(chuàng)造了一個聽起來完全不同的中文名字。隨著公司的擴張,比亞迪需要學會如何有效地推銷自己的產(chǎn)品。
Wasn’t the pinto a Ford?
那輛平托不是福特的嗎?
I thought you advised to stay away from the Stake trading platform?
我以為你建議遠離股權(quán)交易平臺?
I wanna lease a yang wang fo 2 weeks! I just like the name if im honest!
我想租一輛仰望兩個星期!說實話,我只是喜歡這個名字!
i tried to buy BYD via CMC but there was a minimum purchase of from memory about $15000- more than I'm willing to buy. Is there any way to buy smaller packages?
我試圖通過CMC購買比亞迪,但最低購買價約為1.5萬美元——超過了我愿意購買的價格。有沒有更便宜的?
原創(chuàng)翻譯:龍騰網(wǎng) http://www.top-shui.cn 轉(zhuǎn)載請注明出處
The EV sector in China is going through a rough patch right now, but I think BYD benefits even more now than before because of their positioning and cost structure.
中國的電動汽車行業(yè)目前正處于艱難時期,但我認為,由于比亞迪的定位和成本結(jié)構(gòu),他們現(xiàn)在比以前獲益更多。
Next Toyota in my view.
在我看來,下一個是豐田。
Awesome analysis, of BYD, thank you
對比亞迪的精彩分析,謝謝
Hi Sam. Thank you so much for helping me make 10% profit on BYD stock this year alone, and I'm a Chinese! But I keep wondering why you keep talking about an incoming downturn in the Chinese economy this year. The general sentiment is that Evergreen is a thing of the past and people are relatively clear of where the country's economy is heading now. That's why we're seeing quite a bit more economic activity compared to last year, here in Beijing at least. The lower sales of BYD so far are the consumers waiting on the price drops of other brands who are following BYD's price drops. People will hold off buying until they can have a more complete comparison on potential options. Anyway, that's just my personal take. Keep up the great work!
嗨,山姆。非常感謝你幫我在比亞迪股票上賺了10%的利潤,我是一名中國人! 但我一直在想,為什么你一直在說今年中國經(jīng)濟會下滑?人們普遍認為 "恒大集團"已經(jīng)成為過去,人們對中國經(jīng)濟的未來走向也比較清楚。這就是為什么我們看到的經(jīng)濟活動要比去年多了不少,至少在北京是這樣。到目前為止,比亞迪銷量較低的原因是消費者在等待其他品牌的降價,而其他品牌也在跟隨比亞迪降價。在對潛在選擇進行更全面的比較之前,人們會暫緩購買??傊@只是我個人的看法。繼續(xù)努力
18:46 - Berkshire Hathaway actually owns 8.05% of BYD...
18:46 -伯克希爾哈撒韋實際上擁有比亞迪8.05%的股份…
The chairman that announced buyback owns 59 percent
宣布回購的董事長擁有59%的股份
?@justinr9753
...the chairman alone isn't Berkshire Hathaway.
董事長本身并不是伯克希爾哈撒韋公司。
Thought Buffet sold out or did he just trim?
你以為巴菲特賣光了股票,還是他只是拋出了一些而以?
@chillfluencer
the chairman of BYD.
比亞迪的董事長。
Hybrids are going away long term….no mention at all here about the fact BYD is building (lots of) gas engines.
長期看,混合動力車將消失....這里完全沒有提到比亞迪正在制造(大量的)燃油發(fā)動機的事實。
I think it’s not a bad idea. :)
我覺得這主意不錯。:)
BYD has too improv the autonomous driving and the charging speed, with these 2 improvements the will boost the performance and value of the Cars. Result will be high sales in World.
比亞迪還改進了自動駕駛和充電速度,這兩項改進將提升汽車的性能和價值。這樣,比亞迪汽車在全球的銷量就會很高。
That's if they can break into the North American and European markets in a big way. The big tariff hurdles being threatened by the EU and USA could put a kibosh to that. BYD will likely have way more success as a battery supplier, and I expect BYD to supply blad battery packs to anyone that wants them worldwide.
前提是他們能夠大舉打入北美和歐洲市場。歐盟和美國威脅要設(shè)置高昂的關(guān)稅障礙,可能會讓這一切戛然而止。作為電池供應(yīng)商,比亞迪可能會取得更大的成功,我希望比亞迪向全球任何需要的人提供刀片電池組。
BYD will take ASEAN 700 million people growing at 5% GDP, also Gulf countries and Latin America. BYD knows Europe is tough in multiple ways
比亞迪將擁抱有7億人口、GDP增長為5%的東盟,以及海灣國家和拉丁美洲。比亞迪知道,歐洲在很多方面都會設(shè)置障礙。
@protagonist9716
Most likely ASEAN. Maybe South Americanif they can build a factory in Brazil or Argentina.
最有可能的是東盟,也許是南美,如果比亞迪能在巴西或阿根廷建工廠的話。