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直击巴菲特股东大会:和最会赚钱的人一起吃啥

2017-05-08 17:51:15   长江网

当年,巴菲特远隔重洋,来到中国投资比亚迪,而不是美国家门口的特斯拉,或者是美国汽车“三巨头”,究竟是何原因?

或许,除了当时股价较低之外,更是因为王传福的战略布局,以及比亚迪已经多次将不可能的事情,变成可能。

例如,在电池IT领域,比亚迪从名不见经传,到击败日本巨头,做到世界前列;在汽车领域,从外行到内行,直至新能源车销量世界第一……这背后,无不需要强大的技术创新能力作为支撑和基石。

另外,比亚迪有较强的自我纠错和调节机制。虽然经历2010-2012年企业转型阵痛期。但正如巴菲特合作伙伴芒格说:“所有伟大的公司都是死过一次以后,才变得伟大,苹果差点破产,GE破产好几次,所以这次经历会让你变得更伟大。”

作为掌舵人,这期间,比亚迪董事长王传福曾来到美国“负荆请罪”,但巴菲特像多年的老战友一样,对王传福说:“我就喜欢你这样的方式和管理风格,你给你们自己的压力,比我给你的压力还大。没关系,我对你是长线投资,而且我一定会跟每个人讲,我永远不会卖你们的股票。”

而在战略布局上,也恰恰在阵痛转型期,比亚迪加深了对新能源汽车的专注度,更加坚定了未来战略发展方向。如今,全球新能源汽车市场方兴未艾。

10年投资只是起点?

巴菲特对比亚迪的投资,明年将进入第10个年头。或许,这仅仅是一个新的开始。

2016年,比亚迪新能源汽车销售近10万辆,在全球市场份额达到13%。

今年4月,在有“魔都”之称的中国上海,比亚迪发布了“电动·未来”战略,在深耕公共交通电动化之后,宣布加码新能源车私人市场。

云轨,则是比亚迪在去年10月发布的新型轨道交通产品。“云轨是治堵良方,一经推出,就得到外界的超预期回应,已经在汕头、深圳、广安等5个城市开始建设,明年将会增至20个城市”,王传福在上海表示。

或许,比亚迪的新能源时代才刚刚开始。至少,从比亚迪弹药库大门中,其秘密武器才窥见一斑。

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