由于中国需求疲软、监管问题和销售下降,尽管BYD在全球的EV领先地位,但自5月以来其股票下跌了20%。
BYD's stock dropped 20% since May due to weak Chinese demand, regulatory issues, and declining sales, despite its global EV leadership.
在中国需求疲软、监管监督(包括5 000万美元的补贴还本付息风险)以及政府更严格监督(尽管其全球EV生产领先和市场上限为9 900亿美元)的情况下,BYD的股位自5月以来下降了20%。
BYD's stock has fallen 20% since May amid weakening Chinese demand, regulatory scrutiny including a $50 million subsidy repayment risk, and tighter government oversight, despite its global EV production lead and $990 billion market cap.
最近审计失败和国内销售下降促使预测削减,而沃伦·巴菲特则退出了全部股份。
A recent audit failure and declining domestic sales prompted forecast cuts, while Warren Buffett exited his entire stake.
虽然新的Uber交易可能有助于国际增长,但中国的地缘政治和经济逆风(80%的销售都发生在中国)仍是重大关切问题。
Though a new Uber deal may aid international growth, geopolitical and economic headwinds in China—where 80% of sales occur—remain significant concerns.