去年下半年投资的2.3亿美元现在值12亿，这个成绩应该很不错了。原因：芒格有慧眼，巴菲特会听，众人会跟，比亚迪没令人失望。

 

当然还有大形势转好。

 

有了中石油和比亚迪的成功经验，相信伯克夏哈撒威公司会更多注意中国，这只是开始。

 

以下文章来自CNBC:

 

http://media.cnbc.com/i/CNBC/Sections/News_And_Analysis/_Blogs/Warren_Buffett_Watch/_DAILY%20POSTS/Graphics/090730_BYD-e6-SideView.jpg

BYD's all-electric e6 Sedan

Warren Buffett's bet on a Chinese electric car company is generating sparks.

 

Bloomberg notes that Berkshire Hathaway's stake of almost 10 percent in BYD has soared in value by about $1 billion since it was first announced last fall. 

The purchase was completed today at the September price after the China Securities Regulatory Commission gave its approval for the deal.

When Berkshire's MidAmerican Energy Holdings agreed last fall to make its $230 million investment in BYD, the Chinese company was trading just over HK$8 in the Hong Kong market.

http://media.cnbc.com/i/CNBC/Sections/News_And_Analysis/_Blogs/Warren_Buffett_Watch/_DAILY%20POSTS/Graphics/090413_Fortune_Cover_Buffet.jpg

Now BYD's stock is over HK$42, an increase of about 400 percent.  That means Berkshire's original $230 million investment is now worth about $1.2 billion on paper.

 

Buffett's willingness to back the company has helped boost the stock price, of course.  BYD soared 42 percent in the day after it was announced, but at that point it was still below its high of HK$20 from the previous year.

BYD's all-electric e6 automobile made its Detroit debut last January at that city's auto show, and then got major attention in April when a Fortune magazine cover story highlighted Buffett's investment in the "car of the future."

That story also notes that Buffett doesn't get all the credit for this particular billion-dollar profit.  The investment was first suggested by his partner, Charlie Munger.