格力電器(000651.SZ)漲3.9% 高瓴成最大股東或給市場帶來想象空間
格隆匯10月29日丨已經橫盤一段時間的格力電器(000651.SZ)半日收漲3.9%,報59.12元,成交額明顯放大至23.25億元,最新總市值3557億元。

格力電器價值近400億(15%的股份,共9.02億股,轉讓價格不低於44.17元/股)的股權轉讓事宜最終花落高瓴資本,高瓴將成其最大股東。這意味着格力正式開始混合所有制改革,引入市場化機制。
有分析師稱,高瓴投了很多TMT、科技型企業,在日後格力科技化轉型中是否會有幫助,有一定的想象空間。
另外,國際市場一直是格力電器的短板,今年上半年的營收中來自海外的僅佔比16.7%,另兩大白電巨頭海爾、美的均在40%以上。而格力今年6000億的營收目標離不開多元化和國際市場,髙瓴的介入或許能在多元化和國際市場方面給予格力支持。
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