北向資金大額拋售！上半年淨利預降五成！格力電器首次回購欲提振股價？
格力電器（000651）7月16日晚間公告，公司7月16日首次以集中競價方式回購公司股份，回購股份數量為91萬股，支付總金額為5139.91萬元。
此前的4月12日，格力電器公告，公司擬使用自有資金以集中競價交易方式回購公司股份，資金總額不低於30億元（含）且不超過60億元（含）；回購股份價格不超過70元/股，回購股份將用於員工持股計劃或者股權激勵。
《投資快報》記者注意到，在北向資金拋售、上半年淨利預降五成、經銷商股東減持的背景下，這是格力電器實施的首次回購。
上半年淨利預降5成的格力電器，遭遇北向資金拋售。7月16日盤後數據表明，北向資金淨流出A股69.2億元，其中，格力電器遭遇北向資金淨賣出14.52億元，位居榜首。
這個數字對於格力電器來説同樣非比尋常。數據顯示，北向資金單日淨賣出14.52億元，在格力電器歷史上極為罕見，至少是最近3個月屬於首次出現，而格力電器被北向資金單日淨賣出排名第二的是6月8日，為6.36億元。
事實上，截至7月16日，格力電器已經連續4個交易日遭遇北向資金淨賣出。其中，7月15日的淨賣出為0.79億元，7月14日和13日分別為0.4億元與0.54億元。而單日遭遇北向資金淨賣出14.52億元的格力電器，其當日股價也創下了3個多月以來的最大跌幅，下跌幅度為4.58％。
此前的7月15日，格力電器披露的2020年半年度業績預告顯示，其上半年淨利潤為63億元至72億元，比上年同期下降48％至54％，創下了其歷史同期業績最高下降幅度記錄。
今年上半年，格力電器的股價表現並不樂觀，截至目前，格力電器股價較年初下跌11.52％。而競爭對手美的集團的股價漲幅約8.08％。
去年12月，格力電器控股股東格力集團將其持有的15％格力電器股份以46.17元/股的價格轉讓給珠海明駿，而珠海明駿背後的實控人為高瓴資本。受高瓴入局帶來的溢價影響，格力電器股價自12月來一路上漲，一度漲至69.18元/股，創歷史新高。一月中旬疫情蔓延影響空調銷量，格力業績遭到重創，股價開始回落，最低跌至47.45元/股，目前已恢復至高瓴入股前的水平。
格力電器若寄希望回購股份來提振股價，不知投資者是否會為此買單。
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