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高瓴資本擬收購隆基股份6%股份,佈局碳中和領域投資
格隆匯 12-20 16:41

12月20日,隆基股份(601012.SH) 發佈公告稱,公司於2020年12月19日收到持股5%以上股東李春安通知,李春安與高瓴資本於2020年12月19日簽署了《關於隆基綠能科技股份有限公司之股份轉讓協議》(以下簡稱“《股份轉讓協議》”),李春安擬通過協議轉讓的方式,向高瓴資本轉讓其持有的公司股份 226,306,134 股,佔公司總股本的 6.00%。協議約定轉讓價格為70元/股,合計轉讓價款為 15,841,429,380元。

隆基股份最近一個交易日收盤價格為77.65元/股,本次轉讓價格略高於該股價的9折,接近隆基股份歷史高位。高瓴資本在隆基股份近3000億市值的檔口受讓其6%股份,可見其對隆基股份發展潛力和投資價值的認可。

今年以來,高瓴資本多次大手筆投資,使得其新能源佈局再次成為市場關注焦點。據不完全統計,高瓴資本今年在新能源領域投資了寧德時代、恩捷股份、通威股份,蔚來汽車、小鵬汽車、理想汽車等新能源龍頭企業。

市場人士認為,高瓴資本投資的均為細分賽道龍頭企業,而且敢於在“高位”下重注,是更大格局順應歷史大趨勢的價值投資。剛剛結束的2020年中央經濟工作會議部署了2021年做好碳達峯、碳中和工作等八項重點任務,努力保持經濟運行在合理區間,以高質量發展為“十四五”開好局。“碳中和”,就是綠色新能源,即:光伏(風能)、新能源汽車兩大方向。碳中和的提出是綠色轉型的開始,從傳統的汽車到新能源汽車,從之前的煤炭發電到光伏風能,這是大勢所趨。

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