高瓴效應!隆基股份、信義光能、通威股份、寧德時代均創歷史新高
格隆匯12月21日丨繼入股信義光能和通威股份之後,高瓴資本這次又重金(70元/股,總交易金額達158億)入股了隆基股份,成為其第二大股東。今日隆基股份、通威股份和港股的信義光能均創出歷史新高價。今年以來,高瓴資本頻繁多次佈局新能源,先後投資了寧德時代、恩捷股份、蔚來汽車、小鵬汽車、理想汽車等新能源龍頭企業。寧德時代今日盤中也創出歷史新高價。細分領域光伏板塊自然成了高瓴資本的重點目標之一, 12月9日,光伏板塊另一龍頭通威股份曾披露非公開發行股票發行情況報告書,報告書顯示已經完成59.83億元個股定增,其中高瓴資本認購金額接近5億元。9月份,高瓴資本認購信義光能最新增發配股中的2.3億股,出資金額達到5.8億港元。



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