Reduce holdings of 110 million shares and sold 3 billion yuan. The deepest of Dong Mingzhu is the dealer?

Unexpectedly, the deepest "damage" Dong Mingzhu turned out to be Gree's dealer.

On June 24, Gree Electric suddenly issued an announcement saying that Jinghai Interconnection reduced the company's shares of the company's shares by the company on the same day, with a transaction value of 3 billion yuan, accounting for 1.86%of Gree's total share capital. After the completion of this reduction, the proportion of Gree Electric's shares in Jinghai Interconnection dropped to 6.47%.

It is unknown whether the future will continue to reduce their holdings.

Established in 2006, Jinghai Interconnection was played in the 15 -year "long -distance running" with Gree Electric, and the company has always played a more important role.

As we all know, for a long time in the past, due to the continuous reduction of Gree Group, Gree Electric has always been a highly scattered listed company. Because the company's texture is excellent, Gree has also encountered "barbarians" knocking on the door.

Although Dong Mingzhu's personal shares held Gree's individual, and the largest shareholder Gree Group held only 18%at the time, although the scattered equity gave Yao Zhenhua's opportunity. However, Yao Zhenhua obviously underestimated the power of Dong Mingzhu and the unanimous active action. He also deliberately regarded Gree as the second Vanke. Obviously, he made the wrong abacus. In addition to Dong Mingzhu very tough, the Beijing -sea interconnection played the "Dinghai Needle" character of.

The reason why the Beijing -hai interconnection and Dong Mingzhu are tightly tied to this is because when the Internet channels are not so developed, the interests between dealers and enterprises are highly consistent.

Stable profitability and high quality products have made Dong Mingzhu's management of the management of the management of Dong Mingzhu have always been strong. When the Gome Electric is in the middle of the day, Dong Mingzhu dared to call Huang Guangyu directly. In addition, Gree, as the top manufacturing enterprise of A shares, has a large proportion of dividends every year also made Dong Mingzhu straight in the capital market.

Therefore, in addition to Gree and the air conditioner over the years, Dong Mingzhu has also won the title of "Iron Lady". As a unanimous actor in Gree, Jinghai Interconnection naturally stands unconditionally on the side of Dong Mingzhu.

It is reported that in the past fifteen years, Jinghai Interconnection has only reduced its holdings of Gree Electric's stock in 2012 and 2020. According to the Securities Times report, in July 2020, Caida Securities Beijing First South Road Securities Sales Department has concentrated on the concentration The sale of a Bo Gree's stock at that time, the transaction price was between 56 yuan and 60 yuan, the total transaction volume was about 2.5 billion yuan, and the total number of Gree shares was 42.88 million shares.

So why should I choose to reduce their holdings at this time as a "hardcore fan" who accompanied Gree's long running?

I think there are three reasons:

First, since the epidemic in 2020, in fact, many commercial formats have changed. In 2020, Dong Mingzhu live broadcast has brought tens of billions of sales. The power of personal live broadcast has made Dong Mingzhu see some changes. In recent years, Dong Mingzhu has also been working on the direction of the live broadcast. Digging Wang Ziru and cultivating the "successor" Meng Yuchong is an important signal for his enrollment.

Dong Mingzhu's comprehensive entry into the live broadcast has naturally made dealers worry about it. Although Dong Mingzhu has repeatedly stated that he will not cancel the dealer, this is not enough to dispel their doubts.

Second, as real estate enters the downward cycle, the sales of white appliances will naturally be affected. In the wave of Beijing -sea interconnection reduction in 2020, Gree Electric's annual net profit fell 10%.

Gree's performance is affected, and the natural life of the dealers is not good. In addition, Dong Mingzhu has always been tough, so it is inevitable that there is differences.

Third, after Gao Yan Capital replaced Gree Group to become Gree Electric's largest shareholder, Gree Electric's external pressure reduced a lot, and the changes in the equity structure also made Dong Mingzhu and the dealer's originally stable alliance. That is to say, Dong Mingzhu's in charge of Gree is becoming more and more stable, and the relationship between her and dealers is "loose". It is normal.

Therefore, at this time, the interconnection reduction of the Beijing -sea does not have much impact.

In addition, in the past two years, the stock price of the endless stocks has also made investors very uncomfortable, and Gree Electric has been looking found, and diversification has not achieved fundamental breakthroughs. This stage is very difficult. Therefore It is normal to choose. In my opinion, with the strengthening of the connection between Gao Yan's capital and Gree, the future listing of the corresponding enterprise may become the top priority of Gree, and the decrease in the sense of existence of the Beijing -sea interconnection may be inevitable.

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