董明珠旗下格力电器系欲出手减持闻泰科技

Core Viewpoint - The announcement of share reduction by major shareholder Zhuhai Ronglin and its associated entity Gree Electric has drawn market attention, indicating a strategic shift in their investment in Wentai Technology [1][3]. Group 1: Share Reduction Details - Zhuhai Ronglin and Gree Electric plan to reduce their holdings by up to 12.45 million shares, representing a maximum of 2% of Wentai Technology's total share capital [3][4]. - The reduction will occur through centralized bidding within three months following the announcement, with the price determined by market conditions [3][4]. - The shares being reduced were acquired through the issuance of shares for asset purchases and are all unrestricted circulating shares [3]. Group 2: Historical Context and Financial Performance - Gree Electric has been an investor in Wentai Technology for over six years, initially investing 30 billion yuan at a price of 24.68 yuan per share to support Wentai's acquisition of semiconductor giant Anshi Group [4][5]. - The stock price of Wentai Technology peaked at over 170 yuan in February 2020, leading to a paper profit exceeding 10 billion yuan for Gree Electric, but subsequently fell to a low of 24.06 yuan by August of the previous year [5]. - In 2024, Wentai Technology reported revenue of 735.98 billion yuan, a year-on-year increase of 20.23%, but incurred a net loss of 28.33 billion yuan due to adverse impacts from being placed on the entity list [7][8]. - The company plans to shift its strategic focus entirely to the semiconductor sector, having announced the intention to transfer its product integration business assets [7]. Group 3: Recent Financial Trends - In Q1 2025, Wentai Technology achieved revenue of 130.99 billion yuan, a year-on-year decline of 19.38%, but reported a net profit of 2.61 billion yuan, an increase of 82.29% [8]. - The company expects to achieve a net profit of between 3.9 billion and 5.85 billion yuan in the first half of 2025, representing a year-on-year growth of 178% to 317% [8].