旧主沉沦留残局,新主加仓力撑腰,顾家家居在“纷扰”之间,股价创60日新高

Core Viewpoint - The company Gujia Home is navigating a complex situation with its former controlling shareholder undergoing bankruptcy restructuring while receiving strong support from its new major shareholder, Midea Group, leading to a mixed market sentiment [2][3][6]. Group 1: Shareholder Dynamics - The former controlling shareholder, Hangzhou Deyue, has filed for bankruptcy restructuring, raising concerns about potential risks for Gujia Home, although the company asserts that its operations remain unaffected [2][3]. - Hangzhou Deyue, now the second-largest shareholder, holds 10.77% of Gujia Home's shares, which have faced multiple unsuccessful judicial auctions [3][4]. - The company emphasizes that the restructuring of Hangzhou Deyue will not change its control or affect its daily operations [4][5]. Group 2: Financial Performance - Gujia Home reported a revenue of 15.012 billion yuan for the first three quarters of the year, marking an 8.77% year-on-year increase, with a net profit of 1.539 billion yuan, up 13.24% [7]. - In the third quarter alone, the company achieved a revenue of 5.211 billion yuan, reflecting a 6.50% increase, and a net profit of 518 million yuan, which is an 11.99% rise [7]. Group 3: Market Response and Stock Performance - The stock price of Gujia Home reached a new 60-day high of 32.38 yuan, with a year-to-date increase of over 23% as of December 1 [2][8]. - The market sentiment towards Gujia Home is gradually turning positive, with the stock showing an upward trend [8]. Group 4: Strategic Support from Midea Group - Midea Group has significantly increased its investment in Gujia Home, having acquired control for 8.88 billion yuan in 2023 and fully subscribing to a 1.997 billion yuan capital increase [6][7]. - The collaboration between Midea and Gujia Home includes the opening of a new store format that integrates home appliances and furniture, enhancing customer experience [6].

Jason Furniture (Hangzhou) -旧主沉沦留残局,新主加仓力撑腰,顾家家居在“纷扰”之间,股价创60日新高 - Reportify