海尔印度49%股权拟出售

Core Viewpoint - Haier Smart Home is optimizing its equity structure in India by transferring 49% of Haier India’s shares to Bharti Group and Warburg Pincus, while retaining a 49% stake and maintaining its position as the largest single shareholder, ensuring control over core operations [1] Group 1: Company Actions - The transaction allows Haier India to diversify its equity structure and recover historical investment costs, achieving significant investment returns [1] - The introduction of local and international strategic investors is expected to enhance Haier India's market penetration and brand influence in India [3] Group 2: Market Context - India is becoming a key node for Chinese home appliance companies, with the market projected to grow from $77.74 billion in 2024 to $135.33 billion by 2034, at a compound annual growth rate (CAGR) of 5.70% [2] - The growth is supported by India's expanding economy, a growing middle class, accelerated urbanization, and significant trends in consumer upgrades [2] Group 3: Challenges and Opportunities - Despite high growth, investment barriers in India have increased, with stricter approval processes for foreign investments since 2020, leading to longer review periods and rising uncertainties [2] - Haier India's equity adjustment is seen as a beneficial attempt for Chinese companies to mitigate risks in the Indian market by leveraging local resources and sharing market growth [3]