高瓴持股近7年首次减持格力电器格力电器总市值退守2000亿关口

Group 1 - Hillhouse Capital plans to reduce its stake in Gree Electric Appliances by 2%, leading to a 2.1% drop in the company's stock price to 37.68 yuan, with a total market capitalization of 211 billion yuan [1] - Hillhouse Capital's investment cost when acquiring shares in 2019 was 46 yuan, and the investment returns have primarily come from dividends, while the stock price has decreased by nearly 20% during the same period [1] - The investment duration of 7 years is considered long, and even after the reduction, Hillhouse Capital will still hold a significant stake in Gree Electric Appliances [1] Group 2 - Gree Electric's air conditioning sales are expected to be unsatisfactory in the second half of 2025, influenced by real estate constraints and rising copper prices, which may pressure the company's performance [1] - There are concerns about whether Gree Electric can maintain its market capitalization above the 200 billion yuan threshold due to these challenges [1]