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董明珠笑答刘姝威:“现在开始我尽量少说话”
中国基金报· 2025-07-01 16:14
Core Viewpoint - Gree Electric's performance and shareholder dividends are not affected by the recent issues surrounding Gree Titanium, as stated by Chairman Dong Mingzhu [7][4]. Group 1: Gree Titanium's Situation - Gree Titanium's equity in Zhuhai Guangtong Automobile Co., valued at 1.806 billion yuan, has been frozen for three years from June 4, 2025, to June 3, 2028 [6]. - Gree Electric has fully recognized impairment provisions for its investment in Gree Titanium, originally valued at 2.844 billion yuan [6]. - Dong Mingzhu emphasized that Gree Titanium's debt has not been transferred to Gree Electric, and the company aims to resolve issues through technological innovation and market control [7]. Group 2: Future Outlook - Dong Mingzhu expressed optimism about Gree Titanium's future, highlighting the importance of the energy storage market and the potential for growth in the next three to five years [7]. - Gree Electric's Vice President Fang Xiangjian noted that Gree Titanium has significant potential and is not a burden on Gree Electric, focusing on lithium titanate, energy storage, and new energy vehicles [7]. Group 3: Corporate Governance and Leadership - Liu Shuwei, a long-time independent director, praised Gree Electric's product quality and emphasized the need for more opportunities for the management team [9]. - New President Zhang Wei, who took office two months ago, stated that Gree Electric's development will maintain its core values while introducing a more dynamic management team [10]. Group 4: Shareholder Engagement - The second-largest shareholder, Jinghai Internet Technology Development Co., has resumed purchasing Gree Electric shares, indicating confidence in the company's future [12]. - Jinghai Internet plans to invest between 1.05 billion yuan and 2.1 billion yuan in Gree Electric, with an average purchase price of 44.79 yuan per share [12].