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董明珠举牌海立 交银施罗德这只基金又“错过好几亿”

2017-09-22 08:47:05   中国经济网

9月20日,基金业的第二大重仓股格力电器(000651)公告称,从2017年8月29日至9月19日,通过证券交易所集中竞价交易方式持有海立股份股票43315621股,占海立股份总股本的5%。公告称,在未来12个月内,格力电器不排除进一步增持海立股份的股份的可能性。

据公开信息,海立股份是空调压缩机、电机及驱动控制、以及冷暖关联产品研发制造商,旗下共有9家企业,“压缩机、电机、驱动控制、冷暖关联”四大关联产业板块业务。其中,海立新能源研发出针对新能源汽车领域的海立新能源汽车用电驱动一体式涡旋压缩机,是国内新能源汽车厂家的主要配套供应商。

号外财经终于明白了:继董明珠否认与天津一汽夏利的绯闻之后,真正布局新能源汽车的实锤在上海的这家企业,已经在投资布局新能源车用压缩机。

不过,有个细节还是被大家忽略了:海立股份控股股东上海电气此前刚刚终止了以公开征集受让方方式协议转让所持海立股份的相关事宜。今年7月31日海立股份宣布停牌,8月4日披露了上海电气总公司拟公开征集受让方方式协议转让所持海立股份的股份。然而到了8月22日,海立股份再度停牌,又称上海电气总公司拟对上述方案作出重大调整,随即次日宣布上海电气总公司终止协议转让,再之后一周就迎来了格力电器的持续买入。这场股权转让从发起到中止究竟中间经历了什么,与格力此后的大举建仓存在怎样的关系,目前都不得而知。

外行人看热闹,内行人看门道。格力电器这次持续性的买进,是基于对海立股份未来发展的信心以及对公司价值的认同,别忘了,格力电器表示在未来还将进一步增持海立股份的。这对海立股份来说,无疑是极大的利好。从二级市场表现看,截至9月21日,自7月18日以来,海立股份累计上涨58.69%,最大涨幅更是达67.17%。

上涨时好事啊,但有基金却一点也高兴不起来,那就是交银施罗德旗下的交银施罗德国企改革。

号外财经据同花顺iFinD显示,今年半年报,共有11只基金持有海立股份,合计持有股份402.82万股,半年度持股减少502.19万股,减持幅度为55.49%。11只基金有5只为主动偏股基金,其中,偏股混合型基金交银施罗德国企改革灵活配置,持有该股70.00万股,上半年减持39.44万股,减持幅度为36.04%,按二季度末股价推算,减持市值429.11万元。换句话说,如果不做减持的话,交银施罗德国企改革灵活配置将多斩获251.84万元。而其余4只偏股基金均为新进或增持该股。

有没有感觉到口的肥肉掉在地上的感觉?银施罗德国企改革基金对此前的无情减持,后悔莫及。

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