高瓴效应!隆基股份、信义光能、通威股份、宁德时代均创历史新高
格隆汇12月21日丨继入股信义光能和通威股份之后,高瓴资本这次又重金(70元/股,总交易金额达158亿)入股了隆基股份,成为其第二大股东。今日隆基股份、通威股份和港股的信义光能均创出历史新高价。今年以来,高瓴资本频繁多次布局新能源,先后投资了宁德时代、恩捷股份、蔚来汽车、小鹏汽车、理想汽车等新能源龙头企业。宁德时代今日盘中也创出历史新高价。细分领域光伏板块自然成了高瓴资本的重点目标之一, 12月9日,光伏板块另一龙头通威股份曾披露非公开发行股票发行情况报告书,报告书显示已经完成59.83亿元个股定增,其中高瓴资本认购金额接近5亿元。9月份,高瓴资本认购信义光能最新增发配股中的2.3亿股,出资金额达到5.8亿港元。



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