盈峰的“进”与阿里的“退”!家居行业投资的底层逻辑变了?

泛家居圈
Dec 10

12月2日, 索菲亚 发布公告称盈峰拟以18.67亿元收购10.77%股份,跻身第二大股东;同日 红星 美凯龙 发布公告称,持股5%以上股东杭州灏月( 阿里巴巴 集团内企业)已减持1.28%股份,约1.54亿元。前者引发行业热议,后者却鲜有人关注。这与两家资本方“一进一退”的整体态势,恰好形成呼应。近年来, 盈峰集团 豪掷巨资收购 顾家家居 ,并斥资增持其股份,同时重金入股 索菲亚 ;而阿里系则...

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