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  日本财务大臣加藤胜信表示,希望基于现有的汇率协议与美国财政部长贝森特举行会谈。此前,贝森特称美国不会寻求特定的日元汇率目标。美日财长周四即将就汇率问题举行会谈。此前,美国总统特朗普曾抱怨弱势日元让日本在贸易中获益,引发市场猜测美国可能向日本施压要求日元升值。

  71岁董明珠开启其第五个三年任期。

  4月22日,格力电器临时股东大会审议通过董事会换届选举议案,71岁的董明珠连任董事长,开启第五个三年任期,不再兼任总裁。同时,格力电器董事会聘请张伟为总裁,格力年轻化管理团队正式走向前台。

  董明珠再次连任

  4月22日,格力电器临时股东大会审议通过了公司董事会换届选举的议案,董明珠顺利当选新一届董事,并再次当选格力电器董事长,开启她执掌格力电器的第五个三年任期。值得关注的是,她没有再担任格力电器的总裁。

  格力电器发布的公告透露,公司新一届董事会同意聘请张伟为公司总裁。张伟于1999年加入格力电器,2013年至2020年任格力电器副总裁,2019年至今任格力电器董事,2020年至今任格力电器党委书记。经张伟提名,格力电器董事会聘任方祥建、刘华、李绍斌、胡余生、王凯为副总裁。这意味着,格力年轻化的管理团队走上前台。

  公开资料显示,董明珠生于1954年,今年71岁。她于1990年加入格力电器,2001年至今历任格力电器总经理、副董事长兼总裁,2012年至今担任格力电器董事长兼总裁,带领格力电器跨越了2000亿元的门槛,从空调业扩张到精密机床、工业机器人、新能源等领域,以及冰箱、洗衣机等白电业务,变为多元化的工业集团。

  此次换届,格力电器形成以董明珠领衔的老、中、青结合的董事会,以及由张伟带队的年轻化的管理团队。其中,技术出身的格力电器新晋非独立董事钟成堡较受瞩目,他2008年从哈工大本科毕业后加入格力,历任技术员、技术研究组组长、研究所所长、研究院院长,他2024年在北京理工大学获得硕士学位。他现任格力电器总工程师、总裁助理,是格力智能装备业务的负责人。

  此前,董明珠在节目中透露,格力电器已经找到了接班人,并且有三到四名预备人选。她还提到,这些候选人正在不同的平台上积累经验。

  在本次临时股东大会上,董明珠回复投资者提问时提及,格力电器的人才培养理念是清晰的,有创新能力、有责任心、敢于拼搏,是公司选择培养对象时的重要考虑因素。谈到格力电器管理层年轻化问题,董明珠回应称,她认为的“年轻化”是指思想与精神要保持“年轻化”,格力不以年龄和资历来衡量人才。“哪怕你今年90岁,你要是能干我也可以用你;即使你今年20岁,如果你非常优秀,那么我也可以聘用你。我们对‘年轻化’的理解不是散漫和所谓的自由,而是要有‘年轻化’的精神。”

  格力加速转型

  本次临时股东大会,格力电器选择放在芯片工厂召开。4月22日下午的会议现场,不少投资者也重点关注了格力电器芯片业务发展情况及规划。

  对此,格力电器管理层表示,格力的半导体元器件业务筹备了很多年,一方面是从自身业务需求出发,格力一年的芯片采购金额达几十亿元。同时,在公司技术提升过程中,公司发现国外芯片无法满足产品需求,因此公司提出了要做芯片,要自主掌控。格力的碳化硅芯片目前在家电、汽车等领域已有大量应用,对芯片产业的未来发展非常有信心。

  董明珠补充称,企业发展到一定程度后,要与国家的需要结合起来。格力电器做芯片正是基于企业自身需要,以及国家需要。2015年格力电器开始涉足芯片设计,后来逐渐意识到芯片的重要性,才有了投资芯片工厂的计划。今天,格力已经做到从设计、制造、封装全产业链闭环。“我们不是今天想投就投,我们已酝酿了很久。”

  尽管面临行业竞争加剧的局面,但是格力近年来业绩在调整中保持稳健。2024年前三季度营收1467.22亿元,同比下降5.34%,主要受空调主业以外的其他业务收缩影响;但核心盈利能力稳固,归母净利润219.61亿元,同比增长9.30%,第三季度单季净利润78.25亿元,逆势增长5.47%。

  格力近年来加速渠道转型,2025年初全国多家专卖店更名为“董明珠健康家”,融合线上直播与线下体验,探索健康生活场景新增长极。近期,北京首店开业首日销售额超8560万元。格力电器市场总监朱磊表示,通过董明珠个人IP与健康场景相结合,格力希望将品牌价值从产品延伸至家庭生态解决方案。

  截至4月22日收盘,格力电器报收45.55元/股,总市值为2551亿元。截至4月23日下午盘中,格力电器股价继续上涨。

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