根据市场公开信息及4月3日披露的机构调研信息,知名私募星石投资近期对1家上市公司进行了调研,相关名单如下:1)美凯龙 (星石投资参与公司业绩说明会)调研纪要:美凯龙计划通过品类拓展提升出租率,租金水平优化基于经销商盈利和流量增加,减亏效果预计下半年显现。2023年将以旧换新政策为引导,结合政策利好,推动经销商参与补贴活动,深耕用户运营,提高销售额。建发入主后,将在地产、家装、供应链等多方面展开协同...
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