【私募调研记录】广东广金调研赣锋锂业

证星私募调研
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根据市场公开信息及6月25日披露的机构调研信息,知名私募广东广金近期对1家上市公司进行了调研,相关名单如下:1)赣锋锂业 (广东广金投资管理有限公司参与公司2024年年度股东大会)调研纪要:2024年是赣锋发展历程中充满挑战的一年,锂价持续下行,但公司稳健经营,控制资本支出,产量创新高。公司在固态电池领域已形成全链路布局,并申请多项专利。未来资本开支节奏会放缓,继续推动关键项目投资,引入股权投资等...

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