wen | yemacaijing wulijuan

编辑丨高岩

yiboweipingyiboyouqi。“shijieliwang” liliangbinzuijinyoudianfan。

nianlirunjin50yiyuandeliyejutou，weile110wanyuandehuolijingranmaoxianneimujiaoyi。7yue5riwanjian，ganfengliye(002460.sz、1772.hk)chengshoudaozhongguozhengjianhuijiangxijianguanjude《xingzhengchufajuedingshu》，yinshexianneimujiaoyi“*stjiangte（002176.sz）”gupiao，beimeishouweifasuode110.5wanyuan，bingchuyi331.6wanyuanfakuan。

gaineimujiaoyiansheji4nianqiandeyiqishougouan。yizhiyilai，ganfengliyekuozhangsuodailaidejingyingfengxiandoushishichangguanzhudejiaodian。qunian8yue，zaibushaoguojiadouyoukuangdeliliangbinbeimoxigepoleyipenlengshui，moxigekuangyezongju(dgm)fachutongzhi，quxiaoganfengliyemoxigezigongsichiyoude9gelikuangtexuquandejuedingtongzhi。

weilebaoweizaimoxigedekuangchanquanyi，ganfengliye6yuefenzaicixiangicsid（guojitouzizhengduanjiejuezhongxin）tiqingzhongcaichengxu，bingjinxingsuopei，muqian，gaizhongcaianjianyibeizhengshidengji。

2023nian，ganfengliyejixuzhuijiatouzikuodachanneng，touzieduchaoguobingcheng“liyeshuangxiong”detianqiliye（002466.sz），danqiyingshouguimojinxiangdangyutianqiliyede3/4。2023nian，ganfengliyedejingliruncongchaoguo200yiyuansuoshuizhibudao50yiyuan，xiajiangfuduchaoguo75%；jinnianyijidu，jinglirunkuisun4.39yiyuan。

yejixiahuadetongshi，liliangbinyetongshi“jiangxishoufu”baozuo。jinnian3yue，liliangbinzhizi，nianjin28suide“95hou”lichenglinshangweifuzongcai，beishichangjieduweililiangbinanpaijiaobandeqianzhao。“erdai”zoushangqiantai，zai“datouzi＋dakehu”demoshixia，ganfengliyehainengganchao“laoduishou”tianqiliyema？

获利110万被罚442万，赣锋锂业内幕交易被罚

chulegongsibeimeishouweifasuodejibeichufagongji442wanyiwai，ganfengliyedongshizhang、shirenzongcaililiangbinyijishirendongmiouyangmingjunbeijinggao，bingfenbiechuyi60wanyuan、20wanyuandefakuan。

zheiqineimujiaoyianyaozhuisudao4nianqian。2020nian4yue29ri，tongweijiangxiqiye、xiaoshoutansuanlichanpindejiangtedianjiyin2018nian、2019nianlianxuliangnianjingshenjideniandujinglirunweifuzhi，gongsigupiaobeishixing“tuishifengxianjingshi”。

bishi，ganfengliyechengweileqianzaidezhanlvetouzizhe，bingcong2020nian6yueqiyujiangtedianjijieqia。

tongnian6yue18ri，ganfengliyedongshizhang、shirenzongcaililiangbin，shirendongshihuimishuouyangming，shirenfuzongcai、caiwuzongjianyangmouyingdengfujiangtedianjikaocha，shuangfangjiuhezuoshiyijinxingjiaoliu。

2020nian6yue23rizhi7yue2ri，2015niankailide“ganfengliye”zhengquanzhanghumairu“*stjiangte”gupiao1567.77wangu，mairujine2648.4wanyuan。7yue4ri，ganfengliyexiangjiangxishengyichunshiyuanzhouquzhengfutichushougoujiangtedianjidesuqiu。

cong7yue8rikaishi，ganfengliyelianxuliangtianmaichushangshumairudegupiao，hejimaichujine2763.3wanyuan，huoli110.5wanyuan。gaibijiaoyishouliliangbinanpai，yououyangmingjutifuze，zhengquanbuyuangongjuticaozuo。

7yue13ri，jiangtedianjiheganfengliyehuitan。8yue12ri，shuangfangqianding《hezuobeiwanglu》，yuedingganfengliyedujiarengoujiangtedianjifeigongkaifaxingdequanbugupiao，chengweijiangtedianjidekonggugudong，liliangbinchengweijiangtedianjishijikongzhiren。

buguo，zuizhong“yinshuangfangweinengjiubimiantongyejingzhengdejiejuefangshidengguanjiantiaokuandachengyizhiyijian”，gaijiaoyiyishibaigaozhong。

《xingzhengchufajuedingshu》zhichu，gaineimuxinxixingchengshijianbuwanyu2020nian6yue9ri，gongkaiyu2020nian8yue13ri。neimuxinximinganqiwei2020nian6yue9rizhi2020nian8yue13ri。ganfengliyeliliangbin、ouyangming、yangmouying，jiangtedianjixiangguandongshijigaoguanrenyuan，yichunshijiyuanzhouquzhengfuxiangguangongzuorenyuandengweineimuxinxizhiqingren。

yinci，shangshujiaoyi，shi“ganfengliye”zhengquanzhanghuzaineimuxinximinganqineijiaoyi“*stjiangte”gupiao。shexianweifanle《zhengquanfa》xiangguanguiding，goucheng《zhengquanfa》diyibaijiushiyitiaodiyikuansuoshuneimujiaoyixingwei。

chulezheibishibaideshougou，qishi，ganfengliyeyixiangrezhongtouzilikuang，zaibushaoguojiadouyoukuang。

qunian8yue29ri，ganfengliyegonggaocheng，moxigekuangyezongju(dgm)xiangmoxigezigongsifachulezhengshiquxiaoganfengliyemoxigezigongsichiyoude9gelikuangtexuquandejuedingtongzhi。cihou，ganfengliyeyixianhoutiqixingzhengfuyijixingzhengsusongshenqing。jinnian6yue25ri，ganfengliyeyouxiangguojitouzizhengduanjiejuezhongxintiqingzhongcaichengxu，yaoqiumoxigepeichangyinqiweifanxiedingerzaoshoudesunhaijilixi，bingzhifusuoyouxiangguanzhongcaichengbenjifeiyong。

“江西首富”的资本野心2年豪掷125亿买买买

moxigedelikuang“texuquan”xuanerweijue，bingmeiyouyingxiangdaoganfengliyemaimaimaidejiaobu。

2023nian，“liwang”zhizhenghaizaijixu，erganfengliyedongshizhangliliangbinyexuanzejiangkuozhangjinxingdaodi。

jiuzaimoxigelikuangtexuquanbeiquxiaodetongyiyue，8yue8ri，ganfengliyexuanbuyi14.24yiyuandejiage，jiangcongshijikongzhiren、dongshizhangliliangbinshouzhongshougoumengjinkuangye70%guquan。

dancongzichanzongelaikan，2021nian6yuedi，mengjinkuangyejingzichan1684.42wanyuan，yingshou9.33wanyuan，jinglirun-1256.41wanyuan。2023nian6yuedi，mengjinkuangyejingzichanjianshaozhi-780.49wanyuan，yingshouzengzhi38wanyuan，jinglirunjinyibujiangzhi-1761.48wanyuan。weici，zheiyixingweihaiyinlaileshenjiaosuodeguanzhuhanwenxun。

qishi，shougoumengjinkuangyeshiganfengliyejiamabujushangyouliziyuandeyigesuoying。

zaozai2021nianchu，zaigongsi20zhounianqingdianshang，liliangbinjiucengzhanwangweilaicheng，yaozaiquanqiuxunzhaogengjujingzhenglideliziyuantouzixiangmu，zuohaochongzukaifazhunbei，weiganfengchengweiquanqiulixingyelongtoudiandingjichu。

yizuijin3nianweixian，2021nian5yue，ganfengliyebiaoshi，jiangtongguoquanzizigongsishanghaiganfengduiyingguobacanoragongsijinxingshougou，jiaoyijinebuchaoguo1.9yiyingbang（yue16.64yiyuan），qizhuyaozichanweiweiyumoxigedeliniantusonoraxiangmu。

jinyigeyuehou，2021nian6yue，ganfengliyeqixiaganfengguojiyejiangchushou，yi1.3yimeiyuan（yue9.02yiyuan）naxiahelanspvgongsi50%guquan。

2021nian7yue，ganfengliyeyoutidao，jiangyibuchaoguo3.53yijiayuan（yue18.3yiyuan）shougoujianadamillennialgongsiguquan。buguolianggeyuehou，gaijiaoyiyinjingzhengduishoude“gengyoubaojia” beizhongzhi。

danhenmingxian，yicidebinggoushibaibingweiyingxiangliliangbinde“saohuojihua”。

2021nian7yuehe10yue，ganfengliyeyoujieliangongkaileshougouhuichuangxinnengyuan100%guquanhejianadalitiogongsi8.58%gufendexiaoxi，zuojiafenbiewei5240wanyuanhe1317.82wanmeiyuan（yue0.91yiyuan）。

zhengtilaikan，2021niandeliliangbinzhuyaojiangmubiaojujiaozaiguojishichang，dan2022nianzhihou，taxuanzehuiguiguonei，bingzailikuangziyuanfengfudejiangxi、qinghaidangdijinxingguangsawang。

ru2022nian5yue-2023nian5yue，ganfengliyegongduiwaipilule4qijiaoyi，zongdaijiayue83.88yiyuan，shougouduixiangfenbieweishanghaizhongchengdeji（jianjiechiyoujiangxisongshugangtannikuangxiangmu100%quanyi）、yingshuweierjingqundaolitheagongsi（yongyouagentingpozueloshepastos grandesliyanhuzichandeng）、xinyuganfengkuangyeheqinghaijintaijiafeigongsi，qizhong3zongweiguoneixiangmu。

jinjiezhi2023nian8yue，ganfengliyezailiangnianshijianyigongshougou（nishougou）9gexiangmu，8zongheliniantu、liyanhudengziyuanbujuxiangguan，shejizongjiaoyikuanyuewei125yiyuan。

xiannian56suideliliangbinshiganfengliyedechuangshiren，qichucongjiangxilichangkeyansuodejishuyuanzuoqi，9nianzuodaofenchangchangzhang，houyouxiahaichuangye，chengjiuqianyilikuangdiguo。

zaozai2021niandi，ganfengliyedequanyichuliangyizaiquanqiupaimingdiyi，beichengwei“shijieliwang”。

yiliqijia、chenglishijianchaoguo20nian、2010niandengluzibenshichang、qianyishizhi、“a+h”liangdishangshi，ganfengliyehetianqiliyeshenshangyouzhezhongduogongtongdian。qizhong，tianqiliyezaiyejifangmiangengshengyichou，ganfengliyezezaishizhifangmianshixianfanchao，erzheweiraozhe“liwangzhizheng”nizhuiwogan。

jiezhi2024nian7yue8ri，ganfengliyedeaguzongshizhiwei503yiyuan，gangguzongshizhiwei551yigangyuan；gaoyuzongshizhifenbiewei441yiyuanhe483yigangyuandetianqiliye。

zaicibeijingxia，ganfengliyesihuzaitongguoquanqiufanweineijiamaliziyuantouzidexingwei，laizhuliqikuangduanziyuanchubeishixianmingxianzengzhang，yigongguxingyediwei。

duici，zhongguoqiyezibenlianmengfulishizhangbowenxirenwei，ganfengliyechizibaiyiquanqiubinggoudejucuo，jiyouzhuyuqizhanjuziyuanyuchannengyoushiyizhengduohetishengzishendexingyediweiyuhuayuquan，tongshiyeyouzhuyuqiyejiazhidechengzhang。

zhimingjingjixuejiasongqinghuiyetidao，cijuyouzhuyuqiwenguxingyediwei，zenghouweilaiyejishuiping。

danzaishangshigongsiziyuanchubeiliangzhunianzengzhangdetongqi，ganfengliyedegujiaqueweinengbaochixiangtongdequshi，fanerbodongbuduan。

2021nian5yuechu，ganfengliyedegujiawei108.61yuan/gu，cihoubuduanshenggao，zhi9yue1ridadaofengzhi224.4yuan/gu（shizhiyue3226yiyuan），4geyuezhangfu106.61%。dancihou，qigujiaquejinruxiajiangqushi。zaiciqijian，qiganggugujiayezouchuleyitiaoxiangsiquxian。

zaicibeijingxia，bowenxirenwei，ciciganfengliyexuanzetongguobinggoudengjucuobuduangongguhetishengxingyediweiyushichangyingxiangli，keyizhuliqitizhentouzizhexinxinheweihugujiayushizhi，yinweizijinliuxiangshiyingxianggujiayuqiyeshizhidezuizhongyaohezuizhijiededuanqiyinsu。

buguo，haozhibaiyibinggouduoxiangliziyuan，duiyuganfengliyelaishuobingfeibailierwuyihai。

songqinghuitishi，shangshigongsiyingjingtiyewuzhenghefengxian，chenggongdezhengheshiguibishougoufengxianbingshixianqianzaijiazhidezhongyaoyihuan，yewuzhengheduihenduoshangshigongsilaishuodoushiyigejudatiaozhan。

bowenxizhichu，gongsizaiyibinggoukuodaziyuanliangyuchannengdeguochengzhong，yeyinggaijingtixiangmuzhiliang、houxutouziyunyingyijishichangbianhuafengxian。

zhengtilaikan，ganfengliyedeshougoujucuogengxiangshiyibashuangrenjian。shangshigongsinengfouyangqisuozhang、biqifengmang，zemingxianqujueyuzhangduozheliliangbindesilvhekaoliang，ernengconglichangjishuyuanzuodaoqianyidiguodongshizhang，liliangbinyefeidengxianzhibei。

gaogongzixunqixialidianchiyanjiupingtai“gaogonglidian”fenxi，daliangdeyuancailiaohechengpinkucunzhutuile2021-2022niantansuanlijiagedebiaosheng，erxingyemuqianyijinruqukucunjieduan。qiyuce，2023nianzhihou，suizhedalianglikuangxiangmudezhubutouchan，liziyuangongyingjiangzhubuzouxiangguosheng。

zhengtilaikan，zhenggexingyehuiguilixingyijingshibuzhengdeshishi。erlijiahuiguidailaidejiangshilirundezhongxinfenpei，duiyucailiaojiagong、dianchishengchan、zhengchezhizaonaizhixiaofeizhelaishuodoushizhongdalihao，xinnengyuandepujilvjianghuidedaojinyibudetisheng。

meigexingyedouyouzijidezhouqi，lichanyeyebuliwai。jingguociqianyiduanshijianbaozhanghou，2022nian，baokuoganfenglinengzaineideduojialikuangqiyejunzaiyejifangmianyinglailishixingao，tupojilu。danzaixinyilunshichangbiangezhong，tamenyeyaomianlinyejixiadiedefengxianheruheyingduizhouqidenanti。

danrengyouquanshangjigoujiaoweikanhaoganfengliyedegongsiqianjing。

caitongzhengquanciqiancengbiaoshi，dangqian（suiran）lixingyegongjichixushifang，xuqiuduanzengzhangbujiyuqi，yelianduanchixuleiku，ligongxugejunizhuan，lijiajiasuhuiluo，xingyexiaxingweilaiyinglichengya。danganfengliyezuoweixingyelongtouchixutuijinchanyelianyitihua，pingjiezishenyouwangchuanyuezhouqi。

95后“少东家”上台，将赣锋锂业带向何方？

2007nian，ganfengliyexiaoshoushourudadao2geyi，jinglirun4000duowanyuan，jinshuli、dingjili（juhecuihuaji、tinghuaji）、fuhualixiaoliangquanguodiyi。2010nianganfengliyechengwei“agulikuangdiyigu”，2018nianyouchengweizhongguoliyeshoujia“a+h”gushangshigongsi。

cengjing，erjishichangshangdeganfengliyehenfengguang。2019nian8yuechu，gongsigujiazai20yuan/gu，dao2021nian9yue1ri，gujiabiaozhangzhi224.4yuan/gu，qujianzhangfugaoda10bei。gongsishizhiyeyincimengzengzhiyue3226yiyuan。

zaiciqijian，zuoweichuangshirendeliliangbinshenjiayeshuizhangchuangao，2022nian，qiyi325yiyuancaifuweilie《hurunbaifubang》di155wei，chanlian“jiangxishoufu”。erlaizisichuandetianqiliyededongshizhangjiangweipingyi580yiyuandeshenjiaweiliequanguodi73wei。

budao3nian，ganfengliyedegujiaxiadieleyu87%，shizhizhengfale2723yiyuan。

rujin，liliangbinde“jiangxishoufu”baozuo，yibeiguangfuxingyedejingkenengyuan（688223.sh）lixiandenazou。

2023nian，ganfengliyeshixianyingyeshouru329.72yiyuan，tongbixiajiang21.16%，shixianguimujinglirun49.47yiyuan，tongbixiajiang75.87%，zhengruyuqiyiyangyejibujia。2024nianyijidu，ganfengliyeshixianyingyeshouru50.58yiyuan，tongbixiajiang46.41%；jinglirunkuisun4.39yiyuan，tongbijiangfuwei118.31%。

来源：Wind

duiyuyijidujingyingyejiyouyingzhuankui，ganfengliyejieshicheng，lichanpinjilidianchishichangbodongyingxiang，daozhibenqixiaoshoujiagexiadie。

xindeyinian，ganfengliyeyouyinglailexinbianshu。jinnian3yue，ganfengliyexuanbupinren28suidelichenglindanrenfuzongcai，lichenglinzhengshililiangbindeerzi，shichangcaicelichenglinshifouhuoxuhuichengweixinde“zhangduozhe”。

“erdai”shangrenzhihou，ganfengliyerengyanxukuozhangzhilu。5yue9ri，ganfengliyegonggao，yuandakejiqiandingle《guquanzhuanrangxieyi》，andakejijiangqichiyoudeneimengguandaxinnengyuankeji60%guquan(weishijiaochuzi)yi1yuandejiagezhuanrangjiganfengliye。

ganfengliyehaizai5yue7rixuanbu，tongyiquanzizigongsiganfengguojiyouxiangongsiniyiziyouzijin3.427yimeiyuanxiangleolithiumshougouqixiamali lithiumgongsishengyu40%guquan。ciqian，ganfengliyeyiliangduzengzimali lithium。

buguo，2023nian，ganfengliyedefuzhaiguimoyidayue394yi，2024niandiyijidudefuzhaiguimowei413.06yi。yucitongshi，2023nianganfengliyejingyinghuodongchanshengdexianjinliuliangjingedafuxiajiang。

zi2022nian12yueyilai，tansuanlijiagechixuxiadie，xiangbifengzhijiejin60wanyuan/dundejiage，muqianyijiangzhi10wanyuan/dunzuoyou，jiangfuyuebacheng。“erdai”lichenglinmianlinde，bujinjinshilidianxingyediguzhouqideshichanghuanjing，gongsidezhaiwuwentiyeshiyidakaoyan。

2022nian10yue，zai“zhiganfengdexiayigeshiniangongkaixin”zhong，liliangbincengtidao，taxiwangxiayigeshiniangongsifazhanzhutishi“jishuganfeng”。yaobawoshidaijiyu，rangganfengfazhanjinruyigequanxinshidai，ququanqiugedifuzhiganfeng，ruguozheiyilunwomenmanxialai，neijiuyiweizhecuoshizuizhongyaodefazhanshiji。danjiasukuozhanghaihuishiganfengliyeweichixingyediweide“zhangliangji”ma？

duiyuganfengliyezaibinggouzhongyinfadeneimujiaoyiweifaxingwei，ninzenmekan？huanyingpinglunquliuyanliaoliao。