因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所相关规定，经公司申请，公司股票(证券简称：东阳光，证券代码：600673)已 于2026年2月24日(星期二)开市起停牌，并将于2026年2月25日(星期三)开市起继续停牌，预计停牌(累计) 时间不超过10个交易日。 公司拟通过发行股份的方式收购东数一号控制权，东数一号系为收购秦淮数据而设立的主体，秦淮数据 经营主体主要包括梧桐数基科技有限公司、河北思达歌数据科技有限公司、大同秦数信息技术有限公 司、思达歌（上海）数据有限公司、南通思达歌数据科技有限公司、张家口思达柯数据有限公司、上海 福来科斯数据科技有限公司、河北秦数信息科技有限公司等。东数一号通过全资孙公司宜昌东数三号投 资有限责任公司控制秦淮数据经营主体的100%股权。 登录新浪财经APP 搜索【信披】查看更多考评等级 格隆汇2月24日丨东阳光(600673.SH)公布，公司正在筹划通过发行股份的方式收购宜昌东数一号投资有 限责任公司(以下简称"东数一号")控制权，并募集配套资金(以下简称"本次交易")。本次交易预计构成 《上市公司重大资产重 ...

每经AI快讯，2月24日，东阳光（600673）(600673.SH)公告称，正在筹划通过发行股份的方式收购宜昌 东数一号投资有限责任公司控制权，并募集配套资金，股票停牌。 ...

格隆汇2月24日丨东阳光(600673.SH)公布，公司正在筹划通过发行股份的方式收购宜昌东数一号投资有 限责任公司(以下简称"东数一号")控制权，并募集配套资金(以下简称"本次交易")。本次交易预计构成 《上市公司重大资产重组管理办法》规定的重大资产重组且构成关联交易，本次交易不会导致公司实际 控制人发生变更。 公司拟通过发行股份的方式收购东数一号控制权，东数一号系为收购秦淮数据而设立的主体，秦淮数据 经营主体主要包括梧桐数基科技有限公司、河北思达歌数据科技有限公司、大同秦数信息技术有限公 司、思达歌（上海）数据有限公司、南通思达歌数据科技有限公司、张家口思达柯数据有限公司、上海 福来科斯数据科技有限公司、河北秦数信息科技有限公司等。东数一号通过全资孙公司宜昌东数三号投 资有限责任公司控制秦淮数据经营主体的100%股权。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所相关规定，经公司申请，公司股票(证券简称：东阳光，证券代码：600673)已 于2026年2月24日(星期二)开市起停牌，并将于2026年2月25日(星期三)开市起继续停牌，预计 ...

春节国产大模型闪耀全球，差距有望持续缩小！【天风计算机团队】 核心逻辑，两句话: 布局马年，强推国产链从应用到算力。 春节国产大模型闪耀全球，差距有望持续缩小！【天风计算机团队】 核心逻辑，两句话: 从春节前字节的多模态Seedance2.0到春节期间智谱的生产力GLM5，能明确看好国内外大模型差距的再缩小。 其中Seedance2.0达到#全球SOTA级别。 这背后，我们认为与25年下半年强化学习投入（从0到30%）和高质量数据投入有关。 布局马年，强推国产链从应用到算力。 目前Seedance2.0和GLM5已在各自场景验证了数倍效率的提升（好莱坞的行动最真实，#去年的Deepseek都未有如 此影响），且已能进行长程Agent任务。 其中，多模态视频生成是中国特色的AI应用，千亿市场的内容的供给有望持续爆发。 基于此，建议全面布局AI应用， 1、 字节链重点关注兆驰，旗下风行官宣合作Seedance2.0（根据公司公众号）。 智谱链重点关注深信服，Coding产品首批接入GLM5（根据公司公众号） 2、 胜负手多模态重点关注兆驰股份(家电覆盖)/昆仑万维(传媒覆盖)/阜博集团。 工具和分发层是B端入口， ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

中国经济网北京2月24日讯 据上交所消息，东阳光(600673.SH)今日停牌，停牌原因为拟筹划重大资产重组。 前一交易日即2026年2月13日，东阳光盘中最高报38.36元，股价创历史新高。 (责任编辑：田云绯) | 证券代码 | 证券简称 | 业务类型 | 停牌起始日 | 停牌终止日 | 停牌时间 | 停(复)牌原因 | | --- | --- | --- | --- | --- | --- | --- | | 600673 | 东阳光 | | 2026-02-24 | 2026-02-24 | 全天 | 拟筹划重大资产重组 | ...

经济观察网 基于公开信息，东阳光药（06887.HK）在2026年及近期有以下值得关注的事件动态，主要 涉及产品获批、研发进展及市场格局变化。以下内容整理自公开资料，事件时间线以最新公告为准。 近期受关注事件 仿制药市场准入与专利到期 富马酸伏诺拉生片（原研为武田制药的P-CAB药物）于2026年1月30日获批仿制并视同通过一致性评 价，为2026年8月29日专利到期后的市场放量做准备。目前国内已有39家企业获批该品种，专利到期后 可能面临价格竞争。 原研药份额在专利到期后可能快速下滑，仿制药价格下行压力凸显，市场对东阳光药长期盈利能力存在 分歧。 甘精胰岛素在美国市场的BLA批准预计在2026年上半年完成，门冬胰岛素也计划于2026年底获批，助力 国际化布局。 2026年1月，SGLT-2抑制剂奥洛格列淨胶囊获批上市，并与晶泰科技合作AI药物研发平台，形成短期催 化。 业务与技术发展 技术平台与战略合作 公司于2026年1月推出面向PROTAC机制的AI智能研发平台，整合临床管线数据，首个AI驱动小分子药 物HEC169584已进入临床I期。 通过海外BD合作加速国际化，如2024年11月与英国Apollo ...

Company Overview - Dongyang Sunshine Pharmaceutical (东阳光药) received approval for Fumaric Acid Vonoprazan Tablets on January 30, 2026, leading to stock price fluctuations influenced by product approval and market expectations regarding competition and profitability [1] - The company's core product, Oseltamivir Phosphate (可威), is expected to account for over 60% of revenue in the first half of 2025, but is projected to decline by 37.1% in 2024 due to procurement issues [4] Industry Analysis - The generic drug market is highly competitive, with 39 companies already approved for the same product and an additional 69 companies under review, indicating potential price wars and profit margin compression post-patent expiration [3] - Takeda Pharmaceutical currently holds a monopoly in the market, but its market share is expected to decline rapidly after the patent protection period ends on August 29, 2026, leading to downward pressure on generic drug prices [3] Financial Performance - The company's price-to-earnings ratio (TTM) is negative at -57.55, reflecting ongoing profitability challenges [4] - On February 12, during a stock price drop, trading volume surged to 20.49 million HKD, indicating increased market volatility and diverging opinions among investors [4] Market Trends - The biopharmaceutical sector has seen a decline, with the A-share biopharmaceutical index dropping by 3.52% over the past 20 days, while the Hong Kong Hang Seng Index fell by 1.72%, suggesting weak industry sentiment [5] - Over the last 20 trading days, southbound funds have seen a net reduction of 38,060 shares, indicating short-term pressure on capital [6]

Summary of Key Points from Conference Call Company and Industry Overview - **Company**: Dongyangguang (东阳光) - **Industry**: AI and Data Center Infrastructure Core Insights and Arguments - **Establishment of National AI Ecosystem**: ByteDance has made significant moves by launching Seedance 2.0, Doubao 2.0, and the multimodal model Seedream 5.0, solidifying its position as a national-level AI traffic entry point. The strategic intent to build a national AI ecosystem is clear, with user penetration rates increasing exponentially, indicating a qualitative change in the AI ecosystem's prosperity [1][1]. - **Increased Demand for Computing Power**: The rapid iteration of models and diverse applications highlight an extreme demand for computing power. Once Doubao establishes its national-level status, the consumption of inference-side computing power is expected to increase significantly. The training and deployment of multimodal models like Seedance and Seedream will also consume substantial computing resources. By 2026, data centers, as core computing power carriers, are anticipated to enter a significant expansion phase [2][2]. - **Transition to AI Computing Power Service Provider**: Dongyangguang has successfully transitioned from traditional manufacturing to an AI computing power service provider. The core asset value is becoming more prominent: - **IDC Operations**: The company has completed the asset transfer of Qinhuai Data, improving governance structure. As a core IDC supplier for ByteDance, the revenue share is high, and Qinhuai Data's resource reserves in key areas will benefit from increased capital expenditures in computing power, leading to expected performance elasticity [2][2]. - **Liquid Cooling Technology**: The company has made substantial progress in the liquid cooling sector, transitioning from a materials supplier to a comprehensive solution provider through self-research and acquisitions, aiming to capture a larger share in the global supply chain of leading manufacturers [2][2]. - **Development of High-End Components**: To address the miniaturization challenges in AI power supplies, the company has established a new research and production base for supercapacitors [3][3]. Additional Important Content - **Industrialization of Layered Foil Technology**: The move signifies that layered foil technology has transitioned from the laboratory to large-scale industrialization, with customized solutions deeply integrated into data center power supply systems [4][4]. - **Risk Factors**: Potential risks include the underperformance of AI large models and user growth, fluctuations in capital expenditures from downstream internet giants, and significant volatility in raw material prices [4][4].

Core Insights - The rapid iteration of AI technology is driving an increase in chip power consumption, leading to a surge in demand for cooling solutions, particularly liquid cooling technology [1] - Liquid cooling is becoming the preferred solution for AI data centers due to its superior heat exchange efficiency compared to traditional air cooling methods [2] Industry Trends - The demand for liquid cooling technology is expected to grow explosively, driven by the dual forces of AI computing power needs and the green transformation of intelligent computing centers [1][2] - Liquid cooling systems can reduce the Power Usage Effectiveness (PUE) of data centers to 1.05, approaching the theoretical limit [2] Market Dynamics - Major fluorochemical and organic silicon companies are entering the liquid cooling market, indicating a significant shift in the industry landscape [3] - Domestic companies are positioned to capture market share as foreign production capacity contracts, creating opportunities for local enterprises [2][3] Company Developments - New安股份 has launched a commercial immersion liquid cooling project in Hangzhou, demonstrating the reliability and economic viability of silicon-based cooling materials [5] - 永太科技 has established a foundation for its fluorinated cooling liquid business, with initial small-scale orders contributing to overall revenue [3] - 润禾材料 has achieved mass production of its silicon-based cooling liquid products, which are crucial for data centers and energy storage applications [4][5]