证券日报网讯2月2日，东阳光（600673）在互动平台回答投资者提问时表示，公司与控股股东共同增资 合资公司用于收购秦淮数据中国100%股权，其中增资是按照合资公司的注册资本定价出资，收购秦淮 数据参考北京坤元至诚资产评估有限公司出具的评估报告所载结论定价，遵循了公允的市场化定价原 则，均不存在损害公司及全体股东特别是中小股东利益的情形。 ...

证券日报网讯 2月2日，东阳光在互动平台回答投资者提问时表示，光谷东智建立了人形、轮臂、物 流、四足机器狗、商用扫地机器人为代表的湖北省本土机器人全产品矩阵，覆盖了康养、医疗、政务、 零售、教育、文旅的六大场景，打造示范应用。目前光谷东智部分产线已建成，2025年实现营业收入， 项目整体进展符合预期。 （编辑 丛可心） ...

Core Viewpoint - The company is focusing on AI data center servers, optical modules, and energy storage industries, particularly in the context of cooling demand [1] Group 1: Industry Focus - The company is gradually building a complete liquid cooling industry chain, from upstream core components (CDU, liquid cooling plates, Manifold, UQD) to midstream server integration facilities and liquid cooling solutions, down to downstream terminal applications [1] - The company will closely monitor cutting-edge technology trends and follow market and customer demands to expand potential application scenarios for its products [1] Group 2: Strategic Planning - The company is committed to developing forward-looking layouts and plans in response to evolving market needs [1]

（文章来源：证券日报） 证券日报网讯 2月2日，东阳光在互动平台回答投资者提问时表示，公司主要从事锂电池关键材料，是 国内少数同时掌握磷酸铁锂、三元材料、磷酸铁、三元前驱体量产技术和能力的企业之一。 ...

（文章来源：证券日报） 证券日报网讯 2月2日，东阳光在互动平台回答投资者提问时表示，公司已建立了规范的财务、会计管 理内部控制制度，拥有完善的财务管理体系，并严格遵守上市公司财务独立核算规定。随着公司不断的 发展，公司会不断提高财务数字化、智能化的水平。 ...

证券日报网讯2月2日，东阳光（600673）在互动平台回答投资者提问时表示，公司向欧盟企业销售的业 务收入在公司整体营业收入中占比较小，主要通过境内子公司以及香港销售子公司进行对外销售。 ...

证券日报网讯 2月2日，东阳光在互动平台回答投资者提问时表示，公司于2024年与深势科技签约成立 AI4S新材料研发联合实验室，旨在以AI赋能公司产业，提升研发效率与成功率，打造自动化、数字化 的智能制造体系。目前双方在部分应用场景已取得阶段性进展，后续将联合解决电极箔产业节能降耗、 电容器和储能电池寿命预测、新型储能材料工艺优化等行业难题。 （编辑 王雪儿） ...

Investment Rating - The investment rating for the chemical raw materials industry is "Positive" (maintained) [1] Core Views - The fluorochemical industry is experiencing a stable price trend for the third-generation refrigerants, with a potential new round of price increases on the horizon. Companies such as Juhua Co., Ltd. and Aohua Technology have announced profit increases for 2025 [4][19] - The industry is entering a long-term prosperity cycle, with significant growth potential across the entire fluorochemical value chain, from raw materials like fluorite to high-end fluorinated materials and fine chemicals [25] Summary by Sections Industry Overview - The fluorite price has stabilized and is expected to gradually recover, with the average market price for 97% wet fluorite at 3,314 CNY/ton as of January 30, 2026, reflecting a 0.15% increase from the previous week [19][20] - The fluorochemical index decreased by 4.98% during the week of January 26 to January 30, 2026, underperforming compared to the Shanghai Composite Index by 4.54% [6][38] Refrigerant Market - As of January 30, 2026, the prices for various refrigerants remained stable, with R32 at 63,000 CNY/ton, R125 at 50,000 CNY/ton, and R134a at 58,000 CNY/ton [21][22] - The refrigerant market is entering a demand off-season, but there is potential for price adjustments as domestic demand increases, especially with low inventory levels and supply constraints [9][24] Company Announcements - Juhua Co., Ltd. expects a net profit of 3.54 to 3.94 billion CNY for 2025, representing a year-on-year increase of 80% to 101%. Aohua Technology anticipates a net profit of 1.38 to 1.48 billion CNY, a growth of 30.96% to 40.44% [10] - Other companies such as Luxi Chemical and ST Lianchuang also forecast significant profit increases for 2025 [10] Recommended Stocks - Recommended stocks include Jinshi Resources, Juhua Co., Ltd., Sanmei Co., Ltd., and Aohua Technology, with other beneficiaries being Dongyangguang, Yonghe Co., Ltd., Dongyue Group, and Xinzhou Bang [11][25]

Investment Rating - The report assigns an investment rating of "Positive" for the industry, marking it as the first rating issued [2]. Core Insights - The edible fungus industry is experiencing growth, with a projected compound annual growth rate (CAGR) of 6.0% for the national edible fungus output value from 2019 to 2024. The market structure is optimizing as production capacity returns to rational levels [5][6]. - The demand for Cordyceps sinensis is increasing due to its various health benefits, and the supply is becoming scarcer due to overharvesting and climate change. This is expected to lead to long-term price increases or strong fluctuations [5][6]. - The report highlights the ongoing technological advancements and policy improvements that are creating new opportunities for the artificial cultivation of Cordyceps sinensis, which is transitioning into a rapid industrialization phase [5][6]. Summary by Sections 1. Cordyceps Sinensis: Continuous Advancement in Large-Scale Artificial Cultivation - The industry chain for Cordyceps sinensis is continuously improving, with applications expanding across pharmaceuticals, health products, and cosmetics [5][9]. - The price of wild Cordyceps sinensis is expected to remain strong due to its increasing scarcity, with prices returning to 210,000-220,000 yuan per kilogram in 2023 [5][28]. - Policies are being implemented to ensure sustainable harvesting and scientific protection of Cordyceps sinensis, promoting the development of artificial cultivation [5][30]. 2. Edible Fungi: Market Structure Optimization and Rational Return of Production Capacity - The edible fungus industry is witnessing stable growth, with the production of enoki mushrooms stabilizing at over 5,300 tons per day in 2023, and the price is expected to recover from its bottom [5][6]. - The production of button mushrooms is stable, with a daily output of 867 tons in 2023, and leading companies maintain a high market share [5][6]. - The demand for king oyster mushrooms is also improving, supported by household consumption and high-end dining, with industrial production reaching 349 tons per day in 2023 [5][6]. 3. Investment Recommendations - The report suggests that the edible fungus industry will see price stabilization and upward movement due to reduced supply pressure from capital expenditure and capacity cuts by enterprises [5][6]. - In the Cordyceps sinensis sector, companies with advanced capacity and technological layouts are expected to show greater growth potential as health awareness increases [5][6].

Core Insights - Dongyangguang Group's collaboration with Qingyun Technology on the "R&D Intelligent Manufacturing New Foundation" project has been recognized as a typical practice in the digital transformation of the biopharmaceutical industry [1][3] - The project addresses key challenges in AI research and development, such as dispersed computing resources, complex research environments, and high operational pressure, by establishing a unified computing resource scheduling and management system [1] - The AI computing platform developed allows for a full-process closed loop from user management to algorithm development and model deployment, significantly enhancing resource utilization through GPU resource sharing mechanisms [1] Project Implementation and Results - The project has led to a significant reduction in the drug molecule design cycle from 18 months to 12 months, improving efficiency by 33% [3] - Simulation time for high-performance composite materials has decreased by 40%, and cross-base collaboration efficiency has improved by 60%, with ineffective waiting time for researchers reduced by 87.5% [3] - Annual experimental costs have been reduced by 400 million yuan, and operational management costs have decreased by over 30% [3] Implications for the Industry - This case exemplifies the practical value of "Intelligent Computing + AI" in pharmaceutical research and provides a replicable path for digital transformation in traditional manufacturing enterprises [3] - It highlights the core driving role of new productive forces in achieving high-quality development [3]