股价接连大涨 东阳光两度上调回购上限价

Core Viewpoint - Dongyangguang has adjusted its share repurchase plan multiple times due to significant stock price increases, raising the maximum repurchase price from 9.10 yuan to 15.43 yuan per share [1][2]. Group 1: Share Repurchase Plan - The company announced a repurchase price adjustment from "not exceeding 12 yuan/share" to "not exceeding 15.43 yuan/share," maintaining a repurchase amount between 200 million and 400 million yuan [1]. - Initially, the repurchase plan set a maximum price of 9.10 yuan/share, with a repurchase period of six months from board approval [1]. - The company has already repurchased 8.3584 million shares, accounting for 0.28% of total share capital, with a total expenditure of approximately 54.95 million yuan [2]. Group 2: Stock Performance - Dongyangguang's stock price rose from below 7 yuan to around 9 yuan by December, nearing the initial repurchase price limit [2]. - From December 24 to January 7, the stock price surged by 32.79%, reaching 12.31 yuan/share, exceeding the previous repurchase price cap [2]. Group 3: Shareholder Actions - The controlling shareholder, Shenzhen Dongyangguang Industrial, announced a plan to increase its stake in the company by investing between 500 million and 800 million yuan over 12 months [3]. - As of January 6, the controlling shareholder had already acquired 5.8733 million shares, representing 0.19% of total share capital, with an investment of approximately 49.99 million yuan [3]. Group 4: Market Context - The recent stock price increase may be attributed to market speculation around the liquid cooling concept, which is gaining traction in the context of AI and data centers [4]. - Dongyangguang possesses a complete chlorofluorocarbon industrial chain in South China and is actively developing fourth-generation refrigerant technologies [4]. - The company is strategically positioning itself in the liquid cooling market, focusing on both cold plate and immersion cooling technologies, which are expected to revolutionize cooling solutions for servers and data centers [4].