1 回顾这五年，东莞有多"拼"！ 南都N视频记者 曾奕静 实习生 包薇琦 2025年12月29日下午，广东省人民政府新闻办公室在广州举行"'十四五'广东成就"东莞专场新闻发布 会，介绍"十四五"期间东莞市经济社会发展总体情况和成效亮点。这场发布会，不仅是对国际制造业名 城东莞这五年奋斗历程的集中检阅，更是观察广东乃至中国制造业转型升级成效的重要窗口。 全域文明|东莞长安明确"三年三步走"路线图，推进九大行动 南都N视频记者 莫晓东 文明的传播，不仅在于线下的深耕，还在于线上的浸润。日前，长安在东莞各镇街当中率先采用线上形 式，集中发布展播47部优秀宣讲微视频，并在"欢乐长安"微信公众号专栏展播，以"小屏幕"承载"大文 明"，用"微宣讲"传递"大能量"，为全域文明建设注入鲜活动能，彰显长安"以文化人、以文润城"的生 动实践。 以全域文明建设为重要抓手，东莞更多的镇街(园区)也正在发力，合力打造一座有广度、有厚度、有温 度，和美宜居、崇德向善的现代化文明城市。 3 正如会上所言，"十四五"时期是东莞发展历程极不寻常、极不平凡的五年，也是一千多万东莞人民凝心 聚力、团结奋进，书写高质量发展精彩篇章的五年。 面对复杂 ...

Group 1 - The market outlook for January indicates a consensus on asset allocation trends, focusing on industrial catalysts while maintaining a trading mindset. The medium-term trend remains upward, supported by domestic and international monetary easing, with significant potential for household wealth entering the market. However, short-term market movements are driven by narratives, policy games, and industrial catalysts, with weak profit-related drivers [1][8]. - The investment strategy emphasizes a dual focus on technology and cyclical sectors, recommending investments in assets aligned with market consensus. Key areas of interest in technology include AI computing power, energy storage, and storage chips, while cyclical sectors should focus on intersections of anti-involution and price validation, such as non-ferrous metals, chemicals, and steel [2][8]. Group 2 - The recommended stocks for January include: 1. Dongyangguang (600673.SH): Leveraging its fluorochemical capabilities, the company is advancing into liquid cooling and acquiring a leading AIDC player, with a blueprint for AI infrastructure emerging. The acquisition of Qinhuai Data is progressing, with a total transaction value of 28 billion RMB expected to be completed soon [3][9]. 2. Jinpan Technology (688676.SH): An overseas AIDC core supplier, the company has seen its overseas revenue share exceed 30% in the first three quarters of 2025, with significant growth in data center revenues [13][14]. 3. Yaopi Glass (600819.SH): The company is entering a harvest period for automotive glass, with TCO glass showing substantial growth potential. The transition to high-value products is evident, with a projected net profit growth of 26.2% over the next three years [16][17].

来源：新华网 1月3日，北京控股队球员格兰特·里勒（右二）在比赛中上篮。 当日，在2025-2026赛季中国男子篮球职业联赛（CBA）常规赛第10轮比赛中，北京控股队主场89比93 不敌广东东阳光队。 新华社记者 王丽莉 摄 1月3日，北京控股队新外援小贾马尔·尼尔森在比赛中。 当日，在2025-2026赛季中国男子篮球职业联赛（CBA）常规赛第10轮比赛中，北京控股队主场89比93 不敌广东东阳光队。 新华社记者 王丽莉 摄 1月3日，北京控股队球员雷吉纳德·佩里（前左二）、江林俊（前右一）与广东东阳光队球员陈家政 （前左一）、贾里德·萨林杰（前左三）在比赛中拼抢。 当日，在2025-2026赛季中国男子篮球职业联赛（CBA）常规赛第10轮比赛中，北京控股队主场89比93 不敌广东东阳光队。 1月3日，北京控股队球员廖三宁（下）在进攻中被广东东阳光队球员艾德蒙·萨姆纳（上左）和李文昊 夹击。 当日，在2025-2026赛季中国男子篮球职业联赛（CBA）常规赛第10轮比赛中，北京控股队主场89比93 不敌广东东阳光队。 新华社记者 王丽莉 摄 1月3日，北京控股队新外援小贾马尔·尼尔森（右）在比赛中防守广东东 ...

Group 1 - The match between Beijing Enterprises and Guangdong Dongyangguang ended with a close score of 89:93, with Beijing Enterprises suffering a defeat despite a strong performance from their key player, Lile [1] - Beijing Enterprises had a record of 4 wins and 5 losses prior to this match, while Guangdong Dongyangguang was leading the league with 8 wins and 1 loss, facing challenges due to the absence of key players [1] - The game was tightly contested, with both teams exchanging leads and ending the first half tied at 46 [1] Group 2 - Samna from Guangdong Dongyangguang was the standout player, scoring 38 points along with 9 rebounds and 5 assists, significantly contributing to the team's victory [2] - Hu Mingxuan added 14 points for Guangdong, while Lile scored the highest for Beijing Enterprises with 29 points [2] - Guangdong's head coach, Du Feng, acknowledged the difficulties faced due to injuries but noted the positive contributions from younger players in the match [2]

Core Insights - The Chinese innovative pharmaceutical industry is transitioning from scale expansion to value enhancement by the end of 2025, facing challenges such as crowded competition and homogeneity [1] - The focus should be on innovative approaches that address unmet clinical needs rather than following trends [1][3] Company Strategy - The company adopts a "two-pronged" strategy in innovative drug development, balancing traditional validated targets with high-value innovative products [3] - Current research focuses on three core areas: infectious diseases, metabolic diseases, and oncology, with a particular emphasis on unmet clinical needs [3][4] Market Trends - The trend of Chinese innovative drugs going global is increasing, driven by improved R&D capabilities and the need to cover costs for rare disease drugs [9] - Collaborations with international pharmaceutical companies are seen as a practical approach for domestic firms to navigate overseas markets [9][10] AI Integration - The company has developed an AI drug discovery platform that leverages over 20 years of laboratory data, enhancing the efficiency of drug development processes [5][6] - AI is expected to play a significant role in improving drug discovery and development efficiency, although it is not a substitute for human innovation [7][8] Clinical Development - The company is advancing its innovative drug, HEC585, for idiopathic pulmonary fibrosis (IPF), with promising Phase II clinical trial results showing significant improvements over existing treatments [4][5] - The drug's mechanism involves a comprehensive approach to fibrosis, and the company is actively seeking international partnerships for further development [5][10] Future Outlook - The company plans to balance short-term project outcomes with long-term AI research investments, aiming to create an automated laboratory environment [7] - The next five years are expected to see AI increasingly integrated into pharmaceutical R&D, enhancing efficiency and precision in various stages of drug development [8]

Core Insights - The Chinese innovative pharmaceutical industry is transitioning from scale expansion to value enhancement by the end of 2025, facing challenges such as crowded competition and homogeneity [1] Group 1: Innovation Strategy - The company emphasizes not blindly following trends but focusing on unmet clinical needs to build core competitiveness, marking a shift from follower to leader in innovation [2] - The strategy involves a balanced approach of leveraging clinically validated traditional targets while also investing in more innovative products with higher added value [2][3] Group 2: Research Focus Areas - The company is concentrating on three core areas: 1. Infectious diseases, where it has established a solid foundation and achieved significant results 2. Metabolic diseases, focusing on long-acting insulin and addressing unmet needs like fatty liver 3. Oncology, targeting gastrointestinal tumors and exploring new mechanisms such as bispecific antibodies and antibody-drug conjugates [3][4] Group 3: AI in Drug Development - The company has developed an AI drug discovery platform that combines over 20 years of laboratory data with external models, enhancing its competitive edge [6] - AI has significantly improved efficiency in drug development, exemplified by a project that reduced the time to enter clinical trials by 50% through AI pre-screening [7] Group 4: International Expansion - The trend of Chinese innovative drugs going overseas is increasing, driven by improved R&D capabilities and the need to cover costs for rare disease drugs in international markets [10] - The company has taken concrete steps in internationalization, including partnerships for drug development and plans to enter the U.S. market with its insulin product [11][12] Group 5: Market and Policy Considerations - The company highlights the importance of aligning clinical and market needs, focusing on diseases with high incidence but limited treatment options, and considering international markets for rare diseases [13]

格隆汇1月2日丨东阳光药(06887.HK)公告，1月2日耗资219.2万港元回购4.9万股。 ...

智通财经APP讯，东阳光药(06887)发布公告，于2026年1月2日斥资219.2万港元回购4.91万股。 ...

公开资料显示，郭梅兰出生于1963年，张寓帅出生于1987年，母子俩均为浙江东阳人。张寓帅今年38岁，现任东阳光集团董事长。他毕业于浙江大学， 2011年7月至2015年8月，在东莞东阳光药物研发有限公司研究院任职，历任生物所所长、仿药所所长兼副院长；2015年6月起至今担任宜昌东阳光药业股 份有限公司董事；2017年1月至2020年4月担任东阳光董事长。 公告显示，郭梅兰因年事已高，与其儿子张寓帅签署了《股权转让协议》，将其所持有的乳源瑶族自治县寓能电子实业有限公司(以下简称"乳源寓能电 子")71.75%股权、乳源瑶族自治县新京科技发展有限公司(以下简称"乳源新京科技")74.63%股权全部转让予张寓帅。 东阳光集团董事长张寓帅。图源：东阳光集团 | I46 | 沈南鹏 | 400 | 33% | 红杉 | 香港 | 投资 | રેક | | --- | --- | --- | --- | --- | --- | --- | --- | | I46 | 郭梅兰、张寓帅 图子 | 400 | 86% | 东阳光 | 广东东莞 | 医药、电子新材 彩 | 62, 38 | | I46 | 阮立平 | 400 ...

东阳光（600673）药(06887)公布，2025年12月31日耗资约2106.32万港元回购47.6万股股份。 ...