战略图谱：能源与算力的化学反应 东阳光的野心远不止于财务投资。东阳光在氟化冷却液、冷板组件等液冷核心材料及部件领域的技术壁 垒与产能优势，与秦淮数据中国的业务体系深度融合后，将打造行业首个液冷和下游需求大规模深度捆 绑体系，构建更高效的"液冷材料-设备-智算中心"的全栈解决方案，不仅能有效降低数据中心PUE （Power Usage Effectiveness）至行业顶尖水平，更能推动东阳光液冷技术实现从"产品供应"向"系统解 决方案输出"的战略升级。 2025年9月10日，电极箔龙头东阳光发布公告，公司与控股股东深圳市东阳光实业发展有限公司拟共同 增资宜昌东数一号投资有限责任公司（下称"东数一号"），增资金额分别为35亿元、40亿元。 与此同时，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（下称"东数三号"）拟收购秦淮数 据中国区业务经营主体100%股权。本次交易完成后，东阳光成为东数一号的参股股东，间接持有秦淮 数据中国的股权。 交易架构：多层嵌套的资本棋局 本次收购采用"增资+贷款+股权穿透"的三层架构：东阳光与控股股东向东数一号投资公司增资75亿元 （分别出资35亿、40亿），后者通过全资子公司 ...

Key Points - The revenue from products used for controlled nuclear fusion at Ha Huan Huatong accounts for less than 1% of total revenue [1] - Dongyangguang expects a net profit increase of 171.08% to 199.88% in the first three quarters [2] - Lianhua Holdings anticipates a net profit increase of 51.39% to 69.55% in the first three quarters [5] - Allwinner Technology projects a net profit growth of 72.2% to 92.06% year-on-year for the first three quarters [5] - Northern Rare Earth expects a net profit increase of 272.54% to 287.34% in the first three quarters [5] - Strong瑞 Technology's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 3% [5] - East China Airlines Logistics' shareholder Tianjin Ruiyuan intends to reduce holdings by no more than 15.8756 million shares [5] - New Light Optoelectronics' actual controller and director Kang Lixin plans to increase holdings by 5 million to 10 million yuan [5] - Jiulian Technology plans to raise no more than 182 million yuan through a private placement [5] - Jingu Co. signed a strategic cooperation agreement with Ninebot [5]

Group 1: Government and Regulatory Updates - The State Council Information Office will hold a press conference on October 11 to discuss the achievements in high-quality development during the 14th Five-Year Plan period, focusing on urban and rural construction [1] - The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on a draft notice to conduct commercial trials for satellite IoT services, aimed at supporting the healthy development of emerging industries like commercial aerospace and low-altitude economy [3] - The Financial Regulatory Bureau has issued a notice to strengthen the regulation of non-auto insurance businesses, focusing on issues like optimizing assessment mechanisms and improving underwriting and claims services [2] Group 2: Company News and Financial Performance - New Lai Fu plans to acquire 100% equity of Jin Nan Magnetic Materials for 1.054 billion yuan, which is expected to constitute a major asset restructuring [5] - Jin Ling Mining reported a net profit of 220 million yuan for the first three quarters, a year-on-year increase of 47.09% [6] - North Rare Earth expects a net profit of 1.51 billion to 1.57 billion yuan for the first three quarters, representing a year-on-year growth of 272.54% to 287.34% [6] - China Energy Construction announced that its joint venture has signed three renewable energy contracts worth approximately 2.745 billion USD, equivalent to about 19.554 billion yuan [8] - China Power Construction has signed contracts for two solar projects in Saudi Arabia, with a total contract value of approximately 117.19 billion yuan [8]

证券日报网讯 10月10日晚间，东阳光发布2025年前三季度业绩预告称，公司预计2025年前三季度归属 于上市公司股东的净利润为84，700.00万元至93，700.00万元，同比增长171.08%至199.88%。 （文章来源：证券日报） ...

Group 1 - The company, Dongyangguang, expects a net profit attributable to shareholders of 847 million to 937 million yuan for the first three quarters of 2025, representing a year-on-year growth of 171.08% to 199.88% [1] - The significant profit increase is attributed to the ongoing optimization of the refrigerant industry ecosystem and competitive order, with the supply of third-generation refrigerants (HFCs) being limited due to quota controls while global demand continues to grow [1] - The company's revenue composition for the first half of 2025 includes: high-end aluminum foil at 40.81%, new chemical materials at 27.63%, electronic components at 25.4%, other businesses at 2.63%, and energy materials at 2.61% [1] Group 2 - The company's market capitalization is currently 67 billion yuan [2]

广东东阳光科技控股股份有限公司 2025 年员工持股计划 证券简称：东阳光 证券代码：600673 债券简称：25 东科 01 债券代码：242444 广东东阳光科技控股股份有限公司 2025 年员工持股计划 二〇二五年十月 1 广东东阳光科技控股股份有限公司 2025 年员工持股计划 声明 本公司及全体董事保证本员工持股计划及其摘要不存在任何虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2 广东东阳光科技控股股份有限公司 2025 年员工持股计划 风险提示 一、广东东阳光科技控股股份有限公司 2025 年员工持股计划已获得公司股 东大会批准，根据股东大会的授权，公司董事会设立公司 2025 年员工持股计划； 二、本员工持股计划的具体参与人数、资金规模、股票规模、认购情况等要 素存在不确定性； 三、本员工持股计划的业绩考核具有一定的可实现性，但未来由于受到宏观 经济环境的变化、行业景气度的波动、市场竞争加剧等原因的影响，也可能存在 业绩无法达成的风险。本员工持股计划设定的业绩考核指标仅为方案设计合理预 测使用，不代表公司对未来的盈利预测，不构成公司对投资者的业绩承诺； ...

证券代码：600673 证券简称：东阳光 公告编号：临 2025-59 号 债券代码：242444 债券简称：25 东科 01 广东东阳光科技控股股份有限公司 2025年第二次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 10 月 10 日 (二)股东大会召开的地点：广东省韶关市乳源县侯公渡镇东阳光工业园区会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 本次股东大会由公司董事会召集，公司董事长张红伟先生主持。本次议案采 取现场投票和网络投票相结合的表决方式，会议的召集、召开程序及表决方式均 符合《公司法》和《公司章程》的规定。 (五)公司董事、监事和董事会秘书的出席情况 二、 议案审议情况 (一)非累积投票议案 1、 议案名称：关于与关联方共同增资合资公司用于收购秦淮数据中国 100%股权 暨关联交易的议案 审议结果：通过 表决情况： | 股东类型 | 同意 | | ...

智通财经APP讯，东阳光(600673.SH)发布公告，公司预计2025年前三季度实现归属于上市公司股东的 净利润8.47亿元到9.37亿元,同比增长171.08%至199.88%。 报告期内，制冷剂行业生态和竞争秩序持续优化。第三代制冷剂(HFCs)作为当前的主流制冷剂，由于供 给端受配额管控而受限，而全球需求持续增长，导致供需结构深度改善，制冷剂价格稳步攀升，为公司 经营利润的显著提升提供了有力支撑。报告期内，在数据中心与储能行业等快速发展的背景下，公司凭 借在电极箔与电容器领域的深厚技术积累，精准把握行业升级的机遇，进一步巩固了市场优势。报告期 内，公司实施事业部制变革，优化研产销协同，提升资源配置效率。同时，升级大客户部机制，增强市 场响应能力和服务水平。通过精准调研客户需求，制定针对性销售策略，巩固战略客户关系，显著提升 市场竞争力和利润率。 ...

Core Viewpoint - Dongyangguang (600673.SH) expects a significant increase in net profit for the first three quarters of 2025, driven by improvements in the refrigerant industry and strategic advancements in its business operations [2] Financial Performance - The company forecasts a net profit attributable to shareholders ranging from 847 million to 937 million yuan, representing a year-on-year growth of 171.08% to 199.88% [2] - The net profit after deducting non-recurring gains and losses is expected to be between 736 million and 826 million yuan, reflecting a year-on-year increase of 154.15% to 185.22% [2] Industry Context - The refrigerant industry has seen an improvement in supply-demand dynamics, contributing to rising prices [2] - The company is capitalizing on opportunities in the electrode foil and capacitor sectors, particularly in relation to data centers and energy storage development [2] Strategic Initiatives - Dongyangguang is implementing divisional reforms to enhance operational efficiency and optimize the coordination between research, production, and sales [2] - The company aims to improve its market responsiveness, which has significantly boosted its profitability [2]

| 证券代码：600673 | 证券简称：东阳光 | | 编号：临 2025-60 号 | | --- | --- | --- | --- | | 债券代码：242444 | 债券简称：25 东科 | 01 | | 广东东阳光科技控股股份有限公司 2025 年前三季度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 1、业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比上升 50% 以上； 2、预计公司 2025 年前三季度实现归属于上市公司股东的净利润 84,700.00 万元到 93,700.00 万元,同比增长比例 171.08%-199.88%；预计实现归属于上市 公司股东的扣除非经常性损益的净利润 73,600.00 万元到 82,600.00 万元，同比 增长比例 154.15%-185.22%。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 9 月 30 日。 （二）业绩预告情况 1、经财务部门初步测算，预计公司 2025 年前三季度实现归属于上市公司股 东 ...