Group 1 - Strategic partnership established between Dongyangguang Pharmaceutical (06887) and Shenzhen Jingtai Technology on January 26, 2026 [1] - Joint venture to create an AI-driven drug research and development platform, focusing on innovative drug development for autoimmune diseases [1] - Development of PB-PK predictive large model and promotion of Dongyangguang's proprietary "HEC-SynAI drug synthesis model" and "HEC-PharmAI formulation model" [1] Group 2 - Innovation in business model through the establishment of an AI supercomputing platform, creating a "Model as a Service" (MaaS) business model [1] - Dongyangguang Pharmaceutical has 150 approved drugs and over 100 drugs in research, including nearly 50 first-class innovative drugs, leading in patent numbers among domestic pharmaceutical companies from 2014 to 2023 [1] - As of the announcement date, a formal agreement has not yet been signed, indicating uncertainty in the partnership [1]

● 本报记者 郑萃颖 "在工业制造领域，有许多产品类型多、单次产量少的生产场景，传统工业控制技术无法适配，急需具 身智能来提供解决方案。"配天机器人首席技术官郭涛日前向中国证券报记者介绍，具身智能的应用有 望进一步提升大量场景的生产效率。 开年以来，各类经营主体主动作为，以资本注入、技术攻关、场景应用多维发力，推动具身智能从技术 概念走向产业实践。一方面，人形机器人赛道热度延续，持续获得资本青睐；另一方面，上市公司持续 发挥产业链引领作用，引入具身智能系统，在装配、转运、检测等环节实现柔性生产，推动传统产业向 高端化、智能化转型。 同时，具身智能企业资本化进程提速。1月，星海图、众擎机器人完成股改。此前，已有宇树科技、乐 聚机器人、云深处完成股改并启动上市计划，魔法原子公开宣布将加速上市进程。此外，玖物智能已于 近日向港交所主板递交上市申请，该公司面向先进制造领域提供智能具身产业机器人解决方案及产品。 安永大中华区上市服务主管合伙人何兆烽表示："面向具身智能产业，一级市场的融资热度预计将在一 定时间内持续，同时投资者也较为关注企业财务健康度、商业化可行性和技术落地能力。" 在产业端，上市公司发挥产业链引领作用 ...

(1)成立联合实验室，联合开发创新药物管线 东阳光（600673）药(06887)发布公告，本公司于2026年1月26日与深圳晶泰科技有限公司(深圳晶泰)订 立战略合作协议(战略合作协议)。根据战略合作协议，双方拟成立合资公司，共建AI驱动药物研发平 台，聚焦以下合作： 依托深圳晶泰全球化的商业网络和AI平台产品化经验，推广本集团自主开发的"HEC-SynAI药物合成大 模型"和"HEC-PharmAI制剂大模型"，以及全新一代PB-PK大模型。 (3)创建"模型即服务"(MaaS)的商业模式 双方计划以"算力支撑+数据开发+生态共享"模式共建AI超算平台，向学界与业界开放合作成果，将数 据资产和AI产品转化为"模型即服务"(MaaS)的商业模式。 董事会认为，战略合作协议为订约方提供宝贵机会利用各自的资源及专业知识，为彼此创造互利及协同 效应。因此，董事会认为，签订战略合作协议符合本公司及其股东的整体利益。 双方共建联合实验室，以AI驱动的自动化为目标，依托深圳晶泰自动化实验平台技术和部署经验，实 现"设计—构建—测试—学习"研发闭环，聚焦自身免疫性疾病，共同发现候选药物并由合资公司推进。 (2)大模型联合 ...

Core Viewpoint - Dongyangguang Pharmaceutical (06887.HK) has entered into a strategic cooperation agreement with Shenzhen Jingtai Technology Co., Ltd. to establish a joint venture focused on AI-driven drug research and development [1][2] Group 1: Joint Laboratory and Drug Development - The agreement includes the establishment of a joint laboratory aimed at developing innovative drug pipelines, focusing on autoimmune diseases through an AI-driven automated research process [1] - The collaboration will leverage Shenzhen Jingtai's automated experimental platform technology to create a closed-loop R&D process encompassing design, construction, testing, and learning [1] Group 2: AI Model Development and Promotion - The partnership aims to develop and promote a PB-PK predictive model that aligns with industry-leading commercial software, utilizing high-quality non-clinical data from the company and AI algorithms from Shenzhen Jingtai [1] - A comprehensive AI drug development engine covering the entire drug development lifecycle will be co-created, incorporating the company's proprietary models such as HEC-SynAI and HEC-PharmAI [1] Group 3: Business Model Creation - The companies plan to establish a "Model as a Service" (MaaS) business model, which will involve building an AI supercomputing platform that supports collaboration with academia and industry [2] - The strategic cooperation is expected to create mutual benefits and synergies by leveraging each party's resources and expertise, aligning with the overall interests of the company and its shareholders [2]

Group 1 - The core point of the article is the strategic cooperation agreement between Dongyangguang Pharmaceutical and Shenzhen Jingtai Technology to establish a joint venture focused on AI-driven drug development [1][2][3] Group 2 - The joint laboratory will be established to develop innovative drug pipelines, focusing on autoimmune diseases, utilizing AI-driven automation for a closed-loop R&D process [1] - The collaboration aims to develop a PB-PK predictive model that aligns with industry-leading commercial software, leveraging high-quality non-clinical data and AI algorithm capabilities [2] - A "Model as a Service" (MaaS) business model will be created, providing an AI supercomputing platform that opens collaboration results to academia and industry, transforming data assets and AI products into a service model [3]

Market Overview - The comprehensive sector declined by 0.36% compared to the previous trading day, with Zongyi Co. leading the decline [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers included: - Teda Co. (Code: 000652) with a closing price of 4.47, up 1.82% on a trading volume of 465,500 shares and a turnover of 207 million yuan [1] - Teli A (Code: 000025) with a closing price of 19.29, up 1.79% on a trading volume of 220,400 shares and a turnover of 42.7 million yuan [1] - Nanjing Public Utilities (Code: 000421) with a closing price of 7.39, up 1.51% on a trading volume of 225,900 shares and a turnover of 166 million yuan [1] - Notable decliners included: - Zongyi Co. (Code: 600770) with a closing price of 6.36, down 3.78% on a trading volume of 1,099,200 shares and a turnover of 705 million yuan [2] - Sanmu Group (Code: 000632) with a closing price of 5.24, down 3.14% on a trading volume of 297,900 shares and a turnover of 156 million yuan [2] - Zhangzhou Development (Code: 000753) with a closing price of 7.48, down 2.86% on a trading volume of 368,100 shares and a turnover of 278 million yuan [2] Capital Flow - The comprehensive sector experienced a net outflow of 175 million yuan from main funds, while retail funds saw a net inflow of 78.95 million yuan [2] - The detailed capital flow for selected stocks showed: - Yuegui Co. (Code: 000833) had a main fund net inflow of 36.89 million yuan, but a net outflow from retail funds of 22.58 million yuan [3] - Nanjing Public Utilities (Code: 000421) had a main fund net inflow of 11.50 million yuan, with a net outflow from retail funds of 5.39 million yuan [3] - Tianchen Co. (Code: 600620) had a significant main fund net outflow of 9.34 million yuan, but a net inflow from retail funds of 11.27 million yuan [3]

Group 1 - The humanoid robot concept is gaining strength in the market, with significant stock price increases observed [1] - As of 9:37 AM on January 26, stocks such as Baida Precision and Tianqi Co. reached their daily limit, while Zhongkong Technology rose over 15% [1] - Other companies like Bojie Co. and Dongyangguang also experienced stock price increases, indicating a broader interest in the humanoid robotics sector [1]

Core Viewpoint - The announcement details the share pledge and unpledge activities of the controlling shareholder, Shenzhen Dongyangguang Industrial Development Co., Ltd., and emphasizes that these actions will not adversely affect the company's operations or governance [2][7]. Group 1: Shareholding and Pledge Details - Shenzhen Dongyangguang Industrial holds 619,805,341 shares, representing 20.59% of the company's total share capital. After the completion of the recent pledge and unpledge activities, the total number of pledged shares is 536,487,854, which accounts for 86.56% of its holdings [2]. - The cumulative number of pledged shares by Shenzhen Dongyangguang Industrial and its concerted parties is 1,239,137,854, representing 77.92% of their total holdings [2]. - The company has received notification from Shenzhen Dongyangguang Industrial regarding the unpledging of certain shares for subsequent pledging [2][3]. Group 2: Pledge Conditions and Financial Health - The pledged shares are not used as collateral for major asset restructuring or performance compensation [3][7]. - Within the next six months, 14,730,000 shares will mature, accounting for 23.77% of the shares held by Shenzhen Dongyangguang Industrial and 4.89% of the company's total share capital, with a corresponding financing balance of 166,571,000 yuan. Over the next year, 37,460,000 shares will mature, representing 60.44% of the shares held and 12.45% of the total share capital, with a financing balance of 546,101,320 yuan [4]. - Shenzhen Dongyangguang Industrial has a good credit status, with repayment sources including operational income, investment returns, and other revenues, indicating sufficient repayment capability [4]. Group 3: Impact on the Company - The share pledge activities will not impact the company's production, financing costs, or ongoing operational capabilities [7]. - Currently, there are no risks of forced liquidation or changes in actual control due to these pledges, and there will be no changes in the company's governance or management structure [7]. - The pledged shares are not utilized for major asset restructuring or performance guarantees [7].

| 证券代码：600673 | 证券简称：东阳光 | | 编号：临 | 2026-06 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 关于控股股东部分股份解质押及质押的公告 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: 控股股东深圳市东阳光实业发展有限公司（以下简称"深圳东阳光实业"） 持有本公司股份 619,805,341 股，占公司总股本 20.59%；截至本次股份解质押及 质押完成后，深圳东阳光实业持有本公司股份累计质押数量为 536,487,854 股， 占其持股数量的 86.56%。 截至本公告披露日，公司控股股东深圳东阳光实业累计质押股数数量为 536,487,854 股，占其持股数量的 86.56%；控股股东及其一致行动人累计质押股 数数量为 1,239,137,854 股，占其合计持股数量的 77.92%。 广东东阳光科技控股股份有限公司（以下简称"公司"）于近 ...

Core Viewpoint - Dongyangguang announced that its controlling shareholder, Shenzhen Dongyangguang Industrial, holds 620 million shares, accounting for 20.59% of the total share capital [1] Group 1: Share Pledge Details - On January 21, 2026, Shenzhen Dongyangguang Industrial released a pledge of 5.916 million shares, which is 0.95% of its holdings; on the same day, it pledged 3.75 million shares, accounting for 0.61% of its holdings, with financing used for production operations [1] - As of the announcement date, Shenzhen Dongyangguang Industrial has cumulatively pledged 536 million shares, representing 86.56% of its holdings; together with its concerted actors, a total of 1.239 billion shares have been pledged, which is 77.92% of their combined holdings [1] Group 2: Financial Implications - The financing balance corresponding to the pledged shares due in the next six months and one year is 1.666 billion yuan and 5.461 billion yuan, respectively [1] - Shenzhen Dongyangguang Industrial has the ability to repay, and the pledges do not have a substantial impact on the company [1]