业绩股价双升后,"智造"战略如何支撑东阳光持续走强？

Group 1 - The core viewpoint of the article highlights Dongyangguang's strategic acquisition of Qinhuai Data, which is seen as a significant move to enhance its position in the computing power sector and reflects a broader trend of growth in the A-share market [1][2][3] - The A-share market has shown strong performance in 2023, with major indices rising significantly, and the total market capitalization reaching a historical high of 100 trillion yuan, benefiting many companies including Dongyangguang [1] - Dongyangguang reported a remarkable 170.57% year-on-year increase in net profit attributable to shareholders, reaching 613 million yuan, which is a key factor supporting its rising stock price and market capitalization [1][2] Group 2 - The company has made significant progress in emerging fields, particularly in the embodied intelligence sector, where it established a joint venture and secured initial market orders worth up to 70 million yuan, generating 11.19 million yuan in revenue in the first half of 2023 [2] - In the liquid cooling technology sector, Dongyangguang formed a joint venture with Zhongji Xuchuang to target the rapidly growing data center liquid cooling market, which is expected to become a new profit growth point [2] - The acquisition of Qinhuai Data for 28 billion yuan marks the largest merger in China's data center industry, aiming to enhance market penetration and competitive advantage through collaboration in various dimensions [2][3] Group 3 - The chairman of Dongyangguang emphasized that entering the computing power sector is a strategic move towards transforming from traditional manufacturing to intelligent manufacturing and digitalization, aligning with national strategies [3] - The company's valuation logic is shifting as it deepens its investments in data centers, liquid cooling technology, and embodied intelligence, transitioning into a technology-driven "smart manufacturing" enterprise [3]