人民财讯12月31日电，企查查APP显示，近日，乳源东阳光（600673）环境科技有限公司成立，注册资 本为2000万元，经营范围包含：资源再生利用技术研发；再生资源加工；固体废物治理；生态环境材料 制造；制冷、空调设备制造等。企查查股权穿透显示，该公司由东阳光旗下乳源东阳光氟有限公司全资 持股。 ...

| 146 | 沈南鹏 | 400 | 33% | 红杉 | 香港 | 投资 | ર્ ૨૪ | | --- | --- | --- | --- | --- | --- | --- | --- | | 146 | 郭梅兰、张寓帅 | 400 | 86% | 东阳光 | 广东东莞 | 医药、电子新材 | 62, 38 | | | 럽글 | | | | | 料 | | | 146 | 阮立平 | 400 | -2% | 公牛 | 浙江宁波 | 插座 | QI | 张寓帅、郭梅兰登上2025胡润百富榜。来源：胡润研究院 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")7 ...

南方财经记者杨期鑫实习生郑凝 12月29日晚，东阳光（600673）发布公告，控股股东深圳市东阳光实业发展有限公司进行股权结构内部 调整，公司实控人之一的郭梅兰因年事已高，与儿子张寓帅签署了《股权转让协议》，将其所持有的乳 源寓能电子71.75%股权、乳源新京科技74.63%股权全部转让予张寓帅。 本次股权比例调整后，郭梅兰女士不再持有乳源寓能电子和乳源新京科技的股权，不再间接持有公司的 股份；张寓帅先生直接持有乳源寓能电子99.20%的股权、持有乳源新京科技75.00%的股权，并通过乳 源寓能电子和乳源新京科技间接持有深圳东阳光实业100%股权，从而间接持有公司1,164,828,691 股股 份，占公司总股本的38.70%。东阳光实控人将由郭梅兰和张寓帅变更为张寓帅。 如今，东阳光主营业务已涵盖电子元器件、高端铝箔、化工新材料、能源材料、液冷科技五大板块，其 中化成箔全球市占率约30%，是国内唯一化成箔出口占比超50%的企业。 2025年前三季度，东阳光实现收入109.70亿元，归母净利润9.06亿元。 在深耕电子新材料的同时，集团自2001年起前瞻性布局生物医药领域，投资设立了宜昌长江药业有限公 司（后 ...

点评：2026 年"两新"政策的延续与扩围，是积极聚焦扩内需、促转型的精准发力，契合消费升级与新 质生产力培育需求，以财政资金撬动居民换新意愿、缓解企业转型压力。是"十五五"开局之年稳增长、 优结构的重要抓手，彰显了以消费牵引供给、以产业升级支撑高质量发展的政策逻辑。 NO.2 东莞首富母子完成交接班 62岁的东阳光联合创始人郭梅兰因"年事已高"，将其持有的核心资产全部转让给38岁的儿子张寓帅。至 此，这位38岁的"创二代"成为东阳光唯一实际控制人，独自掌控着价值近700亿的上市公司平台，母子 二人合计400亿元的财富版图实现平稳交接。 点评：这是民营上市公司代际传承浪潮中的典型案例。此次交接以全额资产转让的方式完成控制权过 渡，既符合家族企业传承的常见路径，也让市场将目光聚焦于新任实控人后续在企业研发投入、业务布 局等方面的决策走向，以及这种传承模式对公司长期经营稳定性的影响。 丨 2025年12月31日星期三丨 NO.1 2026年"国补"政策来了 国家发展改革委、财政部印发的《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》30日 对外发布，明确2026年"两新"政策的支持范围、补贴标准和工 ...

| 证券代码：600673 | 证券简称：东阳光 | | 编号：临 2025-77 号 | | --- | --- | --- | --- | | 债券代码：242444 | 债券简称：25 东科 | 01 | | | | 是否 为控 | | | 是否 | 是否 | | | | | 占其所 | 占公司 | 质押 融资 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 股股 | 本次质押股数 | | 为限 | 补充 | 质押起始日 | | 质押到期日 | 质权人 | 持股份 | 总股本 | 资金 | | | | | | 售股 | 质押 | | | | | 比例 | 比例 | | | | 东 | | | | | | | | | | | 用途 | | 宜昌东阳 | | | | | | 2025年 12 | 月 | 办理完股票 | | | | 用于 | | 光药业股份 | 否 | 20,000,000 | 股 | 否 | 否 | | | 解除质押登 | 金融机构 | 3.67% | 0. ...

每经头条（nbdtoutiao）——2025十大财经新闻出炉！护航、酣战、变局、狂飙分别指向哪些大事件？ 每经AI快讯，东阳光12月30日晚间发布公告称，控股股东之一致行动人宜昌东阳光药业股份有限公司 持有公司股份约5.45亿股，占公司总股本的18.11%；截至本次股份质押完成后，宜昌药业股份持有公司 股份累计质押数量约为5.42亿股，占其持股数量的99.38%。截至本公告披露日，公司控股股东深圳市东 阳光实业发展有限公司累计质押股数数量约为5.42亿股，占其持股数量的87.37%；控股股东及其一致行 动人累计质押股数数量约为12.49亿股，占其合计持股数量的78.55%。 （记者 曾健辉） ...

Group 1 - The announcement of a share transfer marks the formal completion of the power transition within the Dongguan wealthiest family, with Guo Meilan transferring her shares to her son Zhang Yushuang [2] - Guo Meilan transferred 71.75% of Yuyuan Electronic and 74.63% of Xinjing Technology to Zhang Yushuang, resulting in her no longer holding shares in these companies and thus not indirectly holding shares in Dongyangguang [2] - Zhang Yushuang will indirectly hold 100% of Dongyangguang Group through Yuyuan Electronic and Xinjing Technology, equating to 1.166 billion shares or 38.70% of the total share capital of the listed company [2] Group 2 - Zhang Yushuang, aged 38, is the current chairman of Dongyangguang Group and has a background in pharmaceutical research, having held various positions within the company since 2011 [3] - Dongyangguang Group focuses on three main industries: electronic new materials, biomedicine, and health preservation, with total assets exceeding 80 billion yuan and ranking among China's top 500 private enterprises [3] - As of December 30, Dongyangguang's stock price was 22.98 yuan per share, reflecting a 2.91% increase, with a total market capitalization of 69.16 billion yuan, and the market value of shares held by Dongyangguang Group is approximately 26 billion yuan [3]

Market Overview - The comprehensive sector increased by 1.35% compared to the previous trading day, with Nanjing Xinbai leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] Stock Performance - Nanjing Xinbai (600682) closed at 68.8, up by 10.02% with a trading volume of 565,800 shares and a transaction value of 496 million [1] - Dongyangguang (600673) closed at 22.98, up by 2.91% with a trading volume of 472,700 shares and a transaction value of 1.083 billion [1] - Other notable stocks include Nanjing Gongyong (000421) with a slight increase of 0.29% and a transaction value of 74.6 million, while Yatai Group (600881) decreased by 0.53% [1] Capital Flow - The comprehensive sector saw a net inflow of 46.08 million from main funds, while retail funds experienced a net inflow of 42.42 million [2] - However, speculative funds had a net outflow of 88.51 million [2] Individual Stock Capital Flow - Nanjing Xinbai had a significant main fund net inflow of 1.62 billion, representing 32.59% of its total, while speculative funds saw a net outflow of 74.76 million [3] - Dongyangguang experienced a main fund net inflow of 34.79 million, but speculative funds had a net outflow of 17.44 million [3] - Other stocks like Yatai Group and Ningbo United (600051) also showed varied capital flows, with Ningbo United having a main fund net inflow of 1.98 million [3]

Group 1 - The core viewpoint of the report is that the increasing demand for computing power is leading to significant power consumption issues in data centers, making liquid cooling a necessary solution for temperature control in high-density environments [1][2]. - The Chinese liquid cooling server market is projected to reach $2.37 billion in 2024, representing a year-on-year growth of 67.0%, and is expected to grow to $3.39 billion by 2025, with a compound annual growth rate (CAGR) of 46.8% from 2024 to 2029, ultimately reaching $16.2 billion by 2029 [2]. - Liquid cooling solutions are becoming essential in various sectors, including AI computing, internet, finance, energy, transportation, and industrial manufacturing, as traditional air cooling cannot meet the energy and heat dissipation requirements [1][2]. Group 2 - Liquid cooling working fluids are diverse, with glycol, propylene glycol, and water being predominant in plate cooling, while immersion cooling utilizes oils, silicates, and fluorinated liquids, which are critical components for cooling performance [3]. - Fluorinated liquids are gaining traction due to their surface tension, insulation properties, and material compatibility, making them indispensable in high-power density AI server applications [3]. - The exit of 3M from the market presents growth opportunities for domestic companies in the high-performance fluorinated liquid sector, while oils and silicates are also potential supplementary choices for cooling fluids [3]. Group 3 - Investment recommendations include companies involved in liquid cooling fluids such as Dongyangguang, Xinzoubang, Runhe Materials, Juhua Co., Yonghe Co., Wuhua Technology, Jinshi Resources, Dongyue Group, Yongtai Technology, Huayi Group, Sanmei Co., Unity Co., Bayi Space, Changlan Technology, Xin'an Co., and Jitai Co. [4].

Core Viewpoint - Dongyangguang's actual controller Guo Meilan has transferred her stakes in Luyuan Yunen Electronics (71.75%) and Luyuan Xinjing Technology (74.63%) to Zhang Yushua, enabling him to indirectly hold 100% of Dongyangguang Group and 38.70% of the listed company Dongyangguang [1][4] Group 1: Share Transfer and Ownership Structure - Guo Meilan, aged 62, has transferred her entire stakes in two companies to her son Zhang Yushua, who was born in 1987 [1] - After the transfer, Guo Meilan no longer holds any shares in the two companies and thus does not indirectly hold shares in Dongyangguang [1] - Zhang Yushua now indirectly holds 11.65 billion shares of Dongyangguang, representing 38.70% of the total share capital [1] Group 2: Company Performance and Business Expansion - Dongyangguang Group achieved a record total output of over 51 billion yuan in 2023, with total assets exceeding 80 billion yuan and cumulative taxes paid over 20 billion yuan [4] - The group has expanded its business from electronic materials to biomedicine and health, and is actively acquiring in the computing power sector [4][11] - Dongyangguang's stock market value is approximately 26 billion yuan, with the group directly holding 6.2 billion shares and indirectly holding 5.45 billion shares of the listed company [4] Group 3: Financial Performance - In the first half of the year, Dongyangguang reported a revenue of 1.938 billion yuan, a year-on-year decline of 23.95%, and a net profit of 46.37 million yuan, turning from profit to loss [8] - For the first three quarters, Dongyangguang achieved a revenue of 10.97 billion yuan, with a year-on-year increase of 109.7%, and a net profit of 906 million yuan, up 189.8% [8][10] - The company plans to acquire Qinhuai Data for 28 billion yuan to create a closed-loop business model in the computing power sector [11]