景顺长城稳健养老目标三年持有期混合(FOF)A（007272）基金经理为薛显志。 1月13日，东阳光涨1.24%，截至发稿，报30.28元/股，成交27.42亿元，换手率3.03%，总市值911.29亿 元。东阳光股价已经连续7天上涨，区间累计涨幅35%。 资料显示，广东东阳光科技控股股份有限公司位于广东省东莞市长安镇上沙村第五工业区，成立日期 1996年10月24日，上市日期1993年9月17日，公司主营业务涉及包括电子新材料、合金材料、化工产 品、医药制造四大板块。主营业务收入构成为：高端铝箔类40.81%，化工新材料类27.63%，电子元器 件类25.40%，其他(补充)2.63%，能源材料类2.61%，其他类0.92%。 从基金十大重仓股角度 数据显示，景顺长城基金旗下1只基金重仓东阳光。景顺长城稳健养老目标三年持有期混合(FOF)A （007272）三季度持有股数2000股，占基金净值比例为0.05%，位居第四大重仓股。根据测算，今日浮 盈赚取约740元。连续7天上涨期间浮盈赚取1.57万元。 景顺长城稳健养老目标三年持有期混合(FOF)A（007272）成立日期2019年9月26日，最新规模726 ...

Core Viewpoint - Longhua Technology has experienced a significant stock price increase, reflecting positive market sentiment and potential investment opportunities in the company [1][2]. Group 1: Company Overview - Longhua Technology Group (Luoyang) Co., Ltd. is located in Luoyang, Henan Province, and was established on July 5, 1995, with its listing date on September 16, 2011 [1]. - The company's main business areas include electronic new materials, polymer composite materials, and energy-saving environmental protection [1]. - The revenue composition of Longhua Technology is as follows: energy-saving heat exchange equipment (35.87%), target materials and ultra-high temperature special materials (26.91%), environmental water treatment products (13.49%), foam products and structural components (9.44%), extractants (8.76%), rail transit products (3.05%), sewage treatment (1.04%), other (0.89%), and environmental water treatment engineering contracting (0.55%) [1]. Group 2: Fund Holdings - One fund under Huatai PineBridge has a significant position in Longhua Technology, specifically the Huatai PineBridge CSI Environmental Governance Index (LOF) A (501030), which increased its holdings by 26,800 shares in the third quarter, totaling 897,800 shares, representing 2.8% of the fund's net value [2]. - The fund has realized a floating profit of approximately 439,900 yuan today, with a floating profit of 287,300 yuan during the four-day stock price increase [2]. - The Huatai PineBridge CSI Environmental Governance Index (LOF) A was established on December 29, 2016, with a current scale of 182 million yuan, and has recorded a year-to-date return of 2.57% [2].

从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓东阳光。华夏卓越成长混合A（024928）三季度持有股数557.2万 股，占基金净值比例为4.36%，位居第六大重仓股。根据测算，今日浮盈赚取约690.93万元。 1月7日，东阳光涨5.08%，截至发稿，报25.65元/股，成交12.51亿元，换手率1.67%，总市值771.95亿 元。 资料显示，广东东阳光科技控股股份有限公司位于广东省东莞市长安镇上沙村第五工业区，成立日期 1996年10月24日，上市日期1993年9月17日，公司主营业务涉及包括电子新材料、合金材料、化工产 品、医药制造四大板块。主营业务收入构成为：高端铝箔类40.81%，化工新材料类27.63%，电子元器 件类25.40%，其他(补充)2.63%，能源材料类2.61%，其他类0.92%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 截至发稿，钟帅累计任职时间5年165天，现任基金资产总规模132.6亿元，任职期间最佳基金 ...

Group 1 - Dongyangguang's stock price increased by 5.35% to 23.63 CNY per share, with a trading volume of 795 million CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 71.116 billion CNY [1] - Dongyangguang Technology Holdings Co., Ltd. was established on October 24, 1996, and listed on September 17, 1993. The company operates in four main business segments: electronic new materials, alloy materials, chemical products, and pharmaceutical manufacturing [1] - The revenue composition of Dongyangguang includes: high-end aluminum foil at 40.81%, chemical new materials at 27.63%, electronic components at 25.40%, and other categories at 5.16% [1] Group 2 - Penghua Fund has one fund heavily invested in Dongyangguang, specifically the Penghua CSI A-Share Resource Industry Index (LOF) A (160620), which reduced its holdings by 52,200 shares to 218,200 shares, accounting for 3.6% of the fund's net value [2] - The Penghua CSI A-Share Resource Industry Index (LOF) A (160620) was established on January 1, 2021, with a current scale of 119 million CNY. The fund has achieved a year-to-date return of 50.14%, ranking 640 out of 4189 in its category [2] - The fund manager, Yan Dong, has been in position for 6 years and 295 days, managing assets totaling 22.118 billion CNY, with the best fund return during his tenure being 456.3% [3]

Core Viewpoint - Zhang Yushuang, at 38 years old, officially takes over as the sole actual controller of Dongyangguang Group, a private enterprise with total assets exceeding 80 billion yuan, marking a significant transition in leadership and strategy for the company [2][3][5]. Group 1: Leadership Transition - On December 29, 2025, an announcement was made that Guo Meilan transferred all her indirectly held shares in Dongyangguang to Zhang Yushuang, making him the sole actual controller of the company [2][3]. - Prior to the transfer, Zhang Yushuang and Guo Meilan held significant stakes in subsidiaries that controlled 38.70% of Dongyangguang's shares [4]. - This transfer signifies a complete handover of the family business to Zhang Yushuang, as Guo Meilan steps back due to age [7]. Group 2: Company Background - Dongyangguang Group was founded in 1997 by Zhang Zhongneng and Guo Meilan, starting with aluminum foil processing and has since grown into a top 500 private enterprise in China with assets over 80 billion yuan [2][9]. - The company has diversified into three main sectors: electronic new materials, biomedicine, and health care, with two listed companies under its umbrella [2][10]. Group 3: Zhang Yushuang's Experience and Strategy - Zhang Yushuang has 15 years of experience within the company, having started in the research department and gradually moving up to leadership roles [5][6]. - Since taking over, he has initiated a "second entrepreneurship" phase, focusing on transforming the company from traditional manufacturing to intelligent manufacturing, including a significant investment of 28 billion yuan into the IDC sector and advancements in AI and robotics [2][13][16]. - Zhang aims to achieve a target of 50% of products exported, 50% of technology being original, and 50% of revenue coming from high-margin new products by 2030, with a planned R&D investment of 6 billion yuan over the next three years [14][15]. Group 4: Financial Performance and Market Position - As of the end of 2025, the combined market value of Dongyangguang and Dongyangguang Pharmaceutical is approximately 90.6 billion yuan [5]. - The company has shown significant financial improvement, with a net profit of 375 million yuan in 2024, a 227.41% increase year-on-year, and a record net profit of 906 million yuan in the first three quarters of 2025 [16].

Core Viewpoint - Zhang Yushuang, the 38-year-old second-generation leader, officially takes control of Dongyangguang Group, marking a significant transition in the company's leadership and strategy towards innovation and technology-driven growth [2][4][10]. Group 1: Leadership Transition - On December 29, 2025, Dongyangguang announced that Guo Meilan transferred all her indirect shares to Zhang Yushuang, making him the sole actual controller of the company [2][5]. - Zhang Yushuang has been involved in the company for 15 years, starting from a research position and gradually moving up to leadership roles after the passing of his father, Zhang Zhongneng, in November 2020 [8][9]. - The transfer of control signifies the completion of a family succession plan, with Guo Meilan stepping back due to age [9][10]. Group 2: Company Overview - Dongyangguang Group, founded in 1997, has grown into a top 500 private enterprise in China with total assets exceeding 800 billion yuan [2][11]. - The company operates in three main sectors: electronic new materials, biomedicine, and health and wellness, with significant market shares in each area [11][12]. - As of the end of 2025, the combined market value of Dongyangguang and its Hong Kong-listed subsidiary, Dongyangguang Pharmaceutical, is approximately 906 billion yuan [7]. Group 3: Strategic Initiatives - Zhang Yushuang is leading a strategic transformation towards high-value sectors, including the IDC field, AI, and robotics, with a notable investment of 280 billion yuan in the IDC sector [3][18]. - The company aims to enhance its R&D capabilities, planning to invest 60 billion yuan over the next three years to support innovation in new energy materials and biomedicine [16][19]. - Zhang Yushuang has set ambitious goals for the new energy materials sector, targeting 50% of products for export, 50% of technology to be original, and 50% of revenue from high-margin new products by 2030 [16]. Group 4: Financial Performance - In 2024, Dongyangguang achieved a net profit of 3.75 billion yuan, a year-on-year increase of 227.41%, and in the first three quarters of 2025, the net profit reached 9.06 billion yuan, setting a historical record [18]. - The company's R&D expenditures have shown significant growth, with increases of 19.81% and 33.97% in 2024 and the first three quarters of 2025, respectively [18].

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]

Core Viewpoint - Longhua Technology has seen a stock price increase of 5% on December 29, reaching 9.03 yuan per share, with a trading volume of 315 million yuan and a turnover rate of 3.64%, resulting in a total market capitalization of 9.346 billion yuan [1] Group 1: Company Overview - Longhua Technology Group (Luoyang) Co., Ltd. is located in Luoyang, Henan Province, and was established on July 5, 1995, with its listing date on September 16, 2011 [1] - The company's main business includes electronic new materials, polymer composite materials, and energy-saving environmental protection [1] - The revenue composition of the main business is as follows: energy-saving heat exchange equipment 35.87%, target materials and ultra-high temperature special materials 26.91%, environmental water treatment products 13.49%, foam products and structural parts 9.44%, extractants 8.76%, rail transit products 3.05%, sewage treatment 1.04%, others 0.89%, and environmental water treatment engineering contracting 0.55% [1] Group 2: Fund Holdings - According to data, one fund under GF Fund holds a significant position in Longhua Technology, specifically the GF Quantitative Multi-Factor Mixed A (005225), which held 3.3658 million shares, accounting for 0.76% of the fund's net value, ranking as the fifth-largest holding [2] - During the three-day stock price increase, the fund has realized a floating profit of approximately 1.4473 million yuan, with a floating profit of 1.178 million yuan during the same period [2] - The GF Quantitative Multi-Factor Mixed A fund was established on March 21, 2018, with a current scale of 3.618 billion yuan, and has achieved a year-to-date return of 52.59%, ranking 1101 out of 8159 in its category [2]

Company Overview - Yuyuan New Materials (SH 600206) announced on December 18 that its 20th meeting of the 9th board of directors was held to discuss the 2024 annual salary plan for the leadership team [1] - As of the report, Yuyuan New Materials has a market capitalization of 16.7 billion [1] Revenue Composition - For the year 2024, the revenue composition of Yuyuan New Materials is as follows: electronic new materials account for 74.79%, rare metal smelting accounts for 23.86%, medical device materials account for 0.87%, and other businesses account for 0.47% [1]

Core Viewpoint - The total number of listed companies in Hengshui has reached 87, with the recent listing of Hebei Haiwei Electronic New Materials Technology Co., Ltd. on the Hong Kong Stock Exchange marking a significant milestone for the city [1]. Group 1: Company Overview - Hebei Haiwei Electronic New Materials Technology Co., Ltd. was founded in 2006 and focuses on the research and production of key materials such as capacitor base films and metallized films in the new energy sector [1]. - The funds raised from the recent listing will be primarily used for the research and development of new thin-film materials and for integrating the supply chain, which will help the company consolidate its leading position in the industry [1]. Group 2: Industry and Market Context - Hengshui has been actively seizing opportunities from capital market reforms, positioning company listings as a key strategy to enhance the "Hengshui brand" [1]. - The city has developed a comprehensive service system for the entire listing process, implementing a tiered cultivation mechanism that includes reserving, mentoring, applying, and listing batches of companies [1]. - Local authorities are coordinating efforts across various departments to provide tailored services for companies, including specialized training and expert consultations to improve entrepreneurs' market awareness and capital operation capabilities [1].