研报掘金丨国投证券：维持东阳光“买入-A”评级，目标价35.28元

中金财经01-21

国投证券研报指出，收购交割完成，东阳光正式切入高景气IDC赛道。公司已完成全部出资，收购主体已支付完毕280 亿元交易价款。此次交割完成标志着公司正式切入高速发展的IDC 与算力基础设施赛道，业务结构实现从“传统制造”向“制造+算力”双轮驱动的战略升级。公司作为电子材料与化工产业链龙头，正通过“制造+算力”双轮驱动实现战略升级，认为公司具备明确的成长机遇与估值提升动力。预计东阳光2025-2027...

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