值得注意的是，道通科技能源智能中枢业务上半年实现营收5.24亿元，同比增长40.47%，除此之外，公 司的另外两大业务维修智能终端业务、AI及软件业务亦录得双位数的营收增长，分别同比增长 22.96%、30.13%。 半年报数据显示，道通科技上半年经营活动产生的现金流量净额为2.98亿元，期末现金及现金等价物余 额达16.67亿元。针对能源智能中枢业务的快速发展需求，道通科技战略性增加备货储备。 记者获悉，道通科技(688208)近日在德国柏林举办新能源全球发布会，现场不仅重磅推出 AI 驱动的新 一代智能充电网络，还发布多款平台化、系列化终端产品，同时亮相的 AI 智能体巡检方案，为充电场 站安全管理提供了高效智能的解决方案。 面对经营规模的持续扩大，道通科技将人才队伍建设作为核心战略之一，公司以AI技术为抓手，推动 组织数智化变革，全面优化研发、营销服务、供应链、IT及职能等全业务链条，重点聚焦AI Agents在 核心业务场景的落地应用。 近年来，道通科技全球化发展成果丰硕，2025年上半年在欧美等全球主要市场实现重要突破，并创下净 利润的历史新高，上半年实现归母净利润4.80亿元，同比增长24.29% ...

9月8日，道通科技跌5.01%，截至发稿，报36.63元/股，成交4.58亿元，换手率1.82%，总市值245.49亿 元。 浦银安盛科创板100指数增强A（021284）基金经理为孙晨进、罗雯。 截至发稿，孙晨进累计任职时间10年176天，现任基金资产总规模12.39亿元，任职期间最佳基金回报 57.05%， 任职期间最差基金回报-27.66%。 罗雯累计任职时间7年230天，现任基金资产总规模8.49亿元，任职期间最佳基金回报29.19%， 任职期 间最差基金回报-33.61%。 资料显示，深圳市道通科技股份有限公司位于广东省深圳市南山区西丽街道松坪山社区高新北六道36号 彩虹科技大楼，成立日期2004年9月28日，上市日期2020年2月13日，公司主营业务涉及汽车智能诊断、 检测分析系统及汽车电子零部件的研发、生产、销售和服务。主营业务收入构成为：汽车诊断产品 29.61%，智能充电网络解决方案22.34%，TPMS产品21.98%，AI及软件11.98%，ADAS产品8.85%，其 他产品及服务5.24%。 从基金十大重仓股角度 数据显示，浦银安盛基金旗下1只基金重仓道通科技。浦银安盛科创板100指数 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the domestic AI industry, particularly the rise of the Science and Technology Innovation Artificial Intelligence ETF (589520), which saw an intraday increase of over 2.5% [1] - The AI industry is experiencing a series of catalytic events, including the development of an advanced AI model by DeepSeek, which aims to compete with global players like OpenAI, with expectations for a commercial explosion in AI agents by 2025 [3] - Huawei's recent launch of the Mate XTs foldable smartphone, featuring the Kirin 9020 chip, marks a significant return of the Kirin brand after four years, indicating a boost in the domestic supply chain [4] Group 2 - Apple's upcoming product launch on September 9 is anticipated to further stimulate the supply chain, with analysts suggesting that the combination of tariff resolutions and increased AI investments will lead to a valuation recovery for Apple suppliers [5] - The current market trend in the semiconductor sector is seen as a rebound in domestic capabilities, with expectations for significant growth in domestic computing power, particularly in AI applications [5] - The Science and Technology Innovation Artificial Intelligence ETF (589520) is positioned to benefit from policy support and the trend of domestic substitution, focusing on companies that are well-placed in the AI industry chain [6] Group 3 - The ETF's top holdings reflect a high concentration in the semiconductor sector, which accounts for nearly half of the fund's assets, indicating a strong offensive strategy [6][7] - As of July 31, 2025, the top ten holdings of the ETF represent over 67% of the fund's net asset value, showcasing a focused investment approach [9]

证券日报网讯 9月1日晚间，道通科技发布公告称，公司2025年第一次临时股东大会于2025年9月1日召 开，审议通过了《关于2025年半年度利润分配方案的议案》等。 （文章来源：证券日报） ...

证券代码：688208 证券简称：道通科技 公告编号：2025-066 深圳市道通科技股份有限公司 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 9 月 1 日 表决情况： | | | 同意 | | 反对 | | | 弃权 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东类型 | | | 比例 | | 比例 | | | | 比例 | | | | | | 票数 | | | 票数 | | | 票数 | | | | | | | | | | （%） | | （%） | | | （%） | | | | | | 普通股 | | 325,677,656 | 99.9763 | 58,267 | 0.0178 | 18,628 | | 0.0059 | | | | | | 案 | ...

北京市中伦（深圳）律师事务所 关于深圳市道通科技股份有限公司 法律意见书 二〇二五年九月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金 山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 北京市中伦（深圳）律师事务所 法律意见书 致：深圳市道通科技股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、《中华人民共和 国证券法》、中国证券监督管理委员会发布的《上市公司股东会规则》 东会规则》"）、 《上海证券交易所科创板股票上市规则》 （下称"《上市规则》"）、 关于深圳市道通科技股份有限公司 《上海证券交易所上市公司自律监管指引第 1 ...

北京市中伦（深圳）律师事务所 关于深圳市道通科技股份有限公司 2025 年第一次临时股东大会的 法律意见书 二〇二五年九月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 北京市中伦（深圳）律师事务所 关于深圳市道通科技股份有限公司 2025 年第一次临时股东大会的 法律意见书 致：深圳市道通科技股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、《中华人民共和 国证券法》、中国证券监督管理委员会发布的《上市公司股东会规则》（下称"《股 东会规则》"）、《上海证券交易所科创板股票上市规则 ...

证券代码：688208 证券简称：道通科技 公告编号：2025-066 深圳市道通科技股份有限公司 2025年第一次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 9 月 1 日 （二） 股东大会召开的地点：深圳市南山区西丽街道松坪山社区高新北六道 36 号彩虹科技大楼一层公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 331 | | --- | --- | | 普通股股东人数 | 331 | | 2、出席会议的股东所持有的表决权数量 | 325,754,551 | | 普通股股东所持有表决权数量 | 325,754,551 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 49.3396 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） ...

Group 1: Stock Performance - Fudan Microelectronics, Cambricon, and Amlogic showed the best performance with daily increases of 5.7%, 5.31%, and 4.45% respectively [1] - Lattice Semiconductor, Hehe Information, and Newpoint Software had weaker performances with daily declines of 0.84%, 0.18%, and 0.1% respectively [1] - The Huabao Sci-Tech AI ETF (589520) passively tracks the Sci-Tech AI Index (950180), which saw a daily increase of 2.76% [1] Group 2: Industry Developments - On August 25, 2025, a trillion-yuan industrial mother fund launched 26 sub-funds focusing on supporting the development of integrated circuits [2] - On August 26, new companies in the integrated circuit sector were established by New Unisplendour Group, Sinda Semiconductor, and Cambricon to promote collaborative innovation in the industry chain [2] - On August 27, SK Hynix announced the mass production of the world's first 321-layer QLC NAND flash memory, marking a breakthrough in storage technology [2] Group 3: Semiconductor Industry Trends - The semiconductor industry is experiencing growth driven by new technologies in automotive electronics, renewable energy, IoT, big data, and AI [2] - The push for domestic production is increasing due to US-China trade tensions, highlighting the importance of supply chain security and self-sufficiency in semiconductor manufacturing [2] - The domestic wafer manufacturing and supporting industries are accelerating their development, with expectations for significant breakthroughs in domestic chip supply [2] Group 4: ETF Insights - The Huabao Sci-Tech AI ETF (589520) saw a price increase of over 3.9% on August 28, with a trading volume exceeding 100 million yuan and a total fund size of 594 million yuan [3] - The ETF is characterized by high elasticity, with a 20% fluctuation limit and a strong offensive nature, as nearly 70% of its top ten holdings are in the semiconductor sector [5] - The ETF's holdings are positioned to benefit from the acceleration of AI integration in edge computing and software [5]

Core Viewpoint - The new generation of enterprises in Shenzhen is shifting from a focus on speed and resource integration to a deeper, more sustainable approach that emphasizes product development and innovation, while leveraging existing strengths in technology and industry [1][29]. Group 1: Shenzhen's Economic Evolution - Shenzhen's competitive edge historically stemmed from its rapid resource integration and market responsiveness, exemplified by the "one-meter counter" model in Huaqiangbei, which has produced numerous billionaires [2][3]. - Recent discussions suggest that the innovative vitality represented by the "one-meter counter" is fading, with new first-tier cities like Hangzhou and Hefei gaining momentum in emerging industries [2][3]. Group 2: New Business Models and Innovations - New enterprises are exploring innovative solutions, such as humanoid robots for production tasks, advanced automotive electronics, and AI-driven systems for collaborative work [3][4]. - Companies like Youbixun and Zhifang are developing humanoid robots for industrial applications, while Ouyue Semiconductor focuses on next-generation automotive chip development [3][4]. Group 3: Infrastructure and Support Services - Hardware innovation service providers like Jialichuang are lowering barriers for hardware startups by offering comprehensive services from PCB prototyping to assembly [4][11]. - The shift in business logic from the "one-meter counter" model to these new enterprises indicates a transformation in Shenzhen's growth dynamics [5]. Group 4: Rapid Prototyping and Talent Pool - Shenzhen's innovation process emphasizes rapid prototyping, where ideas are quickly turned into tangible products, supported by a dense network of suppliers and skilled professionals [7][8]. - The concentration of talent in specific sectors, such as the "robot valley," enhances the efficiency of product development and iteration [8][9]. Group 5: Globalization and Market Strategy - New enterprises are adopting global strategies, with companies like Daotong Technology establishing production bases in multiple countries to mitigate geopolitical risks and enhance regional collaboration [19][20]. - KuSai Intelligent focuses on empowering overseas brands by leveraging Shenzhen's R&D and supply chain capabilities, rather than pursuing a self-branded global presence [19][20]. Group 6: Focus on Real-World Applications - Companies are prioritizing practical applications over trendy concepts, with a focus on solving real-world problems in sectors like AI and robotics [15][18]. - The emphasis on addressing immediate labor shortages in manufacturing through automation reflects a pragmatic approach to innovation [18][24]. Group 7: Commitment to Product Development - The new generation of Shenzhen enterprises is characterized by a commitment to product strength, with significant investments in R&D and manufacturing capabilities [25][26]. - Jialichuang's strategy of self-built production facilities and proprietary software development exemplifies the focus on quality and efficiency in manufacturing [26][27]. Group 8: Transition to Physical Economy - The shift from digital innovation to addressing complex issues in the physical economy is evident, with a focus on robotics, smart automotive technology, and AI applications [22][24]. - The integration of AI in manufacturing processes aims to enhance productivity and address labor challenges, marking a significant evolution in Shenzhen's industrial landscape [24][28].