证券代码：300409 证券简称：道氏技术 公告编号：2026-012 广东道氏技术股份有限公司 关于控股股东、实际控制人股份解除质押的公告 | 荣 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 继 | 111,780,201 | 14.29 | 0 | 0 | 0 | 0 | 0 | 83,835,151 | 75.00 | | 华 | | | | | | | | | | 二、备查文件 1、股东股份解除质押的基本情况 | 股 | 是否为控股股 | 本次解除 | 占其所持 | 占公司总 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 东或第一大股 | | | | 质押起始 | | 质押解 | | | | 名 | 东及其一致行 | 质押 | 股份比例 | 股本比例 | 日期 | | 除日 | | 质权人 | | | | 股数（股） | （%） | （%） | | | | | | | ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-011 广东道氏技术股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别风险提示： 广东道氏技术股份有限公司（以下简称"公司"）及其控股子公司对外担保 总额超过公司最近一期经审计净资产100%，前述担保均为公司合并范围内的担 保，担保风险可控，敬请投资者充分关注担保风险。 一、担保情况概述 公司于2025年4月22日召开第六届董事会2025年第7次会议、第六届监事会 2025年第5次会议，于2025年5月14日召开2024年年度股东会，分别审议通过了 《关于2025年度公司及子公司向银行申请综合授信额度及为子公司提供担保的 议案》，同意公司为子公司提供合计不超过780,000.00万元担保额度，额度有 效期为自2024年年度股东会审议通过之日起12个月。其中为芜湖佳纳能源科技 有限公司（以下简称"芜湖佳纳"）及其子公司提供不超过530,000.00万元的担保 额度；为佛山市格瑞芬新能源有限公司（以下简称"佛山格瑞芬"）及其子公司 提供不超过100,00 ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-010 广东道氏技术股份有限公司 关于股东减持股份的预披露公告 股东贾自强先生保证向本公司提供的信息内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 （一）本次拟减持计划的具体安排 1、本次拟减持的原因：个人资金需求。 2、股份来源：通过协议转让方式取得的公司股票。 3、减持方式：集中竞价或大宗交易方式。 4、拟减持股份数量：本次拟通过集中竞价或大宗交易方式减持不超过 7,708,305 股，占公司总股本比例 0.99%，占公司扣除回购专用账户股份后总股本 比例 1.00%。 特别提示： 持有广东道氏技术股份有限公司（以下简称"公司"）股份 31,085,220 股（占 公司总股本的比例为 3.97%，占公司扣除回购专用账户股份后总股本比例 4.03%） 的公司股东贾自强先生计划在自本公告披露之日起 3 个交易日后的 3 个月内，以 集中竞价或大宗交易方式减持公司股份不超过 7,708,305 股（占公司总股本比例 0.99%，占公 ...

Investment Rating - The report maintains an "Optimistic" rating for the AI4S industry, highlighting its role as a key multiplier for new productive forces and future industry development, supported by policy backing and technological advancements [5][4]. Core Insights - AI4S (AI for Science) is positioned as the first priority in the "Artificial Intelligence+" action plan, emphasizing its significance in accelerating scientific discovery and enhancing research efficiency across various foundational disciplines [12][11]. - The report outlines a clear investment strategy along the technology chain, focusing on core segments with high potential, including upstream AI4S-specific computing power, midstream cross-scale computing, and downstream innovative materials and pharmaceuticals [5][4]. - The report emphasizes the importance of understanding the technology chain and ROI of AI4S, which can lead to significant cost savings and efficiency improvements in research and development [18][5]. Summary by Sections 1. Top-Down Analysis of AI4S - AI4S is recognized as a critical accelerator for new productive forces and future industries, with its integration into various foundational scientific research areas [11][12]. - The report discusses the importance of AI4S in international competitive fields, suggesting its application can enhance research capabilities in key technological areas [17][11]. 2. Bottom-Up Analysis of AI4S Technology Chain and ROI - The report details a six-layer breakdown of the AI4S technology chain, spanning micro, meso, and macro levels, each with specific outputs and implications for investment [18][19]. - It provides analogies to help investors understand the complex technology, comparing AI4S processes to stock investment decision-making and deep learning image recognition [33][36]. 3. Industry Chain: Technical Segmentation and Business Models - The AI4S industry chain is segmented into upstream (computing power and databases), midstream (cross-scale computing and experimental robotics), and downstream (materials and pharmaceuticals) applications [7][4]. - The report highlights the importance of identifying genuine AI4S companies based on their technological capabilities and data sources [7][6]. 4. Participants in the AI4S Market - The report lists potential investment targets in the secondary market, including companies like JingTai Holdings and ZhiTe New Materials, which are positioned at the intersection of AI4S and their respective industries [5][4]. - It also identifies key players in the primary market, emphasizing their potential for capital market entry and growth [5][4].

Investment Rating - The report maintains an "optimistic" rating for the AI4S industry, highlighting its role as a key multiplier for new productive forces and future industry development, supported by policy backing and technological penetration [6]. Core Insights - AI4S is positioned as the first priority in the "Artificial Intelligence+" action plan, emphasizing its significance in accelerating scientific discovery and enhancing research and development efficiency across various fields [15][17]. - The report outlines a clear investment strategy along the technology chain, focusing on core segments with high potential in AI4S, including upstream dedicated computing power, midstream cross-scale computing, and downstream innovative materials and drugs [6][8]. - The report emphasizes the importance of understanding the technology chain and ROI of AI4S, which can lead to significant cost savings and efficiency improvements in research and development [6][23]. Summary by Sections 1. Overview of AI4S - AI4S is recognized as a foundational technology that permeates various basic scientific research fields and is crucial for international competitive domains [14][19]. - The report categorizes AI4S into narrow and broad definitions, with narrow AI4S focusing on specific applications in pharmaceuticals and materials, while broad AI4S encompasses a wider range of scientific disciplines [19][44]. 2. Technology Chain and ROI - The report details a six-layer breakdown of the technology chain from micro to macro levels, illustrating how AI can achieve a "structure-performance" mapping [23][24]. - It provides analogies to help investors understand the complex technical aspects of AI4S, comparing it to investment decision-making processes and deep learning image recognition [39][43]. 3. Industry Chain Analysis - The AI4S industry chain is segmented into upstream, midstream, and downstream components, focusing on dedicated computing power, cross-scale computing platforms, and applications in materials and pharmaceuticals [8][21]. - The report identifies key players in both secondary and primary markets, highlighting companies with significant potential for growth and innovation in the AI4S space [6][21]. 4. Market Participants - The report lists various companies in the secondary market, such as JingTai Holdings and Ningde Times, which are positioned at the intersection of AI4S and their respective industries [6][21]. - It also mentions primary market representatives like SiLang Technology and DeepForce Technology, indicating their potential for capital market entry [6][21].

Group 1 - The core viewpoint of the news is that Dao Shi Technology has shown significant financial activity, with a notable increase in stock trading and financing activities, indicating a strong market presence and investor interest [1][2]. - On February 25, Dao Shi Technology's stock rose by 3.55%, with a trading volume of 1.68 billion yuan. The net financing purchase for the day was approximately 52.30 million yuan, with a total financing and margin balance of 1.67 billion yuan [1]. - The financing balance of Dao Shi Technology is 1.66 billion yuan, accounting for 7.15% of its market capitalization, which is above the 70th percentile of the past year, indicating a high level of financing activity [1]. Group 2 - As of September 30, the number of shareholders of Dao Shi Technology increased by 13.97% to 84,500, while the average circulating shares per person decreased by 12.26% to 8,137 shares [2]. - For the period from January to September 2025, Dao Shi Technology reported a revenue of 6.00 billion yuan, a year-on-year decrease of 1.79%, while the net profit attributable to shareholders increased by 182.45% to 415 million yuan [2]. - The company has distributed a total of 678 million yuan in dividends since its A-share listing, with 385 million yuan distributed in the last three years [3].

（编辑 袁冠琳） 证券日报网讯 2月24日，道氏技术在互动平台回答投资者提问时表示，为推动"AI+材料"的协同研发体 系建立，满足AI4S（AIforScience）的算力需求，公司通过投资入股芯培森、合资成立广东赫曦原子智 算中心有限公司等一系列举措，构建起算力支撑体系，为企业数智化转型与材料创新研发提供强大的算 力支持，推动公司"AI+材料"战略的深度落地。赫曦原子智算中心依托芯培森赫曦架构高速算力服务器 的技术积淀，结合公司在实体产业的深耕经验，共同打造原子级科学计算规模化算力中心。该中心可实 现密度泛函（DFT）和分子动力学（MD）高速计算——二者作为描述微观原子层面基本物理规律的核 心方法，使算力中心具备为物理AI提供批量数据与训练样本的能力。 ...

Group 1 - The core viewpoint of the article highlights that Daos Technology's carbon materials segment has gained widespread recognition among major clients in the lithium battery industry due to its excellent product quality and strong market reputation [2] - Major clients include well-known companies such as BYD Company Limited and Contemporary Amperex Technology Co., Limited (CATL) [2] - The company's products are well-received in the market, indicating a strong position within the industry [2]

格隆汇2月24日丨道氏技术(300409.SZ)在投资者互动平台表示，公司业务暂未直接涉及到商业航天领 域。 ...

Core Viewpoint - The company highlights the advantages of single-walled carbon nanotubes (SWCNT) in solid-state batteries, emphasizing their role as conductive additives and interface optimization materials, which significantly enhance ionic conductivity and electronic transmission efficiency [2] Group 1: Application in Solid-State Batteries - SWCNTs serve as conductive additives and interface optimization materials in solid-state batteries, leveraging their unique one-dimensional nanostructure and high conductivity to create efficient three-dimensional conductive networks [2] - The use of SWCNTs improves the ionic conductivity of solid electrolytes and the electronic transmission efficiency of electrodes, contributing to better battery performance [2] Group 2: Mechanical and Safety Benefits - SWCNTs possess excellent mechanical flexibility, which alleviates volume expansion stress during charge and discharge cycles, thereby enhancing the stability and safety of the battery [2] - The incorporation of SWCNTs helps suppress lithium dendrite growth, further improving the cycle stability and energy density of the batteries [2] Group 3: Material Characteristics - The high specific surface area and functionalization capabilities of SWCNTs enhance interface compatibility, making them a key material for next-generation high-performance solid-state batteries [2] - The company's SWCNT powder products match the performance of imported counterparts in terms of purity, specific surface area, and G/D ratio, while their SWCNT slurry, developed with proprietary dispersants, outperforms imported products in viscosity and solid content [2]