Core Points - Dao's Technology announced a change in its sponsor representatives, with Liu Yuting and He Zijie appointed as the new continuous supervision sponsors [2] Group 1 - The company has made an official announcement regarding the change in its sponsor representatives [2] - Liu Yuting and He Zijie will now serve as the continuous supervision sponsors for the company [2]

Core Insights - Dao's Technology has completed an investment in Beijing Tashan Technology Co., Ltd., acquiring a 2.2727% stake, to enhance its "AI + Materials" platform and expand the application scenarios of carbon materials [1] - Tashan Technology specializes in AI tactile sensing chips and solutions, having achieved mass production in three key areas: robotics, smart vehicles, and consumer electronics [1][2] - The collaboration between Dao's Technology and Tashan Technology aims to leverage advanced AI chip technology to support cutting-edge research and development [1][2] Company Overview - Dao's Technology is focusing on deepening its layout in the robotics industry chain through strategic investments [1] - Tashan Technology has established partnerships with over 90 players in the robotics supply chain and numerous leading companies in automotive, home appliances, and consumer electronics sectors [1] - The competitive advantages of Tashan Technology include high technical barriers, advanced technology, and broad customer recognition [1] Strategic Collaborations - Dao's Technology has previously formed a strategic partnership with Chipenson to enhance its capabilities in the AI chip sector [1] - The atomic-level scientific computing APU chip from Dao's Technology will provide computational support for Tashan Technology's advanced research [1] - Tashan Technology's self-developed AI tactile sensing chips will synergize with Chipenson's specialized chip development efforts [1][2]

公司董事会对李东茂先生和张春晖先生在公司 2023 年度向不特定对象发行 可转换公司债券项目期间所做出的贡献表示衷心感谢！ 证券代码：300409 证券简称：道氏技术 公告编号：2025-098 广东道氏技术股份有限公司 关于变更持续督导保荐代表人的公告 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。 广东道氏技术股份有限公司（以下简称"公司"）于近日收到保荐机构国联 民生证券承销保荐有限公司（以下简称"国联民生承销保荐"）出具的《关于变更 持续督导保荐代表人的函》。民生证券股份有限公司（以下简称"民生证券"） 为公司 2023 年度向不特定对象发行可转换公司债券项目的保荐机构，李东茂先 生和张春晖先生为公司持续督导保荐代表人，法定持续督导期限至 2025 年 12 月 31 日。国联民生证券股份有限公司已完成对民生证券的合并，承销保荐业务 整合进入全资子公司国联民生承销保荐，故国联民生承销保荐现成为公司 2023 年度向不特定对象发行可转换公司债券项目的持续督导保荐机构。 由于李东茂先生和张春晖先生工作发生变动，不再继续担任公司持续督导的 保荐代表人，为保证 ...

Core Viewpoint - The implementation of an export quota system in the Democratic Republic of Congo (DRC) starting October 16, 2025, is expected to stabilize cobalt prices in the long term, positively impacting the company's performance [1] Group 1: Company Impact - The company is closely monitoring the distribution details of the export quota and is actively communicating with local regulatory authorities [1] - The company currently holds a safe inventory of cobalt raw materials, which positions it well for future operations [1] - If the company secures the necessary export quotas following the lifting of the cobalt export ban, combined with its capacity expansion and stable cobalt prices, it is likely to provide reliable support for overall performance [1] Group 2: Industry Context - The DRC's shift from a cobalt ban to an export quota system is a significant change that could influence the global cobalt market dynamics [1] - The future performance of the cobalt market will depend on the specific implementation details of the quota system [1]

Group 1 - The company is progressing steadily with the construction of a new copper and cobalt smelting plant in the Democratic Republic of the Congo, which is expected to produce 30,000 tons of cathode copper and 2,710 tons of cobalt annually [2] - The project is on track to be completed and put into operation by the end of 2026, with comprehensive scientific surveys already underway and transitioning into the engineering construction phase [2]

Core Viewpoint - The company has decided to pause certain projects to focus on the development of key materials for solid-state batteries and AI computing power, aiming to enhance its competitive edge in the industry [1]. Group 1: Strategic Focus - The company will concentrate on solid-state battery materials and AI computing as its two core strategic businesses [1]. - The decision to pause related projects is based on a comprehensive assessment to seize opportunities in the evolving new energy sector [1]. Group 2: Research and Development - The company plans to leverage its years of experience in the physical industry and integrate atomic-level computing technology to drive material innovation and research [1]. - Key materials under development include single-walled carbon nanotubes, silicon-carbon anodes, solid-state electrolytes, and metallic lithium anodes [1]. Group 3: Production Capacity and Market Position - The expansion of single-walled carbon nanotube production capacity is progressing smoothly, with a target of achieving 50 tons per year by Q1 2026 and 120 tons per year within the following year [1]. - The release of production capacity is expected to lower production costs, thereby enhancing profit margins and market competitiveness [1].

Core Viewpoint - Daos Technology stated on September 23 that the third quarter earnings forecast is not mandatory disclosure information according to the Shenzhen Stock Exchange's Growth Enterprise Market listing rules [2] Group 1 - The company responded to investor inquiries on an interactive platform [2] - The statement clarifies the regulatory framework regarding earnings forecasts [2] - The company is compliant with the listing rules of the Shenzhen Stock Exchange [2]

Group 1 - The company, Dao's Technology (300409.SZ), stated on the investor interaction platform that its carbon nanotube materials have not yet been involved in the integration with PEEK materials [1]

Core Viewpoint - The company Daoshi Technology (300409.SZ) indicates that its investee company Chip-Peison's APU chips and Cambricon's chips have overlapping applications in the field of scientific computing [1] Group 1: Company Insights - Daoshi Technology's investee company Chip-Peison focuses on APU chips and servers that accelerate atomic-level scientific computing [1] - Cambricon's chip products are utilized in the Nanjing Intelligent Computing Center, covering various applications including scientific computing [1]

Core Viewpoint - Daoshi Technology (300409.SZ) is actively supplying single-walled carbon nanotubes to multiple battery cell customers and is engaged in large-scale production efforts while testing samples with well-known companies in the lithium battery sector [1] Group 1: Product Development - The company has successfully supplied single-walled carbon nanotubes to several battery cell clients and is conducting tests with various renowned enterprises in the lithium battery field [1] - The silicon-carbon anode product layout covers multiple sectors including consumer batteries, digital batteries, power batteries, and solid-state batteries, with ongoing evaluation and sample cooperation with numerous industry players [1] - Sulfide and oxide electrolytes are being tested with several leading companies, with some clients already passing the tests and providing positive feedback on performance metrics, indicating that they are at an advanced industry level [1]