Group 1 - The core focus of the company is on carbon nanotube materials, specifically targeting the fields of new energy battery materials, electronic skin, and electronic muscles [1]

Group 1 - The core inquiry from investors is about the profitability timeline for the Guangdong Hexi Quantum Computing Center [2] - The company, Daoshi Technology (300409.SZ), responded that the construction of the Hexi Computing Power Center is progressing smoothly and in line with expected timelines [2]

证券日报网讯12月24日，道氏技术（300409）在互动平台回答投资者提问时表示，公司最新披露的截至 2025年9月30日的股东数为84489户。 ...

Group 1 - The core viewpoint of the article is that Daoshih Technology is focused on providing high-quality inorganic non-metallic glaze materials for the building ceramics industry, including glazes, ceramic inks, and auxiliary materials [2] - The main products of the company are ceramic glaze materials and ceramic inks, which are essential for ceramic manufacturing [2]

（文章来源：每日经济新闻） 道氏技术（300409.SZ）12月24日在投资者互动平台表示，赫曦算力中心项目建设工作正有序推进，符 合预期进度。 每经AI快讯，有投资者在投资者互动平台提问：请问广东赫曦原子智算中心是否有盈利时间表？大概 是什么时候？ ...

Group 1 - The company, Daoshi Technology (300409.SZ), has mining rights in the Democratic Republic of the Congo [1]

Group 1 - The core point of the article is that Daoshi Technology (300409.SZ) has completed the delivery of preferred shares in the Pre-B round subscribed by its controlling subsidiary, Qiangnao Technology [1]

Core Insights - Lithium carbonate futures prices have surged, approaching 110,000 yuan/ton, indicating a recovery cycle in the industry [2][3] - The A-share lithium mining sector has seen significant gains, with leading companies like Tianqi Lithium and Ganfeng Lithium experiencing notable stock price increases [3] - The domestic lithium carbonate spot price has also risen sharply, with battery-grade lithium carbonate quoted at 97,100 yuan/ton, marking a 62.18% increase from the year's low [3] Market Performance - On December 17, A-share lithium battery concept stocks collectively surged, with companies like Shengxin Lithium Energy and Dazhong Mining hitting their daily price limits, and over 10 billion yuan of net capital inflow into the lithium battery sector [5] - The announcement of the cancellation of 27 mining licenses in Yichun has raised concerns, although the specific impact on lithium mines remains unclear [5] Industry Trends - The lithium battery industry is experiencing a recovery cycle, driven by the high cost-performance ratio of lithium iron phosphate technology in the electric vehicle market and the push for solid-state batteries [7] - The energy storage battery sector is entering a phase of large-scale expansion, with demand expected to grow significantly due to the increasing share of renewable energy and the need for grid stability [7] Production and Export Growth - In the first 11 months of the year, China's production and sales of power and other batteries reached 1,468.8 GWh and 1,412.5 GWh, respectively, representing year-on-year growth of 51.1% and 54.7% [7] - Exports of power and other batteries totaled 260.3 GWh, a 44.2% increase year-on-year, with power batteries accounting for 65.2% of total exports [7] Future Outlook - Analysts are optimistic about the recovery of the lithium battery industry chain, with expectations of continued growth in overseas markets and robust demand for energy storage batteries [8] - Forecasts suggest that global sales of new energy vehicles will grow by approximately 17% by 2026, with a corresponding 20% increase in demand for power batteries [8] Financial Performance - A-share lithium battery concept stocks have shown significant recovery in performance, with a total net profit of 117.2 billion yuan in the first three quarters, a year-on-year increase of 26.97% [9] - Among the lithium battery concept stocks, several companies have reported over 100% growth in net profit, including Guoxuan High-Tech and Daosheng Technology [9][10]

Core Viewpoint - The announcement by Daoshi Technology regarding its strategic cooperation and joint venture with Hunan Peisen Electronic Technology Co., Ltd. marks a significant step in optimizing their collaboration in the AI and materials sector [3][4] Group 1: Strategic Cooperation and Share Transfer - Daoshi Technology has signed a share transfer agreement to sell its 50% stake in the joint venture Guangdong Turing Daosen Technology Co., Ltd. for 5 million yuan, which will no longer be included in Daoshi Technology's consolidated financial statements [3] - The joint venture was established following a strategic cooperation agreement signed on November 8, 2024, with a registered capital of 10 million yuan, where Daoshi Technology contributed 5 million yuan for a 50% stake [3] Group 2: Business Focus and Synergy - The share transfer is part of the company's strategy to anchor its "AI + materials" approach, focusing on resource optimization and collaboration [4] - Both Turing Daosen and Chip Peisen serve as strategic platforms for AI atomic computing, with Chip Peisen focusing on the development and sales of computing chips and servers, while Turing Daosen provides AI-driven research and development services for new energy materials [4] Group 3: Technological Advancements and Future Plans - Chip Peisen has achieved significant milestones, including the successful verification of its self-developed APU chip, which shows advantages in computing power and energy consumption in core calculation scenarios [4] - The transaction aims to enhance cooperation in the AI atomic computing field and establish a closed-loop ecosystem of "chip-algorithm-scenario" through Chip Peisen, accelerating the commercialization of related technologies [4]

证券代码：300409 证券简称：道氏技术 公告编号：2025-116 广东道氏技术股份有限公司 关于与湖南培森电子科技有限公司签署战略合作 协议并成立合资公司的进展公告 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。 一、战略合作概况 二、进展情况 公司与参股公司广东芯培森技术有限公司（以下简称"芯培森"）于近日签 署了《广东图灵道森技术有限公司股权转让合同》（以下简称"股权转让合同"） ，芯培森受让公司所持有的图灵道森的50%股权，股权转让价格为500万元。转 让完成后，图灵道森不再纳入公司合并报表范围。湖南培森是芯培森的第一大 股东，持有芯培森27.6117%股权，公司持有芯培森20.7088%的股权，本次转让 后，公司将通过芯培森间接持有图灵道森相应股权。本次股权转让事项无需提 交公司董事会和股东会审议，公司已履行了相应的内部审批流程。 图灵道森和芯培森均为公司与湖南培森在Al原子计算领域开展战略合作的 平台，本次股权转让系公司锚定"AI+材料"战略，立足协同与资源优化的重要 举措。芯培森聚焦微观科学计算的算力芯片和服务器的研发、生产、销售；图 灵道森 ...