Group 1 - The company, Daoshi Technology, announced on September 12 that it is actively working on the preliminary government filing and approval, engineering design, auxiliary equipment selection, and infrastructure construction for the Hexi Intelligent Computing Center [1] - The headquarters in Foshan plans to complete the initial construction of 200 units by the end of this year, with an overall plan for 1,000 units [1] - Future plans include establishing atomic computing centers in various locations across the country, based on resource endowments and customer clusters [1]

Core Viewpoint - Daos Technology (300409) announced on September 12 that its APU can provide new R&D tools for various industries, enhancing research efficiency for companies in sectors such as new energy (lithium batteries, photovoltaics, hydrogen energy), semiconductors, biomedicine, chemicals, alloys, and displays [1] Group 1 - The APU is designed to accumulate simulation and experimental data, empowering companies to build material vertical models for R&D and production [1]

Core Viewpoint - The company, Daosh Technology, is expanding its silicon-carbon anode product offerings across various sectors, including consumer batteries, digital batteries, and power batteries, with significant growth in downstream customer demand [1] Group 1: Product Development and Market Demand - Daosh Technology has engaged in evaluation and sample delivery collaborations with over 30 clients, with some clients already achieving bulk shipments [1] - The demand from downstream partners is experiencing rapid growth, indicating a promising market outlook for silicon-carbon anodes [1] Group 2: Capacity Expansion Plans - The company plans to complete the construction of an annual production capacity of 300 tons by the end of this year [1] - A project investment agreement for a 1000-ton silicon-carbon anode project has been signed with local government authorities in Enping, with plans to expand production capacity to 5000 tons based on market demand [1] Group 3: Cost Efficiency and Scale Effects - As the production capacity for silicon-carbon anodes is gradually established and released, it is expected to generate scale effects that will lower production costs [1]

Core Viewpoint - The company is collaborating with Professor Li Jingze from the University of Electronic Science and Technology to innovate a new method for preparing metal lithium anodes using a liquid-phase approach, which has not yet been commercialized [1] Group 1: Company Developments - The company is actively advancing the innovative development of its mass production equipment, the liquid lithium coater, to meet the requirements of the preparation process [1] - The core highlight and challenge of this equipment is to maintain a high temperature for the liquid lithium in the storage and coating mechanisms while ensuring suitable environmental temperatures in the glove box during coating [1] - The solution aims to fill a market gap and effectively address the challenges associated with liquid-phase coating methods [1] Group 2: Industry Implications - The current progress includes the design, production, and assembly of the complete machine, which is on track and lays a foundation for the industrialization of liquid-phase metal lithium anodes [1]

Group 1 - The company, Daoshitechnology, announced on September 12 that it is actively collaborating with leading enterprises for the development and testing of sulfide electrolytes, with positive feedback indicating that performance metrics are at an advanced industry level [1] - The company is progressing with multiple testing phases according to supply schedules, with some clients already passing the tests [1] - The company is also advancing capacity construction to meet customer demand for supply [1]

Group 1 - The core viewpoint of the article is that Dao's Technology (300409) announced the steady progress of its subsidiary Chip Pei Sen's second-generation APU product development, which is on track for tape-out by the end of this year or early next year [1]

Core Viewpoint - The company, Daoshitechnology, is collaborating with Professor Li Jingze from the University of Electronic Science and Technology to advance the industrialization of metallic lithium anodes over a three-year research period [1] Company Summary - Daoshitechnology announced a partnership with a research team led by Professor Li Jingze, which includes over 20 members such as associate professors, postdoctoral researchers, and doctoral students [1] - Professor Li holds a PhD from the Chinese Academy of Sciences and has extensive research experience in Japan, joining the University of Electronic Science and Technology in 2007 [1] - He is recognized as a new century talent by the Ministry of Education and a candidate for the leading academic and technical talent in Sichuan Province, as well as a fellow of the Royal Society of Chemistry in the UK [1] - Professor Li has made original contributions in the field of lithium battery materials, indicating a strong potential for innovation in this collaboration [1]

Core Viewpoint - The company announced advancements in its latest generation of silicon-carbon anodes, which are expected to enhance performance significantly [1] Group 1: Product Advantages - The new product features single-walled carbon nanotubes coated directly on silicon-carbon particles, creating a stable conductive network with surrounding graphite particles, eliminating the need for additional carbon nanotubes, thus reducing application costs [1] - The coating of single-walled carbon nanotubes effectively constrains the volume expansion of silicon-based materials during charge and discharge cycles, improving the battery's cycling performance [1] Group 2: Development Status - The company has completed small sample preparation and is accelerating the research and industrialization process of the new product [1]

Core Viewpoint - The company, Daoshitechnology, emphasizes its competitive advantage in multi-sector layout and customer integration, particularly in its carbon materials and lithium battery materials segments, which cater primarily to battery cell manufacturers [1] Group 1: Customer Integration and Product Demand - The company highlights that existing customers in its carbon materials and lithium battery materials sectors often have potential needs for other products offered by the company, such as single-walled carbon nanotubes and electrolyte materials [1] - The trust and cooperation established with existing clients significantly reduce the time and cost associated with introducing and developing new products for these customers [1] Group 2: AI and Material Development - The company is integrating "AI + materials" by leveraging its stake in Chip Peisen's APU chips to provide computational support for material research and development for downstream clients [1] - This dual value proposition of "material supply + R&D empowerment" is expected to deepen collaboration and binding with clients, enhancing overall business relationships [1]

证券代码：300409 证券简称：道氏技术 公告编号：2025-097 广东道氏技术股份有限公司 关于签订募集资金监管协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意广东道氏技术股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2023〕224号）同意， 公司于 2023 年 4 月 7 日向不特定对象发行可转债26,000,000张，募集资金总额 为 人 民 币 2,600,000,000 元 ， 扣 除 发 行 费 用 后 募 集 资 金 净 额 为 人 民 币 2,579,209,811.32元，上述募集资金已于 2023 年 4 月 13 日到账，并由立信会计 师事务所（特殊普通合伙）出具了"信会师报字[2023]第ZI10164号"《验资报 告》。 二、新增募集资金专户的开立情况和监管协议的签订情况 公司于 2025 年 8 月 18 日召开了第六届董事会 2025 年第 12 次会议和第六 届监事会 2025 年第 9 次会议，于 2025 年 9 月 3 日召开 ...