Core Viewpoint - Daoshi Technology (300409.SZ) has indicated that its ternary precursor, conductive agent, and silicon-carbon anode materials can be utilized in the energy storage battery sector [1] Group 1 - The company specializes in materials that are applicable to energy storage batteries [1]

Core Viewpoint - Daoshi Technology (300409.SZ) has indicated on its interactive platform that its products, including ternary precursors, conductive agents, and silicon-carbon anode materials, are applicable in the energy storage battery sector [1] Group 1 - The company produces ternary precursors that can be utilized in energy storage batteries [1] - Conductive agents offered by the company are also suitable for energy storage applications [1] - Silicon-carbon anode materials developed by the company can be used in the energy storage battery field [1]

Core Viewpoint - The company has announced that its sodium-ion battery precursors have begun mass shipments, indicating progress in its production capabilities and potential market readiness [1] Company Summary - The company, Daoshi Technology (300409.SZ), has confirmed through an investor interaction platform that it has started the bulk shipment of sodium-ion battery precursors [1] - The order status for the sodium battery precursors will be officially announced by the company, suggesting that further details will be provided in future communications [1]

格隆汇11月25日丨道氏技术(300409.SZ)在互动平台表示，公司没有碳化硅材料产品。 ...

Core Viewpoint - Dao's Technology has shown a significant increase in stock price this year, but recent trading data indicates a decline in the short term, raising questions about future performance and investor sentiment [1][2]. Group 1: Stock Performance - As of November 25, Dao's Technology's stock price increased by 2.03% to 21.60 CNY per share, with a trading volume of 1.28 billion CNY and a turnover rate of 0.87%, resulting in a total market capitalization of 16.897 billion CNY [1]. - The stock has appreciated by 60.80% year-to-date, but has experienced a decline of 5.35% over the last five trading days, 9.59% over the last 20 days, and 4.47% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dao's Technology reported a revenue of 6.001 billion CNY, reflecting a year-on-year decrease of 1.79%, while the net profit attributable to shareholders increased by 182.45% to 415 million CNY [2]. - The company has distributed a total of 678 million CNY in dividends since its A-share listing, with 385 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 84,500, a rise of 13.97%, while the average number of circulating shares per person decreased by 12.26% to 8,137 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.177 million shares, an increase of 3.076 million shares from the previous period, while Southern CSI 1000 ETF reduced its holdings by 66,400 shares to 7.1545 million shares [3].

Core Viewpoint - Dao's Technology experienced a decline of 2.59% in stock price on November 20, with a trading volume of 642 million yuan, indicating a challenging market environment for the company [1]. Financing Summary - On November 20, Dao's Technology had a financing buy amount of 86.63 million yuan and a financing repayment of 121 million yuan, resulting in a net financing buy of -34.32 million yuan [1]. - The total financing and securities balance for Dao's Technology reached 1.745 billion yuan, with the financing balance accounting for 10.03% of the circulating market value, which is above the 80th percentile of the past year [1]. - The company had a securities lending repayment of 30,400 shares and a securities lending sell of 1,900 shares, with a remaining securities lending balance of 72,200 shares valued at 1.6036 million yuan, indicating a low level compared to the past year [1]. Business Performance - As of September 30, Dao's Technology reported a total of 84,500 shareholders, an increase of 13.97% from the previous period, 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's Technology achieved an operating income of 6 billion yuan, a year-on-year decrease of 1.79%, while the net profit attributable to the parent company was 415 million yuan, reflecting a significant year-on-year growth of 182.45% [2]. Dividend and Shareholding Structure - Since its A-share listing, Dao's Technology has distributed a total of 678 million yuan in dividends, with 385 million yuan distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 10.1768 million shares, an increase of 3.0757 million shares from the previous period [3]. - Other notable shareholders include Southern CSI 1000 ETF and China Aviation New Start Flexible Allocation Mixed A, with varying changes in their holdings [3].

广东道氏技术股份有限公司 对外担保管理制度 第一章 总则 第一条 为规范广东道氏技术股份有限公司（以下简称"公司"）对外担保 行为，有效防范公司对外担保风险，现根据《中华人民共和国公司法》、《中华 人民共和国证券法》、《中华人民共和国民法典》、《深圳证券交易所创业板股 票上市规则》、《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市 公司规范运作》、《上市公司监管指引第 8 号——上市公司资金往来、对外担保 的监管要求》等相关法律、行政法规和规范性文件以及《广东道氏技术股份有限 公司章程》（以下简称"《公司章程》"）、中国证监会及证券交易所的相关规 定，特制定本制度。 第二条 本制度所称对外担保是指公司以第三人身份为他人银行债务或其 它债务提供担保责任，公司为子公司提供的担保视为对外担保，担保方式包括但 不限于保证、抵押或质押。具体种类可能是银行借款担保、银行开立信用证和银 行承兑汇票担保、开具保函的担保等。 第九条 公司为他人提供的担保，公司财务管理中心为职能管理部门。子公 司因业务需要为他人提供担保的，子公司及公司财务管理部为职能管理部门。财 务管理中心负责担保事项的登记与注销，应设置台账，如实 ...

Core Viewpoint - Daos Technology (300409) announced the resignation of Vice President Liu Xinlu due to work adjustments, although he will continue to hold other positions within the company [1] Group 1 - The board of directors received a written resignation report from Liu Xinlu [1] - Liu Xinlu's resignation is attributed to work adjustment reasons [1] - Post-resignation, Liu Xinlu will remain with the company in a different capacity [1]

Group 1 - The core point of the article is that Dao's Technology (SZ 300409) held its 14th board meeting on November 19, 2025, where it reviewed the proposal to amend the "Board Meeting Rules" [1] - For the first half of 2025, Dao's Technology reported that its revenue composition was 99.99% from manufacturing and 0.01% from other businesses [1] - As of the time of reporting, Dao's Technology had a market capitalization of 17.8 billion yuan [1]

国联民生证券承销保荐有限公司 关于广东道氏技术股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 国联民生证券承销保荐有限公司（以下简称"保荐人"或"国联民生承销保 荐"）作为广东道氏技术股份有限公司（以下简称"道氏技术"或"公司"）向 不特定对象发行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办 法》《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规则》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有 关规定，对公司拟使用部分暂时闲置的募集资金进行现金管理的事项进了审慎核 查，具体核查情况和核查意见如下： 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，批复日期 2023 年 2 月 1 日）同意注册，公司向不特定对象发行可转换公司债券 26,000,000 张， 发行价格为每张人民币 100.00 元，募集资金总额为人民币 2,600,000,000.00 元， 扣除发行费用后募集资金净额 2,579,209,811.32 元。以上募集 ...