Group 1 - The core point of the article is that Daoshi Technology (300409.SZ) has stated that its ceramic material products are not currently supplied directly to the European Union region [1] Group 2 - The company has communicated this information through an interactive platform [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 2025 年持续督导培训情况报告 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"）向特定对象发行 证券、向不特定对象发行可转换公司债券的持续督导保荐人，根据《深圳证券交易所上 市公司自律监管指引第 13 号——保荐业务》的相关规定，对道氏技术进行了 2025 年度 持续督导培训，培训情况如下： 一、培训的时间和主要内容 （一）保荐人：国联民生证券承销保荐有限公司 （二）培训时间：2026 年 1 月 22 日 （三）培训地点：道氏技术会议室，对未现场参与培训的人员采用了线上培训并发 送培训课件的方式进行学习 （五）培训内容：募集资金监管规则及上市公司治理准则注意要点。 二、上市公司的配合情况 本次持续督导培训的工作过程中，上市公司积极予以配合，保证了培训工作的有序 进行，达到了良好效果。 三、本次持续督导培训的结论 保荐机构认为：培训期间，公司及参会人员均认真配合保荐机构的培训工作，保证 了本次培训的顺利开展。通过本次培训，上市公司的相关人员对法律法规、监管动态和 ...

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 2025 年年度持续督导定期现场检查报告 | 保荐人名称：国联民生证券承销保荐有限公司 | | 公司简称：道氏技术 | | | | --- | --- | --- | --- | --- | | 保荐代表人姓名：何子杰 | | 020-88831255 | | | | 保荐代表人姓名：刘愉婷 | | 020-88831255 | | | | 现场检查人员：何子杰、刘愉婷 | | | | | | 现场检查对应期间：2025 年度 | | | | | | 现场检查时间：2026 年 月 日、2026 年 月 1 7 1 | 日 22 | | | | | 一 现场检查事项 | | | 现场检查意见 | | | | | 是 | 否 | 不适用 | | （一） 公司治理 | | | | | | 现场检查手段：查阅公司现行公司章程、公司治理的相关制度文件；查阅三会会议决议及会议记录、独立董 | | | | | | 事和董事会专门委员会的履职记录等。 | | | | | | 公司章程和公司治理制度是否完备、合规 1 | | √ | | | | 公司章程和三会规则是 ...

Summary of Key Points Core Viewpoint - Multiple shareholders across various companies are planning to reduce their holdings, indicating potential shifts in investor sentiment and market dynamics [1]. Shareholder Reductions - **Wancheng Group**: Shareholders Peng Dejian and his spouse Fan Hongjuan plan to reduce their holdings by up to 1.2 million shares [1]. - **Tianyang Technology**: Chairman and General Manager Ouyang Jianping intends to reduce his stake by no more than 3% [1]. - **Sudavige**: Shareholder Yu Zhangxing plans to reduce his holdings by up to 1.99% [1]. - **Aide Biology**: Shareholder Xiamen Keying intends to reduce holdings by up to 1.22% [1]. - **Kanshe Shares**: Multiple shareholders plan to collectively reduce their holdings by no more than 2.59% [1]. - **Bozhong Precision**: Shareholder Xinke Hongchuang plans to reduce holdings by up to 4.4665 million shares [1]. - **Zhonggang Luonai**: Shareholder Guo Xin Shuangbai Yihua plans to reduce holdings by 3.3065 million shares [1]. - **Matrix Technology**: Director and senior manager Cui Ling plans to reduce holdings by up to 300,000 shares [1]. - **Hongchang Technology**: Shareholder Jinhua Honghe plans to reduce holdings by no more than 0.33% [1]. - **Meixin Sheng**: Shareholder WI Harper Fund VII plans to reduce holdings by 1% [1]. Other Notable Information - **ST Xinchao**: The company’s stock may face delisting [1]. - **Changjiang Investment**: The stock may be subject to delisting risk warnings [1].

格隆汇1月28日丨道氏技术（维权）(300409.SZ)公布，公司董事、总经理张翼先生计划在自本公告披露 之日起15个交易日后的3个月内，以集中竞价的方式减持公司股份不超过501,680股（占公司总股本比例 0.06%，占公司扣除回购专用账户股份后总股本比例0.07%）。 ...

每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，道氏技术1月28日晚间发布公告称，持有广东道氏技术股份有限公司股份约201万股的公 司董事、总经理张翼先生计划在自本公告披露之日起15个交易日后的3个月内，以集中竞价的方式减持 公司股份不超过约50万股。 （记者 张明双） ...

格隆汇1月28日丨道氏技术(300409.SZ)公布，公司董事、总经理张翼先生计划在自本公告披露之日起15 个交易日后的3个月内，以集中竞价的方式减持公司股份不超过501,680股（占公司总股本比例0.06%， 占公司扣除回购专用账户股份后总股本比例0.07%）。 ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-009 广东道氏技术股份有限公司 关于董事、高级管理人员减持股份的预披露公告 公司董事、高级管理人员张翼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。 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 2,006,720 股（占 公司总股本的比例为 0.26%，占公司扣除回购专用账户股份后总股本比例 0.26%） 的公司董事、总经理张翼先生计划在自本公告披露之日起 15 个交易日后的 3 个 月内，以集中竞价的方式减持公司股份不超过 501,680 股（占公司总股本比例 0.06%，占公司扣除回购专用账户股份后总股本比例 0.07%）。 公司于近日收到公司董事、总经理张翼先生出具的《股份减持计划告知函》， 现将具体情况公告如下： 一、减持主体的基本情况 （一）股东名称：张翼 （二）股东持股情况：截至本公告披露日，张翼先生持有公司股份 2,006,720 股，占公司总股本的比例为 0.26 ...

Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - **XianDao Intelligent (300450)**: Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - **YongChuang Intelligent (603901)**: Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - **DaoShi Technology (300409)**: Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - **FuDa Alloy (603049)**: Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - **ZhaoJin Gold (000506)**: Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - **SiTeWei (688213)**: Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - **ZhongWei Semiconductor (688380)**: Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - **Hunan Gold (002155)**: Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - **NanFang Precision (002553)**: Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - **Shanghai YiZhong (688091)**: Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - **RunTu Co., Ltd. (002440)**: Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - **HeFu China (603122)**: Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - **ChangJiu Logistics (603569)**: Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - **ZhiChun Technology (603690)**: Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - **BaYi Steel (600581)**: Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - **AoKeMa (600336)**: Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - **HuiDa Sanitary Ware (603385)**: Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - **DongFeng Co. (600006)**: Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - **High Growth Industries**: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - **Performance Changes in Industries**: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]

r Q 44,44 Divil F 17-1 Schip PP 2017 6 1000 E t f 91 . 17 CA BOS TO 8 4 =529 1 1 1 Children t 17 r and the state the on E the production 4 call 一方面是海外业务拓展成效显著，阴极铜产能稳步提升并逐步释放，实现量价齐升，直接带动公司业绩增长；另一方面受益于钴价格回升的积极影响，公司 钴产品盈利能力得到明显提升。 此外，公司聚焦固态电池材料赛道，构建了正负极材料、碳材料等产品协同发展的矩阵体系，向固态电池全材料解决方案提供商稳步迈进，系统优势逐步彰 显，同时坚持"人才引领，AI驱动研发，以创新铸造一流新材料企业"为导向，持续提升技术实力，优化生产与经营管理，提高运营效率，为业绩增长提供了 有力支撑。 对于业绩大幅增长的核心原因，公司明确表示主要得益于两大方面： 1月23日，道氏技术发布2025年度业绩预告，预计2025年归属于上市公司股东的净利润预计为4.8亿元至5.8亿元，同比增长206.01%至269.76%；扣除非经常 性损益后的净利润为4.6亿元至5.6亿元，同比 ...