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道氏技术:参股公司芯培森的APU芯片已实现销售
Xin Lang Cai Jing· 2025-09-17 08:57
Group 1 - The core product of the company, APU chips developed by its affiliate Chip-Peison, is specialized for atomic scientific computing, significantly enhancing computational speed compared to traditional CPU/GPU by 1-3 orders of magnitude [1] - The energy consumption of the APU chips is reduced by 2-3 orders of magnitude, making them more efficient for applications in molecular dynamics (MD) and density functional theory (DFT) [1] - The products and services of the company have already achieved sales, indicating market acceptance and potential revenue generation [1]
道氏技术:固态和半固态电解质正积极与头部企业进行合作开发送样测试,部分客户已通过测试
Mei Ri Jing Ji Xin Wen· 2025-09-17 08:52
Core Insights - The company is actively advancing its solid-state battery materials technology and is making progress in research and market promotion [1] - The company has successfully supplied single-walled carbon nanotubes and silicon-carbon anodes to downstream solid-state battery manufacturers [1] - Collaborations with leading companies for solid and semi-solid electrolytes are ongoing, with some clients having passed testing and are now focusing on capacity construction to meet demand [1]
道氏技术:公司硅碳负极产品布局覆盖消费电池、数码电池、动力电池及固态电池等多个领域
Mei Ri Jing Ji Xin Wen· 2025-09-17 08:39
Core Viewpoint - The company has established a comprehensive layout for solid-state battery core materials, demonstrating significant technological advancements and competitive advantages in the industry [1]. Group 1: Solid-State Battery Materials - The company has developed a full material solution for solid-state batteries, including single-walled carbon nanotubes, high-nickel ternary precursors, lithium-rich manganese-based precursors, silicon-based anodes, solid electrolytes, and metallic lithium anodes [1]. - The performance of the company's single-walled carbon nanotube products is comparable to imported products in terms of purity, specific surface area, and G/D value, with superior viscosity and solid content metrics due to self-developed dispersants [1]. - The company has successfully overcome the challenge of scaling up the production of high-quality and low-cost single-walled carbon nanotubes, establishing a stable mass production technology [1]. Group 2: Silicon-Carbon Anodes - The company's new gas-phase silicon-carbon anode features a self-developed porous carbon matrix, which provides advantages such as high initial efficiency, low expansion, and long lifespan, placing it at an industry-leading level [1]. - The product layout for silicon-carbon anodes covers various fields, including consumer batteries, digital batteries, power batteries, and solid-state batteries [1]. Group 3: Solid Electrolytes - The company has achieved high ionic conductivity and good chemical compatibility with its sulfide and oxide electrolytes, which maintain high capacity and efficiency after multiple cycles, showcasing excellent rate performance and long cycle stability [1]. - Client feedback indicates that the performance metrics of the solid electrolytes are at an advanced level within the industry [1]. Group 4: Metallic Lithium Anodes - The company has innovatively adopted a slurry coating process similar to that used for lithium-ion battery anode sheets, moving away from traditional methods [1]. - This liquid-phase coating technology enables efficient production of ultra-thin lithium anodes, offering lower costs, strong adhesion to copper foil substrates, and superior electrochemical performance compared to other technologies [1].
道氏技术:公司已布局的单壁碳纳米管等固态电池核心材料在人形机器人领域都具有广阔的应用前景
Mei Ri Jing Ji Xin Wen· 2025-09-17 08:25
道氏技术(300409.SZ)9月17日在投资者互动平台表示,公司已经与苏州能斯达电子科技有限公司及关 联参股公司广东芯培森技术有限公司签署了《战略合作协议》,三方将整合各自优势,围绕人形机器人 电子肌肉、电子皮肤和关节等关键零部件所需材料的研发与市场拓展等方面展开深度合作。公司已布局 的单壁碳纳米管、高镍三元前驱体、富锂锰基前驱体、硅基负极、固态电解质、金属锂负极等固态电池 核心材料在人形机器人领域都具有广阔的应用前景。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:您好!公司机器人新材料领域布局的如何,是否有跟 相关单位合作推进?谢谢! ...
道氏技术跌2.01%,成交额6.18亿元,主力资金净流出3363.86万元
Xin Lang Cai Jing· 2025-09-17 02:45
Core Viewpoint - Dao's Technology has experienced a significant stock price increase of 89.01% year-to-date, despite a recent decline of 2.01% in its stock price on September 17, 2023, indicating volatility in the market [1]. Financial Performance - For the first half of 2025, Dao's Technology reported a revenue of 3.654 billion yuan, a year-on-year decrease of 11.64%, while the net profit attributable to shareholders increased by 108.16% to 230 million yuan [2]. - The company has distributed a total of 678 million yuan in dividends since its A-share listing, with 385 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Dao's Technology had 74,100 shareholders, a decrease of 0.52% from the previous period, with an average of 9,273 circulating shares per shareholder, an increase of 3.51% [2]. - The top ten circulating shareholders include various ETFs, with notable increases in holdings from Southern CSI 1000 ETF and others [3]. Market Activity - On September 17, 2023, Dao's Technology's stock price was 25.39 yuan per share, with a trading volume of 618 million yuan and a turnover rate of 3.52%, leading to a total market capitalization of 19.861 billion yuan [1]. - The net outflow of main funds was 33.6386 million yuan, with significant buying and selling activity from large orders [1]. Business Overview - Dao's Technology, established in September 2007 and listed in December 2014, specializes in the production and sale of building ceramic glaze materials, along with providing related technical services and product design [1]. - The company's revenue composition includes 47.44% from other businesses, 34.70% from lithium battery materials, 9.00% from carbon materials, and 8.85% from ceramic materials [1].
脑机接口,迎重磅利好!
Zheng Quan Shi Bao· 2025-09-17 01:04
Group 1 - The first brain-computer interface (BCI) industry standard in China has been officially released, which will take effect on January 1, 2026, laying the foundation for the high-quality development of the BCI medical device industry [2] - The standard defines the terminology and definitions related to medical devices that utilize BCI technology, marking a significant step in the establishment of a regulatory framework for the industry [2] - The Chinese government aims to achieve breakthroughs in key BCI technologies by 2027, establishing an advanced technical, industrial, and standard system, with the goal of creating 2 to 3 industrial clusters and expanding new applications and business models [2] Group 2 - A-share BCI concept stocks have seen an average increase of 62.55% this year, with companies like Hanwei Technology, Innovation Medical, Sino Medical, and Rongtai Health experiencing stock price increases exceeding 170% [2] - Seven companies have received institutional research since September, with Xiangyu Medical receiving the most attention from 49 institutions, focusing on self-developed core components for BCI applications [3] - Dao's Technology has invested in leading BCI companies to enhance its capabilities in medical rehabilitation and human-computer interaction, indicating a trend of collaboration within the industry [3] Group 3 - Market funds have been actively increasing their positions in BCI concept stocks, with half of these stocks receiving net purchases from financing clients since September, and several stocks seeing net purchases exceeding 100 million yuan [4] - Notable companies with significant net purchases include Sanqi Interactive Entertainment, Dao's Technology, and Hanwei Technology, reflecting strong market interest in the BCI sector [4]
从20家企业看固态电池“量产”最新进展
高工锂电· 2025-09-16 10:55
Core Viewpoint - The solid-state battery industry is advancing with significant developments in both domestic and international markets, but challenges remain in mass production and commercialization due to material stability, process maturity, and cost competitiveness [2][4][11]. Group 1: Domestic Developments - EVE Energy's "Longquan No. 2" solid-state battery line has successfully produced a 10Ah cell with an energy density of 300Wh/kg and a volume energy density of 700Wh/L, targeting high-end applications like humanoid robots and AI [4][5]. - Guoxuan High-Tech's "Jinshi Battery" is in trial production with a yield rate of 90%, achieving an energy density of 350Wh/kg, enabling a single charge range of up to 1000 kilometers [7]. - Honeycomb Energy plans to start mass production of its first-generation semi-solid-state battery by November, aiming to supply BMW's next-generation MINI models [3][8]. Group 2: International Innovations - QuantumScape demonstrated its solid-state lithium-metal battery in an electric motorcycle at the Munich Auto Show, achieving an energy density of 844Wh/L and fast charging capabilities [11]. - Rimac showcased a next-generation solid-state battery that can charge from 10% to 80% in just 6.5 minutes, even in low temperatures, while being significantly lighter than current mainstream batteries [12]. - Mercedes-Benz's solid-state battery in the EQS test vehicle achieved a real-world range of 1205 kilometers, surpassing the lithium-ion version's range of approximately 774 kilometers [14]. Group 3: Equipment and Manufacturing Advances - Various companies are developing flexible production equipment that can accommodate both solid-state and liquid batteries, enhancing production efficiency and reducing costs [16][18][26]. - Li Yuan Heng has delivered its first complete line for sulfide solid-state batteries, marking a significant breakthrough in solid-state battery manufacturing [21]. - Nako Nor's dry film forming technology significantly reduces energy consumption and costs while improving the density of battery electrodes [25][26].
道氏技术:未来计划根据资源禀赋和客户集群等考量因素在全国多个地方建设原子智算中心
Zheng Quan Ri Bao Wang· 2025-09-12 10:15
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]
道氏技术:APU可以为半导体等行业内的企业提供全新的研发工具
Zheng Quan Ri Bao Wang· 2025-09-12 10:15
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]
道氏技术:公司硅碳负极产品布局覆盖消费电池、数码电池、动力电池等多个领域
Zheng Quan Ri Bao Wang· 2025-09-12 10:15
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]