金属镍概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000630 | 铜陵有 色 | 9.94 | 7.79 | 63046.32 | 10.95 | | 002245 | 蔚蓝锂 芯 | 7.31 | 14.34 | 50151.14 | 16.74 | | 603799 | 华友钴 业 | 5.54 | 4.16 | 48504.47 | 8.04 | | 300409 | 道氏技 术 | 5.61 | 14.73 | 47762.78 | 14.92 | | 002340 | 格林美 | 6.62 | 8.31 | 39056.96 | 9.81 | | 000060 | 中金岭 南 | 7.15 | 8.11 | 27271.51 | 9.90 | | 603993 | 洛阳钼 | 0.26 | 1.43 | 26380.61 | 4.62 | | | 业 | | | | | | 000603 ...

石墨烯概念持续走强，渝三峡Ａ、中超控股、ST新华锦涨停，中天科技、曼恩斯特、道氏技术、沃特 股份、麦格米特、格林美等跟涨。 ...

证券日报网讯 1月16日，道氏技术发布公告称，公司已将2023年可转债募投项目"年产10万吨三元前驱 体项目（一期）"及"道氏新能源循环研究院项目"尚未投入的募集资金合计110403.37万元（含息）变更 用于"刚果（金）年产30kt阴极铜湿法冶炼厂项目"，并已完成5个新专户开设，与国联民生证券、中国 银行签订四方监管协议，截至2026年1月16日各专户余额均为0。 （编辑 丛可心） ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-007 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。 三、募集资金监管协议的主要内容 （一）香港佳纳有限公司 甲方 1：广东道氏技术股份有限公司 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 12 月 30 日召开了第六届董事会 ...

Investment Rating - The report maintains an "Overweight" rating for the electric equipment and new energy industry [2] Core Insights - During the 14th Five-Year Plan, the State Grid Corporation of China is expected to invest 4 trillion yuan, a 40% increase compared to the previous plan, to drive high-quality development of the new power system supply chain [39][43] - The report highlights the focus on green transformation and the establishment of a new energy system, aiming for a 25% share of non-fossil energy consumption and 35% of electricity in final energy consumption by 2025 [39][43] - The electric equipment sector has shown strong performance, with the wind power equipment sector rising by 17.61% and the grid equipment sector by 11.91% in the last two weeks [16][17] Summary by Sections Market Review - As of January 15, 2026, the electric equipment industry has increased by 5.06%, outperforming the CSI 300 index by 2.43 percentage points, ranking 12th among 31 industries [11] - The wind power equipment sector has seen a significant increase of 17.61%, while the battery sector has only increased by 0.96% [16][17] Valuation and Industry Data - The electric equipment sector's PE (TTM) is 34.83 times, with sub-sectors like electric motors at 61.47 times and photovoltaic equipment at 31.57 times [23][24] - The report provides a detailed valuation comparison, indicating that the current valuation is above the one-year average for most sub-sectors [24] Industry News - The report discusses the expected investment by the State Grid Corporation and its implications for the electric equipment industry, emphasizing the importance of technological advancements and leading companies in the sector [39][43] - It also mentions the ongoing trends in the photovoltaic market, including price stability and the cautious outlook from upstream and downstream companies [39] Company Announcements - The report includes various company announcements, such as share reductions by major stakeholders and financial forecasts indicating potential losses for some companies [42]

Core Viewpoint - Dao's Technology has shown mixed financial performance with a slight decrease in revenue but a significant increase in net profit, indicating potential operational efficiency improvements [2]. Group 1: Financial Performance - For the period from January to September 2025, Dao's Technology reported a revenue of 6 billion yuan, a year-on-year decrease of 1.79% [2]. - The net profit attributable to shareholders for the same period was 415 million yuan, reflecting a substantial year-on-year growth of 182.45% [2]. - Cumulative cash dividends since the company's A-share listing amount to 678 million yuan, with 385 million yuan distributed over the past three years [3]. Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Dao's Technology increased to 84,500, a rise of 13.97% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.26% to 8,137 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 10.18 million shares, an increase of 3.08 million shares from the previous period [3].

（文章来源：证券日报） 证券日报网讯 1月15日，道氏技术发布公告称，公司2026年第一次临时股东会审议通过《关于变更部分 募集资金用途的议案》。 ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-006 广东道氏技术股份有限公司 2026年第一次临时股东会决议公告 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。 特别提示： 1、本次股东会没有出现否决议案的情形。 2、本次股东会没有涉及变更前次股东会已通过的决议。 3、本次股东会采取现场投票和网络投票相结合的方式召开。 一、会议召开情况 1、会议召集人：广东道氏技术股份有限公司（以下简称"公司"）董事会 2、会议召开日期与时间： （1）现场会议召开时间：2026 年 1 月 15 日（星期四）14:00 （2）网络投票时间：2026 年 1 月 15 日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2026 年 1 月 15 日 9:15-9:25、9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系 统投票的具体时间为 2026 年 1 月 15 日 9:15 至 15:00 期间的任意时间。 3、会议召开地点：广东省佛山市禅城区南庄镇怡水三路 1 号 1 座佛山市道 氏科技有限公司 5 楼会议室。 ...

关于广东道氏技术股份有限公司 2026 年第一次临时股东会的 法律意见书 二〇二六年一月 | 四、结论意见 4 | | --- | 北京市中伦（深圳）律师事务所 北京市中伦（深圳）律师事务所 关于广东道氏技术股份有限公司 2026 年第一次临时股东会的 法律意见书 致：广东道氏技术股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》以及中国证券监督管理委员会（以下简称"中国证监会"）发布 的《上市公司股东会规则》的规定，北京市中伦（深圳）律师事务所（以下简称 "本所"）接受广东道氏技术股份有限公司（以下简称"公司"）的委托，指派 本所律师列席公司 2026 年第一次临时股东会（以下简称"本次股东会"），本 所指派的律师通过现场和实时视频方式对本次股东会的相关事项进行见证并出 具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的包括但不限于如下相关文 件： 1. 公司现行有效的公司章程； 2. 公司于 2025 年 12 月 31 日刊登于巨潮资讯网（www.cninfo.com.cn）的第 六届董事会 2025 年第 15 次会议决议； 3. 公司于 20 ...

Market Overview - The battery sector experienced a decline of 0.38% on the previous trading day, with Huasheng Lithium leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Top Gainers in Battery Sector - Yihuatong (688339) saw a closing price of 32.22, with a significant increase of 12.50% and a trading volume of 265,400 shares, totaling a transaction value of 848 million [1] - Fulim Precision (300432) closed at 20.17, up 7.92%, with a trading volume of 2,140,700 shares [1] - Xianhui Technology (688155) closed at 77.32, increasing by 6.35% with a trading volume of 77,000 shares [1] Top Losers in Battery Sector - Washington Electric (688353) closed at 104.69, down 5.67%, with a trading volume of 119,700 shares and a transaction value of 128 million [2] - Tianji Co. (002759) closed at 42.42, decreasing by 3.83% with a trading volume of 895,600 shares [2] - Daoshi Technology (300409) closed at 33.30, down 3.06%, with a trading volume of 1,703,200 shares [2] Capital Flow Analysis - The battery sector saw a net outflow of 2.89 billion in main funds, while retail investors had a net inflow of 2.93 billion [2] - The main funds showed a net inflow in several companies, including 32.5 million in Xianhui Technology (300450) and 181 million in Penghui Energy (300438) [3] - Retail investors had significant net inflows in companies like Yihuatong (688339) and Fulim Precision (300432), indicating a shift in investor sentiment [3]