Core Insights - The graphite electrode sector experienced a decline of 3.51% as of the market close on November 18, with major stocks like Putailai and Baotailong hitting the daily limit down [1][2] - The sector saw a net outflow of 1.26 billion yuan from main funds, with 15 stocks experiencing outflows, and 5 stocks seeing outflows exceeding 100 million yuan [1] Market Performance - The top gainers in the graphite electrode sector included Guomin Technology and Fangda Carbon, which rose by 3.61% and 2.04% respectively [1] - Other concept sectors that performed well included Xiaohongshu and Pinduoduo, with increases of 3.16% and 3.14% respectively, while sodium-ion batteries and fluorochemical concepts saw declines of 3.76% [1] Fund Flow Analysis - The stock with the highest net outflow was Putailai, with a net outflow of 321.46 million yuan, followed by Zhongke Electric and Baotailong with outflows of 195.29 million yuan and 159.50 million yuan respectively [1][2] - Stocks with the highest net inflows included Fangda Carbon and Guomin Technology, with inflows of 156.57 million yuan and 69.36 million yuan respectively [2]

11月17日，道氏技术（维权）盘中下跌2.08%，截至09:48，报24.06元/股，成交3.03亿元，换手率 1.80%，总市值188.21亿元。 资金流向方面，主力资金净流出1390.33万元，特大单买入3079.10万元，占比10.18%，卖出2371.12万 元，占比7.84%；大单买入6518.48万元，占比21.55%，卖出8616.79万元，占比28.48%。 分红方面，道氏技术A股上市后累计派现6.78亿元。近三年，累计派现3.85亿元。 机构持仓方面，截止2025年9月30日，道氏技术十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1017.68万股，相比上期增加307.57万股。南方中证1000ETF（512100）位居第五大流通股 东，持股715.45万股，相比上期减少6.64万股。中航新起航灵活配置混合A（005537）位居第六大流通 股东，持股671.13万股，为新进股东。华夏中证1000ETF（159845）位居第八大流通股东，持股425.11 万股，相比上期减少8200.00股。广发中证1000ETF（560010）位居第十大流通股东，持股329.33万股， 相比上 ...

Core Viewpoint - Dao's Technology has experienced a significant stock price increase of 73.97% year-to-date, despite a recent decline in the last five and twenty trading days [1][2]. 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%, while the net profit attributable to shareholders was 415 million yuan, reflecting a substantial year-on-year growth of 182.45% [2]. - Cumulatively, Dao's Technology has distributed 678 million yuan in dividends since its A-share listing, with 385 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Dao's Technology increased by 13.97% to 84,500, while the average circulating shares per person decreased by 12.26% to 8,137 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 10.18 million shares, an increase of 3.08 million shares from the previous period [3].

硅碳、电芯、新能源汽车、无人机、人形机器人、工商业储能、超级电容器 等企业 免费参会 ！ 转发本文到朋友圈，扫描上方二维码报名即可 。 【Carbontech】 整理了 《 碳纳米管重点企业分析——相关产品、经营情况、近期动态 》 PPT （持续更 新）， 共24页 ，涵盖 16 家重点企业。 部分报告内容如下： 企业名录 北京碳垣新材料科技有限公司 1 2 Cabot Corporation 3 广东道氏技术股份有限公司 4 广东莱尔新材料科技股份有限公司 5 Huntsman Corporation 6 江苏天奈科技股份有限公司 7 LG化学 8 OCSiAL 9 山东大展纳米材料有限公司 10 山东碳寻新材料有限公司 11 山东长信化学科技股份有限公司 12 深圳市金百纳纳米科技有限公司 13 深圳市纳米港有限公司 14 深圳烯湾科技有限公司 无锡东恒新能源科技有限公司 15 中国科学院成都有机化学有限公司 16 *按企业名称拼音首字母排序 重点企业3: 广东道氏技术股份有限公司 道氏技术碳纳米管产品迭代情况 | | 产品名称 | 量产时间 | 产品特点 | 重点应用领域 | | --- | --- | ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The solid-state battery sector is transitioning from laboratory stages to mass production validation, with expectations for small batch vehicle trials by the end of 2025 and widespread trials in 2026-2027. Emerging applications in low-altitude, robotics, and AI are expected to expand the market for solid-state batteries, accelerating industrialization [24][28][30] Summary by Sections Industry Overview - The solid-state battery index increased by 3.1% during the week from November 3 to November 7, 2025, with a cumulative increase of 67.8% since December 31, 2024. In comparison, the CSI 300 index rose by 18.9% during the same period [4][10][11] Recent Developments - On November 6, 2025, Haimeixing announced it successfully established a complete production process for lithium metal solid-state batteries, securing the industry's first commercial order for high-energy lithium metal solid-state battery equipment, valued at 400 million yuan for a scale of 2GWh. The company is also advancing its full-chain layout for sulfide solid-state battery equipment [28][29] - A strategic cooperation agreement was signed between Huitian New Materials and Tailan New Energy on November 3, 2025, focusing on joint research and development of solid-state battery adhesives, addressing technical challenges such as ionic conductivity and solid-solid interface bonding [30][31] Individual Stock Performance - The top five performing stocks during the week included Huasheng Lithium Battery (+61.2%), Sanxiang New Materials (+20.6%), and Tianji Shares (+17.4%). Conversely, the stocks with the largest declines were Naconoer (-9.9%), Honggong Technology (-9.7%), and Haicheng Pharmaceutical (-9.4%) [16][20][22] Industry Dynamics - A joint venture agreement was signed on November 6, 2025, between Lichun Group's subsidiary and Kunlun New Materials to accelerate the commercialization of sulfide and oxide electrolytes through research, trial production, and equity investment [26] - The fifth xEV Battery Technology Forum and the third Solid-State Battery Technology Industry Conference were held in Shanghai on November 3-4, 2025, where industry players disclosed significant technological breakthroughs [27]

Core Viewpoint - The company, Daoshi Technology (300409.SZ), clarified on its investor interaction platform that its business does not involve gold resources [1] Company Summary - Daoshi Technology explicitly stated that it does not engage in any activities related to gold resources [1]

Core Viewpoint - The company, Daoshi Technology (300409.SZ), clarified on its investor interaction platform that its business does not involve gold resources [1] Company Summary - Daoshi Technology explicitly stated that it does not engage in any activities related to gold resources [1]

Group 1 - The core viewpoint of the article is that Daoshi Technology (300409.SZ) is making progress in the research and development of sulfide electrolytes, with plans on track [1] - The company is actively collaborating with leading enterprises for sample testing, and some clients have already passed the tests [1] - Feedback from clients indicates that the performance metrics of the sulfide electrolytes are excellent [1]

Group 1 - The company has begun large-scale supply of single-walled carbon nanotube slurry to multiple battery cell customers, with positive progress in testing with leading clients [2] - The company's silicon-carbon anode products are being developed for various applications, including consumer batteries, digital batteries, power batteries, and solid-state batteries, with successful integration into some clients and ongoing efforts to ramp up production [2] - The company is actively collaborating with leading enterprises for the development and testing of sulfide electrolytes, with some clients having successfully passed the testing phase [2]

Core Viewpoint - The company, Daoshi Technology (300409.SZ), has stated on its interactive platform that it currently does not have any products related to PET copper foil materials [1] Company Summary - Daoshi Technology has clarified its product offerings, indicating the absence of PET copper foil materials in its current portfolio [1]