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道氏技术:公司正大力推进液态锂涂布机的创新性开发
Core Viewpoint - The company is collaborating with Professor Li Jingze from the University of Electronic Science and Technology to innovate a new method for preparing metal lithium anodes using a liquid-phase approach, which has not yet been commercialized [1] Group 1: Company Developments - The company is actively advancing the innovative development of its mass production equipment, the liquid lithium coater, to meet the requirements of the preparation process [1] - The core highlight and challenge of this equipment is to maintain a high temperature for the liquid lithium in the storage and coating mechanisms while ensuring suitable environmental temperatures in the glove box during coating [1] - The solution aims to fill a market gap and effectively address the challenges associated with liquid-phase coating methods [1] Group 2: Industry Implications - The current progress includes the design, production, and assembly of the complete machine, which is on track and lays a foundation for the industrialization of liquid-phase metal lithium anodes [1]
道氏技术:公司硫化物电解质目前正积极与头部企业进行合作开发送样测试
Zheng Quan Ri Bao Wang· 2025-09-12 09:42
Group 1 - The company, Daoshitechnology, announced on September 12 that it is actively collaborating with leading enterprises for the development and testing of sulfide electrolytes, with positive feedback indicating that performance metrics are at an advanced industry level [1] - The company is progressing with multiple testing phases according to supply schedules, with some clients already passing the tests [1] - The company is also advancing capacity construction to meet customer demand for supply [1]
道氏技术:参股公司芯培森第二代APU产品研发正按计划稳步推进
Zheng Quan Ri Bao Wang· 2025-09-12 09:42
Group 1 - The core viewpoint of the article is that Dao's Technology (300409) announced the steady progress of its subsidiary Chip Pei Sen's second-generation APU product development, which is on track for tape-out by the end of this year or early next year [1]
道氏技术:公司与电子科技大学李晶泽教授开展为期3年的共同研究推进公司金属锂负极实现产业化
Zheng Quan Ri Bao Wang· 2025-09-12 09:42
Core Viewpoint - The company, Daoshitechnology, is collaborating with Professor Li Jingze from the University of Electronic Science and Technology to advance the industrialization of metallic lithium anodes over a three-year research period [1] Company Summary - Daoshitechnology announced a partnership with a research team led by Professor Li Jingze, which includes over 20 members such as associate professors, postdoctoral researchers, and doctoral students [1] - Professor Li holds a PhD from the Chinese Academy of Sciences and has extensive research experience in Japan, joining the University of Electronic Science and Technology in 2007 [1] - He is recognized as a new century talent by the Ministry of Education and a candidate for the leading academic and technical talent in Sichuan Province, as well as a fellow of the Royal Society of Chemistry in the UK [1] - Professor Li has made original contributions in the field of lithium battery materials, indicating a strong potential for innovation in this collaboration [1]
道氏技术:公司最新一代硅碳负极直接将单壁包覆在硅碳颗粒表面,进一步实现性能提升
Zheng Quan Ri Bao Wang· 2025-09-12 09:42
Core Viewpoint - The company announced advancements in its latest generation of silicon-carbon anodes, which are expected to enhance performance significantly [1] Group 1: Product Advantages - The new product features single-walled carbon nanotubes coated directly on silicon-carbon particles, creating a stable conductive network with surrounding graphite particles, eliminating the need for additional carbon nanotubes, thus reducing application costs [1] - The coating of single-walled carbon nanotubes effectively constrains the volume expansion of silicon-based materials during charge and discharge cycles, improving the battery's cycling performance [1] Group 2: Development Status - The company has completed small sample preparation and is accelerating the research and industrialization process of the new product [1]
道氏技术:公司多板块布局在导入客户时优势突出
Zheng Quan Ri Bao Wang· 2025-09-12 09:42
Core Viewpoint - The company, Daoshitechnology, emphasizes its competitive advantage in multi-sector layout and customer integration, particularly in its carbon materials and lithium battery materials segments, which cater primarily to battery cell manufacturers [1] Group 1: Customer Integration and Product Demand - The company highlights that existing customers in its carbon materials and lithium battery materials sectors often have potential needs for other products offered by the company, such as single-walled carbon nanotubes and electrolyte materials [1] - The trust and cooperation established with existing clients significantly reduce the time and cost associated with introducing and developing new products for these customers [1] Group 2: AI and Material Development - The company is integrating "AI + materials" by leveraging its stake in Chip Peisen's APU chips to provide computational support for material research and development for downstream clients [1] - This dual value proposition of "material supply + R&D empowerment" is expected to deepen collaboration and binding with clients, enhancing overall business relationships [1]
道氏技术(300409) - 关于签订募集资金监管协议的公告
2025-09-12 09:22
证券代码:300409 证券简称:道氏技术 公告编号:2025-097 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。 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 8 月 18 日召开了第六届董事会 2025 年第 12 次会议和第六 届监事会 2025 年第 9 次会议,于 2025 年 9 月 3 日召开 ...
道氏技术:芯培森第二代APU产品预计今年底或明年初流片
Ju Chao Zi Xun· 2025-09-12 07:47
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 此外,道氏技术称,赫曦智算中心目前正在抓紧进行前期政府备案审批、工程方案设计、辅助设备选型、基础设施搭建等各项工作,佛山总部计划于今年底 前率先建成200台,整体规划千台。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。 据悉,赫曦原子智算中心由道氏技术和芯培森于今年7月合资成立,该中心定位为全球首个专注原子级科学计算的规模化算力中心,旨在为企业数智化转型 提供强大的算力支持。该中心的注册资本5000万元,其中道氏技术出资4000万元,占注册资本的80%。同时,道氏技术提供材料研发数据与产业经验,芯培 森贡献APU芯片及服务器技术。 (校对/黄仁贵) 9月11日,道氏技术在接受特定对象调研时表示,参股公司芯培森第二代APU产品研发正按计划稳步推进,预计今年底或明年初进行流片。 被问及芯培森APU产品的优 ...
利好突袭!刚刚,直线拉涨停!
Zhong Guo Ji Jin Bao· 2025-09-12 02:15
Core Viewpoint - The release of the "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)" by three government departments is a significant positive development for the industry, aiming to ensure steady growth and quality improvement in the power equipment sector [1][7]. Summary by Sections Overall Requirements - The plan emphasizes the need to adhere to the new development philosophy, promote high-quality development, and support the green and low-carbon transition in the energy sector [8]. Main Goals - The primary objectives for 2025-2026 include maintaining an average revenue growth rate of around 6% for traditional power equipment, ensuring stable revenue growth for new energy equipment, and achieving a 10% average revenue growth rate for leading enterprises [5][9]. Work Measures - **Improving Equipment Supply Quality**: Focus on enhancing the supply level of power equipment through technological breakthroughs and innovation in key components [10]. - **Expanding Domestic Effective Demand**: Leverage major energy projects to stabilize demand for power equipment and promote the development of wind and solar energy projects [10]. - **International Market Expansion**: Strengthen cooperation with emerging market countries in the wind, solar, and energy storage sectors, encouraging enterprises to explore overseas markets [11]. - **Accelerating Equipment Promotion and Application**: Implement policies to support the promotion of innovative products in the power equipment sector [12]. - **Optimizing Industry Development Environment**: Foster a competitive environment and establish industry standards to enhance quality and service [12]. - **Strengthening Standard Support**: Improve the standard system in the power equipment sector to drive quality enhancement and equipment updates [13]. - **Promoting Green and Intelligent Transformation**: Integrate new information technologies with power equipment to enhance efficiency and sustainability [13]. - **Enhancing Industry Chain Collaboration**: Support advanced manufacturing clusters in the power equipment sector to stabilize industry growth [14]. Guarantee Measures - **Strengthening Organizational Support**: Encourage collaboration between departments and local governments to stabilize growth in the power equipment industry [15]. - **Enhancing Monitoring and Analysis**: Establish mechanisms for monitoring industry data and addressing growth challenges [15]. - **Reinforcing Financial and Tax Support**: Implement tax incentives and financial services to support the high-quality development of the power equipment sector [16].
道氏技术(300409) - 300409道氏技术投资者关系管理信息20250912
2025-09-12 01:06
Group 1: Company Overview and Strategic Direction - The company focuses on new materials, emphasizing innovation in materials, processes, and products, transitioning from a single ceramic material business to a diversified structure of "carbon materials + lithium battery materials + ceramic materials + strategic resources" [2][3] - 2025 marks a significant turning point in the company's development, initiating a new growth phase [2] Group 2: Business Performance and Financials - In the first half of 2025, the company achieved a net profit of 230 million CNY, a substantial increase of 108.16% year-on-year, reflecting the effectiveness of integration and business collaboration [3] - The lithium battery segment has successfully alleviated high inventory pressure and returned to a positive growth trajectory [3] Group 3: Resource Expansion and Production Capacity - The company's copper-cobalt strategic resource segment is becoming a key pillar of its competitiveness, with cathode copper production capacity in the Democratic Republic of Congo reaching 65,000 tons/year, expected to increase to 70,000-75,000 tons/year by the end of 2025 [3] - New projects for producing 30,000 tons of cathode copper and 2,710 tons of cobalt are underway, with plans for completion by the end of 2026 [3] Group 4: Technological Advancements - The company is advancing the industrialization of solid-state battery materials, focusing on a comprehensive range of key materials including single-walled carbon nanotubes and high-nickel ternary precursors [4][5] - The company aims to become a leading provider of solid-state battery materials solutions [5] Group 5: AI and R&D Integration - The core strategy is "AI + Materials," leveraging AI-driven research and development to enhance business operations [5][20] - The company has invested in AI chip development and established a computing power support system through partnerships, enhancing its capabilities in material innovation [5][20] Group 6: Market Applications and Customer Engagement - The company has successfully supplied single-walled carbon nanotubes to multiple battery cell customers, achieving performance parity with imported products [6][7] - The silicon-carbon anode product line is expanding, with plans to complete an annual production capacity of 300 tons by the end of the year and a potential increase to 5,000 tons based on market demand [8][9] Group 7: Future Prospects and Market Potential - The AI4S market is projected to grow significantly, with a potential market size of 59.5 billion USD if the penetration rate reaches 10% in related industries [22] - The company anticipates that the demand for computing power infrastructure will surge as AI technology continues to penetrate various sectors [22]