Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

Group 1 - Standard Chartered Group and Alibaba Group signed a strategic cooperation memorandum to accelerate the integration of financial services and artificial intelligence technology using Alibaba Cloud's AI capabilities [2][5] - The Ministry of Agriculture and Rural Affairs plans to enhance regional cooperation in agricultural product consumption, focusing on collaborative assistance and mobilizing social forces for consumption activities [4] - Jiangsu Province's Medical Security Bureau announced pricing for brain-computer interface medical services, with non-invasive adaptation fees set at 966 yuan per session and invasive implantation fees at 6,600 yuan [4] Group 2 - The demand for 800G optical modules is surging, with Goldman Sachs predicting sales to reach 19.9 million and 33.5 million units in 2025 and 2026, respectively, representing increases of 10% and 58% from previous forecasts [7] - The optical module market is expected to grow significantly, with total market values projected at $12.73 billion and $19.37 billion for 2025 and 2026, reflecting year-on-year growth rates of 60% and 52% [7] - The human-shaped robot industry is set to accelerate production, with Tesla's CEO announcing plans for mass production of the Optimus robot starting in 2026, targeting an annual output of 1 million units within five years [9][10] Group 3 - Over 100 fund companies have made more than 5,400 purchases of their products this year, with net subscription amounts for equity funds exceeding 2.5 billion yuan [21] - Nearly 60 funds have achieved returns exceeding 60% this year, with the average return for active equity funds at 13.74% [22] - The issuance of equity funds is experiencing a resurgence, with 48 equity funds currently in issuance and 39 more set to launch soon [22]

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

Core Viewpoint - The announcement highlights a strategic cooperation agreement between the company, Suzhou Nengsida Electronics Technology, and its affiliate Guangdong Chipenson Technology, focusing on the development and market expansion of key components for humanoid robots, including electronic muscles, electronic skin, and joints [1] Group 1 - The agreement aims to integrate the strengths of the three parties in the research and development of materials required for key components of humanoid robots [1] - The collaboration will involve the application of carbon materials in the formulation of electronic muscles, electronic skin, and joints, enhancing product performance [1] - The agreement is a framework agreement, with specific cooperation matters to be approved and disclosed according to relevant regulations [1]

关于签订战略合作框架协议的公告 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。 特别提示： 证券代码：300409 证券简称：道氏技术 公告编号：2025-082 广东道氏技术股份有限公司 1.广东道氏技术股份有限公司（以下简称"道氏技术"或"公司"）本次签订 《战略合作协议》，不会对公司本年度财务状况及经营业绩构成重大影响，如 后续具体合作对公司当年度业绩有重大影响将另行公告。 2.公司最近三年内签署的框架性协议或意向性协议均在正常履行中。 3.根据相关法律法规，本次签署《战略合作协议》无需提交公司董事会或 股东大会审议，也不构成《上市公司重大资产重组管理办法》规定的重大资产 重组事项。 一、协议签署概况 近日，公司与苏州能斯达电子科技有限公司（以下简称"能斯达"）及关联 方广东芯培森技术有限公司（以下简称"芯培森"）签署了《战略合作协议》。 公司聚焦新材料领域创新，已在碳材料产品上具备技术和生产优势，能斯达已 推出多款电子皮肤并应用于人形机器人，芯培森研发的APU算力服务器为多个 材料研发场景提供高速算力支撑，三方将整合各自优势，围绕人形机器人电子 肌肉、 ...

Summary of the Conference Call for Dow's Technology and New Bessen Company and Industry Overview - **Company**: Dow's Technology - **Industry**: Advanced Materials and Computing Technology Key Points and Arguments Production and Financial Performance - Dow's Technology expects significant growth in cathode copper shipments, increasing from 40,000 tons in 2023 to nearly 70,000 tons by the end of 2024 [2][3] - The net profit attributable to shareholders for the first half of 2025 is projected to be between 220 million to 240 million, representing approximately 100% year-on-year growth, primarily driven by the strategic resources department and the expansion of cathode copper production [3] Collaboration with New Bessen - Dow's Technology and New Bessen established the Guangdong Heqi Atomic Computing Center to leverage New Bessen's APU computing power for accelerating the R&D of key materials such as single-walled tubes, silicon-carbon anodes, and solid-state electrolytes [2][4] - The center aims to enhance R&D efficiency, significantly reducing the development cycle from years to months and lowering labor costs [4] APU Technology and Market Potential - New Bessen's APU chips, based on a non-Von Neumann architecture, overcome traditional storage wall bottlenecks, significantly improving computational speed and reducing power consumption [6] - The APU is expected to capture a substantial share of the supercomputing service market, estimated to reach 46.6 billion yuan in 2025, with a compound annual growth rate of about 20% [9][20] - The potential market for digital twin applications in materials R&D could reach hundreds of billions, driven by the APU's ability to enhance computational capabilities [9][21] Applications and Advantages of APU - The APU is designed for atomic-level scientific calculations, providing significant speed improvements over traditional CPUs and GPUs, thus enhancing research efficiency in various fields, including biochemistry and drug development [12][13] - The APU's lightweight design allows for high-performance computing with lower hardware resource consumption, creating a strong technological barrier and intellectual property protection [22] Transition and User Experience - Transitioning from traditional CPU/GPU to APU is designed to be seamless, requiring minimal changes in existing scripts, thus lowering the barrier for users [15][16] - The APU can be integrated into existing systems without the need for a complete ecosystem overhaul, facilitating easier adoption by research institutions and companies [16] Future Developments and Impact - The second-generation APU, expected to launch in 2026, will further enhance performance, potentially transforming the materials R&D paradigm by reducing reliance on expensive experimental methods [20][21] - The introduction of quantum computing in carbon nanotube research has significantly improved quality parameters and reduced development costs, showcasing the APU's impact on efficiency [23] Energy Efficiency and Sustainability - The new computing center aims to address speed and energy consumption issues, achieving significant energy efficiency improvements through an integrated storage-computation chip architecture [27] Strategic Vision - The joint venture, Guangdong Heqi, is structured with Dow's Technology holding 80% and New Bessen 20%, with plans for potential nationwide expansion based on market conditions [17] Additional Important Insights - The APU's application in various fields, including environmental science and geology, highlights its versatility and potential for broad industry impact [12][13] - The focus on physical AI and its integration with atomic-level simulations aims to revolutionize material design and optimization processes [25][26]

参会董事经认真审议，依照《公司章程》及相关法律法规通过以下决议： 证券代码：300409 证券简称：道氏技术 公告编号：2025-079 广东道氏技术股份有限公司 第六届董事会2025年第10次会议决议公告 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。 一、董事会会议召开情况 广东道氏技术股份有限公司（以下简称"公司"）第六届董事会 2025 年第 10 次会议的通知于 2025 年 7 月 25 日以电子邮件、电话的方式向全体董事发出，全 体董事一致同意豁免通知期限，会议于同日以通讯的方式召开。本次会议应出席 董事 8 人，实际出席董事 8 人，全体董事以通讯方式参加会议。本次会议由董事 长荣继华先生主持，公司监事余祖灯先生、葛秀丽女士、徐伟红女士，副总经理 刘鑫炉先生，财务总监彭小内先生及董事会秘书潘昀希女士列席了本次会议。本 次会议的召开及表决符合《中华人民共和国公司法》及《公司章程》等的有关规 定，会议合法有效。 二、董事会会议审议情况 1、第六届董事会 2025 年第 10 次会议决议； 2、独立董事专门会议决议； 3、保荐机构的核查意见。 （一） ...

民生证券股份有限公司 关于广东道氏技术股份有限公司 （一）对外投资基本情况 为推动公司"AI+材料"的协同研发体系建立，解决材料研发所需的算力问 题，道氏技术与广东芯培森技术有限公司（以下简称"芯培森"）拟签署《合资 协议》，共同出资设立广东赫曦原子智算中心有限公司（实际以市场监督管理部 门核定登记为准，以下简称"智算中心"或"合资公司"），旨在发挥各自优势， 打造专门开展原子级科学计算的规模化算力中心，为企业数智化转型提供算力支 持。智算中心的注册资本为人民币 5,000.00 万元，其中公司拟以自有资金出资人 民币 4,000.00 万元，占智算中心注册资本的 80.00%；芯培森以现金出资人民币 1,000.00 万元，占智算中心注册资本的 20%，合资公司成立后将纳入公司合并报 表范围。 （二）关联关系说明 道氏技术董事、总经理张翼先生在芯培森担任董事，根据《深圳证券交易 所创业板股票上市规则》及《公司章程》的有关规定，芯培森属于公司关联法 人，本次交易为公司与关联法人共同投资，因此本次交易构成关联交易。 （三）履行的审议程序 道氏技术于 2025 年 7 月 25 日召开第六届董事会 2025 年第 ...

证券代码：300409 证券简称：道氏技术 公告编号：2025-080 （一）审议通过《关于对外投资设立合资公司暨关联交易的议案》 经审议，监事会认为：本次关联交易事项系公司正常业务发展的需要，本次 交易遵循了公平、公正、自愿、诚信的原则，定价原则合理、公允，符合公司的 长远利益和发展战略，不影响公司经营的独立性，不存在损害公司及公司其他股 东利益的情形。 具体内容详见公司同日在巨潮资讯网（www.cninfo.com.cn）披露的《关于对 外投资设立合资公司暨关联交易的公告》。 广东道氏技术股份有限公司 第六届监事会2025年第7次会议决议公告 本公司及监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、监事会会议召开情况 广东道氏技术股份有限公司（以下简称"公司"）第六届监事会 2025 年第 7 次会议的通知于 2025 年 7 月 25 日以电子邮件、电话的方式向各位监事发出，全 体监事一致同意豁免通知期限，会议于同日以通讯的方式召开。本次会议应出席 监事 3 人，实际出席监事 3 人，全体监事均以通讯方式参加会议。本次会议由监 事会主席余祖灯先生主持，公司董 ...

证券代码：300409 证券简称：道氏技术 公告编号：2025-081 广东道氏技术股份有限公司 关于对外投资设立合资公司暨关联交易的公告 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。 广东道氏技术股份有限公司（以下简称"道氏技术"或 "公司"）于 2025 年 7 月 25 日召开了第六届董事会 2025 年第 10 次会议和第六届监事会 2025 年第 7 次会议审议通过了《关于对外投资设立合资公司暨关联交易的议案》，现将具体 情况公告如下： 一、对外投资暨关联交易概述 （一）对外投资基本情况 为推动公司"AI+材料"的协同研发体系建立，解决材料研发所需的算力 问题，公司与广东芯培森技术有限公司（以下简称"芯培森"）拟签署《合资 协议》，共同出资设立广东赫曦原子智算中心有限公司（实际以市场监督管理 部门核定登记为准，以下简称"智算中心"或"合资公司"），旨在发挥各自 优势，打造专门开展原子级科学计算的规模化算力中心，为企业数智化转型提 供算力支持。智算中心的注册资本为人民币 5,000.00 万元，其中公司拟以自有 资金出资人民币 4,000.00 万元 ...