Group 1 - The A-share market saw a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily limit up [1] - Notable gainers included Entropy Technology, which approached a 20% limit up, and Dao's Technology and Yingkang Life, both rising over 13% [1] - Other significant performers included Tom Cat, which increased by over 10%, and Yanshan Technology, which hit a 10% limit up [1] Group 2 - The table lists various companies with their respective stock codes, percentage increase, total market capitalization, and year-to-date performance [2] - Entropy Technology (301330) had a 19.40% increase, with a market cap of 11.7 billion and a year-to-date increase of 50.11% [2] - Dao's Technology (300409) rose by 13.91%, with a market cap of 25.9 billion and a year-to-date increase of 47.49% [2] - Yingkang Life (300143) increased by 13.01%, with a market cap of 10 billion and a year-to-date increase of 35.43% [2] - Other companies like Tom Cat (300459) and Yanshan Technology (002195) also showed significant gains, with year-to-date increases of 29.63% and 60.65% respectively [2]

Core Viewpoint - The A-share market has seen a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily price limits [1] Group 1: Stock Performance - Entropy Technology (熵基科技) approached a 20% daily limit increase, with a rise of 19.40% and a market capitalization of 11.7 billion [2] - Dao's Technology (道氏技术) increased by 13.91%, reaching a market cap of 25.9 billion [2] - Yingkang Life (盈康生命) rose by 13.01%, with a market cap of 10 billion [2] - Tom Cat (汤姆猫) saw a 10.19% increase, with a market cap of 20.9 billion [2] - Rock Mountain Technology (岩山科技) hit a 10% daily limit increase, with a market cap of 64.6 billion [2] - Three Seven Entertainment (三七互娱) approached a 10% daily limit increase, with a rise of 9.97% and a market cap of 66.4 billion [2] - Other notable performers include Aipeng Medical (爱朋医疗) at 9.99%, Lens Technology (蓝思科技) at 9.80%, and Nanjing Panda (南京熊猫) at 9.33% [2] Group 2: Year-to-Date Performance - Entropy Technology has a year-to-date increase of 50.11% [2] - Dao's Technology has risen 47.49% year-to-date [2] - Yingkang Life has a year-to-date increase of 35.43% [2] - Tom Cat has increased by 29.63% year-to-date [2] - Rock Mountain Technology has a significant year-to-date increase of 60.65% [2] - Aipeng Medical has a year-to-date increase of 54.31% [2] - Nanjing Panda has a remarkable year-to-date increase of 63.01% [2] - Other companies like Innovation Medical (创新医疗) and Keda Xunfei (科大讯飞) have year-to-date increases of 74.01% and 19.29%, respectively [2]

Core Insights - The brain-computer interface (BCI) concept is gaining traction, with companies like Dao's Technology, Entropy Technology, and Aipeng Medical seeing stock increases of over 10% [1] - The surge follows a significant performance by Yanshan Technology, which achieved five consecutive trading limits in six days [1] - The National Medical Products Administration (NMPA) has announced plans to publicly consult on two recommended industry standards for medical devices utilizing BCI technology [1] Company Performance - Dao's Technology, Entropy Technology, and Aipeng Medical experienced stock price increases exceeding 10% [1] - Yanshan Technology has shown remarkable stock performance with six days of trading, five of which hit the upper limit [1] - Companies such as Sanqi Interactive Entertainment and Nanjing Panda are approaching trading limits, indicating strong market interest [1] Industry Developments - The NMPA is working on two key standards: one for reliability verification methods for invasive medical devices using BCI technology, and another for design and application specifications for functional reconstruction [1] - The public consultation on these standards reflects a growing regulatory framework supporting the BCI industry [1]

Group 1 - The core point of the news is that Daoshi Technology's stock price increased by 5.05%, reaching 30.59 CNY per share, with a trading volume of 1.977 billion CNY and a turnover rate of 9.64%, resulting in a total market capitalization of 23.929 billion CNY [1] - Daoshi Technology, established on September 21, 2007, and listed on December 3, 2014, is located in Nanzhuang Town, Chancheng District, Foshan City, Guangdong Province. The company specializes in the production and sales of glazed materials for architectural ceramics, along with providing related technical services and product design, commercial factoring, and new energy materials [1] - The revenue composition of Daoshi Technology includes: Other 47.44%, Lithium battery materials 34.70%, Carbon materials 9.00%, and Ceramic materials 8.85% [1] Group 2 - From the perspective of fund holdings, one fund under Yinhua Fund has a significant position in Daoshi Technology. The Yinhua ChiNext 200 ETF (159575) held 2,900 shares in the third quarter, accounting for 0.95% of the fund's net value, ranking as the tenth largest holding [2] - The Yinhua ChiNext 200 ETF (159575) was established on December 20, 2023, with a latest scale of 7.7526 million CNY. It has achieved a year-to-date return of 7.96%, ranking 1,030 out of 5,579 in its category, and a one-year return of 46.11%, ranking 1,581 out of 4,202 [2] - The fund manager of Yinhua ChiNext 200 ETF is Tan Yuefeng, who has a cumulative tenure of 4 years and 16 days, managing total assets of 10.674 billion CNY, with the best fund return during his tenure being 71.99% and the worst being -44.45% [2]

（文章来源：证券日报） 证券日报网讯 1月9日，道氏技术发布公告称，公司第六届董事会2026年第1次会议审议通过《关于使用 部分闲置募集资金暂时补充流动资金的议案》。 ...

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The lithium battery industry is expected to maintain optimistic demand outlook for 2026, despite a decrease in pre-production for January [45] - The recent implementation of the "2026 Automobile Trade-in Subsidy Implementation Details" is anticipated to stabilize market expectations and stimulate the expansion of the new energy vehicle market [45] - The solid-state battery technology is progressing, with the first solid-state battery pack successfully installed in a vehicle, indicating a shift from laboratory validation to real vehicle testing [45] Summary by Sections Market Review - As of January 8, 2026, the lithium battery index has decreased by 0.85% over the past two weeks, underperforming the CSI 300 index by 2.90 percentage points [12] - The lithium battery index has increased by 0.97% month-to-date, also underperforming the CSI 300 index by 1.36 percentage points [12] Price Changes in the Lithium Battery Supply Chain - As of January 8, 2026, the average price of battery-grade lithium carbonate is 138,600 CNY/ton, up 19.38% over the past two weeks [25] - The price of lithium hydroxide (LiOH 56.5%) is 136,700 CNY/ton, increasing by 33.24% in the same period [25] - The price of lithium iron phosphate is 47,100 CNY/ton, up 11.88% [28] - The price of hexafluorophosphate lithium has decreased by 12.5% to 157,500 CNY/ton [31] Industry News - The first solid-state battery pack developed by Hongqi has been successfully installed in the Hongqi Tian Gong 06 model, marking a significant milestone in solid-state battery technology [40] - The Ministry of Commerce and other departments have issued guidelines for the 2026 automobile trade-in subsidy, which is expected to stimulate the new energy vehicle market [40] Company Announcements - Companies like Ningde Times and Tianqi Lithium have announced plans for production adjustments and expansions, indicating ongoing developments in the lithium battery supply chain [42][46]

证券代码：300409 证券简称：道氏技术 公告编号：2026-005 广东道氏技术股份有限公司 三、募集资金监管协议的主要内容 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 2026 年 1 月 9 日召开第六届董事会 2026 年第 1 次会议，审议通过 《关于使用部分闲置募集资金暂 ...

国联民生证券承销保荐有限公司 关于广东道氏技术股份有限公司 使用部分闲置募集资金暂时补充流动资金的核查意见 国联民生证券承销保荐有限公司（以下简称"保荐人"或"国联民生承销保 荐"）作为广东道氏技术股份有限公司（以下简称"道氏技术"或"公司"）向 不特定对象发行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办 法》《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规则》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有 关规定，对公司使用部分闲置募集资金暂时补充流动资金的事项进行了审慎核查， 具体核查情况和核查意见如下： 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，批复日期 2023 年 2 月 1 日）同意注册，公司于 2023 年 4 月 7 日向不特定对象发行可转换公司 债券 26,000,000 张，募集资金总额为人民币 2,600,000,000.00 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 ...

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 2026 年第 1 次会议的通知于 2026 年 1 月 8 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 2026 年 1 月 9 日在子公司佛山市道氏科 技有限公司会议室以现场及通讯表决相结合的方式召开。本次会议应出席董事 8 人，实际出席董事 8 人，董事荣继华先生、聂祖荣先生、王海晴先生及独立董事 谢志鹏先生、秦伟先生、郜树智先生、彭晓洁女士以通讯方式参加会议并表决。 本次会议由董事长荣继华先生主持，公司副总经理兼财务总监彭小内先生、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 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： （一）审议通过《关于使用部分闲置募集资金暂时补充流动资金的议案》 鉴于公司募集资金按照计划分步投入使用，在投入期间将出现部分募集资金 闲置的情况，在保证实施募集资金投资项目的资金需求和募集资金投资项目正常 进行的前提下，根据《上市公司募集资 ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-004 广东道氏技术股份有限公司 关于使用部分闲置募集资金暂时补充流动资金的公告 | 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"公司"）于 2026 年 1 月 9 日召开第 六届董事会 2026 年第 1 次会议，审议通过《关于使用部分闲置募集资金暂时补 充流动资金的议案》，同意在保证实施募集资金投资项目的资金需求和募集资金 投资项目正常进行的前提下，公司使用闲置募集资金不超过 120,000.00 万元暂时 补充流动资金，使用期限不超过公司董事会审议通过之日起 12 个月。到期将归 还至募集资金专户。在上述额度和期限范围内，上述募集资金可循环滚动使用。 同时，董事会同意由暂时补充流动资金的实际使用方新增设立募集资金专项账户， 用于公司闲置募集资金暂时补充流动资金的存放和使用，并同意公司及子公司与 相关方签订募集资金监管协议。现将相关事宜公告如下： 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 ...