Group 1 - The core viewpoint of the article is that the company, Dao's Technology, is making steady progress in the construction of its silicon-carbon anode production capacity, which is in line with expected timelines [2] Group 2 - The company responded to investor inquiries on its interactive platform, indicating that the capacity construction work is proceeding as planned [2]

Group 1 - The core viewpoint of the article is that Daohsi Technology (300409) has not yet directly developed energy storage business, but its products can be utilized in the energy storage battery sector [1] Group 2 - The company produces ternary precursors, conductive agents, and silicon-carbon anode materials, all of which are applicable in the energy storage battery field [1]

南财智讯1月6日电，道氏技术公告，公司股票交易价格在连续两个交易日内（2026年1月5日、2026年1 月6日）日收盘价格涨幅偏离值累计超过30%。根据深圳证券交易所交易规则的相关规定，属于股票交 易异常波动的情况。经核实，公司前期披露的信息不存在需要更正、补充之处；近期未发现可能或已经 对公司股票交易价格产生较大影响的未公开重大信息；目前生产经营情况正常，内外部经营环境未发生 重大变化；公司、控股股东和实际控制人不存在应披露而未披露的重大事项，也未处于筹划阶段的重大 事项；股票异动期间，控股股东、实际控制人未买卖公司股票；公司不存在违反信息公平披露的其他情 形。公司董事会确认，目前没有任何应予以披露而未披露的事项，或对本公司股票及其衍生品种交易价 格产生较大影响的信息。 ...

龙虎榜方面，山子高科获两家一线游资（国泰海通证券成都北一环路、国泰海通证券上海海阳西路）分别买入1.08亿、1.01亿，同时开源证券西安西大街营 业部买入2.16亿，深股通买入1.51亿。道氏技术近期大涨，电池产业链叠加脑机接口两大热点获多路资金青睐，其中两家机构买入9316万，深股通买入8653 万，一家实力游资（国盛证券宁波桑田路）买入1.42亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1479.45亿，深股通总成交金额为1706.46亿。 | | 沪股通 ( | 1月6日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 紫金矿业 | 28.81 | | 2 | 601138 | 工业富联 | 22.49 | | 3 | 603986 | 光易创新 | 19.99 | | 4 | 601318 | 中国 平安 | 18.78 | | 5 | 600030 | 中信证券 | 15.90 | | 6 | 688256 | 真武纪 | 15.83 | | 7 | 601600 | 中国語V | ...

证券代码：300409 证券简称：道氏技术 公告编号：2026-002 广东道氏技术股份有限公司 股票交易异常波动公告 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、股票交易异常波动情况 广东道氏技术股份有限公司（以下简称"公司"）股票（证券简称：道氏技 术，证券代码：300409）交易价格在连续两个交易日内（2026 年 1 月 5 日、2026 年 1 月 6 日）日收盘价格涨幅偏离值累计超过 30%。根据《深圳证券交易所交易 规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或者已经对本公司股票交易价格产 生较大影响的未公开重大信息； 3、公司目前生产经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项； 5、股票异动期间，未发生公司控股股东、实际控制人买卖公司股票的行为； 6、公司不存在违反信息公平披露的其他情形。 三、是否存在应披露而未披露信 ...

沪深股通今日合计成交3185.91亿，其中紫金矿业和宁德时代分居沪股通和深股通个股成交额首位。板 块主力资金方面，非银金融板块主力资金净流入居首。ETF成交方面，恒生红利低波ETF易方达 （159545）成交额环比增长343%。 龙虎榜方面，山子高科获两家一线游资（国泰海通证券成都北一环路、国泰海通证券上海海阳西路）分 别买入1.08亿、1.01亿，同时开源证券西安西大街营业部买入2.16亿，深股通买入1.51亿。道氏技术近期 大涨，电池产业链叠加脑机接口两大热点获多路资金青睐，其中两家机构买入9316万，深股通买入8653 万，一家实力游资（国盛证券宁波桑田路）买入1.42亿。 二、板块个股主力大单资金 | | | 星矿板块主力资金监控:今日买入前五榜(2026年1月6日) | | | --- | --- | --- | --- | | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | 1 | 非银金融 | 70.47 | 5.69 | | N | 让券 | 67.13 | 7.25 | | 3 | 有色金属 | 61.60 | 3.15 | | 4 | 光学光电子 | 3 ...

Market Performance - The ChiNext Index rose by 0.75%, closing at 3319.29 points, with a total trading volume of 763.475 billion yuan, an increase of 61.415 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 935 stocks closed higher, with 26 stocks experiencing a rise of over 10%, including Lianjian Optoelectronics, Wanjike Technology, and Leirwei, which all hit the daily limit [1] Turnover Rate - The average turnover rate for the ChiNext today was 5.29%, with 52 stocks having a turnover rate exceeding 20% [1] - C Xinguangyi, a newly listed stock, had the highest turnover rate at 57.23%, with a closing increase of 7.69% and a trading volume of 1.217 billion yuan [1][2] Institutional Activity - In the high turnover stocks, 10 stocks appeared on the Dragon and Tiger List, with 7 stocks showing institutional participation [3] - Daozhi Technology had two institutional seats with a total net purchase of 93.1648 million yuan, while Wanjike Technology had one institutional seat with a net purchase of 21.3515 million yuan [3] Capital Flow - Among high turnover stocks, 27 stocks saw net inflows from main funds, with Strong Power New Materials, Su Da Weige, and Guanglian Aviation receiving the most significant inflows of 460 million yuan, 399 million yuan, and 358 million yuan, respectively [4] - Conversely, BlueFocus, Hanwei Technology, and Daozhi Technology experienced the largest net outflows of 1.04 billion yuan, 565 million yuan, and 534 million yuan, respectively [4] Earnings Forecast - Three high turnover stocks have announced their earnings forecasts for the full year of 2025, all indicating an increase in net profit [4] - Tian Su Measurement is expected to have the highest net profit growth rate at 10.31%, with a median net profit forecast of 123 million yuan [4]

格隆汇1月6日丨道氏技术(300409.SZ)在投资者互动平台表示，公司控股子公司认购强脑科技Pre-B轮优 先股已交割。 ...

Investment Rating - The report assigns a "Buy" rating for the stocks of the companies analyzed, indicating a positive outlook for their performance in the market [3]. Core Insights - The demand for SiC (Silicon Carbide) power devices is driven by the upgrade of power density in AI data center power systems, with a projected market size of approximately $1.15 billion by 2030 in the global 800V data center segment [1]. - Advanced packaging thermal materials and AR (Augmented Reality) glasses are identified as new growth drivers for SiC, with SiC's excellent thermal conductivity making it suitable for applications in advanced packaging and AR optics [2]. Summary by Sections SiC Demand and Market Potential - The upgrade of power systems in AI data centers is categorized into four stages, enhancing the demand for SiC power devices, particularly in the power conversion segment [1]. - The potential market size for SiC and GaN (Gallium Nitride) power devices in 800V AI data centers is estimated to be around $2.56 billion, with SiC devices accounting for approximately 45% of this market [1]. Advanced Packaging and AR Glasses - SiC's superior thermal performance positions it well for use in advanced packaging thermal materials, with companies like NVIDIA planning to adopt SiC in their next-generation products by 2027 [2]. - In the AR glasses sector, SiC's high refractive index allows for improved optical performance, enhancing user experience and image clarity [2]. Key Stocks and Financial Projections - The report highlights key stocks with their respective EPS (Earnings Per Share) projections and PE (Price to Earnings) ratios, indicating strong growth potential for companies like Dongyangguang and Daoshi Technology [3].

（文章来源：证券时报网） 数据宝统计，截至10:10，道氏技术成交额37.06亿元，创上市以来新高。最新股价上涨7.37%，换手率 18.50%。上一交易日该股全天成交额为35.65亿元。（数据宝） ...