道氏技术(300409.SZ)：预计2025年净利润同比增长206.01%-269.76%

Core Viewpoint - The company, Daoshi Technology, expects a significant increase in net profit for 2025, driven by its focus on solid-state battery materials and expansion in overseas copper and cobalt resources [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is between 480 million yuan and 580 million yuan, representing a year-on-year growth of 206.01% to 269.76% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 460 million yuan and 560 million yuan, indicating a year-on-year increase of 280.94% to 363.75% [1] Business Strategy - The company is concentrating on the solid-state battery materials sector, developing a matrix system that includes positive and negative electrode materials and carbon materials, aiming to become a comprehensive solution provider for solid-state battery materials [1] - The company emphasizes talent leadership and AI-driven research and development, focusing on innovation to enhance its status as a leading new materials enterprise [1] Operational Highlights - The overseas business expansion has shown significant results, with steady increases in cathode copper production capacity, contributing to both volume and price growth, which in turn boosts overall performance [1] - The profitability of cobalt products has improved due to the positive impact of rising cobalt prices [1]