道氏技术:2025年净利同比预增206.01%-269.76% 阴极铜产品量价齐升

Core Viewpoint - Daoshi Technology (300409.SZ) forecasts a net profit attributable to shareholders of 480 million to 580 million yuan for the fiscal year 2025, representing a year-on-year growth of 206.01% to 269.76% [1] Group 1: Business Focus and Strategy - The company is focusing on the solid-state battery materials sector, developing a matrix system that includes anode and cathode materials, as well as carbon materials, to become a comprehensive provider of solid-state battery solutions [1] - The company is actively expanding its overseas core copper and cobalt resource business, which has shown significant results during the reporting period [1] Group 2: Performance and Market Impact - The company's cathode copper production capacity is steadily increasing and gradually being released, leading to a rise in both volume and price, which contributes to the overall performance growth [1] - The profitability of the company's cobalt products has improved due to the positive impact of rising cobalt prices [1]