（编辑 袁冠琳） 证券日报网讯 2月24日，道氏技术在互动平台回答投资者提问时表示，为推动"AI+材料"的协同研发体 系建立，满足AI4S（AIforScience）的算力需求，公司通过投资入股芯培森、合资成立广东赫曦原子智 算中心有限公司等一系列举措，构建起算力支撑体系，为企业数智化转型与材料创新研发提供强大的算 力支持，推动公司"AI+材料"战略的深度落地。赫曦原子智算中心依托芯培森赫曦架构高速算力服务器 的技术积淀，结合公司在实体产业的深耕经验，共同打造原子级科学计算规模化算力中心。该中心可实 现密度泛函（DFT）和分子动力学（MD）高速计算——二者作为描述微观原子层面基本物理规律的核 心方法，使算力中心具备为物理AI提供批量数据与训练样本的能力。 ...

Core Viewpoint - Daoshih Technology (300409.SZ) is expected to achieve strong growth in 2025, with projected net profit increasing by 206.01% to 269.76% year-on-year, driven by overseas business expansion and improved profitability in cobalt products [1][2]. Group 1: Financial Performance - The company forecasts a net profit of 480 million to 580 million yuan for 2025, with a non-GAAP net profit of 460 million to 560 million yuan, reflecting significant year-on-year growth [1][2]. - In 2024, the company reported a revenue of 7.752 billion yuan, a year-on-year increase of 6.25%, and turned a profit with a net profit of 157 million yuan [2]. - Quarterly performance shows accelerating growth, with Q2 2025 net profit at 187 million yuan (up 93.57% year-on-year) and Q3 2025 net profit at 185 million yuan (up 408.27% year-on-year) [2][4]. Group 2: Business Expansion and Strategy - The company has successfully expanded its overseas business, with significant increases in cathode copper production capacity, contributing to overall performance growth [3][5]. - The company is transitioning to become a "full-material solution provider" for solid-state batteries, with a focus on developing core components such as cathodes, anodes, electrolytes, and conductive agents [5][6]. - The overseas revenue increased from 1.059 billion yuan in 2021 to 5.1 billion yuan in 2024, representing a growth of 382% and accounting for 65.8% of total revenue [5]. Group 3: Profitability and Margins - The company's gross margin has improved, reaching 21.25% in the first three quarters of 2025, the highest in nearly four years [1][5]. - The gross margins from 2022 to 2024 were 16.35%, 15.97%, and 17.71%, indicating a positive trend in profitability [5]. Group 4: Future Investments - The company plans to invest 165 million USD in a copper wet smelting plant in the Democratic Republic of Congo, aiming to increase self-sufficiency in copper and cobalt resources to 40%-50% [7].

Group 1 - The core objective for the Fengtai District is to achieve high-quality economic development by focusing on key tasks such as industry indicators, technological innovation, and industrial cultivation by 2026 [1] - The district aims to enhance economic contributions by improving services for key enterprises in industries such as manufacturing, software, and technology services, focusing on revenue, fixed investment, and R&D input [1] - The district plans to promote technological innovation and industrial integration, targeting an R&D investment intensity of 3% and fostering collaboration with educational institutions to support the establishment of industry-education integration bases [1] Group 2 - The district is committed to cultivating key and advantageous industries, particularly in the technology service sector, by implementing specialized policies and building a strong technology service area [2] - There is a focus on enhancing the artificial intelligence industry and developing an industrial intelligence cultivation system, alongside the construction of technology parks [2] - The district aims to improve the supply of industrial elements and establish a comprehensive service system for innovation resources, technology enterprise management, and enterprise financing [2]

Group 1 - The core objective for the Fengtai District is to achieve high-quality economic development by focusing on key tasks such as industry indicators, technological innovation, and industrial cultivation by 2026 [1] - The district aims to enhance economic contributions by improving services for key enterprises in industries such as manufacturing, software, and technology services, focusing on revenue, fixed investment, and R&D input [1] - The district plans to promote technological innovation and industrial integration, targeting an R&D investment intensity of 3% and fostering collaboration with educational institutions to support the establishment of industry-education integration bases [1] Group 2 - The district is committed to cultivating key and advantageous industries, particularly in the technology service sector, by implementing specialized policies and building a strong technology service area [2] - There is a focus on enhancing the artificial intelligence industry and developing an industrial intelligence cultivation system, alongside the construction of technology parks [2] - The district aims to improve the supply of industrial elements and establish a comprehensive service system for innovation resources, technology enterprise management, and enterprise financing [2]

Core Viewpoint - The announcement by Daoshi Technology regarding its strategic cooperation and joint venture with Hunan Peisen Electronic Technology Co., Ltd. marks a significant step in optimizing their collaboration in the AI and materials sector [3][4] Group 1: Strategic Cooperation and Share Transfer - Daoshi Technology has signed a share transfer agreement to sell its 50% stake in the joint venture Guangdong Turing Daosen Technology Co., Ltd. for 5 million yuan, which will no longer be included in Daoshi Technology's consolidated financial statements [3] - The joint venture was established following a strategic cooperation agreement signed on November 8, 2024, with a registered capital of 10 million yuan, where Daoshi Technology contributed 5 million yuan for a 50% stake [3] Group 2: Business Focus and Synergy - The share transfer is part of the company's strategy to anchor its "AI + materials" approach, focusing on resource optimization and collaboration [4] - Both Turing Daosen and Chip Peisen serve as strategic platforms for AI atomic computing, with Chip Peisen focusing on the development and sales of computing chips and servers, while Turing Daosen provides AI-driven research and development services for new energy materials [4] Group 3: Technological Advancements and Future Plans - Chip Peisen has achieved significant milestones, including the successful verification of its self-developed APU chip, which shows advantages in computing power and energy consumption in core calculation scenarios [4] - The transaction aims to enhance cooperation in the AI atomic computing field and establish a closed-loop ecosystem of "chip-algorithm-scenario" through Chip Peisen, accelerating the commercialization of related technologies [4]

2025 年11月19-23日，第九届材料基因工程国际论坛在西安成功举办！作为领域顶级学术盛会，本次论坛汇聚全球智慧，共话 "AI+材料" 创新发展。 论坛 由全国新材料大数据创新联盟、中国材料研究学会主办，西北工业大学、西北有色金属研究院、西安交通大学等联合承办。 论坛期间，组织了材料高效计算与智能设计、材料变革性实验技术、材料科学智能与大模型、材料大数据与数据资源、材料产业智能化发展与应用、材料 基因工程与智能科学"一带一路"国际分论坛等分论坛，同期举办了全国新材料大数据创新联盟会员大会、AMDC工作会议及MGE Advances期刊编委会会 议等活动。40位院士领衔，300余家单位、1200余位代表现场参会，17个国家和地区的近260位专家带来260+篇高水平学术报告，211篇研究生墙报集中展 示青年科研成果，线上参会人次超3.6万。 搜狐号@回形针会议咨询 r 【搜狐号@回形扩会议咨询 e 0 搜狐号@回形针会议咨询 搜狐号@回形针会议咨询 材料高效计算与智能设计 High efficier Mate s Computation and Design tellige 搜狐号@回形针会议咨询 搜狐号@回 ...

钒钛被誉为"现代工业筋骨"，是航空航天、生物医疗、储能等领域的关键材料。然而，目前钒钛产业数 字化覆盖率仍偏低，制约了整体升级。 在此背景下，2025年度钒钛产业链及数字化技术创新发展大会13日在四川省攀枝花市开幕。本次大会由 中国技术经济学会、攀枝花市人民政府、攀枝花学院主办，中国技术经济学会材料与数字制造专业委员 会、攀枝花市钒钛高新技术产业开发区等承办，旨在推动产业与数字技术深度融合。 俄罗斯工程院、俄罗斯自然科学院院士，北方工业大学教授朱远志接受采访时表示，数字化是人工智能 与产业结合的基础，没有清晰的数字化框架，后续的"AI+"就难以实现。"AI+材料"需要解决两个核心 问题：一是构建底层数据框架，明确物理参数间的逻辑关系；二是确保数据来源的可靠性与准确性。 "钒钛作为国家战略资源，尤其在攀枝花等地区具有显著优势，其数字化升级具有重要意义。"朱远志谈 道，通过数字化推动产业升级并不容易，当前许多实验数据波动较大，受设备、测量等多因素影响，制 约了数字化的有效推进；许多研究呈现碎片化、点状化特征，企业往往只能进行局部尝试，难以实现系 统化推进。因此要清晰识别问题所在，解决"由谁来做、成本谁承担"等实质 ...

Core Insights - The vanadium-titanium industry is crucial for modern industrial applications, yet its digitalization coverage remains low, hindering overall upgrades [1] - The 2025 Vanadium-Titanium Industry Chain and Digital Technology Innovation Development Conference aims to promote deep integration of industry and digital technology [1] Industry Overview - China is the largest producer and consumer of vanadium-titanium resources globally, with the Panzhihua region being the primary base for vanadium-titanium raw materials [1] - The upgrade of the vanadium-titanium industry is directly linked to national strategic security and the autonomy of the industrial chain [1] Digital Transformation - Digital transformation is deemed a "mandatory course" for the vanadium-titanium industry, focusing on smart production, accelerated material research and development, and efficient ecological networks [1] - Technologies like digital twins are seen as key drivers for the industry, allowing for significant savings in resources and time through virtual simulations [2] Challenges and Solutions - The integration of artificial intelligence into traditional industries faces challenges, including the need for a clear digital framework and reliable data sources [2][3] - Current experimental data variability and fragmented research hinder effective digitalization, necessitating a systematic approach to address core issues [3] Standards and Initiatives - The conference initiated the development of "quality grading" standards for new materials, aiming to enhance product quality and industry upgrades [3] - A new research center focused on digital manufacturing technologies was established to support the digital transformation of strategic materials like vanadium-titanium [3]

Core Viewpoint - Daoshi Technology is a leading domestic supplier of ceramic materials with a focus on new energy materials, showcasing its technological and industrial chain advantages [1] Group 1: Business Overview - Daoshi Technology was established on September 21, 2007, and listed on the Shenzhen Stock Exchange on December 3, 2014 [1] - The company primarily produces and sells glazed materials for building ceramics, along with providing related technical services and product design [1] - The main business segments include ceramic materials, lithium battery materials, and carbon materials, with significant involvement in the new energy materials sector [1] Group 2: Financial Performance - For Q3 2025, Daoshi Technology reported a total revenue of 6.001 billion yuan, ranking 17th in the industry, which is below the industry leader Zhongwei Co. at 33.297 billion yuan and the second-ranked Greenmei at 27.498 billion yuan [2] - The net profit for the same period was 447 million yuan, ranking 12th in the industry, lower than the top two competitors but higher than the industry average of 198 million yuan [2] - The revenue composition includes 1.734 billion yuan from other segments (47.44%), 1.268 billion yuan from lithium battery materials (34.70%), 329 million yuan from carbon materials (9.00%), and 323 million yuan from ceramic materials (8.85%) [2] Group 3: Financial Ratios - As of Q3 2025, Daoshi Technology's debt-to-asset ratio was 38.57%, a decrease from 53.83% year-on-year and below the industry average of 51.96% [3] - The gross profit margin for the same period was 21.25%, an increase from 17.89% year-on-year and above the industry average of 10.89% [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 13.97% to 84,500, with an average holding of 8,137 shares, a decrease of 12.26% [5] - The top circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with notable changes in their holdings [5] Group 5: Management Compensation - The chairman, Rong Jihua, received a salary of 1.4183 million yuan in 2024, a decrease of 273,000 yuan from 2023 [4] - The general manager, Zhang Yi, received a salary of 981,800 yuan in 2024, an increase of 101,700 yuan from 2023 [4] Group 6: Market Outlook - According to招商证券, Daoshi Technology's Q3 2025 performance met expectations, with total revenue of 2.347 billion yuan, a year-on-year increase of 18.84%, and a net profit of 185 million yuan, a year-on-year increase of 408.27% [6] - The company is expanding its overseas copper-cobalt resource production and focusing on solid-state battery materials, with plans for significant production capacity increases in the coming years [6]

Core Viewpoint - The company is actively strengthening its solid-state battery material technology and advancing research and market promotion across various material sectors [1] Group 1: Company Initiatives - The company is progressing in its collaboration with downstream customers in an orderly manner [1] - The company is leveraging opportunities in the AI era by building an "AI + materials" innovative platform [1] - The company integrates atomic-level computing technology results to empower material innovation and research [1] Group 2: Product and Technology Development - The company is diversifying its product lines and sharing a foundational technology platform [1] - The formation of a technology matrix and technological synergy among different materials is aimed at better promoting material optimization and innovation [1] - The company is focused on building core competitiveness through these initiatives [1]