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 ...

中新网攀枝花12月14日电(单鹏)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。 中国是全球钒钛资源、生产和消费第一大国。以攀西地区为核心的钒钛磁铁矿资源富集，是中国最大的 钒钛原料基地，其钒、钛资源储量在全国占据主导地位。攀西钒钛产业的升级，直接关系国家战略安全 与产业链自主可控，是经济命题，更是战略命题。 中国技术经济学会秘书长黄检良在致辞中指出，数字化转型是钒钛产业的"必修课"：在生产端，依托工 业互联网、数字孪生实现全流程智能化，提升资源与能源效率；在研发端，借助高通量计算和大模型缩 短新材料研发周期；在产业链协同端，依靠区块链、物联网构建高效生态网络。 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 ...

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]

Group 1: Company Performance - Jining Mining achieved operating revenue of 1.247 billion yuan in the first three quarters of the year, a year-on-year increase of 12.98%, and a net profit attributable to shareholders of 220 million yuan, up 47.09% [1] - Daoshi Technology reported operating revenue of 6.001 billion yuan, a year-on-year decrease of 1.79%, but a net profit attributable to shareholders of 415 million yuan, an increase of 182.45% [1] - In Q3, Daoshi Technology's operating revenue was 2.347 billion yuan, a year-on-year increase of 18.84%, with a net profit of 185 million yuan, up 408.27% [1] Group 2: Strategic Developments - Jining Mining's new board and management have established a "three transformations" strategy, shifting from a pure iron ore producer to a comprehensive mineral resource service provider, focusing on profitability rather than just cost, and adopting a dual-driven model of production and capital operation [2] - The strategic upgrade of Jining Mining is seen as adaptive to the current challenges in the iron ore industry, including high inventory and low prices, enhancing resource allocation and market competitiveness [2] - Daoshi Technology has diversified its business from a single ceramic material focus to a multi-faceted approach including carbon materials, lithium battery materials, and strategic resources, with a clear direction towards "AI + materials" [2] Group 3: Market Expansion - Daoshi Technology's investment in the brain-computer interface sector is expected to accelerate the development and market expansion of its carbon material products in key areas such as humanoid robot electronic skin [3]

Core Insights - Dao's Technology has completed an investment in Beijing Tashan Technology Co., Ltd., acquiring a 2.2727% stake, to enhance its "AI + Materials" platform and expand the application scenarios of carbon materials [1] - Tashan Technology specializes in AI tactile sensing chips and solutions, having achieved mass production in three key areas: robotics, smart vehicles, and consumer electronics [1][2] - The collaboration between Dao's Technology and Tashan Technology aims to leverage advanced AI chip technology to support cutting-edge research and development [1][2] Company Overview - Dao's Technology is focusing on deepening its layout in the robotics industry chain through strategic investments [1] - Tashan Technology has established partnerships with over 90 players in the robotics supply chain and numerous leading companies in automotive, home appliances, and consumer electronics sectors [1] - The competitive advantages of Tashan Technology include high technical barriers, advanced technology, and broad customer recognition [1] Strategic Collaborations - Dao's Technology has previously formed a strategic partnership with Chipenson to enhance its capabilities in the AI chip sector [1] - The atomic-level scientific computing APU chip from Dao's Technology will provide computational support for Tashan Technology's advanced research [1] - Tashan Technology's self-developed AI tactile sensing chips will synergize with Chipenson's specialized chip development efforts [1][2]

Core Viewpoint - The company, Daoshitechnology, emphasizes its competitive advantage in multi-sector layout and customer integration, particularly in its carbon materials and lithium battery materials segments, which cater primarily to battery cell manufacturers [1] Group 1: Customer Integration and Product Demand - The company highlights that existing customers in its carbon materials and lithium battery materials sectors often have potential needs for other products offered by the company, such as single-walled carbon nanotubes and electrolyte materials [1] - The trust and cooperation established with existing clients significantly reduce the time and cost associated with introducing and developing new products for these customers [1] Group 2: AI and Material Development - The company is integrating "AI + materials" by leveraging its stake in Chip Peisen's APU chips to provide computational support for material research and development for downstream clients [1] - This dual value proposition of "material supply + R&D empowerment" is expected to deepen collaboration and binding with clients, enhancing overall business relationships [1]

Group 1: Company Overview and Strategic Direction - The company focuses on new materials, emphasizing innovation in materials, processes, and products, transitioning from a single ceramic material business to a diversified structure of "carbon materials + lithium battery materials + ceramic materials + strategic resources" [2][3] - 2025 marks a significant turning point in the company's development, initiating a new growth phase [2] Group 2: Business Performance and Financials - In the first half of 2025, the company achieved a net profit of 230 million CNY, a substantial increase of 108.16% year-on-year, reflecting the effectiveness of integration and business collaboration [3] - The lithium battery segment has successfully alleviated high inventory pressure and returned to a positive growth trajectory [3] Group 3: Resource Expansion and Production Capacity - The company's copper-cobalt strategic resource segment is becoming a key pillar of its competitiveness, with cathode copper production capacity in the Democratic Republic of Congo reaching 65,000 tons/year, expected to increase to 70,000-75,000 tons/year by the end of 2025 [3] - New projects for producing 30,000 tons of cathode copper and 2,710 tons of cobalt are underway, with plans for completion by the end of 2026 [3] Group 4: Technological Advancements - The company is advancing the industrialization of solid-state battery materials, focusing on a comprehensive range of key materials including single-walled carbon nanotubes and high-nickel ternary precursors [4][5] - The company aims to become a leading provider of solid-state battery materials solutions [5] Group 5: AI and R&D Integration - The core strategy is "AI + Materials," leveraging AI-driven research and development to enhance business operations [5][20] - The company has invested in AI chip development and established a computing power support system through partnerships, enhancing its capabilities in material innovation [5][20] Group 6: Market Applications and Customer Engagement - The company has successfully supplied single-walled carbon nanotubes to multiple battery cell customers, achieving performance parity with imported products [6][7] - The silicon-carbon anode product line is expanding, with plans to complete an annual production capacity of 300 tons by the end of the year and a potential increase to 5,000 tons based on market demand [8][9] Group 7: Future Prospects and Market Potential - The AI4S market is projected to grow significantly, with a potential market size of 59.5 billion USD if the penetration rate reaches 10% in related industries [22] - The company anticipates that the demand for computing power infrastructure will surge as AI technology continues to penetrate various sectors [22]