Core Viewpoint - Daoshi Technology announced an investment in Qiangna Technology through its subsidiary Hong Kong Qiana, aiming to enhance its "AI + new materials" strategy and capitalize on Qiangna's expertise in brain-computer interface technology [1][3][5]. Investment Details - Hong Kong Qiana plans to invest $30 million in Qiangna Technology's Pre-B round of preferred stock, acquiring minority shareholder rights [3]. - Qiangna Technology is valued at over $1.3 billion and is in discussions for potential IPO [3]. Company Background - Qiangna Technology, founded in 2015 by Han Bicheng during his PhD at Harvard, specializes in non-invasive brain-computer interface technology [4]. - The company is recognized as one of the "Six Little Dragons of Hangzhou" and has developed products like intelligent bionic hands and legs [4]. Strategic Intent - Daoshi Technology aims to leverage Qiangna's experience in medical rehabilitation, educational consumption, and human-computer interaction to enhance its "AI + new materials" ecosystem [5]. - The company is focused on integrating AI with materials innovation, having previously established partnerships and investments in the AI sector [5][6]. Ongoing Projects - Daoshi Technology is advancing its second-generation APU product through its subsidiary Chip Pei Sen, with applications in lithium batteries and semiconductors [6]. - The Guangdong Hexi Atomic Computing Center is a key platform for supporting the "AI + materials" strategy, focusing on high-speed computing for material research [6].

Core Insights - The transaction involves Hong Kong Jian Na investing $30 million to subscribe to pre-B round preferred shares of Qiang Nao Technology, acquiring minority shareholder rights [3][4] - Qiang Nao Technology is recognized as one of the "Six Little Dragons of Hangzhou" and specializes in non-invasive brain-computer interface technology, with products like smart bionic hands and legs [3][6] - The company is reportedly negotiating to raise funds at a valuation exceeding $1.3 billion, with potential plans for an initial public offering (IPO) [5] Company Strategy - Dao Shi Technology aims to leverage Qiang Nao Technology's expertise in medical rehabilitation, educational consumption, and human-computer interaction to enhance its "AI + new materials" ecosystem and commercial capabilities [6][7] - The company has been actively investing in the AI sector, establishing partnerships and joint ventures to strengthen its position in the market [8] - Dao Shi Technology is focusing on solid-state battery materials and AI computing as its two core strategic business areas for future growth [10] Development Progress - The Guangdong Hexi Atomic Computing Center is a key support platform for the "AI + materials" strategy, utilizing advanced computing technologies to accelerate material research [8][9] - The center is currently in the process of government approvals and infrastructure development, with plans to be completed by the end of this year [9]

Core Insights - Strong Brain Technology's bionic hand is one of the few mass-produced prosthetics that allows users to control each finger through neural electrical signals without invasive surgery [1][2] - The non-invasive brain-computer interface (BCI) technology is gaining attention due to its higher safety and accessibility potential, marking a critical phase of transitioning from laboratory to commercialization [1][4] Company Developments - Dao's Technology announced a $30 million investment in Strong Brain Technology's Pre-B round preferred shares, aiming to leverage its experience in materials to create an "AI + materials" platform [1] - Strong Brain Technology has successfully mass-produced bionic prosthetics that enable users to perform daily tasks such as grasping objects and writing [2][3] Technological Innovations - The company has made significant advancements in reading and interpreting weak human electrical signals, which are crucial for controlling bionic limbs [3][5] - Innovations in materials science and AI algorithms have improved the sensitivity and stability of signal capture, allowing for direct skin contact without conductive gel [3][4] Market Trends - The demand for humanoid robots is increasing, with over half of the engineering challenges focused on the dexterity of robotic hands, which Strong Brain Technology is addressing through its expertise in bionic hands [3] - The rapid development of AI algorithms has facilitated the extraction of relevant information from complex signals, enhancing the capabilities of BCI technology [4] Social Impact Initiatives - Strong Brain Technology aims to make bionic limbs more affordable, reducing prices to one-fifth to one-tenth of European brands, while also collaborating with organizations to provide free prosthetics to eligible individuals [5][6] - The company plans to assist 2,000 disabled individuals in Zhejiang with free bionic limb installations, promoting social reintegration for marginalized groups [6]

Core Viewpoint - Daoshi Technology announced an investment of $30 million in Qiangna Technology to acquire minority shareholder rights, aiming to enhance its capabilities in AI and new materials, particularly in the application of carbon materials in key components like electronic skin [2]. Group 1: Company Overview - Daoshi Technology, established in 2007 and listed in December 2014, focuses on carbon materials, lithium battery materials, and ceramic materials, with key products including graphene conductive agents and carbon nanotube conductive agents [3]. - In the first half of 2025, Daoshi Technology reported revenue of 3.654 billion yuan, a year-on-year decrease of 11.64%, while net profit attributable to shareholders increased by 108.16% to 230 million yuan, with basic earnings per share at 0.32 yuan [3]. Group 2: Investment and Strategic Direction - The investment in Qiangna Technology is part of Daoshi Technology's strategy to leverage Qiangna's expertise in brain-computer interface technology across medical rehabilitation, educational consumption, and human-computer interaction [2]. - Daoshi Technology has been actively developing a collaborative R&D system for "AI + materials" and announced plans to establish a computing center to enhance its research capabilities [3]. Group 3: Qiangna Technology Profile - Qiangna Technology, recognized as one of the "Six Little Dragons of Hangzhou," specializes in non-invasive brain-computer interface technology, with core products including smart bionic hands and legs [2]. - The company has a strong technical barrier and commercialization capability, with over 460 authorized patents and its core products certified by international standards such as FDA and CE [2].

Core Insights - Daoshi Technology's subsidiary, Hong Kong Jian Na, has signed a Pre-B round preferred stock subscription agreement with Brain Family Inc., investing $30 million to acquire minority equity in the company [1] - Brain Family Inc. is a leading global company in brain-computer interface technology, holding over 460 authorized patents and having core products certified by FDA and CE, applicable in various fields such as medical rehabilitation and human-computer interaction [1] - Daoshi Technology aims to leverage its experience in materials to build an "AI + materials" platform, collaborating with Brain Family Inc. to enhance the commercialization capabilities of "AI + new materials" [1] Company and Industry Summary - The development of brain-computer interface technology is significantly influenced by materials science, as demonstrated by the non-invasive approach of Brain Family Inc. in controlling smart prosthetics through sensors that capture weak human brain signals [2] - The breakthrough in materials science allows for the development of sensor materials that can more sensitively and stably capture original signals without the need for conductive gel, simplifying the user experience [2] - Brain-computer interface technology is a composite technology requiring support from various fields, including neuroscience, materials science, artificial intelligence algorithms, and engineering [2]

今日焦点 道氏技术：香港佳纳出资3000万美元认购脑机接口公司强脑科技Pre-B轮优先股 道氏技术公告称，公司控股子公司香港佳纳与BrainFamilyInc.及其下属控股子公司签订《Pre-B轮优先股 认购协议》，使用自有资金出资3000万美元认购标的公司Pre-B轮优先股，从而获得标的公司少数股东 权益。强脑科技（Brain Family Inc.）为全球领先的脑机接口技术公司，在脑机接口领域具备稀缺的技 术壁垒和商业化能力。公司与强脑科技在"AI+材料"战略上协同。公司拟借助强脑科技在医疗康复、教 育消费和人机交互领域应用脑机接口技术的经验，进一步增强"AI+新材料"生态赋能与商业化落地能 力，同时推进公司碳材料产品在电子皮肤等关键零部件领域应用的进程。 百济神州：公司的药物产品需完成药物早期发现等多个环节，容易受到一些不确定性因素的影响 凯迪股份：机器人相关业务暂未形成收入 凯迪股份发布股票交易风险提示公告，关注到市场对公司的机器人相关业务关注度较高，公司机器人相 关业务已立项，产品仍处于开发阶段，短期内暂无法形成收入，预计不会对公司业绩造成重大影响。 经营业绩 业绩增长 长安汽车：8月销量同比增长2 ...

Group 1 - The core viewpoint of the news is that Daoshi Technology is investing in Brain Family Inc. to enhance its capabilities in AI and new materials, particularly in the application of brain-computer interface technology [1] - Daoshi Technology's subsidiary, Hong Kong Jiana, plans to invest $30 million in Brain Family Inc. to acquire minority shareholder rights [1] - Brain Family Inc. is recognized as one of the "Six Little Dragons of Hangzhou" and specializes in non-invasive brain-computer interface technology, with over 460 authorized patents and products certified by FDA and CE [1] Group 2 - Daoshi Technology, established in 2007 and listed in 2014, focuses on carbon materials, lithium battery materials, and ceramic materials, with major products including graphene conductive agents and ceramic inks [2] - In the first half of 2025, Daoshi Technology reported revenue of 3.654 billion yuan, a year-on-year decrease of 11.64%, while net profit attributable to shareholders increased by 108.16% to 230 million yuan [2] - The significant profit growth is attributed to the expansion of overseas business, increased production capacity of cathode copper, and rising cobalt metal prices, which improved the gross margin of cobalt products [2] Group 3 - Daoshi Technology is establishing an intelligent computing center to integrate atomic-level computing with AI algorithms, aiming to transform traditional material R&D from experience-based to data-driven approaches [3] - The company has formed strategic partnerships with Suzhou Nengsida Electronic Technology Co., Ltd. and Xinpeisen to accelerate the application of carbon materials in key components for humanoid robots [3]

Core Viewpoint - The company announced a significant investment in a leading brain-computer interface technology firm, aiming to enhance its competitive edge and commercial capabilities in various sectors [1] Investment Details - The company's subsidiary, Hong Kong Jiana, signed a Pre-B round preferred stock subscription agreement with Qiangnao Technology and its subsidiaries, committing to invest 30 million USD [1] - The completion of the transaction is subject to approval by Qiangnao Technology's board and specific shareholders [1] Company Profile of Qiangnao Technology - Qiangnao Technology is recognized as a global leader in brain-computer interface technology, possessing unique technological barriers and commercialization capabilities [1] - The core team of Qiangnao Technology includes members from prestigious institutions such as Harvard and MIT, and the company holds over 460 authorized patents [1] - Its core products have received international certifications, including FDA and CE, and are widely applied in fields such as medical rehabilitation, educational technology, consumer health, human-computer interaction, and entertainment [1] Strategic Goals - The company aims to leverage Qiangnao Technology's experience in applying brain-computer interface technology to enhance its "AI + new materials" ecosystem and commercialization capabilities [1] - The investment is expected to accelerate the application of the company's carbon material products in key components like electronic skin, thereby strengthening its core competitiveness and supporting long-term stable development [1]

智通财经APP讯，道氏技术(300409.SZ)公告，公司控股子公司香港佳纳有限公司(简称"香港佳纳")于近 日与标的公司强脑科技及其下属控股子公司(合称"强脑科技")及其他相关方共同签订《Pre-B轮优先股认 购协议》。该交易将在强脑科技根据其章程规定经董事会及特定股东审议通过后完成交割。香港佳纳使 用自有资金出资3000万美金认购标的公司Pre-B轮优先股，从而获得标的公司少数股东权益。 公告称，强脑科技为全球领先的脑机接口技术公司，在脑机接口领域具备稀缺的技术壁垒和商业化能 力。公司核心团队多来自哈佛、MIT等顶尖院校，已获授权专利460余项，核心产品已通过FDA、CE等 国际认证，并广泛应用于医疗康复、教育科技、消费健康、人机交互和泛娱乐等多个领域。公司拟借助 强脑科技在医疗康复、教育消费和人机交互领域应用脑机接口技术的经验，进一步增强"AI+新材料"生 态赋能与商业化落地能力，同时推进公司碳材料产品在电子皮肤等关键零部件领域应用的进程，提升公 司核心竞争力，为公司长期稳定发展寻求有力支撑。 ...

Core Insights - Daoshi Technology (300409.SZ) announced that its subsidiary, Hong Kong Jiana Co., Ltd., has signed a Pre-B round preferred stock subscription agreement with Brain Family Inc. and related parties [1] - The transaction will be completed after approval from Brain Family Inc.'s board and specific shareholders [1] - Hong Kong Jiana will invest $30 million to acquire minority equity in Brain Family Inc. [1] Company Overview - Brain Family Inc. is a global leader in brain-computer interface technology, possessing significant technological barriers and commercialization capabilities [1] - The core team of Brain Family Inc. includes members from top institutions such as Harvard and MIT [1] - The company holds over 460 authorized patents and its core products have received international certifications from FDA and CE [1] Application Fields - Brain Family Inc.'s technology is widely applied in various sectors, including medical rehabilitation, educational technology, consumer health, human-computer interaction, and entertainment [1]