总体来说，公司2023上半年实现营业收入33.38亿元，比上年同期减少10.39%，其中海外业务营业收入 占比53%。 广东 道氏技术 股份有限公司在保持陶瓷材料业务领先地位的同时，碳材料业务和锂电材料业务逐渐成 为公司核心战略业务。 一、主营业务的分析 公司营业收入主要来自与 新能源 行业相关的锂电材料业务和碳材料业务，对比上年同期有所下降的原 因如下： 1、碳材料板块营收下降是因为产品销量增加，价格被迫调低 导电剂产品出货量1.2万吨，比上年同期增加27%，受供需影响、行业竞争激烈、上游原材料 NMP 价格 下降趋势，导致公司产品价格下调。 2、锂电材料板块营业收入下降因钴盐产品所致 该板块营业收入主要来自三元前驱体和钴盐，其中三元前驱体的销售收入同比增长175%，销量同比增 长203%，但钴盐销量同比下降 52%，且因钴金属价格仍处于下降趋势，导致产品价格及营业收入下 降。虽然公司整体收入对比上年同期有所下降，但海外收入占比大幅提升。 二、市场地位及竞争格局 以 石墨烯 导电剂为起点，公司于2014年开始批量将石墨烯导电浆料用于磷酸铁 锂电池 ，是国内最早将 石墨烯批量应用的企业之一。 *2017年：成 ...

Group 1 - The core viewpoint of the news is that Daoshitechnology has signed a strategic cooperation agreement with Gongji Technology and its affiliate Xinpeisen to collaborate on atomic-level scientific computing capabilities [1][2] - Daoshitechnology aims to build multiple intelligent computing centers for atomic-level scientific calculations, leveraging Gongji Technology's expertise in site selection and network layout, while Xinpeisen will provide high-speed computing servers [1] - The agreement is a framework document indicating the initial willingness to cooperate, and it does not involve specific financial amounts, thus the impact on the company's performance remains uncertain [2] Group 2 - Daoshitechnology is also expanding into the humanoid robotics sector, having signed another strategic cooperation agreement with Suzhou Nengsida and Xinpeisen to develop key components such as electronic skin and muscles for humanoid robots [2] - The company has a technological and production advantage in carbon materials, which will be integrated into the development of humanoid robot components, enhancing the application of its carbon material products [2] - For the first half of 2025, Daoshitechnology expects a net profit attributable to shareholders of 220 million to 238 million yuan, representing a year-on-year growth of 98.77% to 115.03% [3]

Core Viewpoint - Daoshi Technology (300409.SZ) is expanding its business into the humanoid robot sector through a strategic partnership with Suzhou Nengsida Electronic Technology Co., Ltd. and its affiliate Guangdong Xinpeisen Technology Co., Ltd. [1][3] Business Expansion - In July, Daoshi Technology announced a joint investment with Guangdong Xinpeisen Technology Co., Ltd. to establish Guangdong Hexi Original Intelligence Computing Center Co., Ltd., with a registered capital of 50 million yuan, where Daoshi will contribute 40 million yuan (80%) [2] - The partnership aims to leverage computing power technology to enhance the company's research and development capabilities [3] Financial Performance - For the first half of 2025, Daoshi Technology expects a net profit attributable to shareholders of 220 million to 238 million yuan, representing a year-on-year growth of 98.77% to 115.03% [5] - The company has seen significant growth in overseas business, with revenue from this segment increasing 3.82 times over the past three years, and its revenue share rising from 16.13% to 65.8% [5] Strategic Focus - Daoshi Technology is focusing on innovation in new materials, particularly in carbon materials, and aims to integrate its strengths with Nengsida and Xinpeisen to develop key components for humanoid robots [3] - The company has established a new business structure comprising carbon materials, lithium battery materials, ceramic materials, and strategic resources, with carbon and lithium materials becoming core strategic areas [4]

Core Viewpoint - The company has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. and its affiliate Guangdong Chipenson Technology Co., Ltd. to enhance collaboration in the field of new materials, particularly focusing on carbon materials for humanoid robots [1] Group 1: Strategic Cooperation - The agreement aims to integrate the strengths of all parties involved to develop and market key components such as electronic muscles, electronic skin, and joints for humanoid robots [1] - The collaboration will leverage the technological and production advantages of the company in carbon materials, while Nengsida has developed multiple electronic skin products for humanoid robots [1] - Chipenson's APU computing servers will provide high-speed computing support for various material research scenarios [1] Group 2: Product Development and Market Expansion - The strategic partnership will facilitate the application of carbon materials, including graphene powder, carbon nanotube powder, and conductive pastes, in humanoid robot components [1] - This initiative is expected to accelerate the application process of carbon materials in critical components, thereby enhancing the company's competitiveness in the new materials and related industries [1] - The cooperation aligns with the company's long-term development strategy and benefits all shareholders [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. and its affiliate Guangdong Xinpeisen Technology Co., Ltd. to enhance innovation in the new materials sector, particularly focusing on carbon materials for humanoid robots [1] Group 1: Strategic Cooperation - The collaboration aims to integrate the strengths of all parties in the development and market expansion of key components such as electronic muscles, electronic skin, and joints for humanoid robots [1] - The partnership will leverage Nengsida's advancements in electronic skin technology and Xinpeisen's APU computing servers to support material research and development [1] Group 2: Product Development - The strategic cooperation will facilitate the expansion of applications for carbon material products, including graphene powder, carbon nanotube powder, graphene conductive paste, carbon nanotube conductive paste, and composite conductive paste [1] - The focus will be on accelerating the application process of carbon materials in critical components of humanoid robots, enhancing product performance [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. and its affiliate Guangdong Chipenson Technology Co., Ltd. to enhance the development and market expansion of key materials for humanoid robots [1] Group 1: Strategic Cooperation - The collaboration focuses on integrating the strengths of each party in the development of materials needed for humanoid robot components such as electronic muscles, electronic skin, and joints [1] - The partnership aims to leverage the company's technological and production advantages in carbon materials, while Nengsida has launched several electronic skins for humanoid robots [1] - Chipenson's APU computing servers provide high-speed computing support for various material research scenarios, facilitating the joint efforts in material development [1] Group 2: Product Application and Market Expansion - The strategic cooperation will help the company expand the application scenarios of its carbon material products, including graphene powder, carbon nanotube powder, graphene conductive paste, carbon nanotube conductive paste, and composite conductive paste [1] - The initiative is expected to accelerate the application process of carbon materials in key components of humanoid robots, enhancing product performance [1]