中邮绝对收益策略定期开放混合（002224）基金经理为姚艺、邢儒风。 9月19日，道氏技术跌5.16%，截至发稿，报24.82元/股，成交15.63亿元，换手率8.98%，总市值194.15 亿元。 资料显示，广东道氏技术股份有限公司位于广东省佛山市禅城区南庄镇怡水三路1号1座，成立日期2007 年9月21日，上市日期2014年12月3日，公司主营业务涉及生产和销售建筑陶瓷的釉面材料,并提供相关 的技术服务和产品设计;商业保理业务;新能源材料。主营业务收入构成为：其他47.44%，锂电材料 34.70%，碳材料9.00%，陶瓷材料8.85%。 从基金十大重仓股角度 数据显示，中邮基金旗下1只基金重仓道氏技术。中邮绝对收益策略定期开放混合（002224）二季度持 有股数5万股，占基金净值比例为1.88%，位居第一大重仓股。根据测算，今日浮亏损失约6.75万元。 中邮绝对收益策略定期开放混合（002224）成立日期2015年12月30日，最新规模4507.02万。今年以来 收益15.09%，同类排名5056/8255；近一年收益11.41%，同类排名6823/8060；成立以来收益4.5%。 截至发稿，姚艺累计任 ...

证券日报网讯道氏技术（300409）9月12日发布公告，在公司回答调研者提问时表示，公司多板块布局 在导入客户时优势突出。公司碳材料板块、锂电材料板块的下游客户主要为电芯厂，针对已合作的客户 群体，其业务场景中往往存在对公司其他板块产品的潜在需求。例如硅碳负极客户可能同时也需要单壁 碳纳米管及电解质材料。依托前期合作积累的信任基础与合作经验，客户在后续引入并应用公司其他产 品时，可大幅缩短公司进行客户开发、导入周期，降低合作成本。此外，公司布局"AI+材料"，可通过 参股公司芯培森的APU芯片为下游客户的材料研发提供算力支撑，帮助客户缩短研发周期、优化材料配 方，这种"材料供应+研发赋能"的双重价值，可进一步深化与客户的合作绑定。 ...

Group 1 - The core viewpoint of the news is the performance and financial metrics of Daoshi Technology, which saw a stock price increase of 5.02% to 26.78 CNY per share, with a trading volume of 1.692 billion CNY and a turnover rate of 9.53%, resulting in a total market capitalization of 20.949 billion CNY [1] - Daoshi Technology, established on September 21, 2007, and listed on December 3, 2014, is primarily engaged in the production and sales of building ceramic glaze materials, along with providing related technical services and product design, commercial factoring, and new energy materials [1] - The revenue composition of Daoshi Technology includes: Other 47.44%, Lithium battery materials 34.70%, Carbon materials 9.00%, and Ceramic materials 8.85% [1] Group 2 - From the perspective of fund holdings, Daoshi Technology is a significant investment for the Zhonghai Fund, with the Zhonghai Energy Strategy Mixed Fund (398021) holding 1.1876 million shares, representing 2.6% of the fund's net value, ranking as the tenth largest holding [2] - The Zhonghai Energy Strategy Mixed Fund (398021) has a total scale of 777 million CNY and has achieved a year-to-date return of 30.73%, ranking 2110 out of 8175 in its category, with a one-year return of 28.63%, ranking 5103 out of 7982 [2]

Core Viewpoint - Daoshi Technology plans to invest $30 million in Brain Family Inc. as part of its "AI + Materials" strategy, aiming to integrate new material technologies with cutting-edge brain-computer interface applications [1] Group 1: Investment Details - Daoshi Technology's subsidiary, Hong Kong Jiana, will use its own funds to subscribe to preferred shares in Brain Family Inc. during its Pre-B round [1] - The investment agreement has been signed, but completion is subject to approval by Brain Family's board and specific shareholders [1] Group 2: Strategic Intent - The investment aligns with Daoshi Technology's core strategy of combining AI with materials, focusing on applications in humanoid robots and high-end medical devices [1][2] - Daoshi Technology possesses core technology reserves in graphene, carbon nanotubes, and other carbon-based materials, which are ideal for creating electronic skin, flexible sensors, and artificial muscles [2] Group 3: Market Potential and Trends - Brain Family Inc. specializes in non-invasive brain-computer interface technology, which is safer and more cost-effective than invasive methods, making it suitable for consumer and rehabilitation markets [2] - The collaboration is expected to accelerate the development and market expansion of Daoshi Technology's carbon material products in key components for humanoid robots [3] - The brain-computer interface industry is transitioning from a research-driven model to a clinically driven one, with increasing establishment of clinical wards and research platforms [3]

Group 1 - The core viewpoint of the news is the performance and financial details of Daoshi Technology, which experienced a 5.04% decline in stock price, reaching 21.48 CNY per share, with a total market capitalization of 16.803 billion CNY [1] - Daoshi Technology, established on September 21, 2007, and listed on December 3, 2014, specializes in the production and sale of building ceramic glaze materials, along with providing related technical services and product design [1] - The company's revenue composition includes 47.44% from other businesses, 34.70% from lithium battery materials, 9.00% from carbon materials, and 8.85% from ceramic materials [1] Group 2 - From the perspective of major circulating shareholders, GF Fund's Guangfa CSI 1000 ETF (560010) increased its holdings by 1.0842 million shares in the second quarter, now holding 3.4301 million shares, which is 0.5% of the circulating shares [2] - The estimated floating loss for Guangfa CSI 1000 ETF today is approximately 3.9103 million CNY [2] - Guangfa CSI 1000 ETF, established on July 28, 2022, has a latest scale of 30.718 billion CNY, with a year-to-date return of 27.06% and a one-year return of 63.57% [2]

Core Viewpoint - Daoshi Technology's stock has shown significant growth this year, with a year-to-date increase of 64.74%, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - As of August 26, Daoshi Technology's stock price was 22.13 CNY per share, with a trading volume of 9.74 billion CNY and a turnover rate of 6.32%, resulting in a total market capitalization of 173.11 billion CNY [1]. - The stock has experienced a 3.03% increase over the past five trading days, a 24.61% increase over the past 20 days, and a 62.24% increase over the past 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Daoshi Technology reported a revenue of 3.654 billion CNY, a year-on-year decrease of 11.64%, while the net profit attributable to shareholders was 230 million CNY, reflecting a year-on-year increase of 108.16% [2]. Group 3: Shareholder and Dividend Information - Since its A-share listing, Daoshi Technology has distributed a total of 678 million CNY in dividends, with 385 million CNY distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders was 74,100, a decrease of 0.52% from the previous period, with an average of 9,273 circulating shares per shareholder, an increase of 3.51% [2][3]. - The top ten circulating shareholders include several ETFs, with notable increases in holdings from South China CSI 1000 ETF and others [3].

道氏技术（300409.SZ） 业绩如期兑现，静候新技术放量 | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 7,296 | 7,752 | 9,718 | 11,500 | 13,303 | | 增长率 yoy（%） | 6.3 | 6.3 | 25.4 | 18.3 | 15.7 | | 归母净利润（百万元） | -28 | 157 | 458 | 708 | 910 | | 增长率 yoy（%） | -132.4 | 662.3 | 192.0 | 54.5 | 28.7 | | ROE（%） | -0.4 | 2.6 | 6.4 | 9.1 | 10.5 | | EPS 最新摊薄（元） | -0.04 | 0.20 | 0.59 | 0.90 | 1.16 | | P/E（倍） | -553.9 | 98.5 | 33.7 | 21.8 | 17.0 | | P/B（倍） | 2.8 | 2.4 | 2.2 | 2.1 | 1.9 | 资料来源：公司 ...

Group 1 - The company is focusing on the application of carbon materials in the key components of humanoid robots, emphasizing lightweight, high conductivity, and low-cost advantages [1] - The technological path is aligned with solid-state battery technology, indicating a long-term competitive edge [1] - The company has not yet ventured into the field of PEEK materials [1]

Core Viewpoint - Dao's Technology has signed a strategic cooperation agreement with Suzhou Nengda 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 [2] Group 1: Strategic Cooperation - The agreement focuses on integrating the strengths of the three companies in the new materials sector, particularly in carbon materials for humanoid robot components such as electronic muscles and skins [2] - Dao's Technology will be responsible for the research and production of carbon materials, while Nengda will apply these materials in formulations, and Chipenson will provide molecular simulation design and high-speed computing support [2] Group 2: Market Development - The three companies aim to leverage their market resources and brand advantages to jointly explore downstream customers and promote the sales and application of high-performance humanoid robot components [2] - The agreement serves as a framework for long-term cooperation, guiding future specific collaboration matters, which will be subject to regulatory approval and information disclosure obligations [2]

Core Viewpoint - Guangdong Daoshi Technology Co., Ltd. has signed a strategic cooperation agreement with Suzhou Nengsida Electronics Technology Co., Ltd. and its affiliate Guangdong Chiperson Technology Co., Ltd. to enhance the development and market expansion of key components for humanoid robots [1] Group 1: Strategic Cooperation - The three parties will integrate their strengths to focus on the research and market development of materials needed for electronic muscles, electronic skin, and joints in humanoid robots [1] - Daoshi Technology will be responsible for the research and production of carbon materials, while Nengsida will apply these carbon materials in material formulations [1] - Chiperson will provide molecular simulation design and high-speed computing support for the materials [1] Group 2: Market Development - The collaboration aims to jointly explore downstream markets to promote the sales and application of key components [1]