道氏技术(300409) - 道氏技术调研活动信息

Group 1: Company Overview - The company is positioned as a growing new materials enterprise, primarily engaged in the R&D, production, and sales of new energy battery materials and inorganic non-metallic glaze materials [2] - Recent investments and acquisitions have led to full ownership of Qingdao Haoxin and Jiana Energy, entering key material fields such as cobalt and graphene [2] Group 2: Development Strategy - The company has established a three to five-year strategic plan focusing on talent acquisition and R&D to innovate and become a leading new materials enterprise [3] - It aims to strengthen core management functions at the group level, including strategy, finance, research, lean manufacturing, project development, and information systems [3] Group 3: New Energy Battery Sector - Jiana Energy aims to become a global leader in new energy materials manufacturing, with three major bases planned, including existing ones in Guangdong and Jiangxi [3] - The company plans to expand its ternary precursor production capacity and establish cobalt-nickel production lines to achieve self-sufficiency in raw materials [3] Group 4: Carbon Materials Business - The company is focusing on integrating and enhancing its carbon materials business, with plans to accelerate development and expand external market orders [3] - The carbon materials segment will leverage market demand to drive growth, particularly in the context of the rising new energy vehicle market [3] Group 5: Ceramic Materials Sector - The company will capitalize on its brand and first-mover advantages to expand its market presence in specialized products such as professional rock slab glazes and inks [3] - It is currently developing four major bases across the country to open new markets for growth [3] Group 6: Shareholder Actions - The recent reduction in shareholding by the controlling shareholder is primarily aimed at repaying stock pledge loans [4]