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 [3] - In recent years, the company has expanded through investments and acquisitions, fully acquiring Qingdao Haoxin and Jianan Energy, and established Daoshi Yunsong in 2019, completing the industrial chain layout of "ceramic materials + lithium battery materials + hydrogen energy materials" [3][4] Group 2: Product Development and Market Position - In the ceramic materials sector, the company has become one of the leading producers of glaze materials in the construction materials industry, with significant technical strength and operational scale [4] - The company's core product, ceramic ink, has established a prominent position in the domestic market, recognized for its quality and cost-effectiveness, forming long-term strategic partnerships with several renowned ceramic enterprises [4] - In the lithium battery materials sector, the subsidiary Jianan Energy possesses advanced wet smelting technology and a complete production and sales system for cobalt products, recognized as a key supplier in the domestic market [4] Group 3: Certifications and Industry Recognition - The company has achieved multiple international certifications, including ISO9001, ISO14001, OHSAS18001, and CNAS, ensuring its production processes and product quality meet high standards [4] - The cobalt products and nickel-cobalt-manganese ternary precursor products have been recognized as provincial high-tech products, with high-end cobalt salt export volumes ranking among the industry's top levels [4] Group 4: Market Trends and Future Outlook - The company anticipates that ternary batteries and lithium iron phosphate batteries will remain mainstream in the market for the next few years, with ternary batteries having advantages in energy density for high-end vehicle applications [5] - The company is closely monitoring developments in the "cobalt-free" battery materials sector, which is still in its early stages [5] - The company has two operational models for cobalt salt: direct sales and processing for clients, with major downstream customers including Xiamen Tungsten Co., Ltd. and Guizhou Zhenhua New Materials Co., Ltd. [6]