本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 证券代码：601026 证券简称：道生天合 公告编号：2025-003 道生天合材料科技（上海）股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的公告 根据道生天合材料科技（上海）股份有限公司（以下简称"公司"）第二届 董事会审计委员会 2025 年第五次会议以及第二届董事会第二十四次会议决议， 公司拟使用总金额不超过人民币 50,000.00 万元的暂时闲置募集资金进行现金管 理，用于投资安全性高、流动性好、有保本约定的投资产品，包括但不限于结构 性存款、协定存款、通知存款、大额存单、收益凭证等。该现金管理产品不得用 于质押，不用于以证券投资为目的的投资行为，使用期限不超过 12 个月。在上 述额度及决议有效期内，可循环滚动使用。保荐人中信建投证券股份有限公司出 具了无异议的核查意见。 一、募集资金基本情况 根据中国证监会"证监许可[2025]1713 号"《关于同意道生天合材料科技（上 海）股份有限公司首次公开发行股票注册的批复》，公司向社会公开发行人民币 普通股 ...

Core Viewpoint - Daosheng Tianhe's stock price has shown volatility, with a year-to-date decline of 19.27% but a recent uptick of 1.27% over the last five trading days, indicating potential market interest despite recent challenges [1][2]. Financial Performance - For the period from January to September 2025, Daosheng Tianhe reported a revenue of 2.698 billion yuan and a net profit attributable to shareholders of 153 million yuan, reflecting a year-on-year growth of 56.89% [2]. Stock Market Activity - As of October 29, Daosheng Tianhe's stock was trading at 23.96 yuan per share, with a market capitalization of 15.799 billion yuan. The stock experienced a trading volume of 413 million yuan and a turnover rate of 16.42% [1]. - The company has appeared on the "龙虎榜" (Dragon and Tiger List) four times this year, with the most recent appearance on October 28, where it recorded a net buy of -12.9573 million yuan [1]. Shareholder Information - As of October 17, Daosheng Tianhe had 151,200 shareholders, a significant increase of 840,111.11% compared to the previous period, with an average of 708 circulating shares per shareholder [2]. Business Overview - Daosheng Tianhe, established on June 11, 2015, specializes in the research, production, and sales of new materials, with a primary revenue composition that includes 68.56% from epoxy resin for wind turbine blades [2]. - The company operates within the basic chemical industry, specifically in plastics and synthetic resins, and is associated with several concept sectors including new materials and hydrogen energy [2].

Group 1 - The company Daosheng Tianhe (601026.SH) is listed today [1] - The company Bibet (688759.SH) is open for subscription [1]

- The report tracks the recent IPO market performance, focusing on the net gains from new stock listings across the Sci-Tech Innovation Board, ChiNext, and Main Board, assuming all stocks are successfully subscribed and sold at the market average price on the first trading day, excluding lock-up restrictions[1][11][39] - The cumulative IPO net gains for A-class accounts with a scale of 2 billion reached 2.44%, while B-class accounts of the same scale achieved 2.19% as of October 24, 2025[11][39] - For larger accounts with a scale of 10 billion, the IPO net gains were significantly lower, with A-class accounts at 0.77% and B-class accounts at 0.70%[11][39] - The average first-day price increase for Sci-Tech Innovation Board stocks was 218.45%, while ChiNext stocks saw an average increase of 244.28%[1][16] - The report provides detailed calculations for theoretical IPO gains, using formulas such as: $ Full subscription quantity = Maximum subscription limit × Average offline subscription rate $ $ Full subscription gains = (First-day average price - IPO price) × Full subscription quantity $[35][39] - The highest full subscription gains among recent IPOs were achieved by United Power, Jindal Zhixin, and C Marco, with gains of 50.81, 12.58, and 11.03 million yuan respectively[35][38] - The report also includes monthly tracking of IPO gains for A-class accounts across different scales, showing a cumulative gain rate of 6.17% for 2 billion accounts since 2024, and 2.44% for 2025 alone[39][41] - Similar tracking for B-class accounts reveals a cumulative gain rate of 5.11% for 2 billion accounts since 2024, and 2.19% for 2025 alone[47][45] - The report highlights the IPO subscription process, including strategic placement, offline inquiry, and online pricing methods, with detailed statistics on subscription rates, oversubscription multiples, and effective subscription ratios for recent IPOs like Xi'an Yicai and Bibet[24][25]

Core Points - Dao Sheng Tian He (601026) experienced a decline of 6.21% today, with a turnover rate of 55.78% and a trading volume of 1.496 billion yuan, showing a fluctuation of 12.81% [2] - The stock was listed on the Shanghai Stock Exchange due to its high turnover rate, with a net sell-off of 139 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 303 million yuan, with a buying amount of 81.6992 million yuan and a selling amount of 221 million yuan, resulting in a net sell-off of 139 million yuan [2] Trading Data - The largest buying brokerage was Guotai Junan Securities Headquarters, with a buying amount of 21.6204 million yuan, while the largest selling brokerage was CITIC Securities Shanghai Branch, with a selling amount of 51.2030 million yuan [2] - In terms of capital flow, the stock saw a net outflow of 316 million yuan today, with a significant outflow of 189 million yuan from large orders and 128 million yuan from major orders. Over the past five days, there was a net inflow of 186 million yuan [2] Financial Performance - On October 16, the company released its Q3 report, indicating that for the first three quarters, it achieved a revenue of 2.698 billion yuan, representing a year-on-year growth of 26.92%, and a net profit of 153 million yuan, reflecting a year-on-year increase of 56.89% [2]

Core Viewpoint - In the past week, 51 stocks had a turnover rate exceeding 100%, indicating significant trading activity in the market [1] Group 1: High Turnover Stocks - Yunhan Chip City (301563) had the highest weekly turnover rate at 277.04% [1] - Haocreat Ruitong (301668), Daosheng Tianhe (601026), and Jianda Zhixin (301584) also reported turnover rates exceeding 200% [1] Group 2: Industry Analysis - The stocks with turnover rates above 100% predominantly belong to the electronics, machinery equipment, pharmaceutical biology, and petroleum and petrochemical industries [1]

Core Points - The Shanghai Composite Index rose by 2.88% this week, with 51 stocks having a turnover rate exceeding 100% [1] - The average increase for stocks with a turnover rate over 100% was 11.49%, with 41 stocks rising and 10 stocks falling [2] Turnover Rate Analysis - A total of 51 stocks had a turnover rate above 100%, while 197 stocks had a turnover rate between 50% and 100%, and 2403 stocks had a turnover rate between 10% and 50% [1] - The mechanical equipment sector had the highest number of stocks with a turnover rate over 100%, totaling 16 stocks, followed by basic chemicals with 5 stocks and petroleum and petrochemicals with 4 stocks [1] Notable Stocks - Yunhan Chip City had the highest turnover rate at 277.04%, with a weekly price increase of 40.55%. It experienced significant trading activity, including three instances of hitting the daily trading limit [1] - Haocreator Technology ranked second with a turnover rate of 253.95% and a price increase of 15.01%. It also had notable trading activity, with institutional net selling of 79.03 million yuan [1][2] - Daosheng Tianhe had a turnover rate of 244.37% but saw a price decline of 11.08%. It recorded a net inflow of 375.37 million yuan from trading [2] Financial Performance - Among the stocks with a turnover rate over 100%, 17 have released their Q3 reports, with Daosheng Tianhe showing the highest net profit growth of 56.89% year-on-year [2] - Yunhan Chip City is projected to have a median net profit of 78.5 million yuan for Q3, reflecting a year-on-year increase of 41.41% [2]

Group 1 - The stock of DaoSheng TianHe (601026) reached the daily limit, with a turnover rate of 41.58% and a transaction amount of 1.142 billion yuan, showing a volatility of 13.75% [1][2] - The stock was listed on the Shanghai Stock Exchange due to its high turnover rate, with a net buying amount of 148 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 281 million yuan, with a buying amount of 214 million yuan and a selling amount of 66.73 million yuan, resulting in a net buying of 148 million yuan [2] Group 2 - The main buying brokerage was Guotai Junan Securities, with a buying amount of 49.84 million yuan, while the largest selling brokerage was CITIC Securities, with a selling amount of 25.48 million yuan [2] - The stock saw a net inflow of 481 million yuan from main funds, with a significant inflow of 496 million yuan from large orders, while small orders experienced a net outflow of 14.72 million yuan [2] - In the third quarter report released on October 16, the company achieved a revenue of 2.698 billion yuan, a year-on-year increase of 26.92%, and a net profit of 153 million yuan, a year-on-year increase of 56.89% [2]

Market Overview - On October 24, the plastic sector rose by 0.91%, with Daoshengtianhe leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Daoshengtianhe (601026) closed at 26.39, with a gain of 10.00% and a trading volume of 445,700 shares, amounting to 1.142 billion yuan [1] - Meilian New Materials (300586) closed at 10.47, up 5.44%, with a trading volume of 213,000 shares, totaling 221 million yuan [1] - Tuen Co., Ltd. (002768) closed at 51.25, gaining 5.17% with a trading volume of 43,500 shares, amounting to 220 million yuan [1] - Other notable stocks include Stik (300806) at 26.40 (+4.60%), Wankai New Materials (301216) at 20.21 (+4.28%), and Weike Technology (301196) at 91.41 (+3.55%) [1] Capital Flow - The plastic sector saw a net inflow of 246 million yuan from institutional investors, while retail investors experienced a net inflow of 7.9428 million yuan [2] - Notably, Daoshengtianhe had a significant net inflow of 431 million yuan from institutional investors, representing 37.80% of its trading volume [3] - Other stocks with notable capital flows include Meilian New Materials with a net inflow of 12.64 million yuan from institutional investors and a net outflow from retail investors [3]

Core Viewpoint - Daosheng Tianhe's stock reached a closing price of 26.39 yuan on October 24, with a significant increase attributed to various factors including successful mainboard listing and strong financial performance [1] Group 1: Stock Performance - The stock hit the daily limit at 9:41 AM and had two instances of limit opening, with a closing order fund of 105 million yuan, accounting for 3.7% of its circulating market value [1] - On October 24, the net inflow of main funds was 431 million yuan, representing 37.8% of the total transaction volume [2] Group 2: Financial Highlights - The company reported a year-on-year increase of 56.89% in net profit attributable to shareholders for the third quarter of 2025, indicating strong performance [1] - The stock's price increased by 10% on October 24, reflecting positive market sentiment [2] Group 3: Industry Position - As a core supplier of wind turbine blade materials, the company benefits from the rapid growth of the wind power industry, covering both onshore and offshore wind power models [1] - The company is expanding its business into the fields of adhesive materials and composite materials for new energy vehicles, creating multiple growth points [1] Group 4: Market Trends - The overall performance of the plastic sector and new energy vehicle concept stocks rose on the same day, contributing to the stock's upward movement [1] - The new energy vehicle components concept rose by 1.71%, while the new energy vehicle concept and epoxy resin concept increased by 1.61% and 1.33%, respectively [2]