公司发布 2025 年半年度业绩预告，2025 年上半年，公司实现归属于上市公司 股东的净利润 7816.82-9019.40 万元，比上年同期增长 17%-35%；实现扣除非 经常性损益后的净利润 7098.12-8300.70 万元，比上年同期增长 26.72%-48.19%。 证券研究报告 | 公司点评报告 2025 年 07 月 17 日 道恩股份（002838.SZ） 2025 年半年度业绩增长强劲，TPV 和 DVA 等产品空间 广阔 强烈推荐（维持） 周期/化工 目标估值：NA 当前股价：19.39 元 基础数据 | 总股本（百万股） | 478 | | --- | --- | | 已上市流通股（百万股） | 421 | | 总市值（十亿元） | 9.3 | | 流通市值（十亿元） | 8.2 | | 每股净资产（MRQ） | 6.8 | | ROE（TTM） | 4.6 | | 资产负债率 | 48.9% | | 主要股东 | 道恩集团有限公司 | | 主要股东持股比例 | 43.52% | 股价表现 % 1m 6m 12m 绝对表现 1 69 111 相对表现 -3 63 96 资料来源：公 ...

（一）业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日 证券代码：002838 证券简称：道恩股份 公告编号：2025-095 山东道恩高分子材料股份有限公司 2025年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、本期业绩预计情况 （二）业绩预告情况：□扭亏为盈 √同向上升 □同向下降 | 项 目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：7,816.82 万元 | 万元—9,019.40 | 盈利：6,681.04 | 万元 | | | 比上年同期增长：17.00%—35.00% | | | | | 扣除非经常性损 益后的净利润 | 盈利：7,098.12 万元 | 万元—8,300.70 | 盈利：5,601.55 | 万元 | | | 比上年同期增长：26.72%—48.19% | | | | | 基本每股收益 | 盈利：0.16 | 元/股—0.19 元/股 | 盈利：0.15 | 元/股 | 备注 ...

Group 1 - The company received a notification from shareholder Han Limei regarding the release and re-pledging of part of her shares [2] - Han Limei released 19,200,000 shares, which accounts for 25.95% of her holdings and 4.01% of the company's total shares [2] - The shares were pledged to Ping An Bank, Qingdao Branch, with the pledge starting on December 20, 2022, and set to expire on July 9, 2025 [2] Group 2 - The total pledged shares by Han Limei before this transaction were 73,997,452 shares, representing 55.39% of her holdings [3] - After the pledge, the total pledged shares amount to 19,200,000, which is 25.95% of her holdings [3] - The company’s controlling shareholder and their concerted actions have a total of 13,962,000 shares maturing within the next year, which is 16.41% of their holdings [4] Group 3 - The company confirms that the pledged shares do not pose a risk of control change and there is no risk of forced liquidation [4] - The controlling shareholder and their concerted actions have the ability to fulfill their obligations regarding the pledged shares [4] - The company will continue to monitor the pledge situation and adhere to disclosure obligations [4]

关于公司股东股份解除质押及再质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 山东道恩高分子材料股份有限公司（以下简称"公司"）于近日接到公司股东韩丽 梅女士的通知，获悉其所持有本公司的部分股份办理了解除质押及再质押业务，具体事 项公告如下： 二、股东股份质押的基本情况 | 1、本次股份质押的基本情况 | | --- | | 股东 | 股股东或 第一大股 | 是否为控 | 本次质押数 | 占其所持 | 占公司总 | 是否为 | 是否为补 | 质押起始日 | 质押到期日 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其一 | | 量（股） | 股份比例 | 股本比例 | 限售股 | 充质押 | | | | 用途 | | | 致行动人 | | | | | | | | | | | | | | 是 | 19,200,000 | 25.95% | 4.01% | 是 | 否 | 2025-07-09 | 至申请解除 ...

Group 1 - The company approved the use of idle raised funds for cash management, with a limit of up to 30 million RMB, during the annual shareholders' meeting held on April 8, 2025 [1] - The company has successfully redeemed a financial product named "Galaxy Jinli" with a total amount of 30,141,287.67 RMB, which includes both principal and earnings [2] - The company has engaged in various cash management activities over the past twelve months, including multiple financial products with different types and expected annual yields [2] Group 2 - The financial product "Galaxy Jinli" was initiated on April 10, 2025, and matured on July 8, 2025, with a total return of 30,141,287.67 RMB [2] - Other financial products managed by the company include those from Qingdao Bank and Guotai Junan Securities, with varying maturity dates and types [2]

证券代码：002838 证券简称：道恩股份 公告编号：2025-093 山东道恩高分子材料股份有限公司 关于使用闲置募集资金进行现金管理到期赎回的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 | 序号 | 受托人名称 | 产品名称 | 产品起息日 | 产品到期日 | 金额 （万元） | 实际赎 回情况 | 实际收益（元） | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 中国银河证券股份 有限公司 | "银河金利"收益凭 证 579 期 | 2025 年 4 月 10 日 | 2025 年 7 月 8 日 | 3000 | 已到期赎回 | 141,287.67 | | | | 合计 | | | | - | 141,287.67 | 二、公告日前十二个月公司使用募集资金进行现金管理的情况（含本次公告） | 序号 | 受托人名称 | 产品名称 | 产品起息 | 产品到期 | 金额 | 预计年化 | 产品类型 | 是否 | | --- | --- | --- | --- | --- | --- ...

【DT新材料】 获悉， 6 月 20 日， 道恩股份 发布公告，宣布公司已完成对 安徽博斯特新材料有限公司 100% 股权的收购 ，安徽博斯特将成为公司的全 资子公司，并纳入合并报表范围。 资料显示， 安徽博斯特 成立于2020年9月9日，注册资本2000万元，总部位于安徽省宣城市， 由瞿建华100%持股。产品包括 专注于高分子新型材 料、热塑性弹性体、可降解塑料等。 2023年公司营收1.72亿元，净利润329.99万元； 2024年1-11月营收1.57亿元，净利润336.69万元。 通过本次收购， 道恩股份深耕 线缆新材料 细分领域，尤其是 电动汽车 、 海底电缆 等市场，并与公司现有业务（如高填充PP材料研发）形成协同效 应。 道恩股份相关负责人表示看好将来线缆的（市场）用量，用量会非常大。 电线电缆 产品是电气化、信息化社会中必要的配套产品，尤其是在新能源、高端装备制造业等高速发展下，市场前景广阔 。 根据中国电器工业协会 数据，2020-2023年电线电缆业绩一直稳定增长，2023年我国电力电缆行业市场规模约为13017.6亿元，同比增长7%，初步核算2024年市场规模 达13512.3亿元。 不 ...

证券代码：002838 证券简称：道恩股份 公告编号：2025-092 类型：有限责任公司(非自然人投资或控股的法人独资) 住所地：安徽省宣城市宁国市经济技术开发区南山园区竹峰路 72 号 山东道恩高分子材料股份有限公司 关于收购安徽博斯特新材料有限公司100%股权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 山东道恩高分子材料股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开 第五届董事会第二十三次会议，审议通过了《关于收购安徽博斯特新材料有限公司 100% 股权的议案》，同意公司收购安徽博斯特新材料有限公司（以下简称"安徽博斯特"） 100%股权。本次收购完成后，安徽博斯特将成为公司全资子公司，纳入公司合并报表范 围内。具体内容详见公司在《证券时报》《证券日报》《中国证券报》《上海证券报》 和巨潮资讯网（http://www.cninfo.com.cn）上披露的公告。 标的公司已于近日完成了工商变更登记，并取得了由宁国市市场监督管理局下发的 营业执照，基本信息如下： 企业名称：安徽博斯特新材料有限公司 统一社会信用代码：9 ...

Core Viewpoint - The demand for transfer tape is rapidly increasing due to the growth of industries such as electronics, optics, and automotive, indicating significant market potential. The market size of China's transfer tape industry is projected to grow from 24.583 billion yuan in 2017 to 38.257 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.52% [1][10]. Industry Overview - Transfer tape is a specialized adhesive tape used to transfer materials or patterns from one surface to another, featuring properties such as adhesion, durability, and ease of use. It is composed of a substrate and adhesive material, making it suitable for various applications in both daily life and industrial production [2]. - The production process of transfer tape includes raw material procurement, coating, drying and curing, slitting, inspection, and packaging [2]. Industry Chain - The upstream raw materials for the transfer tape industry include substrates like polyester film and polyethylene film, and adhesives such as acrylic and rubber, which determine the tape's key performance characteristics [4]. - The downstream applications of transfer tape span across electronics, automotive, optics, and medical sectors, where it is used for tasks such as component fixation, protection, and ensuring product quality [4]. Market Size and Growth - The market size of the polyester film industry, a key component in transfer tape, is expected to grow from 32.15 billion yuan in 2021 to 50.17 billion yuan in 2024, with a CAGR of 7.7%, supporting the growth of the transfer tape industry [6]. - The electronic information manufacturing sector in China is projected to see a significant increase, with a year-on-year growth of 11.80% in 2024, further driving the demand for transfer tape [8]. Competitive Landscape - The transfer tape industry in China exhibits a concentrated market structure, with leading companies like Jiemai Technology and Leike Co., Ltd. dominating the market through innovation and product development [12]. Development Trends - The industry is moving towards environmentally friendly products, focusing on recyclable materials and reducing harmful emissions to meet regulatory requirements and consumer demand for green products [17]. - High performance is becoming a critical trend, with increasing demands for stronger adhesion, better insulation, and durability in various applications [18]. - Globalization is influencing the industry, with production shifting towards emerging markets like Southeast Asia and India, while companies adapt their strategies to meet local market needs [20].

Group 1 - The stock price of Dawn Co., Ltd. (002838) closed at 18.71 yuan on May 23, 2025, down 0.8% with a turnover rate of 2.65% and a trading volume of 111,400 shares, amounting to a transaction value of 211 million yuan [1] - On May 23, the capital flow for Dawn Co., Ltd. showed a net outflow of 3.37 million yuan from main funds, a net inflow of 8.89 million yuan from speculative funds, and a net outflow of 5.52 million yuan from retail investors [2][5] Group 2 - Dawn Co., Ltd. announced that it plans to provide a total guarantee amount not exceeding 1.323 billion yuan for its subsidiaries and holding subsidiaries in 2025, with specific limits based on their asset-liability ratios [3] - The company signed a maximum guarantee contract with Zheshang Bank to provide a guarantee of up to 135 million yuan for its holding subsidiary, Qingdao Haier New Materials Research Co., Ltd., with a guarantee period of three years [3] - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amounted to 980.5 million yuan, accounting for 31.43% of the latest audited net assets attributable to shareholders of the listed company [3]