Core Viewpoint - Daon Co., Ltd. has shown a positive performance in stock trading and financial metrics, indicating potential growth and investor interest in the company [1][2]. Group 1: Stock Performance - On December 2, Daon Co., Ltd. saw a stock price increase of 1.72%, with a trading volume of 72.32 million yuan [1]. - The company recorded a financing buy-in amount of 15.59 million yuan and a net financing buy of 7.35 million yuan on the same day [1]. - The total financing and securities balance reached 653 million yuan, accounting for 6.25% of the circulating market value, which is above the 80th percentile level over the past year [1]. Group 2: Financial Performance - For the period from January to September 2025, Daon Co., Ltd. achieved a revenue of 4.456 billion yuan, representing a year-on-year growth of 18.23% [2]. - The net profit attributable to shareholders was 131 million yuan, reflecting a year-on-year increase of 32.96% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Daon Co., Ltd. was 23,400, a decrease of 13.95% from the previous period [2]. - The average number of circulating shares per shareholder increased by 16.22% to 17,947 shares [2]. - The company has distributed a total of 441 million yuan in dividends since its A-share listing, with 120 million yuan distributed in the last three years [3].

Core Viewpoint - Linglong Tire is actively progressing its DVA project in collaboration with Daon Co., currently in the road testing evaluation phase [1] Group 1 - Linglong Tire is engaged in a partnership with Daon Co. for the DVA project [1] - The project is currently at the road testing evaluation stage [1]

Group 1 - The titanium dioxide concept sector declined by 0.73%, ranking among the top declines in the concept sector, with companies like Anada, Guocheng Mining, and Tianyuan Co. experiencing significant drops [1] - Among the titanium dioxide stocks, Tianneng Chemical, Vanadium Titanium Co., and Jinpu Titanium Industry saw increases of 1.18%, 0.65%, and 0.63% respectively [1] - The overall market saw a net inflow of 0.25 billion yuan into the titanium dioxide concept sector, despite eight stocks experiencing net outflows [2] Group 2 - The leading stocks with net outflows included Vanadium Titanium Co. with a net outflow of 21.28 million yuan, followed by Longbai Group and Donghua Technology with outflows of 19.79 million yuan and 4.90 million yuan respectively [3] - Stocks with significant net inflows included Zhenhua Co., Jinpu Titanium Industry, and Guocheng Mining, with inflows of 29.98 million yuan, 29.38 million yuan, and 9.36 million yuan respectively [4] - Anada experienced a notable decline of 4.61% with a turnover rate of 20.08% and a net outflow of 1.92 million yuan [3]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to benefit from a shift in supply chain dynamics due to geopolitical tensions, particularly in semiconductor materials, leading to accelerated domestic replacements [5][6] - The chromium salt industry is experiencing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with significant price increases noted [8][9] - The report highlights a potential upturn in the chemical industry as supply-side constraints and rising demand could enhance profitability and dividend yields for leading companies [6][10] Summary by Sections Industry Performance - The basic chemical sector has shown a 24.0% increase over the past 12 months, outperforming the CSI 300 index, which increased by 16.9% [3] Key Opportunities - Focus on low-cost expansion opportunities in companies such as Wanhua Chemical and Hualu Hengsheng, as well as sectors like tire manufacturing and pesticide formulations [6][9] - Emphasis on sectors with improving market conditions, including chromium salts, phosphate rock, and polyester filament [9][10] Price Trends - Recent price increases for key products include chromium oxide green at 35,500 CNY/ton and metallic chromium at 84,000 CNY/ton, both up by 1,000 CNY/ton from the previous week [8][16] - The report notes a tightening supply for isooctanol, with prices rising due to increased demand and production disruptions [13] Company Focus - The report identifies several key companies for investment, including Dongfang Shenghong, Hubei Yihua, and Wanhua Chemical, with positive earnings forecasts and attractive price-to-earnings ratios [28]

证券代码：002838 证券简称：道恩股份 公告编号：2025-137 山东道恩高分子材料股份有限公司 关于公司完成工商变更登记的公告 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。 一、基本情况 山东道恩高分子材料股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日召开 第五届董事会第二十六次会议、2025 年 11 月 18 日召开 2025 年第四次临时股东大会， 审议通过了《关于变更注册资本、取消监事会暨修订<公司章程>的议案》，具体内容详 见披露于《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）上的相关公告。 法定代表人：于晓宁 注册资本：肆亿柒仟捌佰叁拾玖万捌仟肆佰零贰元整 成立日期：2002 年 12 月 06 日 经营范围：一般项目：塑料制品制造；合成材料制造（不含危险化学品）；生物基 1 材料制造；生物基材料技术研发；新材料技术推广服务；新材料技术研发；塑料制品销 售；合成材料销售；生物基材料销售；工程塑料及合成树脂销售；再生资源回收（除生 产性废旧金属）；技 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 注册地址：山东省烟台市龙口市龙港街道振兴路北首东侧100米 证券代码：002838 证券简称：道恩股份 公告编号：2025-135 山东道恩高分子材料股份有限公司 关于对外投资设立全资子公司的进展公 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。 一、概述 山东道恩高分子材料股份有限公司（以下简称"公司"）于2025年11月18日召开第五届董事会第二十九次 会议，审议通过了《关于对外投资设立全资子公司的议案》，同意公司以自筹资金投资设立全资子公 司，注册资本人民币1000万元，公司占注册资本100%。具体内容详见公司于2025年11月19日披露的 《关于对外投资设立全资子公司的公告》。 二、对外投资进展情况 山东道恩科技有限公司已于2025年11月25日完成工商注册登记手续，并取得龙口市市场监督管理局颁发 的营业执照。相关内容如下： 公司名称：山东道恩科技有限公司 法定代表人：田洪池 公司类型：有限责任公司（非自然人投资或控股的法人独资） 注册资本：壹仟万元整 经营范围：一般项目：技术服务、技术开发、技术咨 ...

证券代码：002838 证券简称：道恩股份 公告编号：2025-135 山东道恩高分子材料股份有限公司 山东道恩科技有限公司已于 2025 年 11 月 25 日完成工商注册登记手续，并取得龙 口市市场监督管理局颁发的营业执照。相关内容如下： 公司名称：山东道恩科技有限公司 法定代表人：田洪池 注册地址：山东省烟台市龙口市龙港街道振兴路北首东侧 100 米 公司类型：有限责任公司（非自然人投资或控股的法人独资） 关于对外投资设立全资子公司的进展公告 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。 一、概述 山东道恩高分子材料股份有限公司（以下简称"公司"）于 2025 年 11 月 18 日召 开第五届董事会第二十九次会议，审议通过了《关于对外投资设立全资子公司的议案》， 同意公司以自筹资金投资设立全资子公司，注册资本人民币 1000 万元，公司占注册资 本 100%。具体内容详见公司于 2025 年 11 月 19 日披露的《关于对外投资设立全资子公 司的公告》。 二、对外投资进展情况 三、备查文件 山东道恩科技有限公司营业执照。 特此公告。 山东道恩高分子 ...

证券代码：002838 证券简称：道恩股份 公告编号：2025-136 二、本次交易进展情况 截至本公告日，公司已收到全部款项并配合完成了道恩万亿的交接工作，本次交易 的工商变更登记已完成。公司不再持有道恩万亿股份，道恩万亿亦不再纳入公司合并报 表范围。敬请广大投资者注意投资风险。 特此公告。 山东道恩高分子材料股份有限公司董事会 山东道恩高分子材料股份有限公司 关于转让控股子公司股权的进展公告 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。 一、交易概述 山东道恩高分子材料股份有限公司（以下简称"公司"）于 2025 年 11 月 18 日召 开第五届董事会第二十九次会议，审议通过了《关于转让控股子公司股权的议案》。公 司将持有的控股子公司道恩万亿（河北）高分子材料有限公司（以下简称"道恩万亿"） 51%股权以人民币 246 万元的价格转让给河北万亿特种新材料制造有限公司。上述交易 完成后，公司将不再持有道恩万亿的股权，道恩万亿将不再纳入公司合并报表范围。具 体内容详见公司于 2025 年 11 月 19 日披露的《关于转让控股子公司股权的公告》。 2025 ...

Core Viewpoint - The company, Shandong Dawn Polymer Materials Co., Ltd., has announced changes in the business scope and address of its subsidiary, Qingdao Haier New Materials R&D Co., Ltd., which have been officially registered and documented [1][2]. Group 1: Business Scope Changes - The previous business scope included research, development, production, and sales of various plastic and chemical materials, as well as import and export activities, with specific exclusions for hazardous chemicals and food-related products [1]. - The new business scope expands to include general projects such as new material technology R&D, manufacturing and sales of engineering plastics and synthetic resins, high-performance fibers, and composite materials, as well as recycling and technical services [2]. - The company is now also authorized to engage in the sale of specialized chemical products and has included the operation of hazardous chemicals as a licensed project, subject to regulatory approval [2]. Group 2: Address Change - The address of Qingdao Haier New Materials R&D Co., Ltd. has been updated to No. 3 Haier Road, Jiulong Street, Jiaozhou, Shandong Province [2]. - Other registration details of the business license remain unchanged despite the modifications in business scope and address [2].

证券日报网讯 11月24日晚间，道恩股份发布公告称，公司收到控股子公司青岛海尔新材料研发有限公 司的通知，其对经营范围、住所进行了变更，并已完成工商变更登记手续，取得了胶州市行政审批服务 局换发的《营业执照》。 （文章来源：证券日报） ...