证券代码：002838 证券简称：道恩股份 公告编号：2025-113 山东道恩高分子材料股份有限公司 2025年半年度权益分派实施公告 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。 特别提示： 1、截至本公告披露日，山东道恩高分子材料股份有限公司（以下简称"公司"） 回购专户中的股份数量为 4,734,100 股。根据《公司法》和《深圳证券交易所上市公司 自律监管指引第 9 号——回购股份》等规定，回购专户中的股份不享有利润分配等权利。 公司 2025 年半年度权益分派方案为：以公司现有总股本 478,398,402 股剔除已回 购股份数 4,734,100 股后的总股本 473,664,302 股为基数，向全体股东每 10 股派 0.30 元人民币现金（含税）。 2、本次权益分派实施后计算除权除息价格时，按公司总股本折算的每股现金分红= 本 次 实 际 现 金 分 红 总 额 ÷ 公 司 总 股 本 ， 即 （ 473,664,302÷10×0.30 ） ÷478,398,402=0.0297031 元/股。因此，公司 2025 年半年度权益分派实施后的 ...

Core Viewpoint - Daon Co., Ltd. expects a net profit attributable to shareholders of 128 million to 138 million yuan for the first three quarters of 2025, representing a year-on-year growth of 30% to 40%, driven by policy incentives and technological breakthroughs [1] Group 1: Financial Performance - The company anticipates a significant increase in net profit for the first three quarters of 2025, with projections indicating a rise of 30% to 40% compared to the previous year [1] - The expected net profit range is between 128 million and 138 million yuan [1] Group 2: Market and Industry Trends - The growth in the new energy vehicle, home appliance, and electronics sectors is attributed to the government's "old-for-new" consumption promotion policy [1] - The company has seen strong growth trends in its product lines, particularly in elastomers and modified plastics, leading to record sales volumes for the same period [1] Group 3: Strategic Initiatives - Daon Co., Ltd. is increasing its investment in research and development as well as market expansion, actively adjusting its product sales structure [1] - The company is focusing on the development of new productivity products, contributing to a significant improvement in net profit attributable to shareholders [1]

Group 1: Core Insights - The article discusses the performance forecasts of several companies for the first three quarters of 2025, highlighting significant growth in net profits across various sectors [2]. Group 2: Company Summaries - **Plit**: The company expects a net profit of 321 million to 351 million yuan, representing a year-on-year growth of 53.48% to 67.82%. The growth is attributed to the continuous expansion of its modified materials business and increased orders in energy storage batteries and sodium-ion batteries [3][4]. - **Daon Shares**: The forecasted net profit is between 127.69 million and 137.51 million yuan, indicating a growth of 30% to 40%. The increase is driven by strong performance in the new energy vehicle and home appliance sectors, supported by government policies promoting consumption [5][7]. - **Lianhong Xinke**: The company reported a net profit of 232 million yuan for the third quarter, showing a remarkable year-on-year increase of 90.90%. This growth is attributed to rising prices of key products and contributions from new products [8][9][10].

Core Viewpoint - Daon Co., Ltd. is experiencing significant growth in its performance for the first three quarters of 2025, driven by record sales and strategic market positioning [1][2] Group 1: Financial Performance - The company expects a net profit attributable to shareholders of between 128 million and 138 million yuan for the first three quarters of 2025, representing a year-on-year growth of 30% to 40% [1] - The strong performance is attributed to the successful implementation of the national "old for new" consumption policy, which has positively impacted the new energy vehicle, home appliance, and electronics sectors [1] Group 2: Strategic Initiatives - Daon Co., Ltd. is accelerating its strategic layout and capacity expansion, including a new materials expansion project in Longkou, Shandong, which covers 100,000 tons of TPU and 60,000 tons of polyols [2] - The company has fully acquired Anhui Bost New Materials Co., Ltd., which enhances its product layout and extends its industrial chain [2] Group 3: Research and Development - Daon Co., Ltd. is actively investing in new production capabilities, including the development of ultra-soft artificial muscle TPE and artificial skin SiTPV for humanoid robots [2] - The company has made significant technological breakthroughs in next-generation tire gas barrier materials, with ongoing road tests in collaboration with well-known tire manufacturers [2] - From 2020 to the first half of 2025, the company has invested a total of 1.061 billion yuan in R&D, with a consistent increase in annual R&D expenses, reflecting its commitment to innovation and technology leadership [2]

Core Viewpoint - The company expects a positive net profit for the period from January 1, 2025, to September 30, 2025, driven by strong growth in the new energy vehicle, home appliance, and electronics sectors due to government policies promoting consumption [2][3]. Group 1: Performance Forecast - The company anticipates a net profit that is positive and shows an upward trend [2]. - As of September 30, 2025, the total share capital is 478,398,402 shares [2]. Group 2: Reasons for Performance Change - The growth is attributed to the impact of the government's "old for new" consumption promotion policy, which has led to robust growth in the new energy vehicle, home appliance, and electronics industries [3]. - The company has increased its research and sales efforts in its product lines, particularly in elastic materials and modified plastics, achieving record sales during the same period [3]. - There has been a significant enhancement in net profit attributable to shareholders due to increased investment in research and market development, as well as adjustments in product sales structure [3].

Core Viewpoint - Daon Co., Ltd. expects a net profit attributable to shareholders of 128 million to 138 million yuan for the first three quarters of 2025, representing a year-on-year growth of 30% to 40%, driven by policy incentives and technological breakthroughs [1] Group 1: Financial Performance - The company anticipates a significant increase in net profit due to strong growth in the new energy vehicle, home appliance, and electronics sectors, influenced by the government's consumption promotion policy [1] - Daon Co., Ltd. achieved historical high sales volume in the first three quarters of this year, supported by increased R&D and sales efforts in elastomers and modified plastics [1] Group 2: Product Development and Innovation - The company is collaborating with a well-known tire manufacturer to advance the road testing of a new thermoplastic elastomer (DVA) material for tire gas barrier layers, which has the potential to replace existing materials due to its superior gas impermeability and weight reduction capabilities [2] - Progress has been made in the humanoid robot sector, with the development of nylon and alloy materials for robotic arms, and thermoplastic elastomers are being positioned for use in robotic skin, indicating readiness for commercialization [2] Group 3: Capacity Expansion and Market Strategy - Daon Co., Ltd. is accelerating capacity expansion and industry chain integration to meet market demand and upgrade product structure, with a new materials expansion project in Longkou, Shandong, progressing smoothly [2] - The completion of projects for 100,000 tons of TPU and 60,000 tons of polyol and new high-temperature copolyester materials will significantly enhance the supply capacity in the high-end materials sector [2]

Summary of Key Points Core Viewpoint - Several companies have reported significant year-on-year increases in net profit for the first three quarters, indicating strong financial performance across various sectors [1]. Company Performance - **楚江新材**: Net profit is expected to increase by 2057.62% to 2242.56% year-on-year [1]. - **新华保险**: Anticipates a net profit increase of 45% to 65% year-on-year [1]. - **三美股份**: Projects a net profit increase of 171.73% to 193.46% year-on-year [1]. - **东方铁塔**: Expects a net profit increase of 60.83% to 93% year-on-year [1]. - **隆鑫通用**: Forecasts a net profit increase of 69.13% to 80.26% year-on-year [1]. - **博俊科技**: Anticipates a net profit increase of 50% to 80% year-on-year [1]. - **道恩股份**: Projects a net profit increase of 30% to 40% year-on-year [1]. - **盐湖股份**: Expects a net profit increase of 36.89% to 49.62% year-on-year [1]. - **中石科技**: Forecasts a net profit increase of 74.16% to 104.45% year-on-year [1]. - **飞荣达**: Anticipates a net profit increase of 110.8% to 129.96% year-on-year [1]. - **晨光生物**: Projects a net profit increase of 344.05% to 401.55% year-on-year [1]. - **领益智造**: Expects a net profit increase of 34.1% to 50.42% year-on-year [1]. - **粤桂股份**: Forecasts a net profit increase of 86.87% to 109.11% year-on-year [1].

Core Viewpoint - Daon Co., Ltd. expects a net profit attributable to shareholders of 128 million to 138 million yuan for the first three quarters of 2025, representing a year-on-year growth of 30% to 40% [1] Group 1: Financial Performance - The company reported strong growth in the first three quarters of this year, driven by the national policy promoting consumption through trade-in programs, particularly in the new energy vehicle, home appliance, and electronics sectors [1] - The company achieved historical high sales volumes during the same period, contributing to significant profit increases [1] Group 2: Product Development and Innovation - Daon is actively increasing R&D and sales efforts in its product lines, including elastomers and modified plastics, leading to business growth [1] - The company is collaborating with a well-known tire manufacturer to accelerate the testing of a new thermoplastic elastomer (DVA) material for tire gas barrier layers, which is considered a disruptive technology with significant future potential [1] Group 3: Strategic Expansion - Daon is advancing its strategic layout and capacity expansion, including a new materials expansion project in Longkou, Shandong, which will add 100,000 tons of TPU and 60,000 tons of polyol and new high-temperature copolyester materials [2] - The company completed a full acquisition of Anhui Bost New Materials Co., Ltd. in June, which will help optimize product layout, extend the industrial chain, and enhance overall competitiveness [2] Group 4: Robotics Development - Daon is also positioning itself in the humanoid robot development sector, with applications of modified materials in robot manufacturing, such as nylon and alloy materials for robotic arms, and thermoplastic elastomers for robotic skin [2]

Group 1 - The company, Daon Co., Ltd. (002838), expects a net profit attributable to shareholders of 128 million to 138 million yuan for the first three quarters of 2025, representing a year-on-year growth of 30% to 40% [1] - The growth is influenced by the government's policy to promote consumption through trade-in programs, leading to strong growth trends in the new energy vehicle, home appliance, and electronics industries [1] - The company is actively increasing its research and sales efforts in product lines such as elastomers and modified plastics, resulting in continued business growth and record-high sales volume for the same period [1]

Core Viewpoint - The company Daon Co., Ltd. (002838.SZ) expects a significant increase in net profit for the first three quarters of 2025, driven by strong growth in the electric vehicle, home appliance, and electronics sectors due to government policies promoting consumption [1] Financial Performance - The company anticipates a net profit attributable to shareholders ranging from 128 million to 138 million yuan, representing a year-on-year growth of 30% to 40% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 119 million and 129 million yuan, reflecting a year-on-year increase of 42.58% to 54.37% [1] Industry Impact - The growth is attributed to the government's "old-for-new" consumption promotion policy, which has positively influenced the electric vehicle, home appliance, and electronics industries [1] Business Strategy - The company has increased its research and development efforts and sales activities in its product lines, including elastomers and modified plastics, leading to a historical high in sales volume for the same period [1] - There is a focus on adjusting the product sales structure and investing in new product development in emerging production capacity areas, contributing to the substantial increase in net profit [1]