道恩股份（002838）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为7816.82 万元—9019.4万元，比上年同期的6681.04万元增长17.00%—35.00%。扣除非经常性损益后的净利润为 7098.12万元—8300.7万元，比上年同期的5601.55万元增长26.72%—48.19%。基本每股收益为0.16元/股 —0.19元/股，上年同期为0.15元/股。 ...

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 | | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - Daon Co., Ltd. has completed the acquisition of 100% equity in Anhui Bost New Materials Co., Ltd., which will become a wholly-owned subsidiary and included in the consolidated financial statements [1][2]. Group 1: Company Overview - Anhui Bost was established on September 9, 2020, with a registered capital of 20 million yuan. The company focuses on polymer new materials, thermoplastic elastomers, and biodegradable plastics. In 2023, it reported revenue of 172 million yuan and a net profit of 3.3 million yuan, while for January to November 2024, it projected revenue of 157 million yuan and a net profit of 3.37 million yuan [2]. Group 2: Market Insights - The acquisition allows Daon to deepen its involvement in the cable new materials sector, particularly in electric vehicles and submarine cables, creating synergies with existing businesses such as high-filled PP material research. The company anticipates significant future demand for cable materials [3]. - The electric cable product market is essential for an electrified and information-driven society, especially with the rapid development of new energy and high-end equipment manufacturing. The market outlook is promising, with the power cable industry in China reaching approximately 1,301.76 billion yuan in 2023, a year-on-year increase of 7%. The estimated market size for 2024 is 1,351.23 billion yuan [3]. - The domestic electric cable industry is highly competitive, with a fragmented market share. Most companies are small and concentrated in the medium and low voltage cable sectors, primarily located in eastern coastal regions such as Hebei, Guangdong, Zhejiang, and Shandong. Major players in high-end special cables, such as ultra-high voltage power cables, include both domestic and foreign enterprises [3][4]. Group 3: Material Requirements - The construction of a new power system is driving increased performance requirements for cable materials, including pressure resistance, high-temperature resistance, wear resistance, oil resistance, climate resistance, flame retardancy, environmental friendliness, ultra-thinness, flexibility, and rodent and termite resistance. The material system is evolving to include specialized PVC, PE, XLPE, halogen-free low-smoke polyolefins, PP materials, special rubber, and thermoplastic elastomers [4]. - The total annual usage of polymer materials for cables in China exceeds 4 million tons, with most materials now domestically produced. However, certain high-end materials, such as ultra-clean insulation materials for high-voltage cables and specialized elastomer materials, still rely heavily on imports [6].

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: Project Overview - Huizhou Water Special Materials Co., Ltd. has received approval for its carbon fiber composite materials project with a total investment of 50 million yuan, focusing on the production of various carbon fiber products [1] - The project aims to produce 60 tons of chopped fiber, 50,000 square meters of woven fiber, 350 tons of thermoplastic materials, 3 million square meters of fiber prepreg, 307,400 carbon fiber pipes, and 701,700 carbon fiber special-shaped parts annually [1] Group 2: Company Background - Huizhou Water Special Materials Co., Ltd. is a wholly-owned subsidiary of Shenzhen Water New Materials Co., Ltd., established in August 2021, to enhance the strategic layout of special polymer materials [1] - The company specializes in the production and sales of engineering plastics, synthetic resins, high-performance fibers, and composite materials [1] Group 3: Product Development and Applications - Water New Materials has developed thermoplastic carbon fiber composite materials using various thermoplastic resins, which are applied in industries requiring high mechanical performance and lightweight solutions, such as automotive and drones [2] - The company has launched a new line for thermosetting carbon fiber composites in 2024, producing lightweight and high-strength products, and has introduced a carbon fiber reinforced PPA material made from recycled aerospace waste [2] Group 4: Industry Trends and Competitors - The demand for carbon fiber composites is driven by the explosive growth of the low-altitude economy (drones, eVTOL) and robotics, creating new applications for these materials [3] - Competitors like Kingfa Technology, Nanjing Julong, and Huitong are also entering the carbon fiber sector, leveraging their expertise in modified plastics to meet the evolving market needs [3] Group 5: Competitor Developments - Kingfa Technology is investing 1.702 billion yuan in a project to produce high-performance prepregs and continuous fiber reinforced thermoplastic composites, with a production capacity of 35,000 tons and 100,000 tons respectively [4] - Wanhua Chemical and Baowu Carbon have partnered to establish a project with a total investment of 6.55 billion yuan, aiming for an annual production capacity of 120,000 tons of PAN-based carbon fiber [5] - Nanjing Julong is working on a production line for 30 tons of carbon fiber composites, with a focus on aerospace and low-altitude economy applications [6] - Plit has developed a series of carbon fiber reinforced materials for robotics and low-altitude flight, collaborating with Tongji University on new materials [7] - Huitong New Materials is producing ultra-high-strength carbon fiber reinforced polyamide materials for key components in robotics and low-altitude applications [8]

Core Viewpoint - The article discusses the recent developments in the carbon fiber composite materials industry, highlighting the investments and projects undertaken by various companies to meet the growing demand in sectors such as aerospace, robotics, and low-altitude economy [1][2][3]. Group 1: Company Developments - Huizhou Water Special Materials Co., Ltd. plans to invest 50 million yuan in a carbon fiber composite materials project, with an expected annual production capacity of 60 tons of chopped fibers and 30.74 million carbon fiber tubes [1]. - Water New Materials has developed thermoplastic carbon fiber composites using various thermoplastic resins, with applications in high-performance industries such as automotive and drones [2]. - Jinfa Technology is investing 1.702 billion yuan in a project to produce high-performance prepregs and continuous fiber reinforced thermoplastic composites, with an annual capacity of 35,000 tons [4]. - WanHua Chemical and Baowu Carbon Industry have launched a joint venture to produce 120,000 tons of PAN-based carbon fiber raw silk, with a total investment of 6.55 billion yuan [5]. - Nanjing Julong is constructing a production line for 30 tons of carbon fiber composites, with a delay in completion expected until December 2025 [6]. - Plit has developed a series of carbon fiber reinforced materials for emerging markets, including a collaboration with Tongji University for carbon fiber reinforced PEEK materials [7]. - Huitong New Materials has introduced ultra-high strength carbon fiber reinforced polyamide materials for key components in robotics and low-altitude economy applications [8]. Group 2: Industry Trends - The demand for carbon fiber composites is driven by the explosive growth in the low-altitude economy and robotics sectors, which require lightweight and high-strength materials [3]. - Companies are leveraging their expertise in modified plastics to position themselves strategically in the carbon fiber market, addressing the needs of new applications [3]. - The industry faces challenges such as balancing performance and cost, integrating complex components, and enhancing material durability [3]. - There is a growing market demand for functionalized materials with properties like conductivity, recyclability, and integrated structural-functionality [3].