（文章来源：证券日报） 证券日报网讯 8月18日晚间，道恩股份发布公告称，公司于2024年8月23日召开第五届董事会第十三次 会议和第五届监事会第八次会议，审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议 案》，同意公司使用不超过人民币4，000万元（含本数）暂时闲置募集资金暂时补充流动资金，使用期 限自本次董事会审议通过之日起不超过12个月。截至2025年8月18日，公司已将上述用于暂时补充流动 资金的闲置募集资金全部归还至募集资金专用存储账户，使用期限未超过12个月。 ...

证券代码：002838 证券简称：道恩股份 公告编号：2025-099 山东道恩高分子材料股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 山东道恩高分子材料股份有限公司董事会 2025 年 8 月 19 日 1 山东道恩高分子材料股份有限公司（以下简称"公司"）于 2024 年 8 月 23 日召开 第五届董事会第十三次会议和第五届监事会第八次会议，审议通过了《关于使用部分闲 置募集资金暂时补充流动资金的议案》，同意公司使用不超过人民币 4,000 万元（含本 数）暂时闲置募集资金暂时补充流动资金，使用期限自本次董事会审议通过之日起不超 过 12 个月。具体内容请详见披露于巨潮资讯网《关于使用部分闲置募集资金暂时补充 流动资金的公告》（公告编号：2024-102）。 根据公司资金使用安排，公司实际用于暂时补充流动资金的闲置募集资金金额为人 民币 4,000 万元。截至 2025 年 8 月 18 日，公司已将上述用于暂时补充流动资金的闲置 募集资金全部归还至募集资金专用存储账户，使用期限未超过 12 个月，并已将上述闲 置募集资金的归还情况通知了保荐机构及保荐代表人。 特此公告。 本公司及董事会全 ...

Investment Rating - The report maintains a "Recommended" rating for the basic chemical industry [1] Core Insights - The report highlights the price increases of lithium carbonate and photoinitiators, suggesting a potential recovery in the chemical industry driven by anti-involution trends [1] - The basic chemical sector has shown strong relative performance, with a 39.4% increase over the past 12 months compared to the 25.7% increase in the CSI 300 index [3] Summary by Sections Recent Trends - The report notes a decline in the Guohai Chemical Prosperity Index to 92.75 as of August 14, 2025, down 0.11 from August 7, 2025 [4] Investment Recommendations - Key opportunities identified include: 1. Low-cost expansion in companies such as Wanhua Chemical, Satellite Chemical, and others [5] 2. Improvement in industry prosperity for chromium salts, phosphate rock, and various chemical sectors [6] 3. Focus on new materials with high growth potential and low domestic substitution rates [7] 4. High dividend opportunities in state-owned enterprises like China Petroleum and Sinopec [8] Price Analysis of Key Products - Industrial-grade lithium carbonate price increased by 9.93% to 83,000 CNY/ton [10] - Photoinitiator (TPO) price rose by 5.56% to 95 CNY/kg [10] - Polyester filament price increased by 2.16% to 7,100 CNY/ton [10] Company Performance Tracking - Notable companies such as Zhenhua Co. reported a 10.17% increase in revenue for the first half of 2025 [13] - Wanhua Chemical's pure MDI price was reported at 17,900 CNY/ton, with a slight increase [11] Market Observations - The report indicates a potential inventory replenishment cycle in the chemical sector due to anticipated fiscal policy support in China and the US [29]

资金流向方面，今日主力资金净流入1094.08万元，占比成交额3.75%。其中，超大单净流入814.36万 元、占成交额2.79%，大单净流入279.72万元、占成交额0.96%，中单净流出流出1035.49万元、占成交 额3.55%，小单净流出58.59万元、占成交额0.2%。 道恩股份最新一期业绩显示，截至2025一季报，公司营业总收入12.86亿元、同比增长6.58%，归属净利 润4428.44万元，同比增长25.44%，扣非净利润3697.74万元，同比增长28.45%，流动比率1.718、速动比 率1.387、资产负债率48.87%。 金融界消息 截至2025年8月15日收盘，道恩股份（002838）报收于24.82元，上涨3.81%，换手率 2.82%，成交量11.86万手，成交金额2.92亿元。 天眼查商业履历信息显示，山东道恩高分子材料股份有限公司，成立于2002年，位于烟台市，是一家以 从事橡胶和塑料制品业为主的企业。企业注册资本44695.6862万人民币，实缴资本2181.8081万人民币。 公司法定代表人为于晓宁。 通过天眼查大数据分析，山东道恩高分子材料股份有限公司共对外投资了17家 ...

改性材料板块的爆发式行情正成为资本市场最引人注目的现象之一。今年以来，金发科技、普利特、道恩股份等头部企业股价分别 录得60.62%、38.33%、104.44%的显著涨幅，南京聚隆更以93.11%的年内表现引发机构密集调研。 | 改性塑料 上市公司今年表现 | | | 222.22 | | --- | --- | --- | --- | | 证券简称 | 当前收盘价(元) | | 股价张跌幅(%) 当前市盘率(倍) | | 会通股份 | 12. 87 | 25. 44 | 35. 35 | | 南京聚隆 | 41.90 | 91. 67 | 50. 08 | | 可益股份 | 17.39 | 14.18 | -33.05 | | 国图股份 | 39. 05 | 69. 27 | 15. 95 | | 奇德新材 | 45. 32 | 186. 65 | 410. 94 | | 富恒新材 | 17.44 | 50. 34 | 107.97 | | 普利特 | 13.12 | 37.67 | 84. 99 | | 杭州高新 | 16. 40 | 82. 02 | -94.16 | | 江苏博云 | 34. 50 ...

深交所主板上市公司道恩股份（002838.SZ）及深交所主板上市公司华森制药（002907.SZ）分别于2025年8月6日和8月4 日发布公告，披露了税务自查结果。 两家公司均因可转换公司债券利息费用的税会处理差异，需补缴企业所得税及滞纳金。其中， 山东道恩补缴企业所得 税1,187.36万元及滞纳金427.40万元，合计1,614.76万元；重庆华森补缴企业所得税717.47万元及滞纳金284.48万元，合 计1,001.95万元。 详细公告如下： 01 山东道恩高分子材料股份有限公司（以下简称"公司"）近期对纳税义务履行情况开展了自查，现将有关情况公告如下： 一、基本情况 公司在日常税务合规自查过程中结合7月18日证监会下发的《监管规则适用指引——会计类第5号》，对公司可转换公司 债券相关财税处理进行了专项复核。经自查确认， 因可转换公司债券利息费用的税会处理差异，公司需补缴企业所得 税1,187.36万元，企业所得税滞纳金427.40万元。截至本公告披露日，公司已将上述企业所得税及滞纳金合计1,614.76万 元补缴完毕。 二、对公司的影响 根据《企业会计准则第28号——会计政策、会计估计变更和差错更正 ...

Group 1 - The stock price of Daon Co., Ltd. on August 7 was 23.60 yuan, down 0.40 yuan from the previous trading day [1] - The opening price on that day was 23.91 yuan, with a highest price of 24.32 yuan and a lowest price of 23.57 yuan, resulting in a trading volume of 64,255 hands and a transaction amount of 153 million yuan [1] - Daon Co., Ltd. specializes in the research, production, and sales of plastic products, which are widely used in the automotive, home appliance, and electronics industries, and is also involved in the field of biodegradable plastics and other environmentally friendly materials [1] Group 2 - On August 7, the net outflow of main funds was 13.33 million yuan, with a cumulative net outflow of 105 million yuan over the past five trading days [1] - The current total market value of the company is 11.29 billion yuan, with a circulating market value of 9.93 billion yuan [1]

Group 1: Market Performance - The modified materials sector is experiencing explosive growth, with leading companies like Jinhua Technology, Pulit, and Daon achieving significant stock price increases of 60.62%, 38.33%, and 104.44% respectively this year [1] - Nanjing Julong has also attracted attention with a 93.11% year-to-date performance, leading to intensive institutional research [1] Group 2: Industry Trends - The demand for modified plastics is driven by the lightweighting revolution in the home appliance and automotive industries, with a notable increase in home appliance retail sales by 38.8% year-on-year in the first four months [3] - The automotive industry's shift towards lightweight materials is highlighted by the fact that a 10% weight reduction in fuel vehicles can improve energy efficiency by 6%-8%, while electric vehicles can increase range by 2.5 km for every 100 kg reduced [4] Group 3: Technological Advancements - Modified plastics are becoming essential in advanced applications such as robotics and low-altitude economy, with Tesla's Optimus Gen2 robot utilizing PEEK materials to achieve a weight reduction of 10 kg and a 30% increase in walking speed [6] - The eVTOL aircraft market is projected to require over 10,000 tons of high-performance materials by 2035, driven by stringent material requirements for components [7] Group 4: Environmental Regulations - The modified materials industry is entering a transformative phase due to the implementation of environmental regulations, such as the mandatory use of recycled materials in products [8] - The domestic standard for the use of recycled plastics in home appliances has been raised to a maximum of 20%, while the EU's ELV regulation mandates that new cars contain 25% recycled plastics by 2030 [8]

转自：大众报业·齐鲁壹点 齐鲁晚报·齐鲁壹点记者 白新鑫 8月6日，山东道恩高分子材料股份有限公司（以下简称"道恩股份"股票代码：002838）发布公告称，公 司近期对纳税义务履行情况开展了自查，因可转换公司债券利息费用的税会处理差异，公司需补缴企业 所得税1187.36万元，企业所得税滞纳金427.40万元。截至公告披露日，公司已将上述企业所得税及滞纳 金合计1614.76万元补缴完毕。 道恩股份表示，上述事项不属于前期会计差错，不涉及前期财务数据追溯调整。公司补缴上述税款及滞 纳金将计入2025年当期损益，预计将影响公司2025年度归属于上市公司股东的净利润1614.76万元，最 终财务数据以公司2025年度经审计的财务报表为准。 道恩股份官网显示，道恩股份是一家专业从事高性能热塑性弹性体、改性塑料、色母粒等产品的研发、 生产、销售与服务的国家认定高新技术企业。道恩股份建立了国内第一条拥有自主知识产权的高性能热 塑性弹性体（TPV）生产线，专业从事高性能热塑性弹性体（TPV）、特种弹性体、改性塑料、色母 粒、可降解材料、熔喷料、共聚酯等产品的研发、生产、销售与服务。产品广泛应用于汽车工业、航天 航空、家电 ...

格隆汇8月6日丨道恩股份(002838.SZ)于投资者互动平台表示，公司生产的HNBR产品在航天航空、石油 勘探、汽车等领域拥有广阔的应用前景，可实现进口替代。 ...