Dawn(SZ:002838) Zhong Guo Zheng Quan Bao·2025-10-13 13:49Core 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]