道恩股份拟5.16亿元收购宁波爱思开80%股权 降低原材料对外依赖

Group 1 - The company announced the acquisition of 80% stake in Ningbo Aisikai Synthetic Rubber Co., Ltd. from SK Hong Kong for 516 million yuan, which will make it a subsidiary and included in the consolidated financial statements [1] - The acquisition aims to enhance the company's self-production capabilities and reduce reliance on external raw materials, addressing upstream supply chain issues [1] - The transfer of related patents, proprietary technologies, and trademarks from SK Geo Centric Co., Ltd. and/or SK Innovation Co., Ltd. will occur at a price not exceeding 64.7 million yuan [1] Group 2 - The company, established in 1991 and listed in 2017, is a leading player in the rubber and plastic industry in China, focusing on thermoplastic elastomers, modified plastics, and color masterbatches [2] - For the first three quarters of 2025, the company reported revenue of 4.456 billion yuan, an increase of 18.23% year-on-year, and a net profit attributable to shareholders of 131 million yuan, up 32.96% [2] - The company is actively investing in the humanoid robot industry, developing products such as ultra-soft artificial muscles (TPE) and artificial skin (SiTPV) to support advancements in robotics [2] Group 3 - The company's research on robot materials focuses on several areas, including ultra-soft artificial muscle TPE for joint drives, artificial skin SiTPV for improved human-robot interaction, and conductive TPE for direct circuit printing on robots [3] - The development of temperature-sensitive and light-sensitive color-changing TPE aims to enable realistic facial expressions in robots, facilitating the transition from expensive, bulky display models to agile, affordable consumer products [3]