道恩股份拟5.16亿元收购宁波爱思开80%股权 拓展弹性体产业链布局

Core Viewpoint - The acquisition of 80% stake in Ningbo Aisikai by Daon shares is aimed at extending the industrial chain, enhancing business synergy, and enriching the product variety in the elastomer sector, which is expected to positively impact the company's future development [1] Group 1: Acquisition Details - Daon shares plans to acquire 80% of Ningbo Aisikai for 516 million yuan, making it a subsidiary and consolidating it into the company's financial statements [1] - The acquisition is based on an assessed net asset value of 647 million yuan for Ningbo Aisikai as of June 30, 2025, reflecting an 88.27% increase in value [2] - The payment for the acquisition will be made in three installments, contingent upon the completion of business registration changes [2] Group 2: Strategic Importance - The acquisition will enhance Daon shares' product structure and improve its comprehensive value and industry influence in the polymer materials sector [2] - By acquiring the EPDM business, Daon shares will gain critical core technologies in elastomer polymerization, improving both the breadth and depth of its technological capabilities [1][2] Group 3: Financial Performance - Ningbo Aisikai reported a revenue of 569 million yuan and a net profit of 107 million yuan for the first half of 2025, indicating strong profitability and cash flow [3] - The integration of Ningbo Aisikai is expected to significantly boost Daon shares' profits and enhance its financial performance, despite a potential short-term cash flow contraction due to the use of self-owned funds for the acquisition [3]