登录新浪财经APP 搜索【信披】查看更多考评等级 注册地址：山东省烟台市龙口市龙港街道振兴路北首东侧100米 证券代码：002838 证券简称：道恩股份 公告编号：2025-135 山东道恩高分子材料股份有限公司 关于对外投资设立全资子公司的进展公 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。 一、概述 山东道恩高分子材料股份有限公司（以下简称"公司"）于2025年11月18日召开第五届董事会第二十九次 会议，审议通过了《关于对外投资设立全资子公司的议案》，同意公司以自筹资金投资设立全资子公 司，注册资本人民币1000万元，公司占注册资本100%。具体内容详见公司于2025年11月19日披露的 《关于对外投资设立全资子公司的公告》。 二、对外投资进展情况 山东道恩科技有限公司已于2025年11月25日完成工商注册登记手续，并取得龙口市市场监督管理局颁发 的营业执照。相关内容如下： 公司名称：山东道恩科技有限公司 法定代表人：田洪池 公司类型：有限责任公司（非自然人投资或控股的法人独资） 注册资本：壹仟万元整 经营范围：一般项目：技术服务、技术开发、技术咨 ...

证券代码：002838 证券简称：道恩股份 公告编号：2025-135 山东道恩高分子材料股份有限公司 山东道恩科技有限公司已于 2025 年 11 月 25 日完成工商注册登记手续，并取得龙 口市市场监督管理局颁发的营业执照。相关内容如下： 公司名称：山东道恩科技有限公司 法定代表人：田洪池 注册地址：山东省烟台市龙口市龙港街道振兴路北首东侧 100 米 公司类型：有限责任公司（非自然人投资或控股的法人独资） 关于对外投资设立全资子公司的进展公告 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。 一、概述 山东道恩高分子材料股份有限公司（以下简称"公司"）于 2025 年 11 月 18 日召 开第五届董事会第二十九次会议，审议通过了《关于对外投资设立全资子公司的议案》， 同意公司以自筹资金投资设立全资子公司，注册资本人民币 1000 万元，公司占注册资 本 100%。具体内容详见公司于 2025 年 11 月 19 日披露的《关于对外投资设立全资子公 司的公告》。 二、对外投资进展情况 三、备查文件 山东道恩科技有限公司营业执照。 特此公告。 山东道恩高分子 ...

证券代码：002838 证券简称：道恩股份 公告编号：2025-136 二、本次交易进展情况 截至本公告日，公司已收到全部款项并配合完成了道恩万亿的交接工作，本次交易 的工商变更登记已完成。公司不再持有道恩万亿股份，道恩万亿亦不再纳入公司合并报 表范围。敬请广大投资者注意投资风险。 特此公告。 山东道恩高分子材料股份有限公司董事会 山东道恩高分子材料股份有限公司 关于转让控股子公司股权的进展公告 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。 一、交易概述 山东道恩高分子材料股份有限公司（以下简称"公司"）于 2025 年 11 月 18 日召 开第五届董事会第二十九次会议，审议通过了《关于转让控股子公司股权的议案》。公 司将持有的控股子公司道恩万亿（河北）高分子材料有限公司（以下简称"道恩万亿"） 51%股权以人民币 246 万元的价格转让给河北万亿特种新材料制造有限公司。上述交易 完成后，公司将不再持有道恩万亿的股权，道恩万亿将不再纳入公司合并报表范围。具 体内容详见公司于 2025 年 11 月 19 日披露的《关于转让控股子公司股权的公告》。 2025 ...

Summary of Key Points Core Viewpoint - The performance of listed companies in the plastic industry reflects the overall development of their respective sectors, with a notable number of companies reporting revenue and profit growth in the first three quarters of 2025. Group 1: Plastic Machinery Listed Companies - 11 injection molding machine companies were analyzed, with specific revenue and profit comparisons provided in the report [1] - Other plastic machinery companies also showed performance metrics, indicating a general trend of growth in the sector [1] Group 2: Plastic Materials Listed Companies - 18 listed companies in the plastic materials sector were reviewed, with 11 companies reporting revenue growth and 12 companies showing profit increases in the first three quarters of 2025 [1] - Notable companies with over 30% profit growth include Jinfa Technology, Guoen Co., Plit, Daon Co., Yinhui Technology, Nanjing Julong, Jusa Long, and Qide New Materials [1] Group 3: Plastic Products Listed Companies - 31 listed companies in the plastic products sector were examined, with 9 companies focused on plastic pipes/profiles, 5 on plastic packaging, and 7 on functional plastic films [3] - Among the plastic pipe and profile companies, only 2 reported revenue growth, while 3 showed profit increases [3] Group 4: Detailed Company Performance - **Plastic Materials**: - Jinfa Technology: Revenue of 49.616 billion, up 22.62%, profit of 1.065 billion, up 55.86% [2] - Guoen Co.: Revenue of 15.497 billion, up 9.44%, profit of 615 million, up 34.24% [2] - Plit: Revenue of 6.787 billion, up 18.29%, profit of 325 million, up 55.42% [2] - **Plastic Pipe and Profile Companies**: - Cangzhou Mingzhu: Revenue of 2.078 billion, up 5.90%, profit of 140 million, up 0.99% [4] - Xiong Plastic Technology: Revenue of 689 million, down 8.54%, profit of -21 million, up 54.91% [4] Group 5: Functional Plastic Film Companies - 7 companies in this category were analyzed, with 2 reporting revenue growth and 4 showing profit increases [5] - Notable companies include Fost, with revenue of 11.788 billion, down 22.32%, and profit of 688 million, down 45.34% [6] Group 6: Other Plastic Products - 10 companies in the other plastic products category showed 5 with revenue growth and 5 with profit increases [6] - Companies like Yinbao Mountain New and Shunwei Co. reported significant profit growth [6]

Core Viewpoint - The company, Shandong Dawn Polymer Materials Co., Ltd., has announced changes in the business scope and address of its subsidiary, Qingdao Haier New Materials R&D Co., Ltd., which have been officially registered and documented [1][2]. Group 1: Business Scope Changes - The previous business scope included research, development, production, and sales of various plastic and chemical materials, as well as import and export activities, with specific exclusions for hazardous chemicals and food-related products [1]. - The new business scope expands to include general projects such as new material technology R&D, manufacturing and sales of engineering plastics and synthetic resins, high-performance fibers, and composite materials, as well as recycling and technical services [2]. - The company is now also authorized to engage in the sale of specialized chemical products and has included the operation of hazardous chemicals as a licensed project, subject to regulatory approval [2]. Group 2: Address Change - The address of Qingdao Haier New Materials R&D Co., Ltd. has been updated to No. 3 Haier Road, Jiulong Street, Jiaozhou, Shandong Province [2]. - Other registration details of the business license remain unchanged despite the modifications in business scope and address [2].

证券日报网讯 11月24日晚间，道恩股份发布公告称，公司收到控股子公司青岛海尔新材料研发有限公 司的通知，其对经营范围、住所进行了变更，并已完成工商变更登记手续，取得了胶州市行政审批服务 局换发的《营业执照》。 （文章来源：证券日报） ...

Core Viewpoint - Shandong Daon High Polymer Materials Co., Ltd. announced that its subsidiary, Qingdao Haier New Materials R&D Co., Ltd., has completed significant changes in its business scope and registered address, indicating a deeper business layout in new materials and resource recycling [1][2]. Group 1: Business Scope Changes - The business scope of Haier New Materials has expanded from traditional high polymer materials to include new areas such as bio-based materials manufacturing and sales, high-performance fibers and composite materials manufacturing and sales, and recycling resource processing and sales [1]. - The new business scope now includes a licensed project for hazardous chemicals operation, which requires approval from relevant authorities before commencement [1][2]. Group 2: Address Change - The registered address of Haier New Materials has been changed from "Qingdao Jiaozhou Economic and Technological Development Zone Haier International Industrial Park" to "No. 3 Haier Road, Kowloon Street, Jiaozhou, Shandong Province, Qingdao City," optimizing its location layout [2]. Group 3: Overall Impact - The completion of these changes is expected to enhance Haier New Materials' comprehensive service capabilities in the high polymer materials and related fields, supporting the overall business development of Daon [2].

变更后： 证券代码：002838 证券简称：道恩股份 公告编号： 2025-134 山东道恩高分子材料股份有限公司 关于控股子公司变更经营范围、住所并完成工商变更登记的公告 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收到控股子公司青岛海尔新材料研发有限公司 的通知，其对经营范围、住所进行了变更，并已完成工商变更登记手续，取得了胶州市 行政审批服务局换发的《营业执照》。具体变更情况如下： 一、变更情况 变更前： 经营范围：工程塑料、特种塑料、塑料复合材料、化工助剂、纳米材料、生物材料、 电子材料、废旧材料再分解、再利用（仅限于经过粉碎、初选的塑料碎件回收处理）及 相关制品（以上均不含危险化学品等限制或禁止经营的产品，不含食品、不含冷冻、冷 藏、制冷及危险化学品的储存）的研究、开发、生产、技术转让及技术服务；精密塑胶 注塑制品的生产、组装与销售；家电配件、汽车配件、传动部件、机械配件、减震器（洗 衣机用）生产与销售；货物与技术的进出口业务（国家法律法规禁止经营的不得经营， 国家法律法规限制经营的凭许可证经营）。（依法须经批准的项 ...

钛白粉概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000629 | 钒钛股份 | -0.66 | 1.23 | -1939.18 | | 002136 | 安纳达 | -1.15 | 7.89 | -1524.37 | | 002386 | 天原股份 | -1.30 | 2.96 | -658.75 | | 603826 | 坤彩科技 | -1.02 | 0.60 | -442.89 | | 300891 | 惠云钛业 | 0.46 | 2.13 | -116.78 | | 002838 | 道恩股份 | 2.50 | 1.21 | -102.47 | | 600727 | 鲁北化工 | -0.42 | 2.19 | -45.17 | | 002145 | 钛能化学 | 1.46 | 1.57 | 45.58 | | 603067 | 振华股份 | 1.88 | 5.25 | 175.91 | | 002140 | 东华科技 | 1.58 | 1.37 | 223.04 | | ...

Core Viewpoint - The article discusses the recent announcements by Daon Co., including the transfer of a subsidiary and the establishment of a new company, highlighting the company's strategic moves in the polymer materials sector and its focus on emerging technologies and markets [2][3]. Summary by Sections Company Announcements - Daon Co. announced the transfer of 51% equity in its subsidiary, Daon Wanyi (Hebei) Polymer Materials Co., to Hebei Wanyi Special New Materials Manufacturing Co. for 2.46 million yuan, resulting in Daon no longer holding any shares in Daon Wanyi [2]. - The establishment of a wholly-owned subsidiary, Shandong Daon Technology Co., with a registered capital of 10 million yuan, aims to enhance the company's market competitiveness and overall strength [4]. Financial Performance - Daon Wanyi's revenue has stagnated in recent years, with reported figures showing a revenue of 5.18 million yuan for the first nine months of 2025 and a net loss of 36.64 million yuan [4][9]. - For the first three quarters of 2025, Daon Co. achieved a revenue of 4.456 billion yuan, marking an 18.23% year-on-year increase, and a net profit of 143 million yuan, up 30.11% [9]. Business Development and New Technologies - The company is focusing on new materials and business areas, including breakthroughs in DVA, robotics materials, and TPV [5]. - Daon has made significant progress in high-quality rubber, with TPV products validated for mass production and increased sales of HNBR products [5]. - The company is advancing in the development of high-end composite materials and bio-based materials, including biodegradable polyester materials for medical applications [6][8]. Production Capacity and Expansion - Daon currently has an annual production capacity of 500,000 tons for modified plastics, 90,000 tons for thermoplastic elastomers, and 60,000 tons for copolyester materials [8]. - A new materials expansion project is underway in Shandong Longkou, which includes the construction of a 100,000-ton TPU production line and a 60,000-ton multi-functional polyol project [8]. Industry Trends and Events - The article mentions the upcoming Third Polymer Recycling Conference scheduled for December 11-13, 2025, in Ningbo, focusing on polymer recycling policies, advanced recovery technologies, and sustainable development in the industry [12][63].