道恩股份表示，今年前三季度，受国家以旧换新促消费新政的影响，新能源汽车、家电、电子等行业保 持强劲的增长趋势。公司在弹性体、改性塑料等产品系列积极加大研发及销售力度，业务继续增长，销 量创同期历史新高。同时，公司加大研发和市场开拓投入，积极调整产品销售结构，布局新质生产力领 域的产品开发，实现了归属于上市公司股东净利润的较大提升。 中化新网讯 10月13日，道恩股份披露2025年前三季度业绩预告。公司预计2025年前三季度实现归属于 上市公司股东的净利润为1.28亿元至1.38亿元，同比增长30%至40%，在政策红利与技术突破双重驱动 下实现业绩稳健攀升。 ...

Group 1: Core Insights - The article discusses the performance forecasts of several companies for the first three quarters of 2025, highlighting significant growth in net profits across various sectors [2]. Group 2: Company Summaries - **Plit**: The company expects a net profit of 321 million to 351 million yuan, representing a year-on-year growth of 53.48% to 67.82%. The growth is attributed to the continuous expansion of its modified materials business and increased orders in energy storage batteries and sodium-ion batteries [3][4]. - **Daon Shares**: The forecasted net profit is between 127.69 million and 137.51 million yuan, indicating a growth of 30% to 40%. The increase is driven by strong performance in the new energy vehicle and home appliance sectors, supported by government policies promoting consumption [5][7]. - **Lianhong Xinke**: The company reported a net profit of 232 million yuan for the third quarter, showing a remarkable year-on-year increase of 90.90%. This growth is attributed to rising prices of key products and contributions from new products [8][9][10].

单位：万元 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002838 证券简称：道恩股份公告编号：2025-112 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、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年9月30日。 2、业绩预告情况：预计净利润为正值且属于同向上升情形 四、风险提示 本次业绩预告是公司财务部门的初步核算结果，具体财务数据以2025年第三季度报告中披露数据为准。 敬请广大投资者谨慎决策，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 2025年10月14日 备注：截至2025年9月30日总股本为478,398,402股。 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。 三、业绩变动原因说明 受国家以旧换新促消费新政的影响，新能源汽车、家电、电子行业保持强劲的增长趋势。公司在弹性 体、改性塑料等产品系列积极加大研发及销售力度，业务继续增长，销量创同期历史新高。同时公司加 大研发和市场开拓投入，积极调整产品销售结构，布局新质生产力领域的产品开发，实现了归属于上市 公司股 ...

Group 1 - The company, Daon Co., Ltd. (002838), 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% [1] - The growth is influenced by the government's policy to promote consumption through trade-in programs, leading to strong growth trends in the new energy vehicle, home appliance, and electronics industries [1] - The company is actively increasing its research and sales efforts in product lines such as elastomers and modified plastics, resulting in continued business growth and record-high sales volume for the same period [1]

公告称，受国家以旧换新促消费新政的影响，新能源汽车、家电、电子行业保持强劲的增长趋势。公司 在弹性体、改性塑料等产品系列积极加大研发及销售力度，业务继续增长，销量创同期历史新高。同时 公司加大研发和市场开拓投入，积极调整产品销售结构，布局新质生产力领域的产品开发，实现了归属 于上市公司股东净利润的较大提升。 智通财经APP讯，道恩股份(002838.SZ)披露2025年前三季度业绩预告，公司预计归属于上市公司股东的 净利润1.28亿元至1.38亿元，同比增长30%至40%;扣除非经常性损益后的净利润1.19亿元至1.29亿元，同 比增长42.58%至54.37%。 ...

受国家以旧换新促消费新政的影响，新能源汽车、家电、电子行业保持强劲的增长趋势。公司在弹性 体、改性塑料等产品系列积极加大研发及销售力度，业务继续增长，销量创同期历史新高。同时公司加 大研发和市场开拓投入，积极调整产品销售结构，布局新质生产力领域的产品开发，实现了归属于上市 公司股东净利润的较大提升。 格隆汇10月13日丨道恩股份(002838.SZ)公布2025年前三季度业绩预告，2025年1月1日至2025年9月30日 归属于上市公司股东的净利润1.28至1.38亿元，同比增长30%—40%；扣除非经常性损益后的净利润1.19 亿元至1.29亿元，同比增长42.58%—54.37%。 ...

道恩股份公告，预计2025年前三季度净利润为1.28亿元，同比增长30%-40%。报告期内，受国家以旧换 新促消费新政的影响，新能源汽车、家电、电子行业保持强劲的增长趋势。公司在弹性体、改性塑料等 产品系列积极加大研发及销售力度，业务继续增长，销量创同期历史新高。同时公司加大研发和市场开 拓投入，积极调整产品销售结构，布局新质生产力领域的产品开发，实现了归属于上市公司股东净利润 的较大提升。 ...

Core Viewpoint - The company, Shandong Dawn Polymer Materials Co., Ltd., reported steady growth in its business performance for the first half of 2025, highlighting significant advancements in various product segments and strategic initiatives for future expansion [2][5]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 288,130.14 million yuan, a year-on-year increase of 24.08% - The net profit attributable to shareholders was 8,404.47 million yuan, up 25.80% year-on-year - The net profit excluding non-recurring gains and losses reached 7,936.58 million yuan, reflecting a 41.69% increase - Basic earnings per share were 0.19 yuan, a growth of 26.67% - The weighted average return on equity was 2.57%, an increase of 0.38 percentage points compared to the same period last year - Total assets amounted to 679,521.55 million yuan, a 7.22% increase from the end of the previous year, while net assets attributable to shareholders rose to 354,988.02 million yuan, up 13.79% [2]. Business Segment Highlights - The company's business segments, including elastomers, modified plastics, and color masterbatches, all reported year-on-year revenue growth - Specifically, elastomers saw a revenue increase of 16.94%, modified plastics grew by 22.35%, and color masterbatches experienced a significant rise of 32.76% [2]. DVA Product Development - The DVA product, considered a disruptive innovation in the tire industry, has begun batch road testing since Q1 of this year, with steady progress in collaboration with partners - The company has a pilot production line with a capacity of 5,000 tons and is constructing a dedicated production line with a capacity of 20,000 tons - If successful, DVA products could replace traditional tire gas barrier layers, offering a 50% reduction in thickness, an 80% weight decrease, and a 7-10 times improvement in gas impermeability [3]. Technological Breakthroughs - The company has made significant technological advancements in core products, including the development of new thermoplastic elastomers for tire gas barrier layers in collaboration with well-known tire manufacturers - It has also developed various biodegradable polyester materials and completed pilot tests for high-performance TPV products, which have been successfully applied in several leading electric vehicle manufacturers [4]. Strategic Expansion - In the first half of 2025, the company initiated a new materials expansion project in Longkou, Shandong, which includes a 100,000-ton TPU project and a 60,000-ton polyol project - The company fully acquired Anhui Bost New Materials Co., Ltd., which has been included in the consolidated financial statements since June, optimizing its product layout and enhancing its product system [5]. R&D and Market Management - The company emphasizes research and development, with R&D expenditures of 11,411.79 million yuan, a year-on-year increase of 17.98%, and holds 273 effective patents - In terms of market management, the company has disclosed a "Quality Return Dual Improvement" action plan, which includes share buybacks for employee stock ownership or equity incentives, and aims to strengthen communication with investors [6].

Group 1 - The company is actively engaging with leading clients in the robotics sector for business collaboration and material validation [1] - The company has developed material solutions such as PA, PEEK, long glass fiber reinforced materials, and elastomers for applications in robot joints, feet, and shells, contributing to the lightweight improvement of robots [1] - Currently, the business volume related to robotics is relatively small [1]

Core Viewpoint - The rise of emerging industries in China is expected to lead the polymer industry into the next decade, with significant opportunities in new materials related to electric vehicles, aerospace, drones, robotics, 5G/6G communication, and artificial intelligence [2]. Group 1: Company Adjustments - Ube Industries is restructuring its operations, including early layoffs and exits from Japan and Thailand due to declining profitability and high greenhouse gas emissions. The company plans to stop production of ammonia and related products by March 2028, with earlier closures in Thailand by March 2027 [4][5]. - ExxonMobil is considering selling its European chemical plants in the UK and Belgium, with a potential transaction value of $1 billion, due to pressures from U.S. tariff policies and increased competition from low-cost imports in Asia [6][7]. - SK Group is accelerating its restructuring efforts to raise new funds, planning to sell its overseas businesses, including those acquired from Dow and Arkema, due to oversupply and increased competition [9][10]. - Dow Chemical is selling stakes in its infrastructure joint ventures, including a $540 million stake to Macquarie Asset Management, to generate cash flow and reduce operational burdens [11][12]. Group 2: Financial Performance - Ube Industries reported a 12.9% decline in sales to 100.5 billion yen (approximately $682 million) in Q1 2025, with an operating loss of 4 billion yen [5]. - ExxonMobil's revenue for the first half of 2025 was $164.64 billion, down 6.5% year-on-year, with net profit decreasing by 15% [7]. - Dow Chemical's net sales for Q2 2025 were $10.1 billion, a 7% decline year-on-year, with a GAAP net loss of $800 million [12].