证券日报网讯道恩股份（002838）11月10日在互动平台回答投资者提问时表示，公司在弹性体产品领域 储备基础上开发了超软人工肌肉TPE、人工皮肤SiTPV等，目前人形机器人正在如火如荼的发展过程 中，公司提前布局跟进机器人的发展方向，开发机器人领域产品应用。公司有应用到机器人制造上的改 性材料，如机器人手臂尼龙材料、合金材料，热塑性弹性体可以应用于机器人仿真皮肤。公司将积极寻 求与小鹏机器人合作机会。 ...

格隆汇11月10日丨道恩股份(002838.SZ)在互动平台表示，公司在弹性体产品领域储备基础上开发了超 软人工肌肉TPE、人工皮肤 SiTPV 等，目前人形机器人正在如火如荼的发展过程中，公司提前布局跟进 机器人的发展方向，开发机器人领域产品应用。公司有应用到机器人制造上的改性材料，如机器人手臂 尼龙材料、合金材料，热塑性弹性体可以应用于机器人仿真皮肤。公司将积极寻求与小鹏机器人合作机 会。 ...

Core Viewpoint - The company is actively developing products for the robotics sector, leveraging its expertise in elastomer products to create advanced materials for humanoid robots [1] Group 1: Product Development - The company has developed ultra-soft artificial muscles (TPE) and artificial skin (SiTPV) as part of its elastomer product offerings [1] - The company is focusing on the application of modified materials in robot manufacturing, including nylon and alloy materials for robotic arms [1] - Thermoplastic elastomers are being utilized for simulating skin in robotic applications [1] Group 2: Market Positioning - The company is strategically positioning itself in the growing field of humanoid robotics by proactively developing relevant products [1] - The ongoing development of humanoid robots is a key area of focus for the company, indicating a commitment to innovation in this sector [1]

Core Viewpoint - The company is actively developing products in the field of robotics, leveraging its expertise in elastomer products to create advanced materials for humanoid robots [1] Group 1: Product Development - The company has developed ultra-soft artificial muscles (TPE) and artificial skin (SiTPV) based on its existing elastomer product reserves [1] - The company is focusing on the application of modified materials in robot manufacturing, including nylon and alloy materials for robotic arms [1] - Thermoplastic elastomers are being utilized for simulating skin in robots, indicating a significant advancement in robotics applications [1]

Core Viewpoint - The company is actively developing products in the field of robotics, leveraging its expertise in elastomer products to create advanced materials for robotic applications [1] Group 1: Product Development - The company has developed ultra-soft artificial muscles (TPE) and artificial skin (SiTPV) based on its existing elastomer product reserves [1] - The company is focusing on the development of materials for robotic applications, including modified materials for robot manufacturing such as nylon and alloy materials for robotic arms [1] - Thermoplastic elastomers are being utilized for simulating skin in robots, indicating a significant advancement in the field [1] Group 2: Industry Trends - The company is strategically positioning itself to follow the development trends in robotics, suggesting a proactive approach to market opportunities [1]

Company Overview - Daon High Polymer Materials Co., Ltd. was established in 2002, focusing on the R&D, production, and sales of high-performance thermoplastic elastomers, modified plastics, color masterbatches, and polyester materials [2] - The company has an annual production capacity of 500,000 tons for modified plastics, 90,000 tons for thermoplastic elastomers, 30,000 tons for color masterbatches, and 60,000 tons for copolyester materials [2] - Daon has developed the first domestically-owned TPV production line in 2006, breaking international technology monopolies and winning the National Science and Technology Award [2] Financial Performance - In the first three quarters of 2025, the company achieved a revenue of CNY 4.456 billion, a year-on-year increase of 18.23% [3] - The net profit attributable to shareholders reached CNY 131 million, up 32.96% year-on-year [3] - The net profit after deducting non-recurring gains and losses was CNY 122 million, reflecting a growth of 46.07% [3] Product Development and Capacity - DVA has a current pilot production line of 5,000 tons and is constructing a dedicated production line of 20,000 tons to meet future demand [5] - The copolyester materials, including PCT, PETG, and PCTG, have filled domestic gaps, with a 20,000-ton PCTG production line under construction [9] - HNBR products are widely applicable in aerospace, oil exploration, automotive, and new energy sectors, achieving import substitution [8] Mergers and Acquisitions - The acquisition of Daon Titanium Industry is aimed at enhancing synergy in the chemical new materials sector, focusing on high-end lithium battery materials and photovoltaic new materials [6] - The board meeting held recently updated the audit benchmark date to June 30, 2025, indicating progress in the acquisition process [7] Collaboration and Innovation - Daon is actively involved in recycling materials through its subsidiary, Qingdao Haier New Materials R&D Co., Ltd., which produces modified plastics for Haier appliances [10] - The company is developing products for robotics, including ultra-soft artificial muscles and modified materials for robotic arms, aligning with industry advancements [10]

Core 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% [1] Group 1: Financial Performance - The company reported strong growth in the first three quarters of this year, driven by the national policy promoting consumption through trade-in programs, particularly in the new energy vehicle, home appliance, and electronics sectors [1] - The company achieved historical high sales volumes during the same period, contributing to significant profit increases [1] Group 2: Product Development and Innovation - Daon is actively increasing R&D and sales efforts in its product lines, including elastomers and modified plastics, leading to business growth [1] - The company is collaborating with a well-known tire manufacturer to accelerate the testing of a new thermoplastic elastomer (DVA) material for tire gas barrier layers, which is considered a disruptive technology with significant future potential [1] Group 3: Strategic Expansion - Daon is advancing its strategic layout and capacity expansion, including a new materials expansion project in Longkou, Shandong, which will add 100,000 tons of TPU and 60,000 tons of polyol and new high-temperature copolyester materials [2] - The company completed a full acquisition of Anhui Bost New Materials Co., Ltd. in June, which will help optimize product layout, extend the industrial chain, and enhance overall competitiveness [2] Group 4: Robotics Development - Daon is also positioning itself in the humanoid robot development sector, with applications of modified materials in robot manufacturing, such as nylon and alloy materials for robotic arms, and thermoplastic elastomers for robotic skin [2]

Core Viewpoint - The company, Daon Co., Ltd. (002838), is expanding its industrial chain by acquiring 100% equity of Anhui Bost New Materials Co., Ltd. for 33 million yuan, aiming to enhance its product layout and competitiveness in the cable new materials sector [1] Group 1: Acquisition Details - The acquisition of Anhui Bost is part of Daon’s strategy to extend its industrial chain and optimize its product offerings [1] - Anhui Bost, established in September 2020 with a registered capital of 20 million yuan, reported revenue of 157 million yuan and a net profit of 3.37 million yuan from January to November 2024 [1] - The transaction will be funded with the company's own capital and is not expected to significantly impact its financial status or operations [1] Group 2: Business Expansion and Strategy - Daon has been actively expanding its business scope through both organic growth and acquisitions, focusing on upstream and downstream integration within its core industry [2] - The company has developed modified materials for robotics, including nylon and alloy materials for robotic arms, and is working on bionic robot applications [2] - The acquisition of Daon Titanium Industry, which produces titanium dioxide and other inorganic chemical new materials, will further integrate its organic and inorganic chemical businesses [2] Group 3: Financial Performance and Future Outlook - In Q1 of the current year, Daon reported revenue of 1.286 billion yuan, a year-on-year increase of 6.58%, and a net profit of 44.28 million yuan, up 25.44% [3] - The company anticipates significant improvements in revenue scale, asset scale, and profitability as a result of the acquisition, with key financial metrics expected to be optimized [3] - The ongoing diligence and evaluation processes for the acquisition are progressing as planned, with all parties involved continuing to negotiate the transaction terms [3] Group 4: Market Position - As of April 28, Daon's stock price was 15.22 yuan per share, with a total market capitalization of 7.17 billion yuan, reflecting a year-to-date increase of approximately 29% [4]