宣汉县背靠普光气田，天然气地质储量逾4000亿立方米，公司天然气均价约2.3元/方，较行业均价低1.5 元/方，仅能源一项每年可降本约1.5亿元；液体硫磺通过管道"一墙式"输送，减少二次加热、包装、运 输等环节，两大"资源洼地"叠加，项目色母粒的综合生产成本预计较传统模式下降15%以上，相当于每 吨节省成本约2000元，满产情况下，每年可节省成本约6亿元。 1月9日晚间，美联新材（300586）披露再融资方案，计划募资10亿元，全额用于美联新能源及高分子材 料产业化建设项目（一期）。美联新材表示，该项目紧扣产业升级主线，深度融合循环经济理念，依托 宣汉县紧邻万州港的区位优势，构建"技术+资源+物流"三位一体的产业生态，助力公司全球化战略落 地。 美联新材进一步表示，随着项目的稳步落地，全球化布局将持续深化，盈利能力与核心竞争力将进一步 提升，有望为投资者创造可持续的长期价值，助力公司实现从国内领先到全球布局的跨越。 据了解，该项目所在地距万州港约185公里，厂区铁路专用线可直达港口码头。万州港作为长江三峡库 区最深水位港，常年可靠泊万吨级船舶，集装箱、散货班轮直达上海、太仓并中转日韩、欧美。根据官 方测算，相 ...

分红方面，美联新材A股上市后累计派现1.21亿元。近三年，累计派现3556.08万元。 责任编辑：小浪快报 融券方面，美联新材1月6日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，广东美联新材料股份有限公司位于广东省汕头市美联路1号，成立日期2000年6月20日，上市 日期2017年1月4日，公司主营业务涉及从事高分子复合着色材料的研发、生产、销售和技术服务,为客 户提供塑料着色一体化解决方案。主营业务收入构成为：色母粒38.70%，三聚氯氰33.23%，其他(补 充)17.88%，电池隔膜6.55%，高性能颜染料3.63%。 截至11月28日，美联新材股东户数2.38万，较上期减少1.59%；人均流通股22463股，较上期增加 1.61%。2025年1月-9月，美联新材实现营业收入12.47亿元，同比减少1.69%；归母净利润-3720.37万 元，同比减少201.86%。 1月6日，美联新材涨1.65%，成交额1.63亿元。两融数据显示，当日美联新材获融资买入额1869.52万 元， ...

1月6日，道恩股份跌1.81%，成交额1.27亿元。两融数据显示，当日道恩股份获融资买入额1122.28万 元，融资偿还971.57万元，融资净买入150.71万元。截至1月6日，道恩股份融资融券余额合计6.65亿 元。 融资方面，道恩股份当日融资买入1122.28万元。当前融资余额6.64亿元，占流通市值的5.95%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，道恩股份1月6日融券偿还3100.00股，融券卖出2300.00股，按当日收盘价计算，卖出金额 5.37万元；融券余量5600.00股，融券余额13.06万元，超过近一年70%分位水平，处于较高位。 资料显示，山东道恩高分子材料股份有限公司位于山东省龙口市振兴路北首道恩经济园工业园区，成立 日期2002年12月6日，上市日期2017年1月6日，公司主营业务涉及研发、生产、销售热塑性弹性体、改 性塑料、色母粒和可降解材料等功能性高分子复合材料。主营业务收入构成为：改性塑料73.88%，热 塑性弹性体13.08%，其他产品7.34%，色母料4.49%，其他(补充)1.21%。 截至9月30日，道恩股份股东户数2.34万，较上期减少13.9 ...

申港证券作为道恩股份发行股份及支付现金购买资产并募集配套资金事项的独立财务顾问，近日对深圳 证券交易所的审核问询函进行了回复并出具核查意见。核查结果显示，道恩股份本次交易符合相关法律 法规要求，标的资产道恩钛业经营模式稳定，评估定价公允，交易方案具备可行性。 标的资产经营模式与行业地位稳固 道恩钛业主营钛白粉研发、生产与销售，产品广泛应用于涂料、塑料、造纸、油墨等领域。报告期内， 其外销收入占比分别为43.23%、52.53%和50.24%，境外市场覆盖亚洲、欧洲、非洲等多个地区。2023 年至2025年1-6月，标的资产实现营业收入分别为16.16亿元、15.56亿元和8.06亿元，毛利率保持在 13.91%至14.81%之间，高于同行业平均水平。 钛白粉作为基础化工原料，下游行业需求稳定增长。全球涂料市场规模2024年达2020亿美元，预计2027 年需求量将达530亿升；油墨市场规模预计2028年增至286亿美元。道恩钛业凭借渣矿混合生产工艺、进 口钛渣成本优势及全球化销售网络，在行业竞争中占据有利地位。2024年，其钛白粉产量11.81万吨， 产能利用率90.85%，产销率95.77%，主要客户包括S ...

证券日报网讯12月16日，宁波色母（301019）在互动平台回答投资者提问时表示，公司主要从事色母粒 的研发、生产、销售和技术服务，致力于为客户提供塑料着色定制化产品，精准满足客户塑料着色和功 能需求；是一家具有自主研发和创新能力的高新技术企业。公司产品广泛应用于电子电器、日用品、食 品饮料、化工、日化、建材、农业、汽车、医疗等领域，在高端家电、食品饮料包装、光学薄膜等要求 产品具备高性能高标准高品质的领域中得到广泛应用，并与众多知名企业建立了长期稳定的合作关系。 公司不断优化生产工艺和设备国产化技术改造，持续提升和规范公司企业管理，对标国内外领先的色母 粒制造商和产品，践行精准定制化竞争策略，稳健实现"成为中国最优秀色母粒供应商"愿景。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司2025年三季度光伏POE胶膜母粒收入同比大增 446%且毛利率达42%，该业务目前在总营收中占比多少？滁州5万吨项目预计2026年Q1投产，预计投产 后光伏业务占比将提升至何种水平？ 宁波色母（301019.SZ）12月16日在投资者互动平台表示，我公司的主要产品为色母粒，有彩色母粒、 白色母粒、黑色母粒和功能母粒等四大产品类别，广泛应用于 PE、PP、AS、PET、EVA、ABS 等塑料 制品领域，并最终应用于电子电器、日用品、食品饮料、日化、建材、农业、汽车、医疗等行业。作为 应用领域塑料制品的着色剂，我公司产品应用领域广，所以每个应用领域的占比不大。新建的滁州子公 司投资项目现处于建设期，根据公司战略目标规划，项目投产后采取定制化订单模式生产；在未来可能 存在行业竞争加剧、原材料价格波动、市场需求低于预期等风险。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company plans to acquire 80% of Ningbo Aisikai Synthetic Rubber Co., Ltd. for approximately 516 million yuan, previously held by SK Hong Kong [1][8]. Group 1: Acquisition Details - The acquisition price is set at around 516 million yuan, with the payment structured in three installments [3][10]. - In addition to the equity acquisition, the company will also acquire relevant intellectual property from the target company, with a transfer price not exceeding 64.7 million yuan [3][10]. Group 2: Strategic Implications - Following the acquisition, Ningbo Aisikai will become a subsidiary of the company and will be included in its financial statements, enhancing its industrial layout [5][12]. - The target company possesses significant core technologies in the elastomer field, which will further strengthen the company's position in this sector [5][12]. Group 3: Background Information - The initial investment in Ningbo Aisikai by SK Group was as high as 1.7 billion yuan, and it currently has an annual production capacity of 65,000 tons of ethylene propylene diene monomer (EPDM) [7][14]. - The company has a long-standing focus on the research and production of high-performance thermoplastic elastomers, biodegradable materials, and masterbatches, with applications in the automotive and tire industries [7][14].

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]

Core Viewpoint - Daon Co., Ltd. has shown a positive performance in stock trading and financial metrics, indicating potential growth and investor interest in the company [1][2]. Group 1: Stock Performance - On December 2, Daon Co., Ltd. saw a stock price increase of 1.72%, with a trading volume of 72.32 million yuan [1]. - The company recorded a financing buy-in amount of 15.59 million yuan and a net financing buy of 7.35 million yuan on the same day [1]. - The total financing and securities balance reached 653 million yuan, accounting for 6.25% of the circulating market value, which is above the 80th percentile level over the past year [1]. Group 2: Financial Performance - For the period from January to September 2025, Daon Co., Ltd. achieved a revenue of 4.456 billion yuan, representing a year-on-year growth of 18.23% [2]. - The net profit attributable to shareholders was 131 million yuan, reflecting a year-on-year increase of 32.96% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Daon Co., Ltd. was 23,400, a decrease of 13.95% from the previous period [2]. - The average number of circulating shares per shareholder increased by 16.22% to 17,947 shares [2]. - The company has distributed a total of 441 million yuan in dividends since its A-share listing, with 120 million yuan distributed in the last three years [3].

Group 1 - Ningbo Color Masterbatch Co., Ltd. experienced a stock price increase of 5.69%, reaching 25.65 CNY per share, with a trading volume of 209 million CNY and a turnover rate of 8.10%, resulting in a total market capitalization of 4.231 billion CNY [1] - The company, established on October 21, 1999, and listed on June 28, 2021, specializes in the research, production, sales, and technical services of color masterbatches, with 98.95% of its main business revenue derived from color masterbatches and 1.05% from other supplementary sources [1] Group 2 - According to data from the top ten holdings of funds, one fund under Nuoan Fund holds a significant position in Ningbo Color Masterbatch, with Nuoan Multi-Strategy Mixed A (320016) holding 930,300 shares, accounting for 0.52% of the fund's net value, ranking as the fourth-largest holding [2] - The fund has achieved a year-to-date return of 74.25%, ranking 217 out of 8122 in its category, and a one-year return of 62.39%, ranking 374 out of 8056 [2] - The fund manager, Kong Xianzheng, has been in position for 5 years and 7 days, with a total asset scale of 5.608 billion CNY, achieving the best fund return of 90.06% and the worst return of -16.74% during his tenure [2]