高性能复合材料树脂系统

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道生天合上市第二个交易日跌12.53%
Zhong Guo Jing Ji Wang· 2025-10-20 07:32
中国经济网北京10月20日讯道生天合(601026.SH)今日收报25.96元,跌幅12.53%。 10月17日,道生天合在上交所主板上市,本次发行数量为131,880,000股(全部为公开发行的新股,无老 股转让),发行价格为5.98元/股,保荐机构(主承销商)为中信建投(601066)证券股份有限公司,保荐 代表人为雷晓凤、张世举。 道生天合本次发行募集资金总额为78,864.24万元,扣除发行费用后,募集资金净额为68,695.01万元。道 生天合2025年10月13日发布的招股说明书显示,公司拟募集资金69,355.00万元,分别用于"年产5.6万吨 新能源及动力电池用等高端胶粘剂、高性能复合材料树脂系统项目""偿还银行贷款"。 道生天合本次发行费用总额(不含增值税)为10,169.23万元,其中保荐及承销费6,466.87万元。 ...
道生天合正式登陆A股 新材料龙头领航“双碳”时代
Zheng Quan Shi Bao Wang· 2025-10-17 03:03
Core Viewpoint - Daosheng Tianhe, a leading global manufacturer of epoxy resin for wind turbine blades, successfully went public on the Shanghai Stock Exchange, marking a new chapter in its growth amid the "dual carbon" strategy [2] Company Overview - Established in 2015 and headquartered in the Shanghai Free Trade Zone, Daosheng Tianhe is a national high-tech enterprise focused on the R&D, production, and sales of new materials [2] - The company specializes in high-performance thermosetting resin materials, including epoxy resin, polyurethane, acrylic, and organic silicon, with products serving the wind power, new energy vehicles, energy storage, hydrogen energy, and other sectors [2] Market Position and Performance - Daosheng Tianhe is recognized as a "hidden champion" in the domestic market and has demonstrated strong capabilities in global competition [3] - The company has achieved full coverage of mainstream wind turbine blade designs with its epoxy resin products, projecting sales of 143,100 tons for 2024 in this category, making it the global leader [3] - In the new energy vehicle adhesive sector, Daosheng Tianhe has successfully entered the supply chains of major automakers and battery manufacturers, showcasing strong customer loyalty and market expansion potential [3] Industry Growth Potential - The global energy transition and electric vehicle trends are driving high growth in Daosheng Tianhe's market segments [4] - The Global Wind Energy Council forecasts a compound annual growth rate of 9.4% for new wind power installations from 2024 to 2028, with China planning to add over 50 GW annually during the 14th Five-Year Plan [4] - The penetration rate of new energy vehicles in China has surpassed 40%, leading to a surge in demand for adhesives and lightweight composite materials [4] Financial Performance - Daosheng Tianhe has shown steady financial performance, with revenues of 3.202 billion yuan, 3.238 billion yuan, and 835 million yuan for 2023, 2024 Q1, and 2025 Q1 respectively, alongside net profits of 155 million yuan, 155 million yuan, and 31.08 million yuan [4] - The company anticipates a year-on-year revenue growth of 22.32% to 27.03% and a net profit growth of 48.21% to 58.43% for the first three quarters of 2025, indicating strong profitability and growth potential [4] IPO and Future Plans - The IPO raised funds to support the annual production of 56,000 tons of high-end adhesives for new energy and power batteries, as well as high-performance composite resin systems, which will enhance the company's capacity and competitiveness in these sectors [4]
道生天合IPO:员工专科及以下学历占比为65.21%
Xin Lang Cai Jing· 2025-10-16 23:36
新浪财经上市公司研究院|财报鹰眼预警 2024年,公司在人均创收上,为487.65万元;在人均创利上,为23.41万元。 道生天合主营业务为:新材料的研发、生产和销售 声明:本报告数据由第三方数据服务商提供,基于新浪财经上市公司研究院鹰眼预警系统自动生成。文 章内容仅供参考,不构成任何投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及 完整性进行分辨或核验,具体以公司公告为准。因此本报告内容可能出现不准确、不完整、误导性的内 容或信息,我们不对本报告内容在真实性、准确性及完整性等方面作出任何形式的确认或担保。任何仅 依照本报告全部或者部分内容而做出的决定及因此造成的后果由行为人自行负责。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 公司董事长为季刚,其主要履历为:季刚先生:1983年10月出生,中国国籍,拥有美国永久居留权。 2005年毕业于东南大学,本科学历。2006年7月至2008年6月任中国中化集团上海公司业务经理;2008年 7月至2015年8月任中联电气董事;2012年1月至2020年11月任弈成新材执行董事;2015年12月至今担任 易成实业执行 ...
道生天合今日申购 顶格申购需配市值27.5万元
Zheng Quan Shi Bao Wang· 2025-09-29 01:41
道生天合今日开启申购,公司此次发行总数为13188.00万股,其中网上发行2769.45万股,申购代码 780026,申购价格5.98元 ,发行市盈率为29.05倍,单一账户申购上限为2.75万股,申购数量为500股的 整数倍。 公司是一家致力于新材料的研发、生产和销售的国家级高新技术企业。 年产7.8万吨新能源及动力电池用等高端胶粘剂、高性能复合材料树脂系统项目 61497.20 偿还银行贷款及补充流动资金 18502.80 主要财务指标 | 财务指标/时间 | 2024年 | 2023年 | 2022年 | | --- | --- | --- | --- | | 总资产(亿元) | 38.79 | 35.16 | 37.58 | | 净资产(亿元) | 18.01 | 16.39 | 15.33 | | 营业收入(亿元) | 32.38 | 32.02 | 34.36 | | 净利润(亿元) | 1.55 | 1.55 | 1.10 | | 资本公积(亿元) | 8.2652 | 8.1963 | 8.0791 | | 未分配利润(亿元) | 3.5939 | 2.1540 | 1.3688 | | 基本 ...
道生天合主板IPO过会 拟募资约6.94亿元
Zheng Quan Ri Bao Wang· 2025-06-16 12:14
本报讯(记者张文湘见习记者占健宇)6月13日,上交所网站发布消息显示,道生天合材料科技(上海)股份 有限公司(以下简称"道生天合")主板IPO过会。 根据公开资料,道生天合的主营业务为以环氧树脂、聚氨酯、丙烯酸酯和有机硅等为基础原材料的高性 能热固性树脂系统料产品的研发、生产和销售,主要应用在包括风电、新能源汽车等在内的绿色能源领 域。 从业绩表现来看,2022年至2024年,道生天合营业收入分别为34.36亿元、32.02亿元、32.38亿元,净利 润分别为1.08亿元、1.52亿元、1.55亿元;2025年第一季度,公司实现营业收入8.35亿元,净利润0.30亿 元。 从最新招股书内容来看,此次公司拟募资约6.94亿元,其中5.59亿元将用于"年产5.6万吨新能源及动力 电池用等高端胶粘剂、高性能复合材料树脂系统项目",1.35亿元将用于偿还银行贷款。 道生天合在招股书中表示,此次募投项目围绕公司的主营业务展开,项目的顺利实施可以扩大公司产 能,优化产品结构,增强公司自主创新能力,提升公司核心竞争力,形成公司新的利润增长点。项目所 涉产品与公司主营业务保持一致,所依托的技术系公司已有的生产工艺和核心技术。 ...
能之光、昊创瑞通等3家公司IPO即将上会
Zheng Quan Shi Bao Wang· 2025-06-13 01:44
Group 1 - The core viewpoint of the article is that three companies are set to present their IPO applications to the listing committees of different stock exchanges in China, with varying fundraising amounts and industry focuses [1][2][3][4]. Group 2 - Daoshengtianhe plans to list on the Shanghai Main Board, aiming to raise 694 million yuan for projects related to high-end adhesives and composite resin systems, as well as to repay bank loans and supplement working capital [1][2]. - Haocreative Technology intends to list on the ChiNext Board, with a fundraising target of 477 million yuan, focusing on smart distribution equipment and digital solutions for distribution networks [1][3]. - Nengzhiguang is preparing for an IPO on the Beijing Stock Exchange, seeking to raise 160 million yuan, specializing in the research, production, and sales of chemically modified functional polymers [1][4].
上海一家IPO连续三年分红达2.5亿,多家关联企业集中注销
Sou Hu Cai Jing· 2025-06-12 15:38
Core Viewpoint - Daoshengtianhe Material Technology (Shanghai) Co., Ltd. is undergoing an IPO review on the Shanghai Stock Exchange, with a planned fundraising of 694 million yuan, but has faced scrutiny over its financial performance and corporate governance issues [2][3]. Financial Performance - From 2020 to 2024, Daoshengtianhe's revenue has remained stable between 3.1 billion and 3.5 billion yuan, while its net profit has shown significant fluctuations, indicating unclear growth trends [2][4]. - The company's revenue for 2022 to 2024 was reported as 3.436 billion yuan, 3.202 billion yuan, and 3.238 billion yuan, with net profits of 108 million yuan, 152 million yuan, and 155 million yuan respectively [3][6]. - The company has a high customer concentration, with approximately 70% of revenue coming from its top five clients during the reporting period [4]. R&D and High-tech Enterprise Status - Daoshengtianhe's R&D expenses from 2020 to 2024 were 94.07 million yuan, 101.75 million yuan, and 87.69 million yuan, totaling 284 million yuan, which is below the required 3% of total sales for maintaining its high-tech enterprise status [5][6]. - The company has been recognized as a high-tech enterprise from 2022 to 2024, but its declining R&D investment raises concerns about its future qualification [5][6]. Corporate Governance and Discrepancies - There are discrepancies in employee count data between the company and external sources, with the company reporting 535 employees as of December 31, 2022, while external sources indicate a total of 790 employees [7][8]. - The company has faced questions regarding the validity of its historical performance agreements, with conflicting statements about the status of these agreements in its IPO filings [9]. Dividend Policy and Cash Flow - Daoshengtianhe has distributed a total of 250 million yuan in dividends over three years, despite negative cash flows from operating activities during the same period [10][12]. - The company has revised its fundraising plans, reducing the amount allocated for working capital and scaling back its production expansion plans, raising questions about the rationale behind these decisions [11][12].