证券代码：002838 证券简称：道恩股份 山东道恩高分子材料股份有限公司投资者关系活动记录表 编号：2025-008 号 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | | 道恩股份董事、总经理：田洪池 | | 活动参与人员 | 道恩股份副总经理、董事会秘书：王有庆 | | | 道恩股份副总经理、财务总监：邹远勇 | | 时间 | 2025 年 11 月 7 日 15:00-17:00 | | 地点 | 道恩股份会议室 | | 形式 | 网络交流 | | 交流内容及具体 | 公司于 2025 年 11 月 7 日（星期五）15:00--17:00 在"全景•路演天下" | | 问答记录 | （http://ir.p5w.net）举行 2025 年第三季度业绩说明会。本次业绩说明会采 | | | 用网络远程的方式举行。业绩说明会问答环节主要内容如下： | 1 1.公司在市值提升上是否有计划和举措？ 3 答：投资者您好！公司于 2025 年 9 月发布《市值 ...

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%, driven by policy incentives and technological breakthroughs [1] Group 1: Financial Performance - The company anticipates a significant increase in net profit due to strong growth in the new energy vehicle, home appliance, and electronics sectors, influenced by the government's consumption promotion policy [1] - Daon Co., Ltd. achieved historical high sales volume in the first three quarters of this year, supported by increased R&D and sales efforts in elastomers and modified plastics [1] Group 2: Product Development and Innovation - The company is collaborating with a well-known tire manufacturer to advance the road testing of a new thermoplastic elastomer (DVA) material for tire gas barrier layers, which has the potential to replace existing materials due to its superior gas impermeability and weight reduction capabilities [2] - Progress has been made in the humanoid robot sector, with the development of nylon and alloy materials for robotic arms, and thermoplastic elastomers are being positioned for use in robotic skin, indicating readiness for commercialization [2] Group 3: Capacity Expansion and Market Strategy - Daon Co., Ltd. is accelerating capacity expansion and industry chain integration to meet market demand and upgrade product structure, with a new materials expansion project in Longkou, Shandong, progressing smoothly [2] - The completion of projects for 100,000 tons of TPU and 60,000 tons of polyol and new high-temperature copolyester materials will significantly enhance the supply capacity in the high-end materials sector [2]