Dawn Polymer Receives National-Level Recognition, Reveals Products and Important Developments!
Recently, the Ministry of Industry and Information Technology released the list of typical cases for the integration and application of new generation information technology for the year 2025. The application "Intelligent Manufacturing New Model Practice of Thermoplastic Elastomer Chemical New Materials" submitted by Dawn Group successfully made the list, and the company was also recognized as a "Digital Pioneer" among small and medium-sized enterprises.
In this selection, only two companies from Yantai were successfully included. This official honor fully demonstrates Dawn Group's outstanding achievements in digital transformation and intelligent manufacturing upgrades.
It is understood that the 2025 selection of exemplary cases for the integrated application of the new generation of information technology by the Ministry of Industry and Information Technology continues the original evaluation system for exemplary cases of the integration of informatization and industrialization, setting five core application categories covering digital leadership, digitalized supply chains, innovative applications of industrial internet platforms, general digital tools and products, and digital scenarios in key industries. The project selected from Dawn Group this time is an outstanding demonstration case in the digital leadership track, providing a mature and replicable practical model for the digital and intelligent upgrading of the chemical new materials industry.
TPV and EPDM under its umbrella
In December of last year, Dawn Co., Ltd. announced the acquisition of an 80% stake in Ningbo Aisikai Synthetic Rubber Co., Ltd., a subsidiary of South Korea's SK Group, for a total consideration of approximately 580 million yuan, along with related core intellectual property rights. The transaction is set to be completed by February 2026, marking its official entry into the upstream production field of Ethylene Propylene Diene Monomer (EPDM) rubber.
For the automotive weatherstrip market: High-end vehicles priced above 200,000 RMB generally use EPDM rubber weatherstrips, with a market price of about 20,000 RMB per ton; vehicles priced below 200,000 RMB more commonly use TPV thermoplastic vulcanizate, which is a modified blend material of EPDM and polypropylene.
About Dawn
As a domestic A-share listed company in the field of thermoplastic elastomers, Dawn Polymer Co., Ltd. is also a national high-tech enterprise. Its main business focuses on the R&D, production, sales, and technical services of high-performance thermoplastic elastomers, modified plastics, masterbatches, polyester materials, and other products.
In recent years, the company has been fully committed to developing a three-in-one digital transformation solution of "equipment upgrades + systems integration + data-driven", and has digitally reengineered the industry's classic continuous production process of "fully pre-dispersed — dynamic full vulcanization." By building a full-process collaborative platform that deeply integrates the four major systems ERP, MES, LIMS, and SCADA, Daoen Co., Ltd. has achieved closed-loop management across the entire chain from product R&D, manufacturing, and quality control to warehousing and logistics, while also establishing a traceability system covering the entire product lifecycle.
2025 and Q1 2026 Performance Highlights
Full-year results for 2025: The company achieved operating revenue of RMB 6.056 billion for the year, up 14.25% year on year; net profit attributable to shareholders of the listed company reached RMB 189 million, up 34.03% year on year; net profit after deducting non-recurring gains and losses was RMB 172 million, representing a substantial year-on-year increase of 46.82%, with a marked improvement in the quality of core business earnings. Total product sales for the year reached 556,100 tons, a record high. By business segment, modified plastics generated revenue of RMB 4.399 billion, up 15.60% year on year, remaining the company’s core pillar; thermoplastic elastomers generated revenue of RMB 832 million, up 8.33% year on year, among which TPV products grew by 16.26% year on year, demonstrating strong growth resilience.
Q1 2026 performance: The Company maintained its strong growth momentum, achieving total operating revenue of RMB 1.716 billion, up 33.44% year-on-year; net profit attributable to shareholders of the listed company of RMB 119 million, a substantial increase of 168.92% year-on-year; and net profit excluding non-recurring items of RMB 75.2466 million, up 103.49% year-on-year. Net cash flow from operating activities was RMB 130 million, a fundamental improvement from RMB -126 million in the same period last year, indicating a significant improvement in the Company’s cash flow position.
Recent Important Developments
On May 15, Dawn Polymer Co., Ltd. received research inquiries from a number of institutional investors via a remote online session and disclosed multiple important business developments during the Q&A session:
① The commercialization process of DVA tire materials is accelerating: The new thermoplastic elastomer DVA, independently developed by the company for tire gas barrier layers, has achieved the expected results in road testing, and efforts are actively being made to promote the commercial implementation plan. Among them, the cooperation with Linglong Tire is progressing smoothly, and DVA materials are expected to enter the large-scale launch phase in the second half of 2026.
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