Dawn Co., Ltd. (002838.SZ): Supplying materials to Xiaopeng Motor through Xiaopeng suppliers. Xiaopeng Motor is the company's terminal customer
Gelonghui, May 9 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the price of the company's products will be listed along with it, which is a trade secret of the company and is not easy to disclose. The company is concerned about the news that Xiaopeng Huitian Flying Vehicle's “Voyager X2” has successfully completed a low-altitude flight in the “Tiande Plaza - Canton Tower” area of the city's CBD, and the company will actively follow up on the development of related businesses. Currently, the company supplies materials to Xiaopeng Motors through Xiaopeng suppliers, and Xiaopeng Motors is the company's terminal customer.
Dawn Co., Ltd. (002838.SZ): The Russian factory has been put into operation and mainly produces modified plastic products
Glonghui, April 30丨An investor asked Dawn Co., Ltd. (002838.SZ) on the investor interactive platform, “Has your project in Russia been put into operation so far? What are the main products produced?” The company replied that the Russian factory has been put into operation and mainly produces modified plastic products.
Dawn Co., Ltd. (002838.SZ): There are no plans to integrate Dawn Titanium Industry Note
On April 30, Ge Longhui Co., Ltd. (002838.SZ) said on the investor interactive platform that the company is focusing on its main business of polymer composite new materials, that the titanium sector plans to go public independently, and there are no plans to integrate Dawn Titanium's investment.
Dawn Co., Ltd. (002838.SZ): There are modified materials used in robot manufacturing, such as nylon materials for robot arms, alloy materials, etc.
Gelonghui, April 30 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company has modified materials used in robot manufacturing, such as nylon materials and alloy materials for robot arms. The company is concerned about the news that Xiaopeng Huitian Flying Vehicle's “Traveler X2” has successfully completed a low-altitude flight in the “Tiande Plaza - Canton Tower” area of the city's CBD, and the company will actively follow up on the development of related businesses. Currently, the company supplies materials to Xiaopeng Motors through Xiaopeng suppliers, and Xiaopeng Motors is the company's terminal customer. Based on current research results in domestic and foreign papers, HNBR is expected to be applied to solid-state electricity
Dawn Co., Ltd. (002838.SZ): BYD, Ideal, Xiaopeng, NIO, Jikrypton, Geely, BAIC New Energy, etc. are the company's end customers
On April 30, Ge Longhui Co., Ltd. (002838.SZ) said on the investor interactive platform that the company's modified plastics, TPV, HNBR and other products are used in sealing systems, chassis systems, safety systems, interior and exterior parts, and gear belts in the automotive industry. The company has basically obtained certification from mainstream domestic OEMs. BYD, Ideal, Xiaopeng, NIO, Jikrypton, Geely, and BAIC New Energy are all company terminal customers, and some customers are unable to communicate with each other due to trade secrets.
Dawn shares (002838.SZ): Net profit of 35.3037 million yuan in the first quarter increased 1.97% year-on-year
On April 25, Ge Longhui Co., Ltd. (002838.SZ) released its report for the first quarter of 2024. Operating income for the reporting period was 1.27 billion yuan, up 14.71% year on year; net profit attributable to shareholders of listed companies was 35.3037 million yuan, up 1.97% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 28.7883 million yuan, down 1.24% year on year; basic earnings per share were 0.08 yuan.
Dawn Co., Ltd. (002838.SZ): New Material Production Expansion Project (Phase I) is expected to be put into operation in December
Gelonghui, April 22 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company's new material production expansion project (Phase I) is expected to be put into operation in December 2024, the Southwest Headquarters Base Project (Phase I) and the 120,000 tons/year fully biodegradable plastic PBAT project (Phase I) will be ready for use in February 2024, and the Dawn (Qingdao) polymer new materials project has been put into operation in March 2023. Please check the company's regular reports for relevant financial data at that time. The company will strive to do a good job in production and operation, increase market development efforts, and absorb the company's new production capacity.
Dawn Co., Ltd. (002838.SZ): The company does not produce titanium dioxide
Gelonghui, April 10 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company does not produce titanium dioxide; the controlling shareholder Shandong Dawn Titanium Co., Ltd., a subsidiary of Dawn Group, produces titanium dioxide.
Dawn Co., Ltd. (002838.SZ): The company's products have been applied to Tesla model3 and modely models
Gelonghui, April 10 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company produces TPV products. The company developed the first domestic TPV production line with independent intellectual property rights, broke the international technology monopoly in the TPV industry, and was awarded the “Second Prize for Technological Invention of the National Science and Technology Award”, leading the development of the thermoplastic elastomer TPV industry. Cooper of the United States is Tesla's first-tier supplier. The company is Cooper's supplier of TPV raw materials. The company's products have been applied to Tesla model3 and modely models.
Dawn Co., Ltd. (002838.SZ): HNBR is expected to be used in solid-state battery electrolytes. There are currently successful laboratory examples
Gelonghui, April 10 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company produces HNBR products. Combined with current research results from foreign papers, HNBR is expected to be used in solid-state battery electrolytes. Currently, there are successful laboratory examples.
Dawn Co., Ltd. (002838): Gross margin has increased quarterly since Q2, looking forward to new production capacity launch and product upgrades
Incident Overview The company publishes its 2023 annual report. In 2023, the company achieved operating income of 4,544 billion yuan, a year-on-year increase of 0.41%; net profit to mother was 140 million yuan, a year-on-year decrease of 8.15%, not net return to mother
Express News | Dawn Co., Ltd.: The company's products have been applied to Tesla Model 3 and Model Y models
Dawn shares (002838.SZ): 1.88% of shares have been cumulatively repurchased
Gelonghui Co., Ltd. (002838.SZ) announced on April 2, 2024, that as of March 31, 2024, the company had repurchased 8,401,200 shares of the company's shares through a special stock repurchase account, accounting for 1.88% of the company's total share capital. The highest transaction price for the purchased shares was 13.50 yuan/share, the minimum transaction price was 8.58 yuan/share, and the transaction amount was 89,247,256.59 yuan (excluding transaction fees).
Dawn Co., Ltd. (002838.SZ): Net profit for 2023 fell 8.15% to 140 million yuan, and plans to pay 10 0.65 yuan
On April 1, Ge Longhui Co., Ltd. (002838.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 4.544 billion yuan, up 0.41% year on year; net profit attributable to shareholders of listed companies was 140 million yuan, down 8.29% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 115 million yuan, down 8.29% year on year; basic income per share was 0.31 yuan; it plans to distribute a cash dividend of 0.65 yuan (tax included) for every 10 shares to all shareholders.
Dawn Co., Ltd. (002838.SZ): There is a business cooperation with Xiaomi in the field of home appliances. Xiaomi Auto has already been in contact with it, and it is currently in the material data docking stage
Gelonghui, March 27 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company has a business cooperation with Xiaomi in the field of home appliances. Xiaomi has already been in contact with Xiaomi and is currently in the material data docking stage. The company's modified plastics, TPV, HNBR and other products are used in sealing systems, chassis systems, safety systems, interior and exterior parts, gear belts and other parts in the automotive industry. The company has basically obtained certification from mainstream domestic OEMs. BYD, Tesla, Ideal, Xiaopeng, NIO, Jikrypton, Geely, and BAIC New Energy are all the company's end customers.
Express News | Dawn Co., Ltd.: The company has modified materials used in robot manufacturing, such as nylon materials and alloy materials for robot arms.
Dawn Co., Ltd. (002838.SZ): Modified materials used in robot manufacturing
Gelonghui, March 20 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company has modified materials used in robot manufacturing, such as nylon materials and alloy materials for robot arms.
Express News | Dawn Co., Ltd.: The company supplies materials to Xiaopeng Motor through Xiaopeng suppliers
Dawn Co., Ltd. (002838.SZ): Set up a joint venture with Zhejiang Hefu to build a copolyester material project
Gelonghui, March 13 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company and Zhejiang Hefu set up a joint venture to build a copolyester material project to jointly promote the construction of this project. You can follow the company's relevant announcements on the progress of the project. Zhejiang Hefu has completed small tests and pilot tests. Some products have obtained customer verification. Currently, they have been sold in batches, and sales are gradually increasing.
Dawn Co., Ltd. (002838.SZ): There is a business cooperation with Xiaomi in the field of home appliances, and Xiaomi Auto has already been in touch
Gelonghui, March 13 | Dawn Co., Ltd. (002838.SZ) said on the investor interactive platform that the company has a business cooperation with Xiaomi in the field of home appliances. Xiaomi has already been in contact with Xiaomi and is currently in the material data docking stage.
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