Shandong Dawn Polymer Co.,Ltd. (002838.SZ)
Longkou, CN
Shandong Dawn Polymer Co.,Ltd. is a comprehensive enterprise specializing in the research, development, production, sales, and technical support for a diverse range of advanced polymer materials, serving both domestic Chinese and international markets. Their extensive product portfolio encompasses high-performance materials such as thermoplastic elastomers (TPV/TPE) and thermoplastic polyurethanes (TPU). Alongside these, they provide a variety of modified plastics, including formulations of PP, ABS, PBT, and nylon, as well as specialized alloy materials and masterbatches. Their offerings further extend to specialized engineering plastics, non-woven melt-blown materials, and a growing line of sustainable options like bio-based and biodegradable materials. These advanced materials are vital components in a wide array of industries, including automotive, domestic appliances, rail transport, sanitation, construction, sports and recreation, healthcare, and diverse industrial and consumer goods. They also play a crucial role in packaging and the catering sector. Founded in 2002, the company maintains its headquarters in Longkou, located within the People's Republic of China.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.61% | -6.49% | +9.72% | +15.71% | +55.91% | +40.12% | +86.62% | +98.00% | +72.41% | +636.68% | +636.68% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Chemicals - Specialty: +4.7%+14.3% ★ Q1'26: +33.4% (vs Q1'25)
-
EPS growth Chemicals - Specialty: +13.2%+25.0% ★ Q1'26: +150.0% (vs Q1'25)
-
FCF margin FCF growth · Chemicals - Specialty: +44.1%-4.8% Q1'26: +6.1% (vs Q1'25)
-
EBIT margin Chemicals - Specialty: +8.8%+4.6% Q1'26: +9.6% (vs Q1'25)
-
ROIC Chemicals - Specialty: +5.6%+5.2% Q1'26: +11.8% (vs Q1'25)
-
Share dilution Chemicals - Specialty: +0.1%+7.7% Q1'26: +7.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Chemicals - Specialty: 0.18×3.65× Q1'26: 2.92× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
934.09M
est: 953.00M (-2.0%)
|
1.36B
est: 1.33B (+2.5%)
|
2.74B
est: 2.52B (+8.5%)
|
4.42B
est: 3.80B (+16.5%)
|
4.26B
est: 3.92B (+8.6%)
|
4.53B
est: 4.22B (+7.3%)
|
4.54B
est: 4.77B (-4.6%)
|
6.06B
est: 5.43B (+11.6%)
|
8.32B
8.32B – 8.32B
+53.3% YoY
|
9.90B
9.90B – 9.90B
+19.0% YoY
|
10.88B
10.88B – 10.88B
+9.8% YoY
|
| EBITDA |
131.26M
est: 88.51M (+48.3%)
|
153.94M
est: 123.51M (+24.6%)
|
256.26M
est: 234.04M (+9.5%)
|
972.69M
est: 352.64M (+175.8%)
|
327.24M
est: 364.43M (-10.2%)
|
218.40M
est: 391.83M (-44.3%)
|
272.94M
est: 442.54M (-38.3%)
|
447.59M
est: 345.44M (+29.6%)
|
529.62M
529.62M – 529.62M
+53.3% YoY
|
630.47M
630.47M – 630.47M
+19.0% YoY
|
692.35M
692.35M – 692.35M
+9.8% YoY
|
| EBIT |
110.55M
est: 69.69M (+58.6%)
|
125.52M
est: 97.25M (+29.1%)
|
204.57M
est: 184.28M (+11.0%)
|
904.67M
est: 277.66M (+225.8%)
|
252.26M
est: 286.95M (-12.1%)
|
134.03M
est: 308.52M (-56.6%)
|
175.91M
est: 348.45M (-49.5%)
|
281.14M
est: 225.17M (+24.9%)
|
345.22M
345.22M – 345.22M
+53.3% YoY
|
410.95M
410.95M – 410.95M
+19.0% YoY
|
451.29M
451.29M – 451.29M
+9.8% YoY
|
| Net Income |
93.80M
est: 188.22M (-50.2%)
|
122.42M
est: 140.13M (-12.6%)
|
166.19M
est: 183.18M (-9.3%)
|
855.07M
est: 855.08M (0.0%)
|
226.13M
est: 444.03M (-49.1%)
|
152.43M
est: 518.76M (-70.6%)
|
140.00M
est: 628.67M (-77.7%)
|
188.90M
est: 179.99M (+5.0%)
|
582.61M
582.61M – 582.61M
+223.7% YoY
|
1.06B
1.06B – 1.06B
+81.3% YoY
|
1.13B
1.13B – 1.13B
+6.7% YoY
|
| SGA |
49.95M
est: 26.41M (+89.2%)
|
64.50M
est: 36.85M (+75.0%)
|
129.53M
est: 69.83M (+85.5%)
|
100.70M
est: 105.21M (-4.3%)
|
99.80M
est: 108.73M (-8.2%)
|
113.73M
est: 116.90M (-2.7%)
|
149.48M
est: 132.03M (+13.2%)
|
80.44M
est: 140.05M (-42.6%)
|
214.72M
214.72M – 214.72M
+53.3% YoY
|
255.60M
255.60M – 255.60M
+19.0% YoY
|
280.69M
280.69M – 280.69M
+9.8% YoY
|
| EPS |
0.23
est: 0.43 (-46.0%)
|
0.30
est: 0.32 (-4.8%)
|
0.41
est: 0.42 (-1.1%)
|
2.11
est: 1.95 (+8.5%)
|
0.55
est: 1.01 (-45.1%)
|
0.36
est: 1.18 (-69.5%)
|
0.31
est: 1.43 (-78.3%)
|
0.40
est: 0.38 (+5.3%)
|
1.23
1.23 – 1.23
+223.7% YoY
|
2.23
2.23 – 2.23
+81.3% YoY
|
2.38
2.38 – 2.38
+6.7% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-28 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-27 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-26 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-25 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-22 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-21 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-20 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-19 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-18 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-15 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-14 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-13 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | B- | 2/5 | 1/5 | 4/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Emerging Asia Pacific ETF GMF | 0.12% | 525.9K | 0.49% |
| 2 | State Street SPDR S&P Emerging Markets Small Cap ETF EWX | 0.02% | 109.1K | 0.65% |
| 3 | Vanguard FTSE All-World ex-US Small-Cap ETF VSS | 0.00% | 578.4K | 0.06% |
| 4 | Dimensional - Emerging Markets Core Equity 2 ETF DFEM | 0.00% | 221.6K | 0.39% |
| 5 | Dimensional - Emerging Markets Value ETF DFEV | 0.00% | 27.0K | 0.46% |
| 6 | Vanguard FTSE Emerging Markets All Cap Index ETF VEE.TO | 0.00% | 41.5K | 0.26% |
| 7 | Vanguard FTSE Emerging Markets Shares ETF VGE.AX | 0.00% | 18.4K | 0.48% |
| 8 | Vanguard FTSE Emerging Markets ETF VWO | 0.00% | 2.05M | 0.06% |
| 9 | Dimensional - Emerging Core Equity Market ETF DFAE | 0.00% | 95.4K | 0.29% |
| 10 | Vanguard ESG International Stock ETF VSGX | 0.00% | 44.1K | 0.10% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Di Wu | Deputy General Manager | — | female |
| Hong Chi Tian | GM & Director | — | male |
| Xiangwei Zhao | Deputy General Manager | — | male |
| Youqing Wang | Deputy GM & Secretary of the Board of Directors | — | male |
| Yuan Yong Zou | Deputy GM & Financial Director | — | male |
| Zefang Wang | Executive Vice President | — | male |
| Zu Xu Zheng | Head of the Accounting Department & Accounting Supervisor | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 002838.SZ
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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