Shandong Dawn Polymer Co (002838) Fair Value & Analysis

Basic Materials · CN · Market cap 17.1B CNY

Analysis

Shandong Dawn Polymer Co (002838) currently trades at ¥33.99, while our model-based Fair Value estimate is ¥6.71 — implying the stock looks roughly 80.3% overvalued today. We read business quality at 91/100 (high quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

About the company

Shandong Dawn Polymer Co.,Ltd. develops, produces, sells, and services thermoplastic elastomer, modified plastic, master batch, and other products in China and internationally. The company offers TPV/TPE; thermoplastic polyurethanes; modified PP, modified ABS, modified PBT, modified nylon, alloy materials, non-woven melt blown materials, masterbatch, and other special engineering plastics; and bio-based materials, biodegradable materials, and melt-blown materials. It serves automotive, home appliances, electronic and electrical, rail transportation, aerospace, medical and health care, constructional engineering, sanitary ware, sports equipment, industrial products, civilian products, packaging, catering, and other fields. The company was incorporated in 2002 and is headquartered in Longkou, China.

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How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.