002838SZSE

Verification Opinion of ShenGang Securities Co., Ltd. on the Adjustment of the Transaction Plan Not Constituting a Major Adjustment

Shandong Dawn Polymer Co., Ltd.··5 pages

✨ AI Summary

ShenGang Securities Co., Ltd. confirms that the adjustments to the transaction plan regarding the acquisition of 100% equity in Daon Titanium Co., Ltd. do not constitute a major change. The adjustments include a revised transaction price of RMB 130 million and a fundraising cap of RMB 110 million. The independent financial advisor has verified that these changes comply with relevant regulations.

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AI Translation· azure_openai

Verification Opinion of ShenGang Securities Co., Ltd. on the Adjustment of the Transaction Plan Not Constituting a Major Adjustment

Shandong Daon High Polymer Materials Co., Ltd. (hereinafter referred to as "the Company" or "the Listed Company") approved at its third extraordinary general meeting of shareholders in 2025 the plan to acquire 100% equity of Shandong Daon Titanium Co., Ltd. (hereinafter referred to as "Daon Titanium" or "the Target Company") through the issuance of shares and cash payment, and to issue shares to no more than 35 specific investors to raise supporting funds (hereinafter referred to as "this transaction"). On February 26, 2026, the Company held the 33rd meeting of the fifth board of directors, which approved the proposals regarding the revision of the "Report on the Issuance of Shares and Cash Payment for Asset Acquisition and Fundraising for Supporting Funds and Related Transactions (Draft) (Revised)" and the adjustment of the transaction plan. ShenGang Securities Co., Ltd. (hereinafter referred to as "this Independent Financial Advisor") conducted a verification of the adjustments to the transaction plan and issued the following verification opinion:

  1. Specific Circumstances of the Transaction Plan Adjustment
    Given that the assessment benchmark date for this transaction has been updated to June 30, 2025, and after sufficient communication with the counterparty of this transaction, the Company intends to adjust the transaction price, fundraising, performance commitments, and other matters involved in this transaction plan. The adjustments approved at the third extraordinary general meeting of shareholders in 2025 are as follows:

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