在全国第24个"安全生产月"和第54个"六·五"世界环境日到来之际，东方雨虹正式启动2025年"安全环保 月"活动，以增强全体员工安全意识，创建以人为本、合规守信的安全文化，持续提高东方雨虹制造工 厂安全管理水平和环保管理能力。 据了解，本次安全环保月，东方雨虹将围绕"五个一"宣贯、专项排查整治"五带头"活动、应急演练、安 全环保风险辨识以及落实可持续发展主题活动等项目展开。 其中，6月5日，岳阳东方雨虹积极响应"美丽中国我先行"主题号召，举办"环保开放日"系列活动，以多 元化互动形式传递绿色发展理念。 环保科普"童"参与，趣味课堂播撒绿色种子 活动以"沉浸式环保体验"为核心，邀请云鹰小学20余名师生走进岳阳东方雨虹生产研发物流基地。孩子 们参观智能化绿色建材生产线，通过企业环保宣传片直观了解生产环节的低碳工艺。在环保课堂上，工 作人员现场演示"污水净化实验"，对比处理前后污水COD数值变化；结合饮料PH值测试互动，深入浅 出讲解污染防治原理与日常生活环保知识，让环保理念在趣味实验中"落地生根"。 童心手绘生态梦，环保理念"手拉手"传递 作为可持续发展践行者，岳阳东方雨虹构建"制度+技术+管理"三维环保体系： ...

证券代码：002271 证券简称：东方雨虹 公告编号：2025-057 北京东方雨虹防水技术股份有限公司 关于获得政府补助的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、获取补助的基本情况 北京东方雨虹防水技术股份有限公司（以下简称"公司"）获悉，自公司最 近一次披露《关于获得政府补助的公告》（公告编号：2025-046）至今，公司及 下属子公司累计获得政府补助合计 11,334,411.77 元人民币，均为与收益相关的 政府补助，占公司 2024 年度经审计的归属于上市公司股东净利润的 10.48%，补 助形式均为现金，截至目前，上述补助已经实际收到相关款项，具体明细如下： | 序号 | 获得补助的主体 | 补助获得时间 | 补助金额（元） | | --- | --- | --- | --- | | 1 | 广东东方雨虹建筑材料有限公司 | 2025/4/14 | 1,790,000.00 | | 2 | 德爱威建设工程有限公司 | 2025/4/14 | 6,000.00 | | 3 | 太原东方雨虹建筑材料有限公司 | 2025/4/15 | ...

Core Viewpoint - The article highlights the significance of the "Rainwater Management System" in sponge city construction, emphasizing its role in optimizing urban rainwater runoff control through ecological elements like buildings, roads, green spaces, and water systems [1] Group 1: Technology and Innovation - The Dongfang Yuhong Taohuayuan Zero Slope Organized Drainage and Water Storage System supports the construction of resilient urban water ecosystems through innovative technology and quality [3] - This system has been recognized as a core product in the sponge city construction technology system and has been included in the first batch of the Ministry of Housing and Urban-Rural Development's directory of advanced applicable technologies and products for sponge city construction [5] - The system integrates various functions such as infiltration, retention, storage, purification, utilization, and drainage, effectively addressing issues like water seepage and leakage [7] Group 2: Application and Benefits - The system is designed to manage water resources in community green spaces, landscape water bodies, and public activity areas, creating a complete operational chain for rapid drainage, tiered purification, and recycling [9] - During rainfall, initial rainwater is filtered and stored in underground modules, which can then be used for irrigation, landscape replenishment, and municipal water needs, effectively replacing traditional water supply during peak irrigation periods [9] - The system enhances community flood control capabilities by safely draining excess rainwater during extreme weather events, ensuring the stability of residents' daily lives [9] Group 3: Smart Features and Sustainability - The system features intelligent detection capabilities, with sensors providing real-time feedback on rainfall intensity and water level changes, optimizing drainage paths and adjusting storage capacity dynamically [11] - Its modular design allows for flexible configuration to meet diverse needs in both flood-prone and drought-affected areas, demonstrating significant technical adaptability in new city construction and old city renovation [11] - The core components are made from high-performance composite materials, ensuring durability and low maintenance needs compared to traditional products, thus providing sustainable support for urban water management facilities [13] Group 4: Future Prospects - The Dongfang Yuhong Taohuayuan Zero Slope Organized Drainage and Water Storage System has become a key support for regional water ecological governance projects in Xiong'an New Area, with expectations for broader application in sponge city construction across more cities as technology evolves [15]

证券代码：002271 证券简称：东方雨虹 公告编号：2025-055 北京东方雨虹防水技术股份有限公司 关于为下属公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 （一）本次担保基本情况 1、北京东方雨虹防水技术股份有限公司（以下简称"公司"）与中信银行 股份有限公司杭州建德支行（以下简称"中信银行杭州建德支行"）签署《最高 额保证合同》，公司为中信银行杭州建德支行与公司全资子公司杭州东方雨虹建 筑材料有限公司（以下简称"杭州东方雨虹"）在一定期限内连续发生的多笔债 务提供连带责任保证。保证期间为主合同项下债务履行期限届满之日起三年，即 自债务人依具体业务合同约定的债务履行期限届满之日起三年。前述担保的债权 本金最高限额为人民币 5,000 万元。 2、公司与中国工商银行股份有限公司濮阳华龙支行（以下简称"工商银行 濮阳华龙支行"）签署《最高额保证合同》，公司为工商银行濮阳华龙支行与公 司全资子公司河南东方雨虹建筑材料有限公司（以下简称"河南东方雨虹"）之 间主合同项下的一系列债务提供连带责任保证，保证期间为自主合同项 ...

证券代码：002271 证券简称：东方雨虹 公告编号：2025-056 北京东方雨虹防水技术股份有限公司 关于公司控股股东部分股份解除质押及质押展期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东部分股份解除质押及质押展期基本情况 北京东方雨虹防水技术股份有限公司（以下简称"公司"）近日接到公司控 股股东、实际控制人李卫国先生函告，获悉李卫国先生所持有本公司的部分股份 办理了解除质押及质押展期手续，具体事项如下： （二）股东部分股份质押展期基本情况 | 是否为控 | 占其 | 占公 | 是否 | 展期 | 股股东或 | 本次质押 | 是否 | 质押 | 原质 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 所持 | 司总 | 为补 | 后质 | 质权 | 质押 | 第一大股 | 展期数量 | 为限 | 起始 | ...

Summary of Dongfang Yuhong Conference Call Company Overview - **Company**: Dongfang Yuhong - **Industry**: Waterproofing and construction materials Key Points and Arguments Financial Performance and Asset Management - Dongfang Yuhong is accelerating the monetization of receivable assets, with a potential impairment provision of 30% expected in 2025. In 2024, the average discount for sold receivable properties was around 30%, leading to a reported loss of approximately 200 million yuan [2][4][5] - As of March 31, 2025, the fair value assessment of receivables was approximately 2 billion yuan, with total assets ready for disposal around 2.5 billion yuan [3] - The company has fully provisioned for impairments, with an average of 40% for receivables [5] Revenue and Market Trends - In Q1 2025, revenue from waterproof and non-waterproof products was evenly split. Retail shipments decreased, with store revenue down 19%, but a recovery is expected starting in May [2][6] - The company anticipates that its sales in the public construction sector will reach 1 billion yuan in 2025, with a gross margin of 27%-28% [2][13][14] - The overall market for waterproofing materials is experiencing a downturn, but Dongfang Yuhong's market share is increasing due to the exit of many competitors [4][17] Product Pricing and Sales Strategy - Price adjustments were made in late 2024 for certain products, particularly low-end waterproof materials and C-class tile adhesives, with prices stabilizing from April 2025 [2][8][9] - The company is focusing on expanding its sand powder business through retail and self-built channels, with a significant restructuring of its engineering market team to adapt to declining demand [12][13] Transformation and Strategic Direction - Since 2022, Dongfang Yuhong has been transitioning away from real estate and construction, focusing on retail and small B customer channels. This shift initially impacted revenue but is showing positive results in 2025 [16] - The company is also prioritizing the repair and renovation market, leveraging its extensive network of 300,000 retail outlets to enhance C-end sales [22][24] International Business and Cost Management - The overseas business saw a doubling of revenue in Q1 2025, with expectations to reach 1.5 billion yuan for the year [4][25] - Cost control measures include personnel optimization and organizational restructuring, leading to a 3% reduction in expense ratios in Q1 2025 [26] Market Outlook and Challenges - The overall industry remains in a demand downturn, with expectations of a bottoming out in 2026. The company is adapting to these changes through structural adjustments and exploring new growth avenues [15][17] - The public construction sector is expected to see increased demand, particularly in areas like high-standard farmland construction and municipal projects [21][28] Customer Base and Revenue Sources - Approximately 35%-40% of revenue comes from retail, with the remainder from non-residential sectors, including industrial and municipal projects [19][20] - The company is focusing on high-quality clients in non-residential sectors, including government and industrial clients, to diversify its revenue streams [20] Additional Important Insights - The company is experiencing improved cash flow management through a phased repayment mechanism with partners, enhancing its bargaining power [29] - Despite a decrease in overall market prices, the company is seeing growth in sales volume, particularly in the gypsum powder market, indicating a successful adaptation to market conditions [18][30][31]

证券代码：002271 证券简称：东方雨虹 公告编号：2025-054 北京东方雨虹防水技术股份有限公司 关于部分股票期权注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、北京东方雨虹防水技术股份有限公司（以下简称"公司"）本次注销 2021 年股票期权激励计划授予的股票期权数量合计 907.0625 万份，涉及激励对象 2,823 名。本次注销股票期权事宜符合法律、行政法规、部门规章、规范性文件、 《公司章程》及《北京东方雨虹防水技术股份有限公司 2021 年股票期权激励计 划（草案）》（以下简称"《2021 年股票期权激励计划》"）等相关规定。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次股票 期权注销事宜已于 2025 年 5 月 16 日办理完成，共计 2,823 名激励对象持有的已 获授但尚未行权的全部股票期权 907.0625 万份已注销。 3、截至本公告披露日，一名激励对象持有的本次应予以注销的 2.5 万份股 票期权因个人原因被司法冻结，本次无法办理注销手续，待该部分股票期权解除 冻结后，公司将及 ...

Group 1 - The company has demonstrated strong execution capabilities by significantly reducing costs and improving efficiency, leading to a substantial decrease in operating expense ratios in Q1 2025 [1] - In Q1 2025, the company's sales, management, R&D, and financial expenses were 540 million, 362 million, 99 million, and 13 million respectively, showing year-on-year decreases of 28.26%, 34.08%, 21.87%, and 57.42% [1] - The company is preparing for a prolonged competitive environment by optimizing internal operations and reducing personnel costs, achieving the largest decline in operating expense ratios in the industry [1] Group 2 - The consumer building materials industry is transitioning to a demand-driven model focused on existing homes, with renovation needs for second-hand and self-owned homes becoming predominant [2] - In 2023, the ratio of renovation demand for second-hand homes to new homes was approximately 6:4, indicating a shift in market dynamics [2] - The industry is facing a fragmented order landscape, necessitating a diversified and integrated supply capability for sustained growth [2] Group 3 - The company has evolved into a platform-type enterprise centered around waterproofing, expanding into related product categories such as mortar, plastic pipes, and coatings [3] - In 2024, non-waterproof business revenue accounted for 26.55% of total revenue, with the mortar business generating 4.152 billion, representing 14.8% of total revenue [3] - Revenue forecasts for the company from 2025 to 2027 are projected at 28.376 billion, 31.699 billion, and 35 billion respectively, with significant growth in net profit anticipated [3]

Core Viewpoint - The 30th anniversary of Dongfang Yuhong coincides with the ninth "China Brand Day," highlighting the company's evolution from a local waterproof materials manufacturer to a globally influential brand in the construction materials industry, emphasizing the importance of technology and service in enhancing brand value [1][2]. Group 1: Technological Strength - Since its establishment in 1995, Dongfang Yuhong has focused on technological innovation, redefining waterproofing as a critical aspect of building safety rather than just a hidden engineering task [2]. - The company has developed advanced products such as the bio-based waterproof coating with 38% bio-based content, certified by USDA, and the lightweight soundproof plaster with a 50% noise reduction effect, showcasing its commitment to integrating functionality with environmental considerations [2][5]. - Dongfang Yuhong's solutions have been applied in significant projects globally, including the Great Bay Area Bridge and Beijing Daxing International Airport, marking its role in the internationalization of Chinese construction [5][6]. Group 2: Service Commitment - The company has initiated the "Service for the People, Reject Leakage" community service campaign, addressing the leakage issues in old residential areas, which affect approximately 30% of such buildings nationwide [6][8]. - This initiative aims to provide free diagnostics and repairs, demonstrating the company's dedication to improving living conditions and fostering community stability [6][8]. - Dongfang Yuhong's approach reflects a shift from merely selling products to offering comprehensive lifecycle services, aligning with user needs and enhancing brand loyalty [8][10]. Group 3: Brand Development - Dongfang Yuhong emphasizes that the essence of a strong Chinese brand lies in its technological foundation and quality, aiming to elevate "Made in China" to "Chinese Brand" on the global stage [6][10]. - The company's narrative contributes to China's transition from a "brand power" to a "brand strong" nation, showcasing its commitment to quality and trust [10].

一、股东部分股份解除质押基本情况 北京东方雨虹防水技术股份有限公司（以下简称"公司"）近日接到公司控 股股东、实际控制人李卫国先生函告，获悉李卫国先生所持有本公司的部分股份 办理了解除质押手续，具体事项如下： | 股东 | 是否为控股股东 或第一大股东及 | 本次解除质 押股份数量 | 占其所持 | 占公司总 | 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 其一致行动人 | （股） | 股份比例 | 股本比例 | | | | | | | 李卫国 | 是 | 8,200,000 | 1.54% | 0.34% | 2024 年 4 月 日 | 9 | 2025 5 月 9 | 年 日 | 中国银河证 券股份有限 | | | | | | | | | | | 公司 | 二、股东股份累计质押基本情况 证券代码：002271 证券简称：东方雨虹 公告编号：2025-053 北京东方雨虹防水技术股份有限公司 关于公司控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的 ...