Investment Rating - The industry rating is "Recommended" [3] Core Views - The report highlights key beneficiaries from new national standards in fire safety, particularly recommending Qingniao Fire Protection, which is positioned to benefit from the commercialization of fire-fighting robots and the new fire safety standards [5][6] - The report notes an industry trend of "anti-involution," with price increases in the photovoltaic glass sector, recommending companies like Qibin Group, Fuyao Glass, and Xinyi Solar as beneficiaries [5][6] - Cement industry self-discipline is accelerating, with recommendations for Huaxin Cement and Conch Cement, among others, as they benefit from price recovery [5][6] - The report emphasizes the high demand for specialty electronic fabrics, recommending China Jushi, Zhongcai Technology, and International Composites as key players [5][6] - Companies with strong mid-year performance and low valuations, such as Sankeshu and Weixing New Materials, are also recommended [5][6] Summary by Sections Cement Industry - The national average cement price is 338 RMB/ton, with a week-on-week increase of 0.4%. The average shipment rate remains stable, and companies are pushing for price increases to improve profitability [2][24] - In various regions, prices have been adjusted, with increases of 10-30 RMB/ton in places like Hebei and Fujian, while some areas like Henan and Hubei have seen price declines [24][37][48] Photovoltaic Glass - The report indicates that the mainstream order price for 2.0mm coated photovoltaic glass remains stable at around 13 RMB/sqm, while 3.2mm coated glass is also stable at about 20 RMB/sqm [2][5] Specialty Electronic Fabrics - China Jushi reported a revenue of 9.109 billion RMB in the first half of 2025, a year-on-year increase of 17.7%, with a net profit of 1.687 billion RMB, up 75.5% [5][6] Real Estate Market - In the 37th week of the year, new home transaction area in 30 major cities was 1.3709 million sqm, a year-on-year increase of 1%, while the cumulative transaction area was 61.3913 million sqm, down 19% [3][20] - The second-hand housing market in 15 monitored cities saw a transaction area of 1.7335 million sqm, a year-on-year increase of 2% [20] Investment Opportunities - The report suggests that the establishment of the Xinjiang New Tibet Railway Company, with a registered capital of 95 billion RMB, is expected to accelerate investment in the region [5][6] - Companies focused on engineering and materials in Xinjiang, such as Xinjiang Jiaojian and Beixin Road and Bridge, are expected to benefit from increased regional investment [5][6]

关于董事会、监事会延期换届暨部分独立董事任期届满 的提示性公告 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、董事会、监事会延期换届 北京东方雨虹防水技术股份有限公司（以下简称"公司"）第八届董事会、 监事会任期将于 2025 年 9 月 15 日届满。根据新修订的《中华人民共和国公司法》 《上市公司章程指引》及《关于新〈公司法〉配套制度规则实施相关过渡期安排》 等法律法规、规范性文件的要求，公司目前正在积极筹备换届选举与配套管理制 度修订及监事会改革等相关工作，因此，为保证董事会、监事会工作的连续性及 稳定性，公司董事会换届选举工作将适当延期，公司董事会及各专门委员会、高 级管理人员的任期相应顺延，公司监事会任期亦相应顺延。 证券代码：002271 证券简称：东方雨虹 公告编号：2025-083 北京东方雨虹防水技术股份有限公司 1 会成员的三分之一。由于公司董事会换届选举工作尚在积极筹备，黄庆林先生、 陈光进先生将继续履行其独立董事及董事会相关专门委员会委员职责，直至公司 股东大会选举产生新的独立董事。 特此公告。 北京东方雨虹防水技术股份有限公司董 ...

Core Viewpoint - The article highlights the rapid development and favorable business environment in Nanzhao County, exemplified by the establishment of the Dongfang Yuhong Building Materials Technology Co., Ltd. production base, which showcases efficient project execution and government support [1][4]. Group 1: Company Developments - Dongfang Yuhong's new production base in Nanzhao County has a total investment of 2 billion yuan, with an annual production capacity of 500,000 tons of new stone-like coatings, 3 million tons of special environmentally friendly mortar, 4 million square meters of insulation and decoration integrated panels, and 400,000 tons of environmentally friendly latex paint [1]. - The production base was constructed and began trial production within 76 days, demonstrating the county's efficient project approval and construction processes [1]. Group 2: Business Environment Improvements - Nanzhao County has implemented a "one-window comprehensive acceptance" reform, reducing the average processing time for government services to 3.2 working days, a decrease of 0.2 days from the previous year, with an online processing rate of 100% [2]. - The county has introduced flexible law enforcement measures, including a list of 67 items for lighter penalties and 191 items for no penalties, enhancing regulatory efficiency while maintaining a supportive business environment [2]. - A total of 424 officials are dedicated to assisting enterprises, ensuring comprehensive coverage of key enterprises and addressing their urgent needs through direct engagement and problem-solving initiatives [3]. Group 3: Regulatory Innovations - Nanzhao County has developed a dual-guideline model for industry regulation, enhancing compliance and regulatory efficiency through a comprehensive approach that includes prevention, control, and self-regulation [4]. - The county's court system has significantly expedited the legal process for business disputes, reducing the average case filing time from 4 days to 0.5 days and cutting the trial period by 52%, saving businesses approximately 8.5 million yuan in litigation costs [4]. Group 4: Future Initiatives - The county plans to continue implementing effective reforms to optimize the competitive market environment, standardize enterprise-related law enforcement, and enhance credit legal protections, aiming to further improve the business climate and support high-quality economic development [5].

Group 1 - The company, Oriental Yuhong, announced that its controlling shareholder and actual controller, Mr. Li Weiguo, has completed the release of a portion of his pledged shares, totaling 43,890,000 shares [2]

Summary of Key Points Core Viewpoint - On September 11, a total of 105 stocks were traded on the block trading platform, with a cumulative trading volume of 217 million shares and a total transaction value of 3.577 billion yuan, indicating active trading in the market [1]. Group 1: Top Block Trades - The highest transaction value was recorded by China Western Electric, with a single transaction amounting to 593 million yuan [1]. - Huatai Medical followed closely with a transaction value of 537 million yuan from one trade [1]. - Other notable stocks included Guangqi Technology, with a transaction value of 230 million yuan, and Huichuan Technology, with 129 million yuan [1]. Group 2: Stock Performance - China Western Electric saw a price increase of 0.78%, closing at 6.47 yuan, with a transaction price of 5.78 yuan, reflecting a discount of 10.66% [1]. - Huatai Medical's stock rose by 1.21%, closing at 309.53 yuan, with a transaction price of 248.20 yuan, showing a discount of 19.81% [1]. - Other stocks with significant price movements included Guangqi Technology (+3.21%), Huichuan Technology (+1.48%), and Tongcheng New Materials (+3.29%) [1].

注：上表中若出现相关数据合计数与各分项数值之和不相等系由四舍五入造成。 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：2025-082 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 名称 | 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 股份比例 | 占公司总 股本比例 | | | 起始日 解除日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | （股） | | | | | | | 李卫国 | 是 | 13,410,000 | 2.62% | 0.56% | 2023 | 年 | 6 月 日 日 | | | | 2,170, ...

（原标题：东方雨虹现5笔大宗交易 总成交金额5145.82万元） 成交 量 （万 股） 成交金 额 （万 元） 成交价 格 （元） 相对当 日 收盘折 溢价 （%） 买方营业部 卖方营业部 240.00 2702.40 11.26 -4.98 外大街证券营业部 9月11日东方雨虹大宗交易一览 | | | | （%） | | | | --- | --- | --- | --- | --- | --- | | 240.00 | 2702.40 | 11.26 | -4.98 | 中国国际金融股份有限公司北京建国门 | 中国中金财富证券有限公司深 | | | | | | 外大街证券营业部 | 圳分公司 | | 70.00 | 788.20 | 11.26 | -4.98 | 招商证券股份有限公司青岛新都心证券 | 海通证券股份有限公司北京亮 | | | | | | 营业部 | 马桥路证券营业部 | | 62.00 | 698.12 | 11.26 | -4.98 | 中国中金财富证券有限公司上海浦东新 | 中国中金财富证券有限公司深 | | | | | | 区陆家嘴环路证券营业部 | 圳分公司 | | 45.00 ...

Core Viewpoint - The announcement indicates that the controlling shareholder, Li Weiguo, has released a portion of his pledged shares, which may reflect a positive sentiment regarding the company's financial stability and operational outlook [1] Share Pledge Details - Li Weiguo has released a total of 43,890,000 shares, which accounts for 8.57% of his holdings and 1.84% of the company's total share capital [1] - The pledge release involves two securities firms: Haitong Securities and China Galaxy Securities [1] - Currently, Li Weiguo and his associate, Li Xingguo, hold a combined 21.90% of the company's total share capital, with pledged shares representing 12.89% of the total [1] Future Pledge Considerations - The release of the pledge is unrelated to the company's operational needs, and 55.10% of the pledged shares are set to mature within the next year [1] - The company does not foresee any infringement on its interests or risks of forced liquidation due to the current pledge situation [1] - The company will continue to monitor changes in share pledges [1]

Core Viewpoint - The strategic cooperation between Oriental Yuhong and Zhenkunhang focuses on supply chain integration and digital services in the construction materials and industrial products sectors [1] Group 1: Strategic Cooperation - Oriental Yuhong and Zhenkunhang signed a strategic cooperation agreement in Shanghai on September 10 [1] - The collaboration will emphasize areas such as construction material supply chain integration, centralized procurement of industrial products, smart warehousing logistics, and digital services [1]

9月10日，东方雨虹大宗交易成交230万股，成交额2601.3万元，占当日总成交额的5.26%，成交价11.31 元，较市场收盘价11.9元折价4.96%。 | 权益类证券大宗交易(协议交易) | | | | | | | | 国下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2025-09-10 | 002271 | 东方雨虹 | 11.31 | 230.00 | 2,601.30机构专用 | | 中信证券股份有限 公司苏州分公司 | | ...