Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of Q2, appearing in the top ten shareholders of 130 companies, with a total holding of 2.024 billion shares valued at 33.293 billion yuan [1][2] Group 1: Stock Holdings - The Social Security Fund has newly entered 28 stocks and increased holdings in 34 stocks, while reducing holdings in 42 stocks [1] - The most significant presence of the Social Security Fund is in Changshu Bank, with four fund combinations holding a total of 277.91 million shares, accounting for 8.38% of the circulating shares [1][2] - Other notable holdings include Fuling Power at 5.32% and several companies like Haopeng Technology and Nanwei Medical with significant ownership percentages [1] Group 2: Performance Metrics - Among the stocks held by the Social Security Fund, 90 companies reported year-on-year net profit growth, with the highest increase of 2063.42% from Rongzhi Rixin [2] - The average increase of the Social Security Fund's heavy stocks since July is 18.03%, outperforming the Shanghai Composite Index [2] - The best-performing stock is Yingweike, with a cumulative increase of 133.25%, followed by Dingtong Technology and Pengding Holdings with increases of 74.82% and 66.38%, respectively [2] Group 3: Sector Distribution - The stocks held by the Social Security Fund are primarily concentrated in the pharmaceutical, basic chemical, and electric equipment industries, with 20, 15, and 13 stocks respectively [2] - The distribution of holdings includes 95 stocks from the main board, 21 from the ChiNext board, and 14 from the Sci-Tech Innovation board [2]

Group 1 - The core viewpoint of the article highlights the recent stock performance of Dongfang Yuhong, which closed at 12.41 yuan on August 20, experiencing a decline of 0.05 yuan or 0.40% from the previous trading day [1] - Dongfang Yuhong operates in the construction materials industry, primarily focusing on the research, production, and sales of building waterproof materials, which are widely used in housing construction, infrastructure projects, and special engineering [1] - The Kuwait Investment Authority holds shares in Dongfang Yuhong, positioning the company among the top stocks in terms of QFII holdings market value among listed companies that have disclosed their semi-annual reports [1] Group 2 - On August 20, Dongfang Yuhong saw a net inflow of main funds amounting to 22.703 million yuan, representing 0.1% of its circulating market value [1] - Over the past five days, the main funds experienced a net outflow of 66.7486 million yuan, accounting for 0.28% of its circulating market value [1]

证券代码：002271 证券简称：东方雨虹 公告编号：2025-075 北京东方雨虹防水技术股份有限公司 2025 年半年度权益分派实施公告 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、根据北京东方雨虹防水技术股份有限公司（以下简称"公司"或"东方 雨虹"）于 2024 年 5 月 13 日召开 2023 年年度股东大会审议通过的《关于回购 注销第三期限制性股票激励计划激励对象已获授但尚未解除限售的限制性股票 的议案》，公司已于 2024 年 6 月 17 日完成激励对象持有的已获授但尚未解除限 售的第三期限制性股票共计 1,882.4639 万股的回购注销手续。目前公司第三期 限制性股票激励计划剩余限制性股票数量为 3.0750 万股系激励对象个人原因被 司法冻结尚未办理完回购注销手续。 目前公司尚未完成回购注销的因第三期限制性股票激励计划激励对象个人 原因被司法冻结的股权激励限售股共计 30,750 股不享有参与本次利润分配的权 利。因此，本次利润分配方案为：以公司现有总股本 2,388,699,866 股扣除公司 尚未完成回购注销的股 ...

Group 1 - The latest stock price of Dongfang Yuhong is 12.46 yuan, an increase of 0.35 yuan from the previous trading day, with a highest intraday price of 12.50 yuan and a lowest of 12.11 yuan, and a trading volume of 579,900 hands, amounting to 718 million yuan [1] - Dongfang Yuhong's main business includes the research, production, and sales of building waterproof materials, covering products such as waterproof membranes and coatings, and the company provides building waterproof system solutions through continuous technological innovation and product development [1] - Recently, the company held a joint unveiling ceremony for the "Chemical Product Post-processing Application Practice Base" with Sinopec Chemical Sales Company at its Yueyang production base [1] Group 2 - The company has completed its share repurchase plan for 2024 in the first half of 2025, having repurchased a total of 47.62 million shares and canceled them [1] - The recent reduction in shareholding by the company's controlling shareholder is primarily aimed at repaying debts, which is expected to reduce pledge risks [1] - On August 19, the net inflow of main funds was 105 million yuan, while the net outflow over the past five days was 97.47 million yuan [1]

Core Viewpoint - The controlling shareholder of Dongfang Yuhong (002271) plans to reduce shareholding primarily to repay debts, which is expected to lower the pledge ratio and mitigate operational risks for the company [1] Group 1 - The reduction in shareholding is aimed at repaying debts, which will help decrease the pledge ratio and alleviate risks associated with high previous pledge rates [1] - The company emphasizes its commitment to stable operations and investor interests, focusing on improving operational quality and profitability [1] - Dongfang Yuhong will continue to monitor the progress of the share reduction and fulfill its information disclosure obligations [1]

Core Viewpoint - The company emphasizes its commitment to technological innovation and sustainable development, focusing on providing environmentally friendly, efficient, energy-saving, low-carbon, and safe high-quality products since its establishment [1] Group 1: Business Strategy - The company leverages its accumulated customer resources and sales channels from its waterproofing business to expand into non-waterproof sectors such as mortar powder, building coatings, piping, and anti-corrosion [1] - The company has integrated its Deaiwei building coatings business into the Coating and Powder Technology Group to enhance supply chain synergy, process coordination, and market expansion [1] Group 2: Brand Development - The company has developed a specialized brand matrix through both organic growth and external acquisitions, with each sub-brand focusing on niche markets and maintaining a strong customer base and brand influence [1] - The company places a high priority on brand synergy and plans to continuously optimize its brand strategy to enhance overall brand influence in the future [1]

Core Viewpoint - The company emphasizes its commitment to long-term sustainable development and shareholder returns through share buybacks and cash dividends, enhancing investor confidence in its future growth [1] Summary by Relevant Sections - **Share Buyback Program** - The company completed its 2024 share buyback plan in the first half of 2025, repurchasing a total of 47.615662 million shares, which represents 1.95% of the total share capital before cancellation [1] - The total amount spent on the buyback was approximately 600 million yuan [1] - **Future Plans and Disclosure** - The company will adhere to relevant laws and regulations for any future share buyback plans and will ensure timely information disclosure [1] - **Shareholder Returns** - The company aims to balance long-term sustainable development with shareholder returns, thereby increasing the investment returns for shareholders and reinforcing confidence in its long-term intrinsic value [1]

Core Viewpoint - The company is addressing its high stock pledge ratio by utilizing funds from its cash dividend to repay principal and interest on stock pledge financing, which is expected to reduce operational risks and improve financial stability [1]. Group 1 - The chairman of the company indicated that the funds from the 2024 cash dividend will primarily be used to repay stock pledge financing [1]. - As of July 4, 2025, the cumulative pledge ratio of the chairman and his concerted parties is 72.43%, a decrease of 5.55% from 77.98% at the end of December 2024 [1]. - The chairman's recent share reduction is mainly aimed at repaying debts, which, if completed, is expected to further lower the pledge ratio and mitigate risks associated with high pledge levels [1]. Group 2 - The company will continue to monitor the progress of the share reduction and changes in shareholding, ensuring timely information disclosure [1].

人民财讯8月19日电，东方雨虹（002271）消息，8月19日，东方雨虹与中国石化化工销售公司在岳阳生 产基地联合举行"化工品后加工应用实践基地"揭牌仪式。该基地的建立标志着双方在人才培养与产业协 同领域迈入深度合作新阶段，为石化产业链高质量发展注入全新动能。 ...

Core Viewpoint - The company is addressing concerns regarding the actions of its controlling shareholder, Li Weiguo, who is reducing his stake primarily to repay debts, which is seen as a move to mitigate financial risks and improve the company's operational stability [1] Group 1: Shareholder Actions - Li Weiguo is expected to receive over 1 billion yuan in dividends for the years 2024 and 2025, while also planning to reduce his holdings by approximately 600 million yuan to pay off debts [1] - The company emphasizes that the reduction in shareholding is aimed at lowering the high pledge ratio, which has posed risks to the company [1] Group 2: Company Response - The company reassures investors that it prioritizes stable operations and the interests of shareholders, committing to enhance operational quality and profitability [1] - The company will continue to monitor the progress of the share reduction and will fulfill its information disclosure obligations [1]