Core Viewpoint - Beijing Oriental Yuhong Waterproof Technology Co., Ltd. plans to invest 600 million RMB in a new materials industry chain project in Shanglin County, Nanning, Guangxi, focusing on mining, processing, and production of various products [1][2]. Group 1: Project Details - The project will include mining, primary and deep processing of ores, and the production of products such as decorative marble slabs and special mortars [1]. - The construction will be carried out in phases, with the first phase covering approximately 50 acres for high-end limestone products and decorative stone slabs, expected to start within three months after land acquisition [1]. - The second phase will also cover about 50 acres for the production of special mortars and putty powder, with potential future investments in related industries depending on resource and market conditions [1][2]. Group 2: Financial Projections - Once fully operational, the project is expected to generate an average annual output value of approximately 800 million RMB and contribute around 40 million RMB in annual taxes [3]. Group 3: Stock Performance - As of the close of trading on the announcement date, Oriental Yuhong's stock price was 12.39 RMB per share, reflecting a 1.56% increase [4].

Core Viewpoint - The company has signed an investment agreement to invest 600 million yuan in a new materials industry chain project in Shanglin County, Guangxi, aiming to leverage local mineral resources and enhance its upstream product offerings [1][2]. Investment Details - The total investment for the project is 600 million yuan, with an expected annual output value of approximately 800 million yuan and an estimated annual tax contribution of 40 million yuan once fully operational [1]. - The project will be implemented in phases, with construction expected to start within three months after land acquisition and to produce products within 18 months of commencement [1]. Strategic Objectives - The investment aims to utilize Shanglin County's advantages in mineral resources, transportation, and supportive industrial policies to expand the company's product range into upstream areas like mortar powder [2]. - The project is expected to enhance the company's procurement risk resilience and deepen its competitive moat in the industry, creating new profit growth points and fostering upstream and downstream industry chain collaboration [2]. Financial Performance - In the first half of 2025, the company reported revenue of 13.569 billion yuan and a net profit of 564 million yuan, indicating a decline compared to the same period last year, although there was a noticeable improvement in the second quarter compared to the first [2]. - The gross margin for the second quarter was 26.71%, showing a significant recovery of about 3% from the first quarter, driven by increased revenue, stable pricing strategies, and growth in the high-margin retail segment [3].

Group 1 - The company aims to leverage its core positioning as a building materials service provider to achieve rapid development in non-waterproof businesses, particularly in mortar powder materials, by utilizing accumulated customer resources, sales channel synergies, and strong brand influence [1] - The company plans to extend its business into upstream areas such as mineral resource acquisition and comprehensive development, enhancing its supply chain stability and reducing raw material price volatility risks [1] - A project investment agreement was signed with the government of Shanglin County, with a planned investment of 600 million RMB to establish a new materials industry chain project, including mining, primary and deep processing of minerals, and special mortar for decorative marble slabs [1] Group 2 - The company's subsidiary, Nanning Dongfang Yuhong New Materials Co., Ltd., will be the project implementation entity, investing up to 600 million RMB, including mining rights, in the Shanglin County new materials industry chain project [2] - The government will provide supporting limestone mining rights for the sustainable development of the production base, and the company successfully bid 267 million RMB for limestone mining rights in Shanglin County [2]

Core Viewpoint - The company aims to leverage its core positioning as a building materials service provider to expand its non-waterproof business, particularly in mortar powder materials, while enhancing its upstream capabilities through mineral resource acquisition and comprehensive development [1][2] Group 1: Business Expansion Strategy - The company plans to develop its non-waterproof business rapidly by utilizing customer resources, sales channels, and brand influence accumulated from its waterproof main business [1] - The company intends to extend its operations into upstream areas such as mortar powder by acquiring mineral resources, thereby enhancing its supply chain stability and reducing raw material price volatility risks [1] Group 2: Investment and Project Development - The company signed a project investment agreement with the government of Shanglin County, committing to invest 600 million yuan in the Shanglin County new materials industry chain project [1][2] - The project will include mining, primary and deep processing of ores, and the development of special mortar for decorative marble slabs, with a planned construction approach of "overall planning, unified land leasing, and phased implementation" [1] - The project company, Nanning Dongfang Yuhong New Materials Co., Ltd., will be the implementation entity, with a successful bid for limestone mining rights at 267 million yuan to support sustainable development [2]

Core Viewpoint - The company has signed a project investment agreement with the People's Government of Shanglin County, Nanning, Guangxi, to invest 600 million RMB in the establishment of a new materials industry chain project [1] Group 1: Project Details - The project will include the development and production of products such as mining, primary and deep processing of ores, and special mortar for decorative marble slabs [1] - The construction will be carried out in phases, with each phase starting within three months after obtaining land that is ready for construction, and products expected to be produced within 18 months from the start of construction [1] Group 2: Financial Aspects - The company’s subsidiary, Nanning Dongfang Yuhong New Materials Co., Ltd., will be the main entity for project implementation, investing no more than 600 million RMB, which includes mining rights [1] - On September 24, 2025, Nanning Dongfang Yuhong successfully bid 267 million RMB for the mining rights of limestone in Tanghong Township, Shanglin County [1]

Group 1 - The company, Dongfang Yuhong, signed a project investment agreement with the People's Government of Shanglin County, Nanning, Guangxi, on September 24, 2025, to invest 600 million yuan in a new materials industry chain project [1] - The project includes the development and production of products such as mining, primary and deep processing of ores, and special mortar for decorative marble slabs [1] - The construction will be carried out in phases, with each phase starting within three months after obtaining land and being ready for construction, and products expected to be produced within 18 months from the start of construction [1]

证券代码：002271 证券简称：东方雨虹 公告编号：2025-090 北京东方雨虹防水技术股份有限公司 关于签订项目投资协议书暨对外投资公告 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、对外投资概述 北京东方雨虹防水技术股份有限公司（以下简称"公司"、"东方雨虹"、 "乙方"）为立足公司建筑建材系统服务商的核心定位，借助防水主业所积累的 客户资源、销售渠道的协同性及良好的品牌影响力，实现以砂浆粉料为代表的非 防水业务较快发展；同时，依托上林县在矿产资源、区位条件及产业政策支持等 方面的优势，在原有业务基础上向砂浆粉料等产品的上游领域自然延伸，拟获取 上游矿产资源，进行矿产资源综合开发及深加工，完善产业链条的同时，加快公 司向工业领域的布局，并对砂浆粉料等部分产品关键性原材料的供应稳定性、降 低原材料价格波动风险及成本优化形成良好的保障，提升公司采购环节的抗风险 能力，确保供应链安全、高效，进一步构筑及加深行业护城河，打造新的利润增 长点，逐步形成上下游产业链协同发展局面；此外，为进一步提高公司产品研发 能力，提升产品品质，实现产品结构的优化升级，探索 ...

Core Viewpoint - The company has signed a project investment agreement with the government of Shanglin County, Nanning, Guangxi, to invest 600 million RMB in the establishment of a new materials industry chain project [1] Group 1: Project Details - The project will include the development and production of products such as mining, primary and deep processing of ores, and special mortar for decorative marble slabs [1] - The construction will be carried out in phases, with each phase starting within three months after obtaining land that is ready for construction, and products expected to be produced within 18 months from the start of construction [1] Group 2: Financial Commitment - The company’s subsidiary, Nanning Dongfang Yuhong New Materials Co., Ltd., will be the main entity for project implementation, investing no more than 600 million RMB, which includes mining rights [1] - On September 24, 2025, Nanning Dongfang Yuhong successfully bid 267 million RMB for the mining rights of limestone in Tanghong Township, Shanglin County [1]

Core Viewpoint - The company, Oriental Yuhong, has signed an investment agreement with the government of Shanglin County, Nanning, Guangxi, to invest 600 million yuan in a new materials industry chain project [1] Group 1: Project Details - The project will include the development and production of products such as mining, primary and deep processing of ores, and special mortar for decorative marble slabs [1] - The construction will be carried out in a phased manner, following a strategy of "overall planning, unified land leasing, and phased implementation" [1] Group 2: Financial Aspects - The company’s subsidiary, Nanning Oriental Yuhong, has acquired mining rights for limestone in Tanghong Township, Shanglin County, for 267 million yuan [1]

Core Viewpoint - The company has signed a project investment agreement with the People's Government of Shanglin County, Nanning, Guangxi, to invest 600 million yuan in the establishment of a new materials industry chain project in Shanglin County [1] Group 1: Project Details - The project will promote mining, primary and deep processing of ores, and the research and production of special mortar for decorative marble slabs [1] - The project will cover an area of approximately 100 acres and will be implemented in two phases [1] - The expected annual output value of the project is approximately 800 million yuan, with an estimated annual tax contribution of 40 million yuan [1] Group 2: Financial Aspects - The company's subsidiary, Nanning Dongfang Yuhong, will invest no more than 600 million yuan (including mining rights) to construct the project using self-raised funds [1]