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]

Core Viewpoint - Dongfang Yuhong has established a new materials technology company in Guangdong, indicating its strategic expansion in the new materials sector [1] Company Summary - Dongfang Yuhong (Guangdong) New Materials Technology Co., Ltd. has been registered with a capital of 30 million RMB [1] - The company is wholly owned by Dongfang Yuhong (002271) through indirect shareholding [1] - The business scope includes new materials technology promotion services, sales of building decoration materials, and sales of waterproof membrane products [1]

Group 1 - The core viewpoint of the news is the issuance of the "Building Materials Industry Stabilization and Growth Work Plan (2025-2026)" by six departments, aimed at promoting stable operation and structural optimization in the building materials industry, with a focus on technological innovation and green building materials [1] - The company, Oriental Yuhong, is responding to new industry opportunities through a dual strategy of channel transformation and overseas expansion [1] Group 2 - In the first half of 2025, Oriental Yuhong achieved operating revenue of 13.57 billion yuan and a net profit attributable to shareholders of 560 million yuan, with a significant quarter-on-quarter improvement in the second quarter, where net profit reached 370 million yuan, a 93.4% increase [3] - The company has successfully transformed from a direct sales model focused on large real estate clients to a channel model primarily based on retail and engineering channels, with these channels contributing 11.406 billion yuan, accounting for 84.1% of total revenue, an increase of 4.3 percentage points year-on-year [3] - The company’s period expense ratio improved to 17.06%, a decrease of 1.54 percentage points year-on-year, indicating effective cost control, while net cash inflow from operating activities improved by 932 million yuan compared to the same period last year [3] Group 3 - Oriental Yuhong is accelerating its internationalization strategy, with overseas business revenue growing by 42.16% year-on-year to 576 million yuan in the first half of 2025 [4] - The company has established a global integrated service system covering research, production, supply, sales, and service, with ongoing developments in production bases in Houston, Saudi Arabia, Malaysia, and Canada [4] - Recent progress includes the successful trial production of the Malaysian production and logistics base and the commencement of construction for the Canadian and Middle Eastern production bases [4] Group 4 - The company is also expanding its overseas market presence through acquisitions, such as the purchase of Hong Kong Wanchang Wujin, Kangbao Company, and Chile's Construmart S.A., which helps in quickly acquiring local channel resources [6] - The green building materials industry is expected to receive significant policy support, with a target of exceeding 300 billion yuan in revenue by 2026, providing growth opportunities for Oriental Yuhong's green building products [6] - The policy encourages digital transformation in the building materials industry, aligning with Oriental Yuhong's ongoing efforts to enhance operational efficiency through digital initiatives [6]

Core Viewpoint - The announcement indicates that the controlling shareholder, Li Weiguo, has partially released the pledge on 1 million shares, which represents 0.20% of his holdings and 0.04% of the company's total share capital [1] Shareholding and Pledge Details - Li Weiguo and his concerted actor, Li Xingguo, collectively hold 20.92% of the company's total share capital [1] - The total pledged shares account for 10.14% of the company's total share capital [1] - The pledge was initiated on June 19, 2023, and will be released on September 23, 2025 [1] Impact Assessment - The release of the pledge does not pose any risk of forced liquidation and has no substantial impact on the company [1] - There are no indications of harm to the interests of the listed company from Li Weiguo and his concerted actor [1]