东方雨虹1月19日大宗交易平台出现一笔成交，成交量14.00万股，成交金额202.72万元，大宗交易成交 价为14.48元，相对今日收盘价溢价0.84%。该笔交易的买方营业部为光大证券股份有限公司宁波柳汀街 证券营业部，卖方营业部为光大证券股份有限公司宁波柳汀街证券营业部。 证券时报·数据宝统计显示，东方雨虹今日收盘价为14.36元，上涨1.92%，日换手率为1.60%，成交额为 4.37亿元，全天主力资金净流入1912.55万元，近5日该股累计下跌1.91%，近5日资金合计净流出7200.51 万元。 两融数据显示，该股最新融资余额为8.16亿元，近5日增加3083.22万元，增幅为3.93%。 （文章来源：证券时报网） 机构评级来看，近5日共有1家机构给予该股评级，预计目标价最高的是西部证券，1月14日西部证券发 布的研报预计公司目标价为17.73元。 据天眼查APP显示，北京东方雨虹防水技术股份有限公司成立于1998年03月30日，注册资本 238869.9866万人民币。（数据宝） 1月19日东方雨虹大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | -- ...

1月19日，东方雨虹大宗交易成交14万股，成交额202.72万元，占当日总成交额的0.46%，成交价14.48元，较市场收盘价 14.36元溢价0.84%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2026-01-19 | 002271 | 东方雨虹 | 14.48 | 14.00 | | 202.72 光大证券股份有限 | 光大证券股份有限 | | | | | | | | 公司宁波柳汀街证 | 公司宁波柳汀街证 | | | | | | | | 券营业部 | 券营业部 | ...

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [1] Core Insights - The construction materials sector has shown a slight decline in social financing growth, prompting a focus on high-dividend stocks and sectors such as real estate and technology [3] - The cement market is experiencing price fluctuations, with a current average price of 347.7 yuan/ton, down 4.8 yuan from last week and down 56.2 yuan from the same period in 2025 [10][11] - The report highlights potential investment opportunities in companies benefiting from high dividends, export-oriented industries, and home renovation sectors [3] Summary by Sections 1. Cement Market Overview - The national average cement price is 347.7 yuan/ton, reflecting a decrease of 4.8 yuan from the previous week and a decrease of 56.2 yuan year-on-year [10][11] - The average cement inventory ratio is 58.9%, down 1.4 percentage points from last week but up 1.4 percentage points from the same period in 2025 [16][20] - The average daily cement shipment rate is 39.2%, down 5.0 percentage points from last week but up 7.0 percentage points year-on-year [16][20] 2. Glass Market Overview - The average price of float glass is 1138.3 yuan/ton, an increase of 16.3 yuan from last week but a decrease of 246.1 yuan from 2025 [41][42] - The inventory of float glass in 13 provinces is 4,986 million weight boxes, a decrease of 209 million from last week but an increase of 1,071 million from the same period in 2025 [46][49] 3. Fiberglass Market Overview - The effective production capacity for fiberglass is projected to reach 759.2 million tons in 2026, a year-on-year increase of 6.9% [4] - The demand for fiberglass is expected to maintain steady growth, driven by wind power and new applications, despite a potential slowdown in overall growth [4] 4. Investment Recommendations - Recommended companies include China National Building Material, Huaxin Cement, and others that are expected to benefit from industry recovery and structural improvements [4][3] - The report suggests focusing on companies with strong dividend yields and those involved in technology and home renovation sectors [3]

Core Viewpoint - Dongfang Yuhong has officially launched the production lines 1 and 2 at its Tiandingfeng factory in Saudi Arabia, marking a significant step in its global capacity layout and showcasing the core competitiveness of Chinese manufacturing [2] Group 1: Production and Capacity - The Tiandingfeng factory is a key project in Dongfang Yuhong's overseas development strategy, which integrates trade, investment, and mergers and acquisitions, with construction starting in February 2025 and an annual production capacity of 25,000 tons [2] - The factory is designed with four production lines, including two for fiberglass-reinforced polyester substrate fabric and two for polyester substrate fabric, aimed at meeting local demand and enhancing global service capabilities [2] Group 2: Market Position and Innovations - Tiandingfeng has been recognized as a champion enterprise in the manufacturing sector, with its independently developed "one-step" polyester anti-adhesion needle-punching technology surpassing traditional substrate fabrics [4] - The company aims to achieve an annual shipment of over 1 billion square meters of non-woven fabric by 2025, creating a strong synergy with its annual shipment of 800 million square meters of waterproof membranes and 12 million tons of mortar powder [4] Group 3: Manufacturing Excellence - Dongfang Yuhong integrates smart manufacturing and lean management, establishing over 200 advanced production lines and utilizing international technology solutions to ensure high capacity, precision, and stability in production [6] - The company implements lean principles and digital tools, achieving a 100% on-time delivery rate while continuously reducing production costs [6] Group 4: Global Expansion - As a leading enterprise in the building materials system service sector, Dongfang Yuhong has established nearly 70 production and R&D logistics bases globally, operating in 18 countries and covering over 150 countries and regions [8] - The launch of the Saudi factory's production lines further enhances the company's global capacity in the non-woven fabric sector, with a commitment to efficient delivery within a 300-kilometer radius [8]

Investment Rating - The report maintains a "Buy" rating for several companies including 亚翔集成 (603929 CH), 中材国际 (600970 CH), 四川路桥 (600039 CH), 精工钢构 (600496 CH), 东方雨虹 (002271 CH), 凯盛科技 (600552 CH), 华新建材 (600801 CH), 中国巨石 (600176 CH), 中国核建 (601611 CH), and 上峰水泥 (000672 CH) [10][32][33][34][35][36] Core Insights - The report highlights that AI upgrades and domestic substitution are driving continued high demand in cleanroom and electronic fabric sectors, with significant capital expenditure increases from major companies like Micron and TSMC [2][13] - The cleanroom and electronic fabric markets are expected to maintain a tight supply-demand balance, particularly for high-end products, due to ongoing investments in advanced processes and PCB [13][14] - The report emphasizes the importance of emerging industries and traditional sectors, recommending a balanced investment approach in Q1 2026 [2][13] Summary by Sections Industry Overview - The cleanroom and electronic fabric sectors are experiencing sustained high demand driven by AI hardware investments, with TSMC raising its 2026 capital expenditure guidance to USD 52-56 billion, a 30% increase from 2025 [2][13] - The report notes that the supply of high-end electronic fabrics is tight, particularly for second-generation fabrics and Low CTE (LCTE) products, which are expected to see price increases [2][13] Company Dynamics - 亚翔集成's revenue forecast has been adjusted upwards based on strong order growth and capital expenditure increases from major semiconductor companies [14][33] - 中材国际 reported a 12% year-on-year increase in new orders for 2025, indicating a recovery in its order structure and a shift away from reliance on the domestic cement industry [34] - 四川路桥's revenue for the first three quarters of 2025 increased by 1.95% year-on-year, with a significant rise in net profit, reflecting strong project execution and order growth [35] Market Trends - The report indicates that the cement market is facing a slight decline in prices, with a 1.4% decrease week-on-week, while the glass market shows mixed performance across regions [22][23] - The electronic fabric market is experiencing stable prices after recent increases, with a continued tight supply for high-end products [20][27] Recommendations - The report recommends focusing on companies that are well-positioned to benefit from the ongoing trends in cleanroom and electronic fabric sectors, including 亚翔集成, 中材国际, and 四川路桥, among others [2][10][32][33][34][35][36]

Core Viewpoint - The company, Dongfang Yuhong, announced the sale of certain real estate and debt assets from downstream customers, which was approved by the board on January 16 [1] Group 1: Transaction Details - The transaction involves assets located in major cities such as Beijing, Shanghai, and Hangzhou [1] - The expected asset disposal loss is approximately 29.04 million yuan, with cumulative losses projected to reach 38.40 million yuan after December 9, 2025, exceeding 10% of the most recent audited net profit for the fiscal year [1]

Group 1 - The company, Beijing Oriental Yuhong Waterproof Technology Co., Ltd., announced plans to sell certain real estate assets to optimize its asset structure and improve operational efficiency [1] - The assets for sale include residential, commercial, and office properties located in various cities including Beijing, Shanghai, Hangzhou, Harbin, and Lu'an [1] - The board of directors approved the asset sale proposal with a unanimous vote of 9 in favor, 0 against, and 0 abstentions during the fourth meeting of the ninth board on January 16, 2026 [1]

（记者 曾健辉） 每经AI快讯，东方雨虹1月16日晚间发布公告称，公司第九届第四次董事会会议于2026年1月16日在公 司会议室以现场及通讯相结合的方式召开。会议审议了《关于出售资产的议案》等文件。 每经头条（nbdtoutiao）——白银50天涨逾80%，疯狂程度远超黄金，历史上爆炒白银往往预示贵金属 牛市已到高潮，这次有何不同？ ...

Core Viewpoint - The company has approved the sale of certain real estate and debt assets from downstream customers, which is expected to result in a significant asset disposal loss [1] Group 1: Asset Disposal - The company announced the approval of an asset disposal plan during the fourth meeting of the ninth board of directors on January 16, 2026 [1] - The expected asset disposal loss is estimated at 29.0368 million yuan, with cumulative losses reaching 38.3966 million yuan after December 9, 2025 [1] - The cumulative loss represents over 10% of the audited net profit for the most recent fiscal year [1] Group 2: Transaction Details - The transaction falls within the decision-making authority of the board of directors and does not constitute a related party transaction or a major asset restructuring [1]

证券代码：002271 证券简称：东方雨虹 公告编号：2026-003 北京东方雨虹防水技术股份有限公司 关于出售资产的公告 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、交易概述 （一）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"）及下属子公司为盘活闲置固定资产，处置非生产资料，提高公司资产运营 产销率，优化资产结构，拟出售公司及下属子公司通过购买取得并持有的部分不 动产或公司及下属子公司作为债权人取得的部分下游客户抵债资产，交易标的资 产为位于北京市昌平区、上海市普陀区、杭州市江干区（现已更名为上城区，下 同）、哈尔滨市道里区、安徽省六安市舒城县的部分住宅、商铺及办公用房（以 下简称"标的资产"）。 （二）2026 年 1 月 16 日，公司召开第九届董事会第四次会议，以 9 票赞成、 0 票反对、0 票弃权的表决结果审议通过了《关于出售资产的议案》。本次交易 预计形成资产处置损失 2,903.68 万元，自公司 2025 年 12 月 9 日最近一次披露 《关于出售资产的公告》后累计产生的资产处置损失 3,839.66 万元， ...