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、获取补助的基本情况 证券代码：002271 证券简称：东方雨虹 公告编号：2025-078 北京东方雨虹防水技术股份有限公司 关于获得政府补助的公告 北京东方雨虹防水技术股份有限公司（以下简称"公司"）今日获悉，公司 及下属子公司于近日获得三笔政府补助，其中公司获得政府补助 24,990,000.00 元人民币，公司下属子公司唐山东方雨虹防水技术有限责任公司获得政府补助 72,998.18 元人民币，公司下属子公司昆明风行防水材料有限公司获得政府补助 12,400.00 元人民币。自公司最近一次披露《关于获得政府补助的公告》（公告 编号：2025-059）至今，公司及下属子公司累计获得政府补助合计 32,695,386.90 元人民币，均为与收益相关的政府补助，占公司 2024 年度经审计的归属于上市 公司股东净利润的 30.23%，占公司 2024 年度经审计的归属于上市公司股东净资 产的 0.13%，补助形式均为现金，截至目前，上述补助已经实际收到相关款项， 具体明细如下： | 序号 | 获得补助的主体 ...

Investment Rating - The report maintains a positive outlook on the building materials sector, highlighting potential opportunities in both "grouping" and "switching" strategies within the industry [2][11]. Core Insights - The building materials market is experiencing a shift in focus, with technology stocks gaining momentum while the building materials sector presents viable options for investment [2]. - The report emphasizes the importance of monitoring production capacity and quality improvements in key segments such as electronic fabrics and Q fabrics, which are expected to see increased demand due to advancements in AI and PCB technologies [3][4]. - The report identifies a growing confidence in infrastructure projects in regions like Xinjiang and Tibet, driven by government investments and the necessity of transportation infrastructure [11][12]. - The consumer building materials segment is showing signs of recovery, with expectations of improved revenue performance as the market stabilizes [24][25]. Summary by Sections Grouping in Building Materials - The electronic fabric sector is expected to maintain its performance, with leading companies like Zhongcai Technology reporting strong sales and production growth [3]. - The AI industry's production expectations are advancing, with key suppliers anticipating increased output of Q fabrics by the end of the year [4]. - The report highlights the importance of monitoring the production capacity and quality of Q fabrics, which will determine the actual supply capabilities of companies [4]. Switching in Building Materials - Infrastructure projects in Xinjiang and Tibet are gaining traction, with significant government backing and a strong demand for cement due to the region's unique geographical advantages [11][12]. - The consumer building materials sector is entering a recovery phase, with sales and construction data indicating a bottoming out of the market [13][14]. - The report notes that the cement industry is poised for potential growth, driven by policy improvements and governance enhancements [15][29]. Cement Industry - The cement sector is entering a peak season, but market performance remains subdued due to high comparative bases from the previous year [29][30]. - The report emphasizes the importance of policy measures to limit overproduction in the cement industry, which could enhance profitability [30][33]. - Companies like Conch Cement and Huaxin Cement are highlighted for their strong cash flow and potential for shareholder returns [34][38]. Glass Industry - The float glass market is experiencing price stabilization, with environmental regulations expected to impact production costs [40][41]. - The report indicates that the glass industry is facing cash flow challenges, with many companies operating at a loss [42]. - Companies like Xinyi Glass are expected to maintain competitive positions despite market pressures, with a focus on improving operational efficiency [43]. Photovoltaic Glass - The photovoltaic glass segment is seeing a decline in inventory levels, with prices remaining stable amid increased demand from downstream component manufacturers [48]. - The report notes that while domestic prices are under pressure, overseas markets are performing better, which could benefit leading companies in the sector [49]. Fiberglass - The fiberglass market is characterized by a divergence in production and sales, with electronic fabrics maintaining a favorable outlook [50].

Group 1 - QFI (Qualified Foreign Institutional Investors) has been actively involved in the A-share market, with 263 companies having QFI listed among their top ten shareholders as of the end of Q2 [1][2][3] - Notable companies with significant foreign holdings include Shengyi Technology, China XD Electric, and Oriental Yuhong, with foreign ownership exceeding 10 million shares in 34 stocks [1][3] - Major foreign institutions such as Barclays, UBS, and Goldman Sachs have increased their positions in several A-shares, indicating a strong interest in the market [2][4] Group 2 - Foreign institutional research activity remains high, with a total of 5,644 A-share company investigations conducted by foreign entities this year, covering 4,695 stocks [5][6] - Point72 Asset Management leads in research frequency, conducting 157 investigations, focusing on companies like Xiaogoods City, Huali Group, and Optoelectronics [5][6] - Companies such as Huichuan Technology and Mindray Medical have attracted significant foreign interest, with 525 and 299 foreign institutional investigations respectively [6] Group 3 - Morgan Stanley Fund expresses optimism in three key investment areas: technology growth sectors like AI and semiconductors, high-quality enterprises in Chinese manufacturing, and new consumer sectors with strong domestic and overseas performance [6]

Group 1 - QFI (Qualified Foreign Institutional Investors) has been actively involved in the A-share market, with 263 companies having QFI listed among their top ten shareholders as of the end of Q2 [1][2][3] - Notable companies with significant foreign holdings include Shengyi Technology, China XD Electric, and Oriental Yuhong, each with over 10 million shares held by foreign investors [1][3] - Major foreign institutions such as Barclays, UBS, and Goldman Sachs have increased their positions in several A-shares, indicating a strong interest in the market [2][4] Group 2 - Foreign institutional research activity remains high, with a total of 5,644 A-share company investigations conducted by foreign entities this year, covering 4,695 different stocks [5][6] - Point72 Asset Management leads the foreign research efforts with 157 investigations, focusing on companies like Xiaogoods City, Huali Group, and Optoelectronics [5][6] - Companies such as Huichuan Technology and Mindray Medical have attracted significant attention, with over 500 and 299 foreign institution investigations, respectively [6] Group 3 - Morgan Stanley Fund expresses optimism about three key investment directions: technology growth sectors like AI and semiconductors, high-quality enterprises in Chinese manufacturing, and new consumer sectors with strong domestic and international performance [6]

Investment Rating - Industry Rating: Recommended [4] Core Viewpoints - The construction materials sector is experiencing a favorable investment moment due to the "anti-involution" trend and the arrival of peak season, leading to accelerated self-discipline in the cement industry. Recommended stocks include Huaxin Cement and Conch Cement, among others [1][5] - The cement market price is stabilizing at 364.15 CNY/ton, with an average shipment rate of 45.7% in key regions. The price is expected to maintain a steady upward trend [2][22] - The photovoltaic glass industry is witnessing price increases at the bottom level, with mainstream order prices for 2.0mm coated panels rising to approximately 11 CNY/sqm, reflecting a 2.33% increase [2][75] - The real estate market shows signs of marginal improvement, with new home transaction areas in 30 major cities reaching 154.48 million sqm, a 24.22% increase from the previous week [3][18] Summary by Sections Cement Industry - The national cement market price is 364.15 CNY/ton, showing stability amid tight funding and adverse weather conditions affecting demand recovery. The average shipment rate in key regions is around 45.7% [2][22] - Regions like Jiangsu and Anhui are seeing price increases of 20-30 CNY/ton, while areas like Fujian are experiencing price declines of 10-50 CNY/ton due to weak demand [22][48] Photovoltaic Glass - The market for photovoltaic glass is showing positive trading activity, with prices for 2.0mm coated panels increasing by 2.33% to around 11 CNY/sqm. The inventory levels are decreasing, indicating a tightening supply [75][76] Real Estate Market - The transaction volume for new homes in 30 major cities has improved, with a total area of 154.48 million sqm sold, reflecting a 24.22% week-on-week increase. The second-hand housing market also shows a 9% increase in transaction volume [3][18] Recommended Stocks - Recommended stocks include Huaxin Cement, Conch Cement, and others in the cement sector, as well as companies like Dongfang Yuhong and Keshun Co., which are benefiting from price increases in waterproofing products [1][5] - In the photovoltaic glass sector, stocks such as Qibin Group and Fuyao Glass are highlighted for their potential gains from price increases [1][5]

Core Viewpoint - Jinke Services (09666) announced the transfer of 35 million shares owned by Jinke Real Estate Group Co., Ltd. due to a judicial ruling, with additional shares being auctioned under court supervision [1] Group 1 - Jinke Real Estate's 35 million shares were transferred to a third party on December 26, 2023, following a judicial ruling [1] - An additional 32.68 million shares and 22 million shares, representing approximately 5.47% and 3.68% of the total issued share capital respectively, are being publicly auctioned under the supervision of the Chongqing Fifth Intermediate People's Court [1] - The transfer of these shares to Beijing Oriental Yuhong Waterproof Technology Co., Ltd. and Chongqing Zhongxun Jintong Investment (Group) Co., Ltd. was completed on June 25, 2025 [1] Group 2 - As of August 13, 2025, Oriental Yuhong held rights to 28.43 million shares, accounting for approximately 4.76% of the total issued share capital [1] - Both Oriental Yuhong and Chongqing Zhongxun Jintong Investment (Group) Co., Ltd. are independent of the offeror and do not act in concert with the offeror [1]

Group 1 - Kins Technology Services (09666) announced the transfer of 35 million shares owned by Kins Real Estate Group Co., Ltd. due to a judicial ruling on December 26, 2023 [1] - An additional 32.68 million shares and 22 million shares, representing approximately 5.47% and 3.68% of the total issued share capital respectively, are being publicly auctioned under the supervision of the Chongqing Fifth Intermediate People's Court [1] - The transfer of these shares to Beijing Oriental Yuhong Waterproof Technology Co., Ltd. and Chongqing Zhongxun Jintong Investment (Group) Co., Ltd. was completed on June 25, 2025 [1] Group 2 - As of August 13, 2025, Oriental Yuhong held rights to 28.43 million shares, accounting for approximately 4.76% of the total issued share capital [1] - Both Oriental Yuhong and Chongqing Zhongxun Jintong Investment (Group) Co., Ltd. are independent of the offeror and do not act in concert with the offeror [1]

（文章来源：每日经济新闻） 东方雨虹8月22日晚间发布公告称，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，本次解除质押810万股。截至本公告日，李卫 国及其一致行动人李兴国累计质押股数约为3.84亿股，合计占其所持股份比例为70.94%。 ...

北京东方雨虹防水技术股份有限公司 关于为下属公司提供担保的进展公告 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。 证券代码：002271 证券简称：东方雨虹 公告编号：2025-077 一、担保情况概述 （一）本次担保基本情况 1、北京东方雨虹防水技术股份有限公司（以下简称"公司"）与上海浦东 发展银行股份有限公司河北雄安分行（以下简称"浦发银行河北雄安分行"）签 署《最高额保证合同》，公司为浦发银行河北雄安分行与公司全资子公司唐山东 方雨虹防水技术有限责任公司（以下简称"唐山技术公司"）之间主合同项下一 系列债务提供连带责任保证。保证期间为自每笔债权合同债务履行期届满之日起 至该债权合同约定的债务履行期届满之日后三年止。前述担保的最高债权本金余 额为不超过等值人民币 7,000 万元。 2、公司与上海浦东发展银行股份有限公司长沙分行（以下简称"浦发银行 长沙分行"）签署《最高额保证合同》，公司为浦发银行长沙分行与公司全资子 公司常德天鼎丰非织造布有限公司（以下简称"常德天鼎丰"）之间主合同项下 一系列债务提供连带责任保证。保证期间为自每笔债权合同债务履行期 ...

证券代码：002271 证券简称：东方雨虹 公告编号：2025-076 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 注：上表中已质押股份限售和冻结、标记合计数量及未质押股份限售和冻结合计数量均 为高管锁定股。 如上表所示，李卫国先生及其一致行动人李兴国先生合计持有本公司股份 541,712,242 股，占公司总股本的 22.68%，完成本次部分股份解除质押后，累计 质押所持公司股份为 384,272,200 股，占公司总股本的 16.09%，占其所持公司 股份的 70.94%。 三、其他说明 1、本次股份解除质押事项与公司生产经营需求无关。 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 | 占其所 持股份 | 占公司 总股本 | 起始日 | 解除日期 | ...