证券代码：002271 证券简称：东方雨虹 公告编号：2025-059 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 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 北京东方雨虹防水技术股份有限公司（以下简称"公司"）获悉，自公司最 近一次披露《关于获得政府补助的公告》（公告编号：2025-057）至今，公司及 下属子公司累计获得政府补助合计 22,519,088.00 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 20.82%，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 | 补助获得时间 | 补助金额（元） | | --- | --- | --- | --- | | 1 | 青岛东方雨虹建筑材料有限公司 | 2025/6/10 | 400,000.00 | | 2 | 杭州东方雨虹建筑材料有限公司 | 2025/6/10 | 50,000.00 | | 3 | 德爱威建设工程有限公司 | 2025/6/12 | ...

Investment Rating - The investment rating for the building materials industry is "Positive" (maintained) [1] Core Viewpoints - The report highlights that the real estate market policies are continuously tightening, creating investment opportunities in building materials. Recent policies from the central bank and local governments aim to support home purchases and improve safety in construction sites, indicating a shift towards a balanced supply-demand dynamic in the real estate market [3][4] - Recommended stocks in the consumer building materials sector include Sankeshu (channel penetration and retail expansion), Dongfang Yuhong (waterproof leader with optimized operational structure), Weixing New Materials (high-quality operations with a significant retail business), and Jianlang Wujin. Beneficiary stocks include Beixin Building Materials (gypsum board leader with diversified expansion in coatings and waterproof sectors) [3] - The report also notes that the National Development and Reform Commission has issued a plan for energy conservation and carbon reduction in the cement industry, aiming to control cement clinker capacity to around 1.8 billion tons by the end of 2025, which is expected to accelerate the iteration of energy-saving and efficient equipment [3][4] Market Performance - The building materials index increased by 2.41% in the week from June 23 to June 27, 2025, outperforming the CSI 300 index, which rose by 1.95%, resulting in a 0.46 percentage point advantage [4][13] - Over the past three months, the CSI 300 index has risen by 0.88%, while the building materials index has decreased by 3.79%, indicating a 4.67 percentage point underperformance [4][13] - In the past year, the CSI 300 index has increased by 13.29%, while the building materials index has only risen by 7.19%, showing a 6.11 percentage point underperformance [4][13] Cement Sector - As of June 27, 2025, the average price of P.O42.5 bulk cement nationwide was 284.72 yuan/ton, a decrease of 4.47% month-on-month. The price trends varied by region, with Northeast China seeing a significant drop of 21.95% [6][24] - The clinker inventory ratio reached 69.36%, an increase of 1.27 percentage points from the previous month [6][25] Glass Sector - The report indicates that the spot price of float glass as of June 27, 2025, was 1200.53 yuan/ton, reflecting a slight increase of 0.13%. The inventory of float glass decreased by 2.51%, with a total of 59 million weight boxes [6][75] - The average price of photovoltaic glass was 120.70 yuan/weight box, down by 3.44% [6][78] Fiberglass Sector - The report notes that the price of fiberglass remains stable, with various types of fiberglass priced between 3400 to 6600 yuan/ton depending on the type and region [6][3] Consumer Building Materials - The report tracks the prices of key raw materials for consumer building materials, noting slight fluctuations. For instance, the price of asphalt remained stable at 4520 yuan/ton, while the price of acrylic acid increased by 1.87% to 6825 yuan/ton [6][3]

具体来看，此次涨价函中涉及的产品包括防水涂料、美缝剂、瓷砖胶、卷材类等多个核心品类，涨幅普 遍在1%至13%之间，个别品类如防水涂料最高涨幅达13%。 以东方雨虹为例，其全资子公司东方雨虹民用建材有限责任公司6月份发布的《产品调价函》显示，为 了维护品牌长期健康发展，稳定市场秩序，确保市场良性竞争，同时保障客户的长远利益，经公司研究 决定，对防水涂料、美缝剂、瓷砖胶的部分产品价格进行上调。 该调价函显示，涉及调价产品的调整幅度如下：防水涂料上调3%至13%；美缝剂上调4%至9%；C0级瓷 砖胶上调1%至5%（部分区域）。产品调价将于2025年7月1日正式执行，具体调价产品明细以各大区通 知为准。 科顺股份的全资子公司科顺民用建材有限公司也发布了相关调价函，该调价函显示，为稳定市场价格和 市场秩序，保障广大合作伙伴的长远利益，实现长期同行的合作目标，经公司研究决定，对防水涂料、 瓷砖胶、美缝剂、卷材类部分产品进行价格上调，调价详情显示：防水涂料上调3%至13%；C0级、C2 级瓷砖胶上调1%至5%（按区域情况调整）；美缝剂上调4%至9%；卷材类上调3%至7%。新价格政策计 划自各大区7月1日最新发布的价格表为准 ...

东方雨虹 20250625 摘要 当前建筑防水行业的整体需求仍处于下行状态，行业总需求表现非常一般，整 体环境相对严峻。工程市场和零售市场的需求均持续面临下行压力。然而，局 部应用场景的需求表现尚可，例如工业能源类项目、以旧改为代表的城市更新 项目，以及国家重点工程项目（如重大水利设施）等。东方雨虹的工建集团在 这些领域也承接了相应项目。 针对 2025 年下半年，公司对市场价格走势有何判断，是否存在价格竞争反复 的可能性？ 2025 年下半年市场价格走势难以准确判断，主要取决于头部企业的策略。已 知一家传统头部防水公司明确表示不愿继续价格战，即使牺牲部分销量也希望 利润回升。公司此次率先提价，是基于降价未能有效提升销量的判断。在去年 降价较多的地区进行试点调价后，发现并未影响消费者购买决策和销量，这表 明当前价格战已失效。因此，公司近期发布了民建全国统一涨价函，本质上是 对去年降价产品进行复价。公司不希望通过价格战牺牲利润率，而是希望通过 正常的市场工作获取订单和销量，并期待市场竞争秩序回归正常。鉴于近年来 行业快速下行，大量企业出清，对市场有影响力的企业数量减少，供给端竞争 格局已达到应维护市场秩序的时间 ...

Core Viewpoint - The 30th anniversary of Dongfang Yuhong highlights the company's growth, commitment to quality, and innovative spirit, emphasizing the importance of teamwork and dedication in achieving new heights [1][6]. Group 1: Company Development - Dongfang Yuhong has celebrated 30 years of progress, showcasing a strong commitment to quality and innovation [1]. - The company has initiated a story collection activity to commemorate its anniversary, reflecting on the dedication and achievements of its employees [1]. Group 2: Employee Commitment - Employees express gratitude and a sense of responsibility towards their commitments, viewing them as motivation to strive for excellence [3][5]. - The company fosters a culture of support and appreciation for employees' families, enhancing their sense of belonging and happiness [9]. Group 3: Brand Protection - Dongfang Yuhong has faced challenges from counterfeit products, leading to a strong focus on brand protection and quality assurance [10][12]. - The company maintains high standards in production and has established a robust legal framework to combat infringement and restore trust in its brand [12]. Group 4: Future Aspirations - The company aims to expand its roof tile business, recognizing its potential for value creation and market growth [5][6]. - Dongfang Yuhong is committed to continuing its legacy of excellence and innovation, striving to write a new chapter in its history [12].

Core Insights - The article highlights the 30-year journey of Dongfang Yuhong, showcasing its evolution from a local company to a global leader in building materials and systems services [1][5][6] - The company emphasizes the importance of perseverance and innovation, as illustrated by various success stories from employees who have contributed to its growth and technological advancements [3][7][8] Group 1: Company Milestones - Dongfang Yuhong has established its first smart factory and completed its first overseas project, marking significant milestones in its history [1] - The introduction of the 3000-type production line in 2013 revolutionized the competition in the self-adhesive waterproofing membrane market, leading to the development of innovative products [5][6] Group 2: Employee Contributions - Employees have shared their personal stories of dedication and hard work, such as leading technical experiments and overcoming production challenges, which have collectively contributed to the company's success [3][4][7] - The company has fostered a culture of continuous learning and skill development, with employees taking on mentorship roles to train the next generation of talent in the industry [8] Group 3: Technological Advancements - The 3000-type production line has produced over 120 million square meters of high-quality waterproof membranes, establishing a solid foundation for the company's business growth in this segment [6] - The company has developed 32 advanced products and tackled various technical challenges, showcasing its commitment to innovation and excellence in the industry [3][4]

证券代码：002271 证券简称：东方雨虹 公告编号：2025-058 北京东方雨虹防水技术股份有限公司 关于公司及全资子公司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。 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"）与中信银行 股份有限公司济南分行（以下简称"中信银行济南分行"）签署《最高额保证合 同》，公司为中信银行济南分行与公司全资子公司济南东方雨虹建筑材料有限公 司（以下简称"济南东方雨虹"）在一定期限内连续发生的多笔债务提供连带责 任保证。保证期间为主合同项下债务履行期限届满之日起三年，即自债务人依具 体业务合同约定的债务履行期限届满之日起三年。前述担保的债权本金最高限额 为人民币 3,000 万元。 2、公司与苏州银行股份有限公司扬州分行（以下简称"苏州银行扬州分行"） 签署《保证合同》，公司为苏州银行扬州分行与公司全资子公司虹石（江苏）新 材料科技有限公司（以下简称"虹石新材料"）之间主合同项下的一系列债务提 供连带责任保证，保证期间为自债务人在各单笔主合同项下的 ...

Group 1 - The core idea of the news is that Dongfang Yuhong is launching the 2025 "Safety and Environmental Month" initiative to enhance employee safety awareness and improve safety and environmental management capabilities in its manufacturing plants [1][5] - The initiative includes activities such as "Five Ones" promotion, special inspections, emergency drills, safety and environmental risk identification, and sustainable development theme activities [1] - On June 5, Dongfang Yuhong held an "Environmental Open Day" in response to the theme "Beautiful China, I Go First," engaging students in interactive activities to promote green development concepts [1] Group 2 - The company has established a "system + technology + management" three-dimensional environmental protection system, which includes forming a special working group to improve management systems, investing in pollution treatment equipment upgrades, and implementing dual systems for environmental and energy management [5] - Dongfang Yuhong's full-chain model of "source reduction - process control - end treatment" provides a replicable practice sample for the green transformation of the building materials industry [5] - The environmental activities at the Yueyang factory not only reflect Dongfang Yuhong's commitment to sustainable development over the past thirty years but also aim to foster social consensus on green and low-carbon initiatives [5]

Group 1 - Haitai Development plans to acquire controlling stake in Zhixueyun through cash, which may constitute a major asset restructuring [3] - Shutaishen's product STSP-0601 has been included in the priority review list by the National Medical Products Administration, entering the expedited approval process [4] - Yuyin Co. confirmed no undisclosed significant matters despite stock price fluctuations exceeding 20% over three trading days [5] Group 2 - ST Four Seasons announced the resignation of three vice presidents due to personal reasons [6] - Wanda Film is set to launch a shareholder reward program, offering discounted movie vouchers and exclusive purchase options for shareholders [7] - Huamai Technology reported normal business operations focused on communication infrastructure, with no undisclosed significant information [8] Group 3 - Cuiwei Co. is currently experiencing losses in its main business due to market conditions and operational changes [9] - Dongfang Yuhong has received government subsidies totaling 11.3344 million yuan, accounting for 10.48% of the audited net profit for 2024 [10] Group 4 - Wen's Co. reported a 14.23% year-on-year increase in pig sales revenue for May, with total sales of 3.1554 million pigs generating 5.323 billion yuan [12] - Wentaike plans to reduce its stake by up to 3% through block trades and centralized bidding, amounting to 37.3374 million shares [14] - Debang Technology has reduced its shareholding by 1% through block trades, now holding 16.83% of the company [15] Group 5 - Lanjian Intelligent plans to repurchase shares worth 10 to 20 million yuan at a maximum price of 41.88 yuan per share [17] - Chengdi Xiangjiang's subsidiary has won a bid for a 440 million yuan project with China Mobile for data center power system construction [19]

证券代码：002271 证券简称：东方雨虹 公告编号：2025-057 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 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 北京东方雨虹防水技术股份有限公司（以下简称"公司"）获悉，自公司最 近一次披露《关于获得政府补助的公告》（公告编号：2025-046）至今，公司及 下属子公司累计获得政府补助合计 11,334,411.77 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 10.48%，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 | 补助获得时间 | 补助金额（元） | | --- | --- | --- | --- | | 1 | 广东东方雨虹建筑材料有限公司 | 2025/4/14 | 1,790,000.00 | | 2 | 德爱威建设工程有限公司 | 2025/4/14 | 6,000.00 | | 3 | 太原东方雨虹建筑材料有限公司 | 2025/4/15 | ...