证券代码：002271 证券简称：东方雨虹 公告编号：2025-061 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 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 | 占公司 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 股份数量 | 持股份 | 总股本 | | | | 起始日 | | | 解除日期 | | 质权人 | | | 其一致行动人 | （股） | 比例 | 比例 | | | | | | | | | | | | 是 | 610,000 | 0.11% | 0.03 ...

Core Viewpoint - The controlling shareholder of Dongfang Yuhong, Li Weiguo, is under significant financial pressure, leading to large-scale share reductions and high cash dividends despite a drastic decline in the company's performance [1][3][5]. Group 1: Share Reduction and Financial Strategy - Li Weiguo plans to reduce his stake in Dongfang Yuhong by up to 1.94%, potentially raising around 500 million yuan, primarily to repay personal debts [2][4]. - In 2024, Li Weiguo has already cashed out approximately 652 million yuan from previous share reductions [2]. - Since the beginning of 2023, Li Weiguo and his associates have raised about 2.3 billion yuan through share reductions and high dividends [4]. Group 2: Company Performance and Dividends - Dongfang Yuhong's net profit for 2024 is projected to be only 108 million yuan, a staggering 95% drop compared to previous years, while cash dividends amount to 2.21 billion yuan [3][4]. - Despite the significant decline in profits, the company continues to distribute high dividends, with Li Weiguo receiving approximately 482 million yuan from dividends alone [3][4]. Group 3: Debt Pressure and Share Pledge - As of May 22, 2024, Li Weiguo has pledged 75.85% of his shares, amounting to 4.11 billion shares, with a market value of about 4.7 billion yuan [5][7]. - The ongoing decline in Dongfang Yuhong's stock price has increased the risk of forced liquidation due to share pledges, with Li Weiguo having conducted 146 pledges in the last three years [5][7]. - Li Weiguo's financial obligations related to share pledges are substantial, with 2.4 billion shares due within the next six months, representing 10.06% of the company's total equity [7][8].

Core Viewpoint - Over the past 30 years, Dongfang Yuhong has transformed from a startup into a global benchmark in the construction waterproofing industry, driven by innovation and technology, and has contributed significantly to the development of China's waterproofing sector while providing "Chinese solutions" to the world [1][9]. Group 1: Innovation and Technology - Dongfang Yuhong has established a seamless connection between laboratory innovations and construction site applications, exemplified by winning the National Science and Technology Progress Award in 2019 for its advanced waterproofing technology [1][3]. - The company has built a comprehensive innovation system covering "basic research—process equipment—application technology—engineering construction," with global research collaborations and key laboratories enhancing its technological footprint [5][6]. Group 2: Product Development and Solutions - The launch of the ultra-wide TPO waterproof membrane in 2024 addresses high-pressure and deformation challenges in major engineering projects, marking a significant advancement in China's water conservancy construction [5][6]. - Dongfang Yuhong's products, such as the visual HDPE self-adhesive waterproof membrane and the innovative non-curing rubber asphalt waterproof coating, demonstrate a commitment to solving industry pain points and enhancing construction efficiency [6][7]. Group 3: Future Vision and Commitment - The company's mission has evolved to provide ultimate protection for buildings, focusing on extreme condition materials and green intelligent manufacturing through partnerships with leading universities [7][9]. - Dongfang Yuhong aims to continue its legacy of innovation, contributing to the "dual carbon" goals and new infrastructure initiatives, while positioning itself as a leader in the global waterproofing market [9].

Core Viewpoint - Oriental Yuhong is actively expanding its presence in Southeast Asia, showcasing a strategic shift from product output to comprehensive service delivery, thereby enhancing its global service capabilities [1][8]. Group 1: Strategic Developments - In the first half of 2025, Oriental Yuhong successfully conducted its first trial production at its Malaysia production and R&D logistics base [3]. - The opening of the first waterproof comprehensive specialty store in Malaysia marks a significant upgrade in local system services [3]. - A major project in Vietnam involves the renovation of a 50,000 square meter concrete roof, demonstrating the applicability of Chinese waterproof technology standards in high-end overseas markets [5]. Group 2: Product Customization and Local Adaptation - Oriental Yuhong is focusing on developing customized products that meet local market demands, enhancing its R&D investment to create solutions tailored to regional needs [5][6]. - New products launched in Penang, Malaysia, are designed with deep local modifications to address the specific climatic challenges of Southeast Asia, emphasizing moisture resistance and crack prevention [6][8]. Group 3: Competitive Advantages - The company's strategy of product customization not only provides a price advantage but also creates a significant performance differentiation barrier [8]. - Oriental Yuhong is leveraging its strengths in products, technology, and services to reshape the image of "Made in China" in overseas markets [8].

Group 1 - The controlling shareholder and actual controller of Dongfang Yuhong, Li Weiguo, plans to reduce his shareholding by up to 46,382,189 shares, which is no more than 1.94% of the total share capital [1] - Li Weiguo currently holds 530,802,887 shares, accounting for 22.22% of the company's total share capital [1] - The share reduction is scheduled to occur within three months starting from July 24, 2025, following a 15 trading day period after the announcement [1] Group 2 - Dongfang Yuhong's stock price has fallen below the issuance price from the 2021 private placement [3] - In 2021, the company raised approximately RMB 7.99 billion through a private placement of 175,824,175 shares at a price of RMB 45.50 per share [2] - After deducting fees, the actual net amount raised was approximately RMB 7.99 billion [2]

Group 1 - The core point of the news is that the controlling shareholder of Dongfang Yuhong, Li Weiguo, plans to reduce his stake by up to 1.94% of the company's total shares, which has attracted market attention [1] - As of the announcement date, Li Weiguo holds 530,802,887 shares, representing 22.22% of the total share capital, while his associate Li Xingguo holds 10,909,355 shares, accounting for 0.46%, together totaling 22.68% [1] - The planned reduction will occur within three months starting from July 24, 2025, and will involve a maximum of 46,382,189 shares, with the selling price determined by the market price at the time of the sale [1] Group 2 - Dongfang Yuhong's 2024 annual report indicates that the company's operating revenue was 28.06 billion yuan, a year-on-year decrease of 14.5%, and the net profit attributable to shareholders was 108 million yuan, down 95.2% [2] - The first quarter report for 2025 shows operating revenue of 5.95 billion yuan, a year-on-year decline of 16.7%, with a net profit attributable to shareholders of 192 million yuan, down 44.7% [2] - The company's operating cash flow net amount for 2024 was 3.457 billion yuan, an increase of 64.4%, while for the first quarter of 2025, it reported a negative cash flow of 813 million yuan, but this was a 57.0% increase year-on-year [2]

二、本次减持计划的主要内容 （一）减持计划的具体安排 证券代码：002271 证券简称：东方雨虹 公告编号：2025-060 北京东方雨虹防水技术股份有限公司 控股股东、实际控制人李卫国先生保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有北京东方雨虹防水技术股份有限公司（以下简称"本公司"或"公司"） 股份530,802,887股（占本公司总股本比例22.22%）的控股股东、实际控制人李 卫国先生计划在本公告披露之日起15个交易日后的3个月内（自2025年7月24日至 不得进行减持的时间和情形除外）以大宗交易和/或集中竞价交易方式减持本公 司股份不超过46,382,189股（占本公司总股本比例不超过1.94%）。 公司于近日收到控股股东、实际控制人李卫国先生出具的《股份减持计划告 知函》，现将具体情况告知如下： 一、股东基本情况 （一）股东名称：李卫国 （二）股东持股情况：截至本公告披露日，李卫国先生持有公司股份 先生持有公司股份10,909,355股，占公司总股本比例为0.46%。李卫国先 ...

北京东方雨虹防水技术股份有限公司 关于控股股东、实际控制人减持股份预披露公告 控股股东、实际控制人李卫国先生保证向本公司提供的信息内容真实、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：2025-060 （二）股东持股情况：截至本公告披露日，李卫国先生持有公司股份 530,802,887股，占公司总股本比例为22.22%，李卫国先生的一致行动人李兴国 先生持有公司股份10,909,355股，占公司总股本比例为0.46%。李卫国先生及其 一致行动人李兴国先生合计持有公司股份541,712,242股，占公司总股本比例为 22.68%。 二、本次减持计划的主要内容 （一）减持计划的具体安排 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有北京东方雨虹防水技术股份有限公司（以下简称"本公司"或"公司"） 股份530,802,887股（占本公司总股本比例22.22%）的控股股东、实际控制人李 卫国先生计划在本公告披露之日起15个交易日后的3个月内（自2025年7月24日至 2025年10月23日，中国证监会、深圳证券交易所相 ...

Core Viewpoint - The controlling shareholder and actual controller of Dongfang Yuhong plans to reduce their stake by up to 1.94% of the company's total shares [1] Summary by Relevant Sections - Shareholder Reduction Plan - The controlling shareholder, Li Weiguo, intends to reduce holdings by no more than 46,382,189 shares [1]

Core Viewpoint - The price increase of waterproof products by Dongfang Yuhong starting July 1 is confirmed, indicating a broader trend of price adjustments within the industry, suggesting a shift towards a healthier competitive landscape [1] Company Summary - Dongfang Yuhong has officially notified downstream customers about the price increase, which affects waterproof coatings, grout, and tile adhesives [1] - This price adjustment is noted as one of the more significant changes within the year [1] - The company is currently unable to directly assess the impact of this price increase on its performance [1] Industry Summary - The price increase is not isolated to Dongfang Yuhong; many leading companies in the industry are also raising prices [1] - The widespread price hikes indicate that the industry is moving in a positive direction towards a more favorable competitive environment [1]