东方雨虹、科顺股份先后上调产品价格

Core Viewpoint - Recent price increases by waterproof building material companies signal a collective response to rising costs and intense competition in the industry, marking a "counter-involution" movement [2][5]. Price Adjustments - Companies such as Beijing Oriental Yuhong Waterproof Technology Co., Ltd. and Keshun Waterproof Technology Co., Ltd. announced price hikes for various waterproof products, effective July 1, 2025, with increases ranging from 1% to 13% [3][4]. - Specific products affected include waterproof coatings, tile adhesives, and membrane materials, with the highest increase for waterproof coatings reaching 13% [3][4]. Industry Context - The waterproof industry has faced continuous pressure from fluctuating raw material prices and rising transportation costs, leading to compressed profit margins [5]. - For instance, Oriental Yuhong reported a gross margin of 25.80% in 2024, down 1.89 percentage points year-on-year, and a net margin of only 0.27%, a decline of 6.70 percentage points compared to the previous year [5]. Long-term Implications - Industry leaders emphasize the need to break the cycle of low-price competition, which can disrupt market order and compromise product quality [5]. - The recent price adjustments are seen as a necessary step to foster a healthier, sustainable development trajectory for the industry, moving towards higher quality and added value [5].