东方雨虹张蓓：ESG是穿越周期的“必修课”

Core Viewpoint - The company emphasizes the importance of long-termism and ESG (Environmental, Social, Governance) principles as essential for sustainable growth and resilience in the building materials industry, especially during cyclical fluctuations [1][5]. Group 1: Company Development and Strategy - Since its establishment in 1995, the company has adhered to a strict quality management system, ensuring that it does not produce non-standard products, which has helped it secure a significant market share in China [2][4]. - The company has evolved from a waterproof supplier for the Beijing Olympic venues to a global building materials service provider, operating in over 150 countries and regions [1][2]. - The strategic focus includes deepening its core waterproof business, expanding into sand powder as a second growth engine, exploring new applications in pipe industry and maintenance, accelerating localization of production, and targeting both lower-tier markets and consumer brands [4][5]. Group 2: ESG Commitment and Sustainable Development - The company has been a pioneer in ESG practices, having published its ESG report for 17 consecutive years, integrating ESG principles into its entire supply chain [5][7]. - In terms of environmental initiatives, the company has implemented distributed photovoltaic systems across 25 production bases, reducing carbon emissions by 38,600 tons annually, and has developed numerous green products that have received extensive environmental certifications [5][7]. - The company promotes social value by sharing knowledge through initiatives like the "Rainhong Academy" and participating in international projects that align Chinese construction standards with local needs, thereby enhancing sustainable construction practices [7]. Group 3: Future Outlook - The company aims to redefine the industry through resilience and long-term strategies, with a clear path to transition from a Chinese brand to a global brand, leveraging its core waterproof business and expanding into related sectors [5][7].