东方雨虹拟6亿元投建新材料产业链项目 完善产业链布局

Core Viewpoint - The company has signed an investment agreement to invest 600 million yuan in a new materials industry chain project in Shanglin County, Guangxi, aiming to leverage local mineral resources and enhance its upstream product offerings [1][2]. Investment Details - The total investment for the project is 600 million yuan, with an expected annual output value of approximately 800 million yuan and an estimated annual tax contribution of 40 million yuan once fully operational [1]. - The project will be implemented in phases, with construction expected to start within three months after land acquisition and to produce products within 18 months of commencement [1]. Strategic Objectives - The investment aims to utilize Shanglin County's advantages in mineral resources, transportation, and supportive industrial policies to expand the company's product range into upstream areas like mortar powder [2]. - The project is expected to enhance the company's procurement risk resilience and deepen its competitive moat in the industry, creating new profit growth points and fostering upstream and downstream industry chain collaboration [2]. Financial Performance - In the first half of 2025, the company reported revenue of 13.569 billion yuan and a net profit of 564 million yuan, indicating a decline compared to the same period last year, although there was a noticeable improvement in the second quarter compared to the first [2]. - The gross margin for the second quarter was 26.71%, showing a significant recovery of about 3% from the first quarter, driven by increased revenue, stable pricing strategies, and growth in the high-margin retail segment [3].