东方雨虹出海突围疑遭电诈1200万 转型阵痛扣非再降30%研发缩水

Core Viewpoint - The company Oriental Yuhong (002271.SZ) has reported a suspected telecom fraud incident involving its wholly-owned subsidiary OYH Building Materials in the U.S., with an estimated loss of approximately $171.83 million (about 12.12 million RMB) [2][3][4]. Group 1: Fraud Incident - The fraud occurred when criminals infiltrated the email system of OYH Building Materials and impersonated the general contractor to request payment [2][3]. - The company has reported the incident to local police and the FBI, and is cooperating fully to mitigate losses [3][4]. - Initial investigations suggest that this is an isolated incident and will not significantly impact the company's normal operations [4]. Group 2: Financial Performance - Despite efforts to transform and expand internationally, the company continues to face challenges, with a projected decline in performance for 2025 [2][7]. - For the first three quarters of 2025, the company reported a net profit of 769 million RMB, a year-on-year decrease of approximately 30% [7][8]. - The company has significantly reduced its sales, management, and R&D expenses in response to declining revenues [8]. Group 3: Market Context - The company has experienced a continuous decline in performance, with net profits dropping from 21.21 billion RMB in 2022 to 1.08 billion RMB in 2024, reflecting a year-on-year decline of 95.24% [7][8]. - The stock price closed at 13.49 RMB per share on December 24, showing a slight increase from the beginning of the year but a significant drop of about 79% from its peak of 64.14 RMB in June 2021 [9].