聚焦工业防水赛道，构建差异化壁垒，东方雨虹的TPO实力出圈

Group 1 - The "Times High-Performance Lithium Battery Project" in Xiamen Torch High-tech Zone, invested by CATL, is progressing smoothly and is expected to complete its main construction by June 2026 [1] - Oriental Yuhong has successfully entered the supply chain of this project, providing approximately 240,000 square meters of TPO roofing system services, leveraging its core technology in high-end industrial waterproofing [1][3] Group 2 - The production of lithium batteries requires stringent environmental conditions, making the demand for waterproof materials and system solutions significantly higher than in ordinary industrial scenarios, thus serving as a test of strength for high-end industrial waterproofing companies [3] - Oriental Yuhong's exposed enhanced TPO waterproofing membrane meets the specific needs of lithium battery production, featuring excellent properties such as weather resistance, durability, high strength, tear resistance, and chemical corrosion resistance, suitable for Xiamen's complex climate [3] Group 3 - The demand for high-end industrial waterproofing is experiencing explosive growth as the new energy industry develops towards clustering and high-end, becoming a new growth engine for the waterproofing industry [5] - By 2026, the domestic high-end waterproof product market is expected to see significant growth, with continuous market potential being released [5] - Oriental Yuhong is actively optimizing its business structure and accelerating its transformation from traditional building waterproofing to high-end industrial waterproofing, establishing a complete industrial building service system [5] Group 4 - Oriental Yuhong's 1.5mm and 1.8mm enhanced TPO waterproofing membranes have passed the new mandatory national standard for roof covering materials, achieving B1-level fire performance certification [7] - The company has received industry recognition for its TPO products through projects like Aima's new energy smart travel project and Audi FAW's new energy vehicle industrial park, winning the 2025 "Building Waterproofing Industry Science and Technology Award - Engineering Technology Award" [7] - With a forward-looking strategic layout, Oriental Yuhong has built multiple advantages in technology, customers, and brand, creating differentiated competitive barriers in the high-end industrial waterproofing sector, which is expected to further expand market share and promote higher quality business development [7]