ORIENTAL YUHONG(SZ:002271) Zhong Guo Zhi Liang Xin Wen Wang·2026-02-11 08:53Core Viewpoint - In 2026, Oriental Yuhong aims for a clear distinction between success and failure, setting ambitious targets for waterproof membrane shipments and mortar sales, reflecting a strategic assessment of its organizational development [1] Group 1: Strategic Goals - The company has set a target of achieving an annual shipment of 1 billion square meters of waterproof membranes and over 20 million tons of mortar sales by 2026 [1] - The chairman emphasizes the need for a long-term commitment to deepen competitive advantages and become an industry giant [1] Group 2: Operational Adjustments - Oriental Yuhong plans to activate idle real estate and stock assets while divesting non-core businesses to focus resources on key areas like waterproofing and mortar [1] - The controlling shareholder intends to reduce their stake by no more than 3% to fulfill employee stock ownership commitments and repay pledges, aiming to stabilize the core team and reduce financial leverage [1] Group 3: Market Expansion and Innovation - The company is targeting a market size in the hundreds of billions, with a focus on collaborative development of coatings and mortar, and actively exploring overseas markets [2] - New product launches and strategic partnerships are underway, including a nearly 700 million yuan order and collaborations to expand retail channels [4] Group 4: Production Capacity and Performance - The production capacity for high-performance industrial coatings is nearing completion, with significant progress in the Saudi factory's production lines [3] - A record daily shipment of 4.43 million square meters was achieved, marking an 11.6% increase compared to historical peaks, supporting the annual targets [3] Group 5: Product Development and Certifications - The company has introduced new fireproof coatings and enhanced waterproof membranes that meet the latest national standards, expanding its product matrix [4] - The GardMem series has received North American UPC and cUPC certifications, further supporting overseas market growth [4]