研报掘金丨中信建投:予东方雨虹“买入”评级,看好公司成为未来的碳酸钙龙头企业
Ge Long Hui·2026-02-25 07:22

Industry Overview - Calcium carbonate is one of the most widely used industrial fillers, and the industry is undergoing significant changes due to the scarcity of quality mining resources, the trend towards integrated industrial chains, and the high-end product development [1] - The competition paradigm in the industry is shifting, with small industries nurturing large enterprises [1] Company Analysis - Oriental Yuhong is a leading enterprise in the downstream application of calcium carbonate, possessing strong financial and scale capabilities [1] - The company is actively extending its operations upstream, implementing a full industrial chain integration model from mining to calcium carbonate to downstream applications [1] - Oriental Yuhong's first-mover advantage and differentiated business model establish its leading position in the market [1] - The company's future expansion of its calcium carbonate business across the country is anticipated, positioning it to become the leading enterprise in the calcium carbonate sector [1] - The report gives a "buy" rating for Oriental Yuhong [1]

CSC-研报掘金丨中信建投:予东方雨虹“买入”评级,看好公司成为未来的碳酸钙龙头企业 - Reportify