格隆汇8月12日丨科顺股份(300737.SZ)在投资者互动平台表示，公司目前未参与雅下水电站项目，未来 如有合作将依规披露。作为国内领先的防水系统服务商，主营防水材料和减震隔震产品，请投资者理性 投资，注意风险。 ...

枕戈待旦，是东方雨虹穿越周期的战略定力。当市场硝烟弥漫、不确定性高企，企业以"迎难而上，剑 气冲南斗"的精神，将"既定的不可能"转化为挑战的目标。这份源自对胜利神圣渴望的紧迫感，锻造了 一支永不满足、永不卸甲的队伍。他们深谙，在无声的商业战场中，唯有铁血战士的担当与智慧，才能 在紧缩环境中劈开新路，将每一次攻坚转化为价值重构的火种。 鹰击长空，是东方雨虹对未来的壮阔期许。企业以直面一切困难、接受一切挑战的勇气，致力于将每一 场"持久战"转化为追寻荣光的远征。其奋斗精神指向的，是"百舸争流"中更为远大的前程——不囿于一 城一池得失，而是着眼于价值重构与行业引领的滔滔长河。 8月11日，东方雨虹董事长李卫国通过公司《东方雨虹月刊》发表署名文章《闻战则喜》。他在文章中 表示，"永不止息的创业激情和永不放弃的奋斗热血是我们得以存续至今的根本原因。" "生命不息，战斗不止"——这八个字如战鼓般擂响，穿透了东方雨虹三十年的创业征程。它们并非空洞 口号，而是深植于企业基因中的精神密码。 在署名文章中，李卫国强调，"对于一个创业型企业而言，一切皆有可能的商业机会都是催促我们昼夜 奔忙的兴奋剂；凡是可以开疆拓土的战机都是点燃征 ...

Core Viewpoint - The article emphasizes the relentless spirit of Dongfang Yuhong over its thirty-year journey, highlighting its ability to embrace challenges and transform "impossible" goals into reality [1][8]. Group 1: Company Development and Philosophy - Dongfang Yuhong's inception and growth stemmed from a deep understanding of construction safety and leakage issues, driven by a pioneering entrepreneurial spirit [3]. - The company has established itself as an industry benchmark by prioritizing technology and quality, moving from merely addressing waterproofing issues to setting standards for quality and durability [3][4]. - The commitment to creating a lasting safe environment for society has been a guiding principle, leading to continuous technological advancements and quality improvements [3][4]. Group 2: Innovation and Service - Dongfang Yuhong has evolved from a single waterproofing business to a comprehensive building materials service system, addressing new challenges posed by extreme weather and unique building structures [4]. - The company emphasizes the importance of lifecycle service guarantees, ensuring high-quality delivery and standardization across its operations [4][5]. Group 3: Global Ambitions and Achievements - Over the past thirty years, Dongfang Yuhong has transformed from a leader in China's waterproofing industry to a significant player in the global building materials sector [6][8]. - The company has established strategic partnerships, developed overseas production and R&D bases, and achieved international certifications, solidifying its position as a global leader in waterproof materials [7][10]. - Dongfang Yuhong aims to become the most valuable enterprise in the global building materials industry, focusing on creating commercial, social, and industry value [5][8].

你公司的相关行为违反了本所《股票上市规则》第1.4条、第2.1.1条第一款、第4.1.1条第二款和《上市 公司自律监管指引第1号——主板上市公司规范运作》第5.5条的规定。 本所希望你公司及全体董事、监事、高级管理人员认真吸取教训，并提醒你公司及全体董事、监事、高 级管理人员严格遵守《证券法》《公司法》等法律法规，以及本所《股票上市规则》及相关规定，真 实、准确、完整、及时、公平地履行信息披露义务，杜绝此类事件发生。 2025年1至6月份，东方雨虹的营业收入构成为：防水材料销售占比69.71%，砂浆粉料占比14.71%，其 他占比8.39%，防水工程施工业占比6.26%，其他业务占比0.94%。 （文章来源：每日经济新闻） 2025年8月11日，深交所向北京东方雨虹（SZ 002271，收盘价：12.64元）防水技术股份有限公司发出 监管函：根据中国证券监督管理委员会北京监管局现场检查情况及本所查明的事实，你公司财务核算不 规范，存在以下问题：部分光伏组件销售业务采用总额法核算营业收入不准确；部分工程项目收入确认 时点不准确，部分工程项目居间费核算不准确；部分抵债资产债务重组核算不准确，信息披露不规范； 使用 ...

Core Viewpoint - Oriental Yuhong continues to propose high cash dividends despite a significant decline in revenue and net profit in the first half of 2025, raising concerns about the sustainability of its financial practices [3][6]. Financial Performance - In the first half of 2025, Oriental Yuhong reported revenue of 13.569 billion yuan, a year-on-year decrease of 10.84%, and a net profit of 564 million yuan, down 40.16% compared to the previous year [3][4]. - The company's net profit has been on a downward trend since 2024, with a 29.31% decline in the first half of 2024 and a staggering 95.24% drop for the entire year [4]. Dividend Plans - Oriental Yuhong plans to distribute a cash dividend of 9.25 yuan per 10 shares, totaling approximately 2.21 billion yuan, despite the ongoing decline in net profit [3][6]. - The company had previously announced a higher dividend plan for 2024, which was later adjusted downwards, indicating a potential shift in its financial strategy [6]. Business Segments - The decline in revenue is attributed to lower market demand, particularly in the waterproof materials and mortar powder segments, which accounted for 69.71% and 14.71% of revenue, respectively [5]. - Other main revenue sources, including non-woven fabrics and various adhesives, saw a 46.97% increase, but still represented less than 10% of total revenue [4][5]. Geographic Revenue Distribution - Over 95% of Oriental Yuhong's revenue comes from domestic operations, with international revenue growing by 42.16% to 576 million yuan, helping to mitigate the overall revenue decline [5]. - The company is actively pursuing international expansion, with production bases being established in countries like the USA, Saudi Arabia, Malaysia, and Canada [5]. Operational Changes - The company is shifting its business model from long-term construction contracts to a channel sales model, which has improved cash flow and reduced accounts receivable issues [7]. - The retail and engineering channel revenue now accounts for 84.06% of total income, reflecting a strategic pivot in sales approach [7]. Financial Health - Oriental Yuhong maintains a low debt ratio and a robust financial structure, with ample bank credit and low financing rates, allowing for increased liquidity if needed [7].

2024年1至12月份，凯伦股份的营业收入构成为：防水材料销售占比77.42%，防水工程施工占比 21.61%，其他收入占比0.97%。 （文章来源：每日经济新闻） 凯伦股份（SZ 300715，收盘价：10.81元）8月6日晚间发布公告称，截至本公告日，卢礼珺累计质押股 数为1700万股，占其所持股份比例为88.14%。 ...

2024年度高额分红引发争议后，东方雨虹（002271.SZ）2025年半年度再度抛出高额分红计划。 日前，东方雨虹发布2025年半年度报告。2025年上半年，东方雨虹营收净利双降，其中归母净利润5.64 亿元，同比下降40.16%。 净利润持续下降背景下，东方雨虹2025年半年度继续高额分红。根据东方雨虹分红预案，该公司2025年 半年度拟向全体股东每10股派现9.25元（含税），合计分红金额约为22.1亿元（含税）。 《中国经营报》记者注意到，东方雨虹近年来多次进行高额分红，该公司实控人李卫国2024年以来多次 减持。2025年半年报发布前约一个月，李卫国再度抛出减持计划，若相应计划成功实施，叠加此前多次 减持及分红，李卫国2024年以来将从东方雨虹合计套现约23亿元。 东方雨虹近来海外布局动作颇多，且提出海外优先策略。"出海已成为公司战略性举措，海外业务将成 为公司未来可持续发展重要的成长曲线。"东方雨虹近日在接受机构调研时表示，目前，公司正加速推 进海外供应链布局与渠道建设，在美国休斯敦、沙特阿拉伯、马来西亚、加拿大等地的生产基地均有序 布局中，其中马来西亚工厂已于今年上半年完成试生产。 再次分红超2 ...

Core Viewpoint - The company, as a leading enterprise in the construction waterproofing sector, is poised to respond to the increasing demand for flood prevention infrastructure due to extreme weather events, particularly the recent typhoons affecting various regions in China [1] Group 1: Company Response to Extreme Weather - The company acknowledges the impact of extreme weather, such as the recent typhoons, on infrastructure and is actively monitoring these developments [1] - The company has extensive experience and technical reserves to participate in major flood prevention projects, having already applied its products in various waterproof scenarios including water conservancy facilities and municipal underground spaces [1] Group 2: Market Demand and Regulatory Environment - The occurrence of extreme weather events is expected to accelerate the demand for upgraded waterproofing capabilities in infrastructure, especially in water conservancy projects and urban drainage system renovations [1] - National policy guidance, including the Ministry of Housing and Urban-Rural Development's reinforced waterproofing standards, aligns with the company's product offerings, which meet longevity and corrosion resistance requirements [1]

凯伦股份（SZ 300715，收盘价：10.58元）8月4日晚间发布公告称，截至本公告披露日，公司（含子公 司）对子公司实际发生的担保额为23.1亿元（含本次）占公司最近一期经审计净资产的比例为 130.02%。公司及子公司发生的担保业务均为合并报表范围内担保无其他对外担保，无逾期对外担保， 也无涉及诉讼的担保。 （文章来源：每日经济新闻） 2024年1至12月份，凯伦股份的营业收入构成为：防水材料销售占比77.42%，防水工程施工占比 21.61%，其他收入占比0.97%。 ...

Group 1 - The core viewpoint of the article indicates that Oriental Yuhong (002271) is experiencing a continuous increase in market share and sales growth in waterproof membranes and powder products in the first half of 2025 [1] - The company has implemented price adjustment measures since July, following announcements from its civil construction and industrial construction groups, which are expected to gradually impact future price levels and gross margins [1]