截至发稿，东方雨虹市值为315亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 曾健辉） 每经AI快讯，东方雨虹（SZ 002271，收盘价：13.19元）12月8日晚间发布公告称，北京东方雨虹防水 技术股份有限公司及下属子公司为盘活闲置固定资产，处置非生产资料，提高公司资产运营产销率，优 化资产结构，拟以约1012万元（含税）的价格出售公司下属子公司持有的位于北京市昌平区英泽路8号 院4号楼的一套商业用途不动产。公司下属德爱威建设工程有限公司北京昌平信息咨询分公司已于2025 年12月5日与交易对方签署《房屋买卖合同》，同日，交易对方已按合同约定支付定金1,011,590.00元。 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%。 ...

截至发稿，东方雨虹市值为315亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 每经AI快讯，东方雨虹（SZ 002271，收盘价：13.19元）12月8日晚间发布公告称，公司第九届第二次 董事会会议于2025年12月8日在公司会议室以现场及通讯相结合的方式召开。会议审议了《关于召开 2025年第四次临时股东会的议案》等文件。 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%。 （记者 曾健辉） ...

活动通过行业趋势分析、品牌战略宣导、产品技术解读与沉浸式体验，全面展现"鳐龙"在产品优势与品牌价值上的系统布局。此次发布会不仅是"鳐龙"高端 产品系列的亮相，更是建筑防水行业迈向高质量发展的重要标志。东方雨虹以"鳐龙"为支点，重新定义高端标准，打响行业价值回归的第一枪。 12月5日，东方雨虹工建集团"鳐龙·只为高端品质"新品发布会在京举办，全新高端防水品牌"鳐龙"正式面市。 东方雨虹工程建材集团总裁孙福琴、控股防水技术首席专家丁红梅、控股市场中心副总监吴猛、控股技术中心副总监兼先进防水材料全国重点实验室主任宋 建荣、工建集团北京特区京津区域总经理巩伟娜、工程建材集团市场技术赋能中心总监林宏伟，以及来自全国各地优秀合伙人代表共同出席。 回应"好房子"时代要求 以高端品质满足市场期待 林宏伟在发布环节以详实数据为依据，指出在高端住宅、工业园区、绿色建筑与市政地标等细分市场，一个注重系统可靠性、全生命周期价值与品牌背书的 品质型市场正在快速形成。他深入阐述"鳐龙"系列在耐久性能、施工适应性与环保标准等方面的技术突破，强调该品牌凝聚企业三十年技术积淀，旨在以标 杆级产品力，切实回应市场对高品质防水系统的迫切需求。 " ...

Group 1 - The company, Beijing Oriental Yuhong Waterproof Technology Co., Ltd., has received a government subsidy of 10,628,800.00 yuan, which accounts for 9.83% of the audited net profit attributable to shareholders for the fiscal year 2024 [1][2] - Since the last announcement regarding government subsidies, the company and its subsidiaries have received a total of 11 government subsidies, all related to income, amounting to 15,784,922.44 yuan, which represents 14.59% of the audited net profit for 2024 [1][2] - The subsidies received are in cash and have already been received by the company [1] Group 2 - The company classifies the government subsidies according to the relevant provisions of the Accounting Standards for Enterprises No. 16 - Government Subsidies, recognizing asset-related subsidies as deferred income and income-related subsidies as other income [1][2] - The expected impact of the government subsidies on the company's total profit for 2025 is 15,784,922.44 yuan, all of which will be included in other income [2]

天眼查App显示，近日，赞皇县思创防水材料有限公司成立，法定代表人为贾建峰，注册资本10万人民 币，经营范围为一般项目：建筑防水卷材产品销售;隔热和隔音材料销售;保温材料销售;非金属矿及制品 销售;建筑材料销售;建筑砌块销售;建筑陶瓷制品销售;建筑装饰材料销售;建筑工程机械与设备租赁（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Group 1 - The company, Oriental Yuhong, announced that its subsidiary received a total of approximately 4.97 million yuan in government subsidies [1] - For the first half of 2025, the revenue composition of Oriental Yuhong is as follows: waterproof material sales account for 69.71%, mortar powder accounts for 14.71%, other products account for 8.39%, waterproof engineering construction accounts for 6.26%, and other businesses account for 0.94% [1] - As of the report, Oriental Yuhong has a market capitalization of 29.9 billion yuan [1]

Investment Rating - The report maintains a "Buy" rating for the company, expecting a price increase of over 15% in the next 6-12 months [5]. Core Views - The acquisition of 80% stakes in two companies enhances the company's market share in the waterproofing materials sector, particularly in North China. The acquisition price has been adjusted downwards due to the decline in the waterproofing industry's market conditions compared to 2022 [3][4]. - The company anticipates an increase in production capacity for various waterproofing materials, including 12 million square meters of asphalt waterproofing membranes, 4 million square meters of polymer waterproofing membranes, and 159,000 tons of waterproof coatings [3]. - The financial performance for the first half of 2025 shows a revenue of approximately 2.49 billion yuan, with a year-on-year growth of about 6%, and a net profit of 140 million yuan, also reflecting a 6% increase [3]. Summary by Sections Acquisition Details - The total price for acquiring 80% stakes in Tangshan Yuanda Hongyu Waterproof Materials Co., Ltd. and Suzhou Yuanda Hongyu Building Materials Technology Co., Ltd. is 418 million yuan. The adjusted acquisition price reflects the current market conditions in the waterproofing industry [2][4]. - The expected revenue and net profit for the Tangshan entity in 2024 are 820 million yuan and 80 million yuan, respectively, with a net profit margin of approximately 9.8% [4]. - The expected revenue and net profit for the Suzhou entity in 2024 are 199 million yuan and 2 million yuan, respectively, with a net profit growth of 40.5% [4]. Financial Projections - The company’s revenue projections for 2025-2027 are 25.99 billion yuan, 27.88 billion yuan, and 29.22 billion yuan, with year-on-year growth rates of 1%, 7%, and 5% respectively. The projected net profits for the same period are 3.15 billion yuan, 3.66 billion yuan, and 4.01 billion yuan, with growth rates of 14%, 7%, and 8% respectively [5][10]. - The price-to-earnings (P/E) ratios based on the closing price on November 26 are projected to be 13, 11, and 10 times for the years 2025, 2026, and 2027, respectively [5].

Group 1 - The company plans to sign a Financial Service Agreement with China National Building Material Group Finance Co., Ltd. to expand financing channels and improve fund utilization efficiency [2][21] - The agreement includes deposit, settlement, comprehensive credit, and other financial services for the company and its subsidiaries [5][21] - The transaction has been approved by the company's board of directors and will be submitted for shareholder approval [2][20][21] Group 2 - China National Building Material Group Finance Co., Ltd. is a non-banking financial institution established in 2013, with a registered capital of 4.721 billion RMB [3][4] - As of September 30, 2025, the finance company had total assets of approximately 3.230 billion RMB and net profit of approximately 6.563 million RMB for the first nine months of 2025 [4] - The finance company has not been listed as a dishonest entity in the national database [4] Group 3 - The financial services provided will include daily deposit balances not exceeding 2 billion RMB, 4 billion RMB, and 5.8 billion RMB for the years 2026, 2027, and 2028 respectively [6] - The comprehensive credit balance provided by the finance company will not exceed 2.2 billion RMB, 4.2 billion RMB, and 6 billion RMB for the same years [7] - The finance company will provide settlement services free of charge during the agreement's validity [8] Group 4 - The pricing policy for deposit services will ensure that the deposit interest rates are not lower than those offered by major domestic commercial banks under similar conditions [9] - The loan interest rates provided by the finance company will not exceed those offered by major domestic commercial banks under similar conditions [10] - Other financial services will comply with the relevant regulations and will not exceed the fees charged by major domestic commercial banks for similar services [12] Group 5 - The agreement is set to be effective from January 1, 2026, to December 31, 2028, and is based on principles of equality, mutual benefit, and cooperation [13] - The agreement includes provisions for breach of contract and the responsibilities of both parties in case of default [14][16] - The company has conducted a risk assessment and established a risk management plan for the financial services to be provided [18][19]

格隆汇11月26日丨北新建材(000786.SZ)公布，经北新集团建材股份有限公司于2022年4月29日召开的第 七届董事会第一次临时会议审议通过，公司全资子公司北新防水有限公司（简称"北新防水"）于2022年 4月29日与重庆智行达知企业管理合伙企业（有限合伙）（现更名为"河北裕秀企业管理合伙企业"，简 称"河北裕秀"）、北京远大洪雨防水材料有限责任公司（简称"北京远大洪雨"）及重庆欣兮智延企业管 理合伙企业（有限合伙）（现更名为"河北元昌企业管理合伙企业"，简称"河北元昌"）签署协议，约定 以受让股权及增资方式取得远大洪雨（唐山）防水材料有限公司（简称"唐山远大洪雨"）70%股权，以 受让股权方式取得远大洪雨（宿州）建材科技有限公司（简称"宿州远大洪雨"）70%股权，上述交易文 件签署后各方未实际履行。为落实公司"一体两翼"战略，补强华北区域市场份额，优化产业布局，北新 防水拟重新启动上述交易，与河北裕秀、北京远大洪雨、河北元昌、孙智宁等相关方重新签署《关于远 大洪雨（唐山）防水材料有限公司的股权转让协议》和《关于远大洪雨（宿州）建材科技有限公司的股 权转让协议》。根据该等协议约定，北新防水分别以33,5 ...

Core Viewpoint - The company is enhancing its competitive position in the waterproof materials market in North China and East China through strategic acquisitions [1] Group 1: Transaction Details - The company’s wholly-owned subsidiary, Beixin Waterproof Co., Ltd., has signed equity transfer agreements to acquire 80% stakes in Tangshan Yuanda Hongyu Waterproof Materials Co., Ltd. for 336 million yuan and in Suzhou Yuanda Hongyu Building Materials Technology Co., Ltd. for 82.576 million yuan [1] Group 2: Strategic Implications - The transactions align with the company's development strategy and business needs, aiming to strengthen its market influence and improve its national layout in the waterproof materials sector [1]