Core Viewpoint - The company Dongfang Yuhong (002271.SZ) has successfully passed the B1-level fire performance testing for its 1.5mm and 1.8mm enhanced TPO waterproof membranes under the new national standard GB 8624—2025, marking a significant breakthrough in balancing waterproof and fireproof properties in flexible waterproof materials [1][11]. Group 1: New National Standard - The new national standard GB 8624—2025, set to be fully implemented on January 1, 2027, introduces a dedicated category for "roof covering materials and products," defining the fire performance grading for roofing waterproof membranes [3]. - This standard aims to fill the gap in fire safety standards for roofing materials, raising industry entry barriers and favoring companies with technological advantages [3][11]. Group 2: Technical Breakthrough - The enhanced TPO products are the result of deep optimization of formulations and performance by the company's R&D team, achieving a balance between waterproof and fireproof properties while maintaining low water absorption and excellent outdoor weather resistance [9][10]. - Dongfang Yuhong has established a comprehensive innovation system from basic research to technology transfer, supported by long-term R&D investments since 2009 [7]. Group 3: Market Position and Strategy - The company has received multiple awards for its TPO applications, reinforcing its market reputation and demonstrating the long-term reliability of its products [10]. - Recent strategic collaborations, such as with Shanghai Huaneng Clean Energy, aim to expand the application of TPO systems in clean energy projects, further enhancing market reach [10][11]. - The company is also progressing with its Houston base in the U.S., which will achieve a production capacity of 50 million square meters of TPO waterproof membranes [10].