Group 1 - The company, Dongfang Yuhong, has a diverse business portfolio that includes building waterproofing, civil building materials, mortar powder, building coatings, energy-saving insulation, adhesives, pipe industry, building maintenance, new energy, non-woven fabrics, special films, and emulsions [2]

Core Viewpoint The company emphasizes a strategy of high-quality and steady development, focusing on risk management and enhancing operational quality while expanding its business into various sectors within the construction materials industry. Group 1: Company Overview - The company is committed to high-quality and steady development, prioritizing risk management and operational quality enhancement [2][11] - The company has diversified its business into multiple sectors, including waterproofing, civil building materials, mortar powder, building coatings, energy conservation, adhesives, piping, building renovation, new energy, non-woven fabrics, special films, and emulsions [11][29] Group 2: Financial Performance - For the first half of 2025, the company achieved a net profit attributable to shareholders of 564.44 million yuan, with a total distributable profit of 8.73 billion yuan [32][33] - The profit distribution plan includes a cash dividend of 9.25 yuan per 10 shares, totaling approximately 2.21 billion yuan [33][36] Group 3: Business Strategy - The company focuses on consolidating its waterproofing business while actively exploring new growth areas in infrastructure construction, public services, and renovation projects [3][23] - The company aims to leverage its existing customer resources and sales channels to rapidly develop non-waterproof businesses, providing comprehensive building material system solutions [3][4] Group 4: Market Position and Industry Context - The company is positioned as a leading player in the construction materials industry, particularly in the waterproofing segment, which is essential for modern construction [29][30] - The domestic waterproofing industry is characterized by low concentration and high fragmentation, with many small enterprises, while the company has established itself as a competitive and growing leader in the market [30] Group 5: Sales and Distribution Channels - The company has developed a multi-layered marketing channel network combining direct sales and channel models, with a focus on engineering and retail channels [27][28] - The engineering channel accounted for 84.06% of the company's revenue, highlighting the importance of this sales model [6] Group 6: International Expansion - The company is accelerating its international business layout, establishing overseas companies and enhancing its global supply chain [4][8] - Significant progress has been made in constructing overseas production bases, including projects in Houston, Saudi Arabia, and Malaysia, aimed at optimizing international operations and enhancing service capabilities [9][26]

Core Viewpoint - Oriental Yuhong is a leading enterprise in the construction and building materials industry, celebrating its 30th anniversary in 2025, showcasing its evolution from a small company to a comprehensive service provider in various sectors including waterproofing, civil building materials, coatings, and mortar [1] Group 1: Quality Assurance - The company emphasizes a "zero defect" quality commitment, ensuring high-quality products through partnerships with renowned raw material suppliers and a rigorous selection process [3] - A large R&D team, consisting of hundreds of members, develops tailored formulas for different conditions and user needs, ensuring product reliability and performance [3] - Advanced production processes and technologies are implemented, with precise control over raw material quantities and comprehensive quality checks throughout the production chain [4] Group 2: Efficient Delivery - Oriental Yuhong has established a comprehensive system for rapid delivery, with 68 production and logistics bases across the country, enabling a commitment to deliver within a 300-kilometer radius in 24 hours [6] - The company utilizes an advanced APS system to efficiently allocate orders among its factories, significantly improving order processing efficiency from a manual system requiring over 200 staff to just 5 for handling exceptions [6] - A robust logistics system allows for rapid delivery of construction materials, with promises of same-day service in many areas, enhancing customer satisfaction [8] Group 3: Future Commitment - The company aims to continue providing high-quality products and services to the global construction market, striving to create a lasting safe environment for humanity and society [8]