来源：环球网 7月18日，以"相信奋斗的力量，专注攀登，永创新高"为主题的东方雨虹成立三十周年庆典在北京开 幕。来自海内外数万合作伙伴、事业合伙人、专家领导、员工及家属以线上线下形式齐聚一堂，共同回 溯东方雨虹三十载栉风沐雨的奋斗征程，共话未来发展的宏伟蓝图。 活动现场，环球网家居采访了东方雨虹海外发展集团总裁王文萍。她表示，在集团"海外优先"战略下， 一套"贸易+投资+并购"的组合拳正在精准发力：以高品质产品和服务作为敲门砖，快速响应市场需 求；在关键市场进行战略投资，构建本土化生产和运营能力；通过资本运作，快速获取成熟渠道、生产 能力或市场份额。 她指出，这一战略已初见成效，成功帮助东方雨虹进入了11个海外市场。今年下半年，公司的全球化进 程迈向"精耕细作"的全新阶段，未来的工作重心将是持续深化本土化运营，并全面优化全球供应链体 系。 东方雨虹海外发展集团总裁 王文萍 以下为采访实录： 东方雨虹如何将中国标准转化为海外认可的产品、技术认证体系？ 【王文萍】：东方雨虹自2001年起即对标全球最高标准，先后取得欧盟CE、德国EC1、法国A+、美国 能源之星等认证。这些认证要求产品完全按东道国或欧盟标准设计并通 ...

2Q25 Corporate Presentation MACRO OVERVIEW 1. About us Listed on the Lima Stock Exchange (BVL: CPACASC1-PE) since 1995 and on the New York Stock Exchange (NYSE: CPAC) since 2012 We are a leading Peruvian cement company, with over 67 years of operating history As of Jun-25 LTM, Pacasmayo's cement shipments reached 2.9 million MT Quarterly Highlights S/ 484.1 5.9% Compared to 2Q24 26.9% 0.8 p.p Compared to 2Q24 S/ 130.2 million 9.0% Compared to 2Q24 SALES VOLUME SALES OF GOODS EBITDA million EBITDA MARGIN Sha ...

Summary of Conference Call on Waterproof Industry Price Increase Industry Overview - The waterproof industry is experiencing a significant price increase due to a challenging market environment in 2024, primarily influenced by a downturn in the real estate sector and a subsequent decline in demand for renovation and construction materials [1][2][4]. Key Points and Arguments - **Price War Impact**: In 2024, the industry faced a price war that led to three rounds of price reductions (15%-20%), which did not improve sales or market share but diluted profits [1][2]. - **Price Increase Implementation**: Starting mid-June 2025, companies began to implement price increases across various product categories: waterproof materials (3%-8%), mortar products (5%-7%), and sealants (8%-10%), with an overall increase of approximately 6%-7% [1][2]. - **Sales and Profit Goals**: The price increase aims to improve unsatisfactory sales progress and profit margins from the first half of 2025. Companies hope to encourage distributors to increase inventory and meet sales targets [1][2][7]. - **Market Stability and Volatility**: Current market prices are relatively stable, but fluctuations may occur during late July to early August when distributors purchase in bulk, making this a critical period for assessing the effectiveness of the price increase [1][8]. - **Profit Margin Expectations**: If the price increase is successful, company-level profits are expected to rise by 4-5 percentage points. Some companies are also reducing costs through layoffs and cutting unnecessary expenses [1][10]. - **Distributor Contract Adjustments**: Major companies are adjusting distributor contracts to lower sales targets, helping distributors maintain profit margins amid market challenges [1][11]. Additional Important Insights - **Regional Demand Decline**: The Southwest region has seen a more than 30% reduction in demand for construction materials since 2023, with new projects decreasing significantly [2][16]. - **Market Share Variability**: Companies like Dekor and Rain Rainbow have varying market shares in the Southwest, with Dekor holding about 12%-13% and Rain Rainbow around 10% [22]. - **Future Trends**: The trend of rural self-built housing is expected to continue, particularly in regions like Yunnan and Guizhou, driven by local cultural factors and government policies [20][21]. - **Profitability Focus Shift**: There is a potential shift in performance evaluation from sales volume to profit margins, which may lead to changes in operational strategies, including cost-cutting measures [29][30]. This summary encapsulates the key discussions and insights from the conference call regarding the waterproof industry's current state and future outlook.

Core Insights - Lishui City is transforming construction waste into valuable resources, achieving a recycling rate of 97.35% in 2024, with over 10.9 million tons of construction waste generated and 10.6 million tons utilized [1] - The city has implemented a comprehensive digital monitoring system to prevent illegal dumping and enhance waste management efficiency [2][3] - Innovative recycling methods are being adopted, turning construction waste into raw materials for various construction applications, thus promoting a circular economy [5][6] Group 1: Construction Waste Management - Lishui City has shifted from traditional waste disposal methods to a resource-oriented approach, converting construction waste into recycled materials for urban development [1][5] - The city has established a digital monitoring system that tracks the entire lifecycle of construction waste, from generation to disposal, improving regulatory compliance and efficiency [3][4] - The implementation of a cross-regional cooperation mechanism has enhanced the management of construction waste, addressing illegal dumping issues effectively [2][4] Group 2: Economic and Environmental Impact - The recycling of construction waste is contributing to the reduction of solid waste and promoting sustainable urban development, aligning with the goals of a "zero waste city" [8][9] - Companies like Tianzao Environmental Technology are leading the way in recycling construction waste, processing up to 1 million tons annually and producing various recycled materials [6][8] - Financial innovations, such as specialized loans for recycling projects, are facilitating the growth of the recycling industry and enhancing resource recovery [8]

东方雨虹 20250625 摘要 当前建筑防水行业的整体需求仍处于下行状态，行业总需求表现非常一般，整 体环境相对严峻。工程市场和零售市场的需求均持续面临下行压力。然而，局 部应用场景的需求表现尚可，例如工业能源类项目、以旧改为代表的城市更新 项目，以及国家重点工程项目（如重大水利设施）等。东方雨虹的工建集团在 这些领域也承接了相应项目。 针对 2025 年下半年，公司对市场价格走势有何判断，是否存在价格竞争反复 的可能性？ 2025 年下半年市场价格走势难以准确判断，主要取决于头部企业的策略。已 知一家传统头部防水公司明确表示不愿继续价格战，即使牺牲部分销量也希望 利润回升。公司此次率先提价，是基于降价未能有效提升销量的判断。在去年 降价较多的地区进行试点调价后，发现并未影响消费者购买决策和销量，这表 明当前价格战已失效。因此，公司近期发布了民建全国统一涨价函，本质上是 对去年降价产品进行复价。公司不希望通过价格战牺牲利润率，而是希望通过 正常的市场工作获取订单和销量，并期待市场竞争秩序回归正常。鉴于近年来 行业快速下行，大量企业出清，对市场有影响力的企业数量减少，供给端竞争 格局已达到应维护市场秩序的时间 ...

Group 1 - The company is focused on achieving its mid-year targets by enhancing production quality, accelerating project construction, and improving transformation efficiency [1] - Sichuan Dazhou Conch Cement has developed specialized cements and is experiencing stable profit growth by seizing market opportunities [2] - Jiangxi Xinyu Fenyi Conch Cement has seen significant increases in clinker production, cement and aggregate sales, and profits due to its integrated operational advantages [2] Group 2 - Jiangsu Taicang Conch Cement has optimized its palletized bagged cement robot dispatch line, resulting in a 53% year-on-year increase in dispatch volume from January to May [2] - Conch Cement in Indonesia has implemented energy-saving measures, achieving cost savings of over 10 million yuan and significantly reducing comprehensive costs [2] - Hainan Changjiang Conch Plastic Company is transitioning to green packaging in response to new national standards, exporting 27 million packaging bags worth 35 million yuan from January to May [5] Group 3 - Guangdong Yingde Conch Cement is advancing its 2 million ton aggregate project despite rainy season challenges, with construction moving to equipment debugging [7] - The Zhaoqing project in Guangdong is nearing completion and will contribute positively to local economic development [7]

Core Viewpoint - The article highlights the importance of a specialized flooring system in ensuring the safety and efficiency of fresh agricultural product distribution in a large-scale facility in Beijing, emphasizing the challenges faced and the innovative solutions provided by the Deaiwei brand under Dongfang Yuhong [1][4][10]. Group 1: Challenges Faced - The agricultural product distribution center requires flooring that can withstand high physical impacts from heavy vehicles and equipment due to daily operations [3]. - The flooring must also resist chemical erosion from various substances, including water, oil, and strong acids or bases, which are prevalent in the environment [3][6]. - The flooring must meet stringent hygiene standards, being non-toxic, odorless, and resistant to microbial growth [6][10]. Group 2: Solution Provided - The Deaiwei water-based polyurethane mortar flooring system is designed to address the severe challenges faced in the distribution center, showcasing exceptional physical strength and durability [8][9]. - The system features high bonding strength that effectively seals micro-cracks in the substrate, preventing issues like cracking and peeling [8]. - It forms a dense protective barrier that isolates the flooring from water, oil, and various chemicals, ensuring the safety of the underlying structure [9]. Group 3: Safety and Environmental Standards - The flooring system is certified as food-grade, containing no toxic solvents or heavy metals, thus ensuring environmental safety [10]. - It possesses antibacterial and antifungal properties, effectively inhibiting microbial growth and maintaining a clean environment for fresh food distribution [10]. - The eco-friendly formulation minimizes the emission of volatile organic compounds (VOCs) during application and use, contributing to a lower ecological footprint [10]. Group 4: Professional Implementation - The installation process follows a standardized seven-step method to ensure optimal performance of the flooring system [12]. - A skilled technical team oversees the entire process, from substrate preparation to final maintenance, ensuring adherence to quality standards [15]. - Customized solutions are provided for different functional areas within the facility, ensuring that the flooring meets specific operational needs [15].

Core Viewpoint - The company is focusing on high-quality development across its "one foundation and five industries" strategy, which includes cement manufacturing as the core and expands into new energy, new materials, environmental protection, digital economy, and international trade. Market Expansion and Growth - The company emphasizes market-driven strategies, enhancing market presence, and innovating business models to improve efficiency and profitability [2] - The cement segment is committed to outperforming the market through targeted strategies and strengthening sales channels to maintain industry health and stabilize profits [2] New Materials and Consumer Market - The company is accelerating its entry into the consumer market, with significant growth in sales, achieving an 82% year-on-year increase in the C-end market from January to May [4] - The company has expanded its window and door market, with sales reaching 520,000 square meters, a year-on-year increase of 18% [4] Emerging Industries Development - The company is diversifying its industrial chain by investing in new energy, new materials, environmental protection, and digital economy, aiming to create new growth drivers [6] - In the new energy sector, the company has connected 18 projects to the grid this year, adding 200 MW of capacity, a threefold increase compared to the previous year [6] Environmental Protection Initiatives - The company is leveraging its status as a national hazardous waste disposal center to enhance its market influence, with over 50,000 tons of waste disposal contracts signed from January to May [8] - The company has seen a 46% year-on-year increase in external orders, particularly in the chemical industry [8] International Market Focus - The company is enhancing its international operations, with significant growth in overseas sales, achieving an 18% year-on-year increase from January to May [12] - New projects in Indonesia and Uzbekistan are underway, and the company has successfully established a U.S. patent, facilitating international market expansion [12] Digital and E-commerce Development - The company is extending its supply chain capabilities and fostering new trade models, with cross-border e-commerce revenue increasing by 22% year-on-year from January to May [12]

Group 1: Industry Overview - The core concept of the article revolves around the rapid development of the robotics industry in China, particularly the emergence of innovative technologies like "electronic skin" for robots, which enhances their tactile sensing capabilities [1] - According to a report by the China Electronic Information Industry Development Research Institute, the scale of China's robotics industry is expected to grow to approximately 400 billion yuan by 2026-2030, maintaining its position as the largest market globally [1] - The report highlights that the Chinese robotics industry has evolved from a follower to a leader in several sub-sectors, establishing a comprehensive industrial chain [1] Group 2: Company Innovations - The company "墨现科技" founded by Kuang Zheng has developed "electronic skin," a flexible tactile sensor that allows robots to perceive their environment similarly to humans [1][2] - Kuang Zheng's journey began during his university years, where he identified a market gap for flexible sensors after facing challenges in sourcing suitable components for educational robots [2] - The initial product testing involved collaboration with electronic piano toy manufacturers, which helped refine the production process and validate the market [3] Group 3: Entrepreneurial Insights - Another entrepreneur, Xuan Junpeng, founded "简从科技" after winning a national robotics competition, focusing on the automation of the construction industry [4][5] - The company developed a mortar-laying robot that improved efficiency and accuracy in construction, addressing the low automation levels in the industry [5][6] - The team pivoted to develop a road marking robot, recognizing the high demand for precise road line painting, which led to successful market feedback [6][7] Group 4: Market Expansion and Challenges - The companies are exploring broader markets, with Xuan Junpeng's team identifying the need for road marking robots as a critical area for growth [6][9] - The challenges faced include adapting technology to meet user needs and ensuring that products align with real-world applications, which requires continuous iteration and market validation [6][8] - The article emphasizes the importance of understanding market dynamics and being open to new opportunities beyond the initial industry focus [9]

Core Insights - The "Industrial Innovation and High-Value Utilization of Coal Gangue Project Development Conference" was held in Gaoping City, focusing on the resource utilization of coal gangue and sharing technological innovations and experiences [1][2] - The project aims to transform coal gangue, a significant industrial waste, into valuable resources, aligning with China's "Two Mountains Theory" and "Dual Carbon Strategy" [1] Group 1: Project Overview - The Gaoping City coal gangue high-value utilization project is invested by Shanxi Hengtong Investment Development Group Co., Ltd. with an investment of 800 million yuan [2] - The project employs a three-tier treatment process: "desulfurization—decarbonization—graded quality" and has obtained 12 invention patents and 23 utility model patents [2] - A pilot production line for dry-mixed mortar made from coal gangue has been established, with multiple mortar products passing national testing and recognized as "recommended products for energy-saving building materials" [2] Group 2: Economic Impact - Upon full production, the project is expected to consume 2 million tons of coal gangue and other solid waste annually, generating an estimated annual output value of 2 billion yuan [2] - The innovative technological model of the Gaoping project is seen as a new pathway for high-quality and large-scale development of coal gangue utilization, providing a good demonstration for the industry [2] Group 3: Future Prospects - Participants at the conference expressed intentions to deepen innovation cooperation and strengthen shared learning to create a circular economy for coal gangue, contributing to green transformation and development [2]