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东方雨虹三十周年庆典李卫国报告解读:“慢就是快,守正即出奇”
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-21 08:12
在李卫国的发言中,他重申了"常识、规则、底线"的价值坐标,号召全体雨虹人"专注攀登、永不言 弃",向世界一流建筑建材系统服务商目标进发。 将"不抛弃、不放弃"刻入企业DNA 7月18日,东方雨虹成立三十周年庆典在京举行,董事长李卫国出席盛典并发表《负重轭,挑重担,看 长远,持续奋斗》的主题演讲,他从文化韧性、战略定力及价值闭环等维度解读了东方雨虹从草根"逆 袭"的三十年征程。 正是东方雨虹人以持续艰苦奋斗、坚韧图成的行动力,将一个个发展规划蓝图变现:初创阶段的精准卡 位;多维破局阶段,公司上市打通资本通道,同步渗透全国与出海双战场布局;扩展生态阶段,构 建"防水+涂料+砂粉+管业"矩阵,打造近70个生产研发物流的协同网。 无论时代如何变迁,东方雨虹积极拥抱变革,接纳不确定性的必然性,锻造"劲草"式企业韧劲。 价值闭环,"有所不为"的底线经济学 他表示,"1995年,东方雨虹在湖南遇水而生,创业之路自此开启:北上进京,立足中国、扬帆出海、 剑指全球。三十年来,我们星夜兼程,遇水搭桥,逢山开路,步步艰辛,日日攻坚。这段永不停歇的奋 斗征途,我们无惧无畏,无怨无悔,甘之如饴!" 在三十年征程中,东方雨虹将"不抛弃、 ...
东方雨虹(002271) - 2025年4月29日投资者关系活动记录表
2025-04-30 09:52
Group 1: Financial Performance - The company's overall revenue in Q1 2025 decreased by 16.71% year-on-year, primarily due to proactive customer structure optimization and channel transformation [2] - The gross profit margin declined by over 5 percentage points compared to the previous year, influenced by product price adjustments and changes in product structure [3] - Operating cash flow net amount increased significantly by 56.98% year-on-year, indicating improved operational quality despite a substantial drop in net profit [3] Group 2: Business Strategy and Market Position - The company shifted its business model from direct sales to a retail and engineering channel-focused approach, leading to a decline in direct sales revenue, particularly in real estate procurement [2] - The engineering channel business continued to grow, reflecting an increase in market share, especially in non-real estate sectors [2] - Retail business showed strong growth after channel optimization, with significant revenue increases from the Deaiwei retail segment [2] Group 3: Cost Management and Efficiency - The company has implemented organizational restructuring and cost control measures, resulting in a noticeable decrease in expense ratios [3] - Continuous efforts in reducing costs and improving efficiency through streamlined processes and shared services for non-core functions [7][8] - The company aims to enhance capacity utilization by increasing market share and optimizing asset management [9] Group 4: Future Growth and Expansion - The overseas business performed well in Q1 2025, with revenue growth and ongoing construction of overseas factories, including a new facility in Malaysia [10] - The company plans to expand its product categories, with non-waterproof products already accounting for about half of the revenue from the civil construction group [12] - The construction group will focus on new product lines, including sand powder and coatings, to alleviate market demand pressure on waterproof products [13]