制造业单项冠军称号，是对企业长期深耕细分领域、掌握先进技术工艺的权威认可。据悉，天鼎丰"聚 酯胎基布"采用自主研发的"一步法"聚酯纺粘针刺胎基布生产工艺，以优质聚酯切片为原料，经熔融纺 丝、铺网、针刺、浸胶、烘干等多道精密工序制成，核心性能较传统胎基布实现全面突破与超越。此 外，天鼎丰技术团队持续攻关，进一步研发推出"玻纤增强型聚酯长丝胎基布"，成为国内具备该产品规 模化制造能力的企业，为行业技术升级提供了新方向。 凭借核心技术优势，天鼎丰已构建起强大的产能与市场优势。目前，企业已拥有48条"一步法"生产线， 跻身全球主要聚酯胎基布供应商行列，产品远销全球50多个国家和地区，与多家大型防水企业建立长期 稳定的战略合作关系。 近日，湖南省工业和信息化厅公示第六批湖南省制造业单项冠军企业名单，东方雨虹旗下天鼎丰凭"聚 酯胎基布"成功入选。 | 序号 | 申报单位 | 产品名称 | | --- | --- | --- | | 1 | 威胜信息技术股份有限公司 | 电能量数据采集终端 | | 2 | 湖南陽臣实业股份有限公司 | 阴离子表面活性剂 | | 3 | 山河智能特种表备有限公司 | 智能遥控挖掘机 | | ...

Overview - The company has elevated its overseas strategy, prioritizing global expansion with a focus on markets in South America, North America, Southeast Asia, and the Middle East. In H1 2025, overseas revenue reached 576 million yuan, a year-on-year increase of 42.22%, accounting for 4.25% of total revenue. The CAGR for overseas revenue from 2020 to 2024 is projected at 37.07% [1] South America - The company completed the acquisition of 100% of Chile's Construmart S.A. in October 2025. The home improvement market in Chile exceeds 80 billion yuan, with a B2C model dominating at 83%. In 2024, the market shares for Sodimac, Easy, and Construmart are projected at 21.9%, 6.98%, and 2.56%, respectively, with a CR3 of 31%. Construmart has significant potential for profit improvement, with an EBITDA margin of only 3.69% in 2024, allowing the company to enhance its capabilities through products, channels, and supply chains [2] North America - The company has initiated the construction of a production and R&D logistics base in Houston, focusing on TPO waterproofing membranes and a North American R&D center. The U.S. market favors TPO membranes, holding a 75% market share, with the waterproofing membrane market projected to grow from 7.2 billion USD in 2024 to 10.4 billion USD by 2030, at a CAGR of 6.4%. The U.S. roofing market is highly concentrated, with Carlisle and GAF holding 35% and 25% market shares, respectively. The company emphasizes an integrated supply chain strategy to enhance cost advantages and market share in this concentrated environment [3] Southeast Asia - The company's Southeast Asia strategy focuses on Malaysia, Vietnam, and Thailand, with its first overseas factory in Malaysia having completed trial production. In June 2025, a partnership was established with BW Industrial Group in Vietnam to co-develop high-standard TPO roofing systems. Additionally, strategic cooperation was formed with Thailand's largest paint company, TOA, and the company acquired leading retail firms in Hong Kong to further penetrate the Southeast Asian market [4] Middle East - The company has established a production base in Saudi Arabia, aligning with the country's Vision 2030 and upcoming World Cup infrastructure demands. The Saudi government plans to invest 1 trillion USD in infrastructure by 2030. The company’s project includes two production lines for fiberglass-reinforced polyester base fabrics, which will shorten transportation distances for its products across the region. A strategic partnership was also signed with Arkaz Company for exclusive distribution of TPO roofing systems in Saudi Arabia [5] Africa - The African market shows strong demand for building materials driven by population growth and urbanization. The residential real estate market in Africa is projected to reach 18.72 trillion USD by 2029, with a CAGR of 5.93% from 2025 to 2029. Companies like Huaxin Cement and Keda Manufacturing have established early positions in the market, with overseas revenue CAGRs of 43.63% and 23.44%, respectively, from 2020 to 2024. The company maintains good interactions with several African nations, indicating significant potential for collaboration [6] Financial Forecast - The company forecasts revenues of 28.376 billion, 31.699 billion, and 35 billion yuan for 2025 to 2027, with year-on-year growth rates of 1.14%, 11.71%, and 10.41%, respectively. Net profits are expected to be 1.018 billion, 1.592 billion, and 2.430 billion yuan, with substantial growth rates of 840.98%, 56.41%, and 52.61%. The corresponding P/E ratios are projected at 30, 19, and 13 times, reflecting a strong recommendation for investment based on the company's robust platform development momentum [6]

Core Insights - The article highlights the evolution of Dongfang Yuhong from a regional waterproof materials company to a global benchmark in the construction materials industry over 30 years, emphasizing its resilience and strategic focus on long-term growth [1][3][10] Group 1: Business Strategy - Dongfang Yuhong maintains its waterproof business as a strategic anchor while diversifying into multiple business lines, transitioning from a single supplier to a comprehensive construction materials service provider [3][5] - In 2024, the company shifted its sales model from high-risk direct sales to a retail and engineering channel model, achieving a combined revenue of 235.62 billion yuan, accounting for 83.98% of total revenue, with a year-on-year growth of 8.10% [3][5] - The company has invested significantly in R&D to enhance product performance in the waterproof sector, establishing itself as a technical benchmark in the industry [3][5] Group 2: Service Ecosystem - Dongfang Yuhong has transformed its business model from product-centric to service-oriented, launching the "Yuhong Service" brand in 2025 to cover the entire lifecycle of housing services [6][9] - The service platform integrates offline resources like physical stores and repair stations with online channels, allowing for efficient service delivery and customer engagement [7][9] - The company emphasizes high-quality service standards and rapid response mechanisms to enhance customer satisfaction and loyalty [9] Group 3: Global Expansion - Dongfang Yuhong is actively pursuing an "overseas priority" strategy, with overseas business revenue reaching 8.79 billion yuan in 2024, a year-on-year increase of 24.73% [10][12] - The company has established production bases in Malaysia and is expanding its presence in various countries, including the U.S., Canada, and several Southeast Asian nations, to support local operations [12][13] - The global strategy focuses on "localized operations + technological empowerment," showcasing China's manufacturing capabilities on the international stage [13]