根据协议安排，东方雨虹控股子公司南宁东方雨虹新材料有限公司（以下简称"南宁东方雨虹"）作为项 目实施主体，以自筹资金投资不超过6亿元（含采矿权）在上林县投资建设东方雨虹上林县新材料产业 链项目。其中，为满足生产基地项目的可持续发展，甲方为乙方项目配套饰面用灰岩矿权，2025年9月 24日，南宁东方雨虹参与上林县塘红乡石蓬村弄来庄敢内山饰面用灰岩矿采矿权的竞拍，并以2.67亿元 竞拍成功。 9月25日，北京东方雨虹防水技术股份有限公司复制选中秒转数据（东方雨虹，002271.SZ）发布公告， 拟投资6亿元（人民币，下同）在广西南宁市上林县建设新材料产业链项目。 公告显示，项目建成达产后预计平均每年产值约8亿元，年纳税预计0.4亿元。 根据公告，东方雨虹（乙方）与广西壮族自治区南宁市上林县人民政府（甲方）于9月24日签订《项目 投资协议书》，协议约定该项目建设内容为推进包括但不限于矿山开采、矿石初级、深加工、饰面大理 石板材特种砂浆等的产品研发、生产项目。 截至当日收盘，东方雨虹报12.39元/股，涨1.56%。 项目按照"整体规划、统一租地、分期实施"的方式建设，各期计划在获取土地后（含租赁土地），土地 具备开 ...

Group 1: Industry Overview - The company actively responds to the "anti-involution" trend by adjusting product prices and tightening credit policies to promote healthy competition in the industry [2] - The market share of small and medium-sized waterproof enterprises has been declining due to stricter government regulations and increased competition from leading companies [2][3] - The competitive landscape has fundamentally changed, with leading companies rapidly occupying market share and creating barriers for smaller enterprises [3] Group 2: Company Development Strategy - The company aims to deepen its focus on the waterproof main business, optimizing its business structure and increasing the share of retail, repair, and overseas markets [4] - Future revenue structure is planned to be: 30% from retail, 20% from overseas, and 50% from construction and related businesses [5][6] - The company will leverage its technological advantages to accelerate the industrialization of laboratory technologies and explore new materials and technologies through mergers and acquisitions [4] Group 3: Retail Business Growth - The rapid growth of the retail business is attributed to increased brand awareness, an expanded distribution network, and a diversified product range [7] - The company plans to enhance its retail market presence, aiming for retail business to account for over 30% of total revenue by 2027 [8] - The retail network has over 80,000 distribution points, facilitating customer access and order growth [7] Group 4: Financial Performance and Projections - The company has seen an improvement in gross margin due to optimized revenue structure and cost reduction efforts [11] - The entry of a state-owned enterprise as a shareholder has enhanced business credibility and access to government projects, positively impacting order growth [12] - Raw material prices are expected to remain stable, with potential for further decreases [10]