东方雨虹(002271) - 2015年9月10日投资者关系活动记录表

Group 1: Company Performance and Market Conditions - The company's operating performance in the first half of 2015 showed a slight decline in revenue compared to the previous year, attributed to macroeconomic pressures and delayed operations due to the Spring Festival [3] - Despite the challenges, the board is confident in achieving the annual targets [3] - The underground utility tunnel construction is expected to significantly impact the waterproof market, with high demand and stringent requirements [3] Group 2: Orders and Expansion - Current orders in the underground utility tunnel sector are limited due to the pilot phase of government projects, which require time for exploration and funding [3] - The company has completed acquisitions, such as Lodi Environmental Technology in the diatom mud sector, as part of its strategic expansion [3] Group 3: Regional Performance and Market Share - Revenue from Shanghai has decreased, primarily due to the specific regional statistics that only account for the administrative area, while projects in surrounding regions are not included [3] - The company has been gradually increasing its market share since its listing, focusing on high-quality markets and long-term strategic partnerships [3] Group 4: Sales Channels and Future Outlook - The company has seen growth in material sales and construction technical services, particularly in retail, with significant increases in the civil construction sector [4] - New production and R&D bases are being established in regions like Sichuan and Zhejiang to support future growth [4] - The civil construction market presents a large opportunity, with the company aiming to expand its market share in this area [4]