防(fang)水材料行(xing)(xing)業(ye)是不起眼的“好(hao)行(xing)(xing)業(ye)”，東方(fang)雨(yu)虹是防(fang)水行(xing)(xing)業(ye)率先突破百億(yi)的企業(ye)，自2008年上市(shi)以來(lai)，連(lian)續10年平均(jun)復合增長率在35%左右(you)，增速(su)遠(yuan)超(chao)行(xing)(xing)業(ye)增速(su)和同行(xing)(xing)企業(ye)，鑄(zhu)就了(le)建筑防(fang)水隱(yin)蔽工程領域的“隱(yin)形冠軍”。東方(fang)雨(yu)虹的核心競爭力(li)有哪(na)些(xie)？基于行(xing)(xing)業(ye)、經濟周期的發展邏輯有哪(na)些(xie)？資本市(shi)場在嘗試著給出答案。
The description of the introduction department——the waterproof material industry is an obscure "good industry", and Oriental Yuhong is the first company in the waterproof industry to break through 10 billion yuan. Since its listing in 2008, the average annual compound growth rate for 10 consecutive years has been about 35 %. The growth rate far exceeds the growth rate of the industry and its counterparts, casting the "invisible champion" in the field of waterproof and hidden engineering. What is the core competitiveness of Oriental Yuhong? What is the logic of development based on industry and economic cycle? Capital markets are trying to give the answer.
從投資(zi)的(de)(de)角度而言，我們(men)認為防水材料行業(ye)(ye)(ye)是不(bu)起(qi)眼的(de)(de)“好行業(ye)(ye)(ye)”，并且我們(men)認為對行業(ye)(ye)(ye)和(he)企(qi)業(ye)(ye)(ye)的(de)(de)視角不(bu)可局限于(yu)過(guo)往(wang)的(de)(de)從產業(ye)(ye)(ye)鏈景周(zhou)期波動(dong)的(de)(de)邏輯......
中文版-詳情 EnglishWe believe that waterproof material industry is of great potentials. The industry can not be analyzed only through periodic changes of industrial chains, but also company's ability to emerge, entrepreneurial spirits to expand......
維持“ 增(zeng)持” 評(ping)級(ji)。公司公告 2017 年業績快報，營收 101.93 億元(yuan)，同(tong)比增(zeng)長 45.62%；營業利潤同(tong)增(zeng) 32.5%，利潤總(zong)額(e)同(tong)增(zeng) 25.87%，歸母凈(jing)利潤 12.44 億元(yuan)，同(tong)比增(zeng)長 20.95%......
中文版-詳情 EnglishMaintain “Overweight” rating. The revenue increased to 10.19 billion by 45.62%; operating profit increased by 32.5%; total profits increased by 25.87%. Net profit attributed to parent company owners increased to 1.24 billion by 20.95%......
新型(xing)(xing)防(fang)水(shui)材料(liao) 2000-2014 年經(jing)歷了銷量增(zeng)速(su)復合 20%以(yi)上的(de)快速(su)增(zeng)長，一方(fang)面(mian)源(yuan)自于房(fang)地產投(tou)資(zi)增(zeng)速(su)較高，另一方(fang)面(mian)源(yuan)自于新型(xing)(xing)防(fang)水(shui)材料(liao)替代傳統的(de)瀝青油毛氈。
中文版-詳情 Englishhe new-type waterproof materials experienced the rapid compound growth of over 20% in sales volume from 2000 to 2014,which, on the one hand, is owing to the high investment growth speed in real estate, and on the other hand......
隱蔽工(gong)程(cheng)的(de) “隱形 冠軍 ” 是如何煉成的(de)。防水材料在建筑工(gong)程(cheng)中的(de)重要地位以及廣泛的(de)應用使得(de)行(xing)業空間(jian)巨大，根(gen)據測算，防水行(xing)業市場(chang)空間(jian)約(yue)為 2000億元量級。
中文版-詳情 EnglishA leap: has grown from the Chinese largest waterproofing system provider into the giant in functional building materials......
北京東方雨虹防(fang)水(shui)技術(shu)股份有限公司2024年(nian)年(nian)度(du)報告
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2024-10-31北京東方雨虹防(fang)水技術股份有限公司2024年(nian)半年(nian)報
2024-09-10Oriental Yuhong Sustainability Report 2023
2024-05-09北京東(dong)方雨(yu)虹防水技術股份有(you)限公司2023年可持續(xu)發展報告
2024-05-09Oriental Yuhong First Quarterly Report 2024
2024-05-09北京東(dong)方雨(yu)虹防(fang)水技術股份有(you)限公司2024年一季(ji)度報(bao)告
2024-05-09Oriental Yuhong Annual Report 2023 (Summary)
2024-05-09北京東方雨虹防水(shui)技術股份有限公(gong)司2023年(nian)年(nian)度報告摘要
2024-05-09Oriental Yuhong Annual Report 2023
2024-05-09北京東方雨虹防水(shui)技術股(gu)份有限公司2023年年度報(bao)告
2024-05-09
