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資本市場看雨虹 Capital Market Views on Yuhong
防水材料行業是不起眼的“好行業”,東方雨虹是防水行業率先突破百億的企業,自2008年上市以來,連續10年平均復合增長率在35%左右,增速遠超行業增速和同行企業,鑄就了建筑防水隱蔽工程領域的“隱形冠軍”。東方雨虹的核心競爭力有哪些?基于行業、經濟周期的發展邏輯有哪些?資本市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.
東方雨虹提示您:股市有風險,投資需謹慎

  • 不起眼的“好行業”——聚焦“十三五”新材料系列報告之三
  • 防水材料行業是不起眼的“好行業”,并且我們認為對行業和企業的視角不可局限于過往的從產業鏈景周期波動的邏輯,產業鏈各環節生態的布局、盈利模式的變遷和品類擴張的企業家精神是企業脫穎而出的核心,我們長期看好明顯具備領先優勢并有望進一步擴大優勢的東方雨虹(2018.05.31)……
  • Underestimated industry with great potentials
    We 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, the layout of the ecological chains, and changes in the profit models. We have faith in Oriental Yuhong (002271), a leading company that will take further advantages of its current status……
  • 市占率加速提速,18年開啟征程
  • 公司公告 2017 年業績快報,營收 101.93 億元,同比增長 45.62%;營業利潤同增32.5%,利潤總額同增 25.87%,歸母凈利潤 12.44 億元,同比增長 20.95%,EPS 1.41 元,符合預期,對比行業競爭對手,體現雨虹品牌溢價和成本轉嫁能力(2018.02.27)……

  • 龍頭時代,舍我其誰
  • 龍頭成長將迎來最好的時代
    多方位優勢筑造成長護城河
    近兩年環保政策趨嚴及稅收政策的改革使得小企業加速退出,而消費升級的趨勢越來越顯著,預計防水行業將迎來國標產品替代非國標產品的新機遇,龍頭企業面臨的有效市場將迎來快速增長
    (2018.3.13)……



  • 大跨越,從防水龍頭到功能性建材巨頭

  • 近年來,隨著消費升級,下游從關注成本(價格)轉為關注性價比,同時監管升級使得防水行業走向規范,大企業的優勢持續顯現,行業集中度持續提升。東方雨虹構建的“產品(服務)、品牌、渠道”綜合體系,使其全面領先于競爭 對手;成功背后的基石是優秀企業家+優良機制,前瞻的戰略眼光、敏銳的資本運作、合伙人文化和合伙人機制,不僅吸引了大批優秀人才加盟,而且人盡其才,高效運營。
  • 公司目前正努力從防水產品到多品類協同擴張、從 2B 往 2C 兩個緯度打造新的增長極,中長期成長空間依然很大;展望未來 2-3 年,地產集中度加速提升將助力公司防水業務繼續快速增長,新產品新產能加速投放,助推非防水品類加速放量(2018.05.06)……
  • Accelerated and changed up
  • 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%, and EPS was 1.41 yuan, which was in line with expectations.……

  • Oriental Yuhong will take the lead in the tycoon era
  • In recent two years, the stricter environmental-protection policy and the taxation policy reform has made small enterprises exit while the consumption upgrade trend has been more and more significant. It is expected that the waterproof industry will welcome the new chance of national-standard products substituting the non-national standard products, and the effective market faced by the leading enterprises will enjoy a rapid growth…… 

  • Oriental Yuhong A leap
  • In recent years, with consumption upgrading, the downstream consumers and real estate enterprises is paying more attention to the quality instead of cost and price of waterproof materials. Meanwhile,the stricter regulations make the industry more standardized. All these improvements highlight the advantages of leading enterprises and will further enhance the profession concentration degree in waterproofing industry. Yuhong is well ahead of competitors due to its comprehensive system of products (services), brand and marketing channel. The cornerstones of its success are the excellent entrepreneurs with efficient
  • management,forward-looking strategies with successful capital operation, the partnership culture and partnership organization, attracting many talents and improving operation efficiency.

  • 雨虹焦點 

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