东方雨虹被调出沪深300指数，年初更换总裁后，一季度业绩仍在承压

读创客户端2025-06-01

日前，中证指数有限公司宣布将调整沪深300、中证A500等指数样本，此次调整为指数样本的定期例行调整，定期调整方案将于6月13日收市后正式生效。其中，沪深300指数更换7只样本，国内建筑防水行业龙头东方雨虹（002271）被调出该指数。而在去年12月，深交所曾发布公告，根据指数编制规则，深圳证券交易所和深圳证券信息有限公司决定对深证成指、创业板指、深证100等指数实施样本股定期调整。在深证100...

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After the president was changed at the beginning of the year, its first-quarter performance was still under pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159919":1,"399300":1,"561000":0.9,"561300":0.9,"561990":0.9,"002271":1,"000001.SH":1},"content_text":"日前，中证指数有限公司宣布将调整沪深300、中证A500等指数样本，此次调整为指数样本的定期例行调整，定期调整方案将于6月13日收市后正式生效。其中，沪深300指数更换7只样本，国内建筑防水行业龙头东方雨虹（002271）被调出该指数。而在去年12月，深交所曾发布公告，根据指数编制规则，深圳证券交易所和深圳证券信息有限公司决定对深证成指、创业板指、深证100等指数实施样本股定期调整。在深证100指数调出名单中，东方雨虹也在其中。半年来两次被调整出指数样本背后，东方雨虹最近的业绩似乎也陷入低谷，在公司2024年业绩突然大跌下，今年一季度仍显疲态。财务数据显示，东方雨虹2024年实现营业收入约280.56亿元，同比下降14.52%；归母净利润仅为约1.08亿元，同比下降95.24%。从公司前两年的净利润数据来看，去年的跌幅显得很突然，2022年及2023年公司营收分别为312亿元及328亿元，净利润均超过20亿元。从全年财务数据来看，东方雨虹在第四季度出现的大幅度的亏损，去年前三季度公司净利润为12.77亿元，也就意味着公司单个季度亏损额超过10亿元。对于去年四季度业绩急剧下降的原因，东方雨虹表示，一是公司去年四季度整体收入规模相对较低，导致成本费用无法得到有效摊薄，对毛利率有影响；二是公司对经销商2024年度业绩的奖励政策在去年四季度确认返利费用，也对四季度毛利率产生影响。值得一提的是，今年初东方雨虹刚刚更换了总裁。去年底，公司董事长李卫国归国主持工作的消息得到东方雨虹认证。随后公司于1月1日晚间公布两份公告，公司董事兼总裁张志萍因工作调整原因请辞，辞职后继续在公司任职，负责公司市场和品牌相关工作。同时根据公司董事长提名，董事会提名委员会任职资格审核，同意聘任杨浩成为公司总裁，新总裁能否带领东方雨虹走出低谷也一度受到关注。今年一季度东方雨虹仍然出现营收净利双降，财报显示，公司一季度实现营业总收入59.55亿元，同比下降16.71%；归母净利润1.92亿元，同比下降44.68%；扣非净利润1.72亿元，同比下降44.64%。从公司2025年一季报数据来看，公司面临的行业需求压力仍然较大，收入下降的核心原因还是与公司主动推动客户结构优化、渠道变革及业务模式转型有关。华源证券日前发布研报称，东方雨虹业绩仍在承压，静待底部出现。其表示，东方雨虹作为防水行业龙头，近年来受到行业贝塔拖累，业绩明显承压并积极谋求新一轮变革。一方面，公司加速“去地产化+零售优先”转型，构建城乡全域渠道网络，谋求以零售业务对冲B端压力；另一方面，公司逐渐明确第二主业，依托全国物流基地布局，打造“防水+特种砂浆”协同模式，突破区域市场壁垒开辟新增长极。二级市场上，截至5月30日收盘，东方雨虹报11.17元/股，总市值266.8亿元。来源：读创财经","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2540739607","isCrawlerRequest":true}