高端防水成新能源基建刚需，东方雨虹TPO凭技术优势抢占市场高地

证券市场周刊02-09

近日，厦门火炬高新区重点新能源建设工程迎来关键进展，由宁德时代投资建设的“时代高性能锂电池项目”推进顺利，预计2026年6月完成主体工程建设。建筑建材龙头企业东方雨虹凭借在高端工业防水领域的核心技术积淀与全链条系统服务能力成功跻身该项目供应链，为项目提供总面积约24万平方米的TPO屋面系统服务。作为高精密制造业的核心领域，锂电池生产对环境要求极为严苛，温湿度稳定性、长期防护可靠性直接决定产品质量与...

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8624-2025）中屋顶覆盖材料及制品的B1级燃烧性能检测，成为行业内首家斩获该项认证的企业；同时，凭借爱玛车业新能源智慧出行项目、奥迪一汽新能源汽车产业园项目，东方雨虹TPO拿下2025年度“建筑防水行业科学技术奖—工程技术奖（金禹奖-金属围护系统工程）”，技术实力获得行业高度认可。业内分析指出，高端工业防水市场的竞争核心集中在技术实力与系统服务能力，随着新能源产业红利持续释放，具备核心技术、完善服务体系及优质客户资源的企业将持续抢占市场份额，行业集中度有望进一步提升。东方雨虹凭借前瞻性的战略布局，已形成技术、客户、品牌的多重优势，在高端工业防水赛道构建起差异化竞争壁垒，有望进一步扩大市场份额，推动业务转型实现更高质量发展。","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; 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