Cailian News, April 28: Dongfang Shenghong (000301.SZ) announced that in the first quarter of 2026, it achieved operating revenue of RMB 32.022 billion, representing a 5.65% year-on-year increase; net profit attributable to shareholders of the listed company amounted to RMB 1.432 billion, a 319.86% year-on-year increase. CaiXiao Note: The company’s net profit for Q4 2025 was RMB 0.07 billion; based on this, its Q1 2026 net profit increased 20,357% quarter-on-quarter. (Source: Cailian News APP)

Chemical giantBASFAnnouncing that it will use its global portfolio to The prices of antioxidant, processing stabilizer, and light stabilizer products have been further increased, with the highest increase reaching 25%.BASFIt is indicated that this price adjustment is due to the significant increase in raw material prices, energy, and logistics costs caused by the military conflict in the Middle East.

According to data released by the National Bureau of Statistics, from January to March, profits of industrial enterprises above the designated size nationwide amounted to RMB 1.69604 trillion, an increase of 15.5% year-on-year. During the same period, state-controlled enterprises realized profits of RMB 619.61 billion, up 10.1% year-on-year; shareholding enterprises realized profits of RMB 1.30546 trillion, up 20.9% year-on-year; enterprises with foreign and Hong Kong, Macao, and Taiwan investment realized profits of RMB 383.73 billion, up 1.2% year-on-year; and private enterprises realized profits of RMB 430.53 billion, up 25.4% year-on-year.

After two rounds of intensive price adjustments in March, China's waterproofing industry is facing another wave of price increases.Recently, Keshun Waterproof Technology Co., Ltd. (hereinafter referred to as "Keshun Shares") issued a "Notice on Price Adjustment of Engineering Waterproofing Materials," announcing that effective April 30, 2026, the prices of its JS polymer-modified cementitious waterproof coating product series will be increased by 10% from current levels, while other engineering waterproofing product series will see price increases of 3% to 8%.This marks the third price adjustment notice issued by Keshun Shares since 2026, indicating that raw material cost pressures continue to be passed down to downstream customers.

On the evening of the 22nd local time, Iran's Islamic Parliament Speaker and chief negotiator, Qalibaf, stated that a comprehensive ceasefire would only make sense if the maritime blockade was lifted and "economic coercive actions" by the U.S. were stopped. He emphasized that it is impossible to reopen the Strait of Hormuz again as the U.S. has openly violated the ceasefire agreement.

With the release of first-quarter financial reports and forecasts by building materials listed companies, the industry's recovery trend is gradually becoming clear. In the eyes of the industry, this round of performance recovery in the building materials sector shows distinct characteristics. On one hand, the business sentiment of sectors such as glass fiber and electronic cloth continues to rise. On the other hand, an increasing number of companies are opening up new growth spaces by going global. The building materials industry is reducing its reliance on traditional real estate and moving towards a new development stage.

On April 20, Oriental Yuhong recently stated during an institutional research that since the beginning of this year, the continuous rise in international crude oil prices has led to an increase in the prices of raw materials such as asphalt. To ensure the stability of product quality, maintain the healthy development of the industry, and protect the long-term interests of customers, the company and several other leading companies in the industry have successively issued product price adjustment notices. Considering the differences in the execution rhythm of customer orders, the effect of the price adjustment will gradually be realized.

Oriental Yuhong (002271.SZ), a construction materials system service brand, has recently added a key move to its global layout by officially signing a strategic cooperation agreement with BICHUMI GLASS CO., LTD, a Korean glass building materials company. The two parties will focus on the high-end building materials market in South Korea, jointly building an integrated system solution of "glass + sealant." This move marks the deep implementation of Oriental Yuhong's "OYH" globalization strategy, laying a solid strategic foundation for its expansion in the high-end building materials market in the Asia-Pacific region and the establishment of a global localized operation system.

Munich-based Wacker Chemie announced that, effective April 1, 2026, it will increase prices for polymer dispersions, redispersible polymer powders, and silicone products manufactured locally in North America by up to 10%, citing ongoing global supply chain disruptions and sustained increases in raw material and logistics costs as the reasons for the price adjustment.

On March 19, Beijing Oriental Yuhong Waterproof Technology Co., Ltd. officially released a notice on the price adjustment of engineering waterproof materials, announcing that from March 31, the prices of engineering waterproof products will be increased by 8%-12% based on the current level. This is the second price adjustment initiated by Oriental Yuhong in a short period, following a 10% increase on March 15, which has attracted widespread attention in the industry.

  Since March 2026, the PP pipe material market has experienced a fluctuating upward trend. On March 17, the price of hot water pipe materials in East China reached 9,650 yuan/ton, an increase of 29.97% from the beginning of the month. Affected by geopolitical conflicts, crude oil and propylene prices have continued to rise, providing strong cost support. Meanwhile, the supply of pipe materials has been tight, with petrochemical companies mainly selling directly, and imported resources decreasing, leading to a tight supply situation in the distribution sector, which also provides strong support. Although product prices have lagged in following the upward trend, factories have limited acceptance of high raw material prices. However, as the low-price inventory from earlier is being consumed, the release of immediate demand may provide temporary support to the market. It is expected that PP pipe materials will remain in a strong fluctuating trend before the end of the month.

Recently, Gong Yuan, with its excellent product quality, perfect delivery system, and professional technical solutions, successfully won the bid for the "Midea Group Exclusive Floor Heating Pipe for 2026" project with the highest overall score, marking the beginning of a new chapter in comprehensive strategic cooperation between both parties.

In the pipeline industry, high standards and professionalism have become an industry trend, especially in major engineering projects where the requirements for material safety, durability, and environmental adaptability are constantly increasing. As a large domestic building materials and home decor industry group, Lubu has continuously promoted its product system toward high-end and professional development through its extensive industrial experience and continuous technological innovation. In 2025, Lubu made significant progress in the shipbuilding and marine engineering fields, obtaining the Factory Approval Certificate issued by the China Classification Society (CCS). This certification covers Lubu's shipboard piping products made of polyvinyl chloride (PVC-U), polyethylene (PE), and polypropylene (PPR), laying the foundation for its expansion into related businesses.

A-share titanium dioxide stocks rebounded with volatility, with Jinpu Titanium Industry surging straight to the daily trading limit, followed by gains in Luban Chemical, Ananda, Huiyun Titanium Industry, Titan Chemical, Daolong Shares, and Tianyuan Group.

MOFCOM Announcement: Starting from March 14, 2026, anti-dumping duties will be imposed on imports of halogenated butyl rubber originating from Japan and Canada.

The UK Maritime Trade Operations Office stated on the 11th local time that a cargo vessel was struck by an unidentified projectile in the Strait of Hormuz, marking the second such incident reported to the office within approximately two hours. In a statement, the UK Maritime Trade Operations Office said the incident occurred 50 nautical miles northwest of Dubai, United Arab Emirates, and no casualties have been reported so far. Earlier that day, the UK Maritime Trade Operations Office reported that a cargo vessel in the Strait of Hormuz had been struck by an unidentified projectile, causing the vessel to catch fire.

On March 6, an investor askedLianhong New MaterialRecently, I heard the chairman saying that At the meeting, it was proposed to actively develop high-performance films. Please have the company leadership introduce the company's technical reserves in this project and its long-term development strategy. Regarding this, translate the above content into English, outputting only the translation without any explanation.Lianhong New MaterialOn March 10, in response to the investor interactive platform, it was stated that under the drive of the dual carbon strategy, biodegradable materials such as PLA and PPC, with core advantages including bio-based raw materials and carbon fixation and reduction, are widely applied in areas such as environmental packaging, agricultural mulch films, and fiber textiles, and have a promising development prospect. The company's PLA products adopt a fully integrated industry chain technology independently developed, and have now developed high, medium, and low optical pure PLA product series, which are continuously being launched into the market; the company has collaborated with...Chinese Academy of SciencesCO₂-based biodegradable material PPC, co-developed by relevant institutes, offers excellent balance of rigidity and toughness, good barrier properties, high transparency, and dual advantages of environmental friendliness and carbon sequestration.

Gongyuan Co., Ltd. stated on the Interact Wealth platform that its products are exported to more than 100 countries and regions across Asia, Europe, the Middle East, America, Africa, and Oceania. Currently, the proportion of the company's products exported to the Middle East market in its total revenue is small, and the current instability in the Middle East will not have a significant impact on the company's overall business.

U.S. President Trump told Israeli media on the 8th that he would make the final decision to end military operations against Iran at the "appropriate time."

March 5, a leading company in the wood-plastic composite materials industryMeixin TechnologyRelease of Major Investment Announcement. The company plans to invest through its wholly-owned subsidiary, Guangdong Meijia New Materials Co., Ltd.158 million yuanConstruction of Phase I of the Guangdong Meijia New Environmental-Friendly Wood-Plastic Composite Materials Project. This expansion project aims to accelerate the industrialization of new products and meet the continuously growing market demand. The total investment for the project is estimated to reach…282 million yuan, with the first phase of investment being158 million yuan。Production line planning is specific and clear.Construction20 PVC foam profile production lines 5 aluminum-plastic co-extrusion profile production linesWhen the project is fully operational, it will formAnnual production capacity of PVC foamed profiles: 6,667 tons、Annual production capacity of aluminum-plastic co-extruded profiles: 4,250 tonsthe scale