濮阳惠成电子材料股份有限公司 为整合公司业务和资产，优化资产结构，提高公司的经营管理效率，提升综 合竞争力，拟将公司顺酐酸酐衍生物业务相关资产、负债、业务、人员、资质等 划转或变更至全资子公司河南惠成，具体如下： 证券代码：300481 证券简称：濮阳惠成 公告编号：2026-003 濮阳惠成电子材料股份有限公司 关于向全资子公司划转资产的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： ●划入资产标的公司：河南惠成新材料有限公司（以下简称"河南惠成"） 系濮阳惠成电子材料股份有限公司（以下简称"濮阳惠成"或"公司"）的全资 子公司。 ●划转资产金额：公司拟将顺酐酸酐衍生物业务相关资产、负债、业务、人 员、资质等划转或变更至河南惠成，划转基准日至交割日期间发生的资产负债变 动，公司将根据实际情况进行调整，最终划转的金额以实际交割金额为准。 ●本次划转资产事项不构成关联交易，不构成上市公司重大资产重组事项。 ●风险提示：在办理划转手续时存在税务处理、需取得第三方同意等不确定 风险；在未来经营过程中，可能面临宏观政策调控、市场变化、经营管理等各 ...

Core Viewpoint - Puyang Huicheng (300481.SZ) does not produce tetramethylcyclobutane dianhydride and primarily focuses on the research, development, production, and sales of maleic anhydride derivatives and functional material intermediates [1] Group 1 - The company’s products are widely used in various fields including electronic component packaging materials, electrical equipment insulation materials, wind power, composite materials, and coatings [1]

Group 1 - The core viewpoint of the article highlights that Puyang Huicheng (300481) sees both opportunities and challenges arising from the expected 4 trillion yuan investment by the State Grid during the 14th Five-Year Plan period [1] - The company's products are widely used in various fields, including electronic component packaging materials, electrical equipment insulation materials, wind power, composite materials, and coatings [1] Group 2 - The anticipated investment from the State Grid represents a significant opportunity for the company, indicating potential growth in demand for its products [1] - However, the investment also poses challenges, suggesting that the company must navigate competitive pressures and market dynamics effectively [1]

Core Viewpoint - Puyang Huicheng (300481.SZ) is primarily engaged in the research, production, and sales of fine chemicals, including anhydride derivatives and functional material intermediates, with ongoing R&D projects for photoresist intermediates [2] Group 1 - The revenue from the photoresist intermediate R&D project is currently low and does not significantly impact the overall business revenue of the company [2] - The company sources all of its main raw materials domestically [2]

证券日报网讯1月16日，濮阳惠成（300481）在互动平台回答投资者提问时表示，公司未对外公开具体 客户信息，以避免信息被同业企业了解后可能产生的竞争类风险。 ...

濮阳惠成电子材料股份有限公司 证券代码：300481 证券简称：濮阳惠成 公告编号：2026-001 濮阳惠成电子材料股份有限公司 关于控股股东变更名称、注册地址、经营范围暨完成工商变 更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 濮阳惠成电子材料股份有限公司（以下简称"公司"）于近期知悉公司控股 股东西藏奥城企业管理有限公司（以下简称"西藏奥城"，原"曲水奥城实业 有限公司"）的名称、注册地址及经营范围发生变更，具体情况如下： 一、变更前后的公司名称、注册地址及经营范围 变更前名称：曲水奥城实业有限公司 变更后名称：西藏奥城企业管理有限公司 变更前注册地址：西藏自治区拉萨市曲水县曲水镇曲水村拉热路 3 号昊源. 学府世家 7 幢 1 单元 5 层 507 号 变更前经营范围：化工技术咨询服务（不含投资咨询和投资管理），化工 产品销售（不含危险化学品）；旅游资源开发服务；环保设备、实验室设备（不 含消杀产品）、仪器仪表、机械设备、五金交电、机电设备、空气净化设备的 销售。【依法须经批准的项目，经相关部门批准后方可开展经营活动】 变更后经营范围： ...

Group 1 - The electronic chemicals sector increased by 1.2% on January 14, with Tiancheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Key stocks in the electronic chemicals sector showed significant price movements, with Tiancheng Technology rising by 14.28% to a closing price of 93.37 [1] Group 2 - The electronic chemicals sector experienced a net outflow of 607 million yuan from institutional investors, while retail investors saw a net inflow of 674 million yuan [2] - Notable stocks with significant net inflows from retail investors include Wanrun Co., which had a net inflow of 100 million yuan [3] - The overall trading volume and turnover for various stocks in the electronic chemicals sector varied, with Wanrun Co. achieving a turnover of 1.08 billion yuan [1][3]

（文章来源：证券日报） 证券日报网讯 1月13日，濮阳惠成在互动平台回答投资者提问时表示，公司产品价格随市场及原料等因 素变化进行调整，目前产品价格波动不大。 ...

Group 1 - The company, Puyang Huicheng (300481), has a diverse range of products that are widely used in various fields including electronic component packaging materials, electrical equipment insulation materials, wind power, composite materials, and coatings [1] - The functional material intermediates produced by the company are primarily utilized in the field of organic optoelectronic materials [1]

Group 1 - The core viewpoint of the article is that Puyang Huicheng (300481) has a diverse range of applications for its products, which include electrical insulation materials, wind turbine blades, organic optoelectronic materials, composite materials, coatings, and electronic component packaging materials [1] Group 2 - The company encourages investors to refer to its regular reports for specific operational information [1]