（文章来源：证券日报） 证券日报网讯 1月9日，濮阳惠成在互动平台回答投资者提问时表示，联众兴业系公司的联营企业。根 据上市公司信息披露的合规要求，公司不便披露其具体经营信息。 ...

Group 1 - The company, Puyang Huicheng (300481.SZ), primarily engages in the research, production, and sales of fine chemicals such as anhydride derivatives and functional material intermediates [2] - The products of the company are widely used in various fields including electronic component packaging materials, electrical insulation materials, wind power, composite materials, and coatings [2] - The company does not currently involve itself in the commercial aerospace materials sector, as confirmed in a response to an investor inquiry [2]

Group 1 - The company, Rongda Photoresist (300576.SZ), confirmed that its current collaboration with Puyang Huicheng is limited to the procurement of raw materials and does not include joint research and development of photoresist intermediates [1] - There are no current plans for additional cooperation beyond raw material procurement with Puyang Huicheng [1]

Group 1 - Puyang Huicheng Electronic Materials Co., Ltd. experienced a decline of 1.14% on December 30, with a stock price of 15.64 yuan per share and a total market capitalization of 4.565 billion yuan [1] - The company, established on December 27, 2002, and listed on June 30, 2015, specializes in the research, production, and sales of fine chemicals, including anhydride derivatives and functional material intermediates [1] - The revenue composition of the company is as follows: anhydride derivatives account for 80.54%, functional material intermediates for 19.29%, and other sources for 0.17% [1] Group 2 - Southern Fund's Southern Baoyuan Bond A (202101) is among the top ten circulating shareholders of Puyang Huicheng, holding 1.3001 million shares, which represents 0.45% of the circulating shares [2] - The fund has a current scale of 6.076 billion yuan and has achieved a year-to-date return of 6.39%, ranking 477 out of 6215 in its category [2] - The fund manager, Lin Lefeng, has a tenure of 9 years and 278 days, with a total fund size of 15.472 billion yuan and a best return of 161.29% during his tenure [3]

Market Overview - The electronic chemicals sector experienced a decline of 1.99% on December 29, with Tian Tong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Puyang Huicheng (300481) with a closing price of 15.82, up 1.22% [1] - Lier Technology (688683) with a closing price of 31.82, up 1.21% [1] - Hongchang Electronics (603002) with a closing price of 7.62, up 0.53% [1] - Major decliners included: - Tian Tong Co., Ltd. (600330) with a closing price of 13.17, down 4.22% [2] - Qiangli New Materials (300429) with a closing price of 13.60, down 4.09% [2] - Jingrui Electric Materials (300655) with a closing price of 16.40, down 3.87% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 2.213 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.846 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Notable capital flows for specific stocks included: - Weiteou (61310E) saw a net inflow of 2.3267 million yuan from institutional investors [3] - Tian Tong Co., Ltd. (600330) experienced a significant net outflow of 34.02 billion yuan [2] - Puyang Huicheng (300481) had a net inflow of 707,000 yuan from institutional investors [3]

Group 1 - The core point of the article is that Puyang Huicheng (300481) confirmed on an interactive platform that its acquisition of Lianzhong Xingye is a joint venture of the company [1] Group 2 - The company is actively engaging with investors through interactive platforms to clarify its business operations and acquisitions [1]

濮阳惠成电子材料股份有限公司 （一）基本信息 证券代码：300481 证券简称：濮阳惠成 公告编号：2025-062 濮阳惠成电子材料股份有限公司 关于变更审计机构质量控制复核人的公告 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。 一、基本信息 濮阳惠成电子材料股份有限公司（以下简称"公司"）于公司于 2025 年 3 月 26 日召开的第五届董事会第十九次会议及 2025 年 4 月 29 日召开的 2024 年年 度股东会审议通过了《关于公司续聘审计机构的议案》，同意续聘立信会计师事 务所（特殊普通合伙）（以下简称"立信"）为贵公司 2025 年度审计机构。具 体内容详见公司在巨潮资讯网（www.cninfo.com.cn）上披露的相关公告。 二、本次变更概述 近日，公司收到立信出具的《关于濮阳惠成电子材料股份有限公司 2025 年 度质量控制复核人的变更函》，立信作为公司 2025 年度审计机构，原指派吴可 方先生为项目合伙人、王小蕾先生为质量控制复核人、郭越月女士为签字注册会 计师为本公司提供审计服务。现因王小蕾先生工作调整，本所委派权计伟先生接 替 ...

Group 1 - The core point of the article is that Puyang Huicheng (300481) reported its latest shareholder count as approximately 23,000 as of December 12 [1]

Core Viewpoint - Puyang Huicheng (300481.SZ) plans to acquire up to 37.0051% equity in Henan Leibaorui New Materials Technology Co., Ltd. through cash payment, which aligns with the company's long-term strategic planning and is expected to enhance its core competitiveness in the market [1] Group 1 - The target company, Leibaorui, specializes in special amine series curing agents, which are primarily used in wind turbine blades, high-end equipment manufacturing, new building materials, and the electronics industry [1] - The acquisition will optimize the industrial chain layout of curing agents, further solidifying the company's position in the wind turbine blade market [1] - The transaction aims to increase the technical content and added value of the products, significantly enhancing the company's core competitiveness [1]

Core Viewpoint - Puyang Huicheng plans to acquire up to 37.0051% equity in Henan Leibaorui New Materials Technology Co., Ltd. through cash payment, which aligns with the company's long-term strategic planning and is expected to enhance its core competitiveness in the market [1] Group 1: Acquisition Details - The acquisition involves equity held by Puyang Rong'an, Puyang Rongmao, and Puyang Rongrong Enterprise Management Partnerships [1] - The target company, Leibaorui, specializes in special amine series curing agents [1] Group 2: Product Applications - The curing agents are primarily used in wind turbine blades, high-end equipment manufacturing, new building materials, and the electronics industry [1] - The products are applicable in various fields including electrical insulation materials, organic optoelectronic materials, composite materials, coatings, and electronic component packaging materials [1] Group 3: Strategic Significance - This transaction is highly aligned with the company's long-term strategic goals [1] - The acquisition is expected to optimize the industrial chain layout of curing agents, strengthen the company's position in the wind turbine blade market, and enhance product technology content and added value [1]