Core Viewpoint - Puyang Huicheng (300481.SZ) has signed a framework agreement to acquire up to 37.0051% equity in Henan Leibaorui New Materials Technology Co., Ltd. through cash payment, indicating a strategic move to expand its portfolio in the specialty amine curing agent market [1] Group 1: Acquisition Details - The framework agreement is a preliminary intention regarding the acquisition, with specific details such as transaction amount and plan to be determined by an audit of net asset value by a recognized auditing firm [1] - The acquisition involves the shareholders of Puyang Rong'an Enterprise Management Partnership, Puyang Rongmao Enterprise Management Partnership, and Puyang Rongrong Enterprise Management Partnership [1] Group 2: Target Company Overview - Henan Leibaorui specializes in the production of specialty 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 products of the target company are applied in various fields including electrical insulation materials, wind turbine blades, organic optoelectronic materials, composite materials, coatings, and electronic component packaging materials [1]

Core Viewpoint - The company has signed a framework agreement for equity transfer with Henan Leibaorui New Materials Technology Co., Ltd. and its shareholders, indicating a strategic move to acquire a stake in the target company [1] Group 1: Transaction Details - The company plans to acquire up to 37.0051% equity held by the shareholders for a cash consideration not exceeding 22 million yuan [1] - The transaction is currently in the planning stage, and there is uncertainty regarding the finalization of the deal [1] Group 2: Transaction Classification - This transaction is expected not to constitute a major asset restructuring or related party transaction [1]

Group 1 - The core point of the article is that Puyang Huicheng (300481) announced a cash acquisition of up to 37.0051% equity in Henan Leibaorui New Materials Technology Co., Ltd. for a transaction amount not exceeding 22 million yuan [1] - The acquisition aims to optimize the industrial chain layout of curing agents, which are primarily used in wind turbine blades, high-end equipment manufacturing, new building materials, and the electronics industry [1] - This strategic move is expected to further strengthen Puyang Huicheng's position in the wind turbine blade market [1]

证券代码：300481 证券简称：濮阳惠成 公告编号：2025-061 濮阳惠成电子材料股份有限公司 濮阳惠成电子材料股份有限公司 关于筹划股权收购事项暨签署 1. 本次交易尚处于筹划阶段，本次签署的收购框架协议系公司与交易对方 就收购事宜达成的初步意向。具体收购比例、交易价格等将在公司及其聘请的中 介机构进行相关工作后，具体事项由各方另行签署补充协议予以约定。最终交易 能否达成尚存在不确定性，敬请广大投资者谨慎决策，注意投资风险。 2. 经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》 规定的重大资产重组，本次交易事项不构成关联交易。 一、交易概述 2025 年 12 月 5 日，濮阳惠成电子材料有限公司（以下简称"公司"）与河 南雷佰瑞新材料科技有限公司（以下简称"雷佰瑞"）及其股东濮阳荣安企业管 理合伙企业（有限合伙）、濮阳荣茂企业管理合伙企业（有限合伙）、濮阳荣荣 企业管理合伙企业（有限合伙）签署了《股权转让框架协议》（以下简称"框架 协议"），公司拟以现金方式收购濮阳荣安企业管理合伙企业（有限合伙）、濮 阳荣茂企业管理合伙企业（有限合伙）、濮阳荣荣企业管理合伙企业（有限合伙） 持有的标 ...

Group 1 - The company Puyang Huicheng reported that as of November 20, the total number of shareholders is approximately 27,000 [2]

Group 1 - The company, Puyang Huicheng (300481), confirmed on November 24 that it has not established any new research institutes [1] - The subsidiary, Huicheng Research Institute, is primarily responsible for the functional materials intermediate business [1]

Core Viewpoint - Puyang Huicheng (300481.SZ) has clarified that it is not establishing new research institutes, and its subsidiary, Huicheng Research Institute, is primarily responsible for the functional materials intermediate business [1] Group 1 - The company has no plans for new research institutes [1] - Huicheng Research Institute focuses on functional materials intermediates [1]

Core Viewpoint - The company emphasizes the importance of market value management and the protection of shareholders' legal rights, aiming to reward investors with stable operating performance [1] Group 1 - The company actively engages with investors through interactive platforms to address their concerns [1] - The company is committed to enhancing its operational performance to ensure a positive return for investors [1]

Group 1 - The company Puyang Huicheng stated on November 13 that it leads the operation of functional material intermediates business [2]

Group 1 - The core point of the article is that Puyang Huicheng (300481) confirmed that Lianzhong Xingye is an affiliate of the company [1]