300481 濮阳惠成
午间休市 07-06 11:30:00
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7月1日濮阳惠成（300481）涨停分析：资产收购、OLED验证、政策落地驱动
证券之星 · 07-01
7月1日濮阳惠成（300481）涨停分析：资产收购、OLED验证、政策落地驱动
股市必读：濮阳惠成（300481）6月30日董秘有最新回复
证券之星 · 07-01
股市必读：濮阳惠成（300481）6月30日董秘有最新回复
濮阳惠成：公司目前没有参股濮阳恩赢高分子材料有限公司的计划
证券之星 · 06-30
濮阳惠成：公司目前没有参股濮阳恩赢高分子材料有限公司的计划
6月11日濮阳惠成（300481）龙虎榜数据：机构净卖出315.34万元，北向资金净买入2734.94万元
证券之星 · 06-11
6月11日濮阳惠成（300481）龙虎榜数据：机构净卖出315.34万元，北向资金净买入2734.94万元
异动快报：濮阳惠成（300481）6月11日10点43分触及涨停板
证券之星 · 06-11
异动快报：濮阳惠成（300481）6月11日10点43分触及涨停板
濮阳惠成(300481)5月30日股东户数2.26万户，较上期减少1.74%
证券之星 · 06-04
濮阳惠成(300481)5月30日股东户数2.26万户，较上期减少1.74%
濮阳惠成：联众兴业系本公司的联营企业
证券之星 · 06-04
濮阳惠成：联众兴业系本公司的联营企业
濮阳惠成：顺酐酸酐衍生物广泛应用于电子元器件封装材料
证券之星 · 06-04
濮阳惠成：顺酐酸酐衍生物广泛应用于电子元器件封装材料
濮阳惠成：公司现金储备主要是为应对行业周期波动、保障日常经营安全
证券之星 · 06-04
濮阳惠成：公司现金储备主要是为应对行业周期波动、保障日常经营安全
濮阳惠成：公司股价受宏观经济环境、行业周期及市场情绪等多重因素影响
证券之星 · 06-04
濮阳惠成：公司股价受宏观经济环境、行业周期及市场情绪等多重因素影响
濮阳惠成：通过收购联众兴业参股权实现原材料资源有效整合
证券之星 · 06-03
濮阳惠成：通过收购联众兴业参股权实现原材料资源有效整合
濮阳惠成：公司产品广泛应用于电子元器件封装材料
证券之星 · 06-03
濮阳惠成：公司产品广泛应用于电子元器件封装材料
濮阳惠成：雷佰瑞相关收购事项正按计划推进中
证券之星 · 06-03
濮阳惠成：雷佰瑞相关收购事项正按计划推进中
濮阳惠成：公司不生产oled面板
证券之星 · 06-03
濮阳惠成：公司不生产oled面板
容大感光：濮阳惠成是公司原材料供应商之一
证券之星 · 06-02
容大感光：濮阳惠成是公司原材料供应商之一
股市必读：濮阳惠成（300481）5月29日收盘跌10.01%，主力净流出1927.16万元
证券之星 · 06-01
股市必读：濮阳惠成（300481）5月29日收盘跌10.01%，主力净流出1927.16万元
濮阳惠成：继续聚焦主营业务发展
证券之星 · 05-27
濮阳惠成：继续聚焦主营业务发展
濮阳惠成：公司与环氧树脂配套的固化剂主要为顺酐酸酐衍生物类产品
证券之星 · 05-26
濮阳惠成：公司与环氧树脂配套的固化剂主要为顺酐酸酐衍生物类产品
濮阳惠成：最新的股东户数是截止至5月20日，公司股东总户数约为2.3万户
证券之星 · 05-26
濮阳惠成：最新的股东户数是截止至5月20日，公司股东总户数约为2.3万户
濮阳惠成：公司主要产品广泛应用于电器设备绝缘材料，风电，复合材料，涂料等
证券之星 · 05-21
濮阳惠成：公司主要产品广泛应用于电器设备绝缘材料，风电，复合材料，涂料等
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公司概况
公司名称：
濮阳惠成电子材料股份有限公司
所属行业：
化学原料和化学制品制造业
上市日期：
2015-06-30
主营业务：
濮阳惠成电子材料股份有限公司的主营业务是顺酐酸酐衍生物、功能材料中间体等精细化学品的研发、生产、销售。公司的主要产品是顺酐酸酐衍生物、功能材料中间体。
发行价格：
9.13
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01:25","pubTimestamp":1782840312,"startTime":"0","endTime":"0","summary":"截至2026年6月30日收盘，濮阳惠成报收于19.02元，上涨5.14%，换手率9.39%，成交量27.24万手，成交额5.07亿元。董秘最新回复投资者： 优秀的董秘你好，公司产品线和产业上下游链是电子封装、光刻胶、芯片的紧密关键产业环。当日关注点交易信息汇总：6月30日主力资金净流入3333.82万元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070100000774.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0152","300481","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647538946","title":"濮阳惠成：公司目前没有参股濮阳恩赢高分子材料有限公司的计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2647538946","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647538946?lang=zh_cn&edition=full","pubTime":"2026-06-30 15:18","pubTimestamp":1782803899,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月30日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬的董秘，您好！公司现金就充沛，请问公司是否有意愿参股濮阳恩赢高分子材料有限公司？濮阳惠成回复：尊敬的投资者您好，公司目前没有参股濮阳恩赢高分子材料有限公司的计划。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：陈思雨","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026063000022447.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300481","BK0229","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642288432","title":"6月11日濮阳惠成（300481）龙虎榜数据：机构净卖出315.34万元，北向资金净买入2734.94万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2642288432","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642288432?lang=zh_cn&edition=full","pubTime":"2026-06-11 17:28","pubTimestamp":1781170111,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2026年6月11日公布的交易公开信息显示，濮阳惠成因日涨幅达到15%的前5只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年6月11日收盘，濮阳惠成报收于17.03元，上涨20.01%，涨停，换手率14.41%，成交量41.81万手，成交额6.75亿元。从龙虎榜公布的当日买卖数据来看，机构合计净卖出315.34万元，北向资金合计净买入2734.94万元。深股通专用、沪股通专用为北向资金的交易席位。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061100027750.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0152","300481","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642081274","title":"异动快报：濮阳惠成（300481）6月11日10点43分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2642081274","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642081274?lang=zh_cn&edition=full","pubTime":"2026-06-11 10:45","pubTimestamp":1781145947,"startTime":"0","endTime":"0","summary":"证券之星6月11日盘中消息，10点43分濮阳惠成（300481）触及涨停板。其所属行业电子化学品目前上涨。领涨股为兴福电子。该股为OLED概念热股，当日OLED概念上涨0.04%。6月10日的资金流向数据方面，主力资金净流出516.57万元，占总成交额3.65%，游资资金净流入980.35万元，占总成交额6.92%，散户资金净流出463.77万元，占总成交额3.28%。近5日资金流向一览见下表：濮阳惠成主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061100011844.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0152","300481","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640156124","title":"濮阳惠成(300481)5月30日股东户数2.26万户，较上期减少1.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2640156124","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640156124?lang=zh_cn&edition=full","pubTime":"2026-06-04 17:43","pubTimestamp":1780566221,"startTime":"0","endTime":"0","summary":"证券之星消息，近日濮阳惠成披露，截至2026年5月30日公司股东户数为2.26万户，较5月20日减少400.0户，减幅为1.74%。在电子化学品行业个股中，濮阳惠成股东户数低于行业平均水平，截至5月30日，电子化学品行业平均股东户数为3.89万户。从股价来看，2026年5月20日至2026年5月30日，濮阳惠成区间跌幅为4.3%，在此期间股东户数减少400.0户，减幅为1.74%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400031209.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","BK0152","300481"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640137960","title":"濮阳惠成：联众兴业系本公司的联营企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2640137960","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640137960?lang=zh_cn&edition=full","pubTime":"2026-06-04 15:02","pubTimestamp":1780556540,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月04日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好：贵公司收购的联众兴业一季度盈利如何？濮阳惠成回复：尊敬的投资者您好，联众兴业系本公司的联营企业。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。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400020451.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["06899","BK1531","BK0229","300481","BK1104","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640313793","title":"濮阳惠成：顺酐酸酐衍生物广泛应用于电子元器件封装材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2640313793","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640313793?lang=zh_cn&edition=full","pubTime":"2026-06-04 15:01","pubTimestamp":1780556472,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月04日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好，ABF载板核心材料为ABF膜 环氧固化体系，公司酸酐固化剂是否直接参与ABF配方体系？与味之素ABF配套的固化剂，公司是否已有样品或送样？在半导体封装材料国产替代趋势下，公司在载板方向的产能规划与客户拓展节奏是怎样的？濮阳惠成回复：尊敬的投资者您好，公司顺酐酸酐衍生物产品广泛应用于电子元器件封装材料、电气设备绝缘材料、风电领域、复合材料、涂料等诸多领域。感谢您对公司的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400020438.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","300481","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640969137","title":"濮阳惠成：公司现金储备主要是为应对行业周期波动、保障日常经营安全","url":"https://stock-news.laohu8.com/highlight/detail?id=2640969137","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640969137?lang=zh_cn&edition=full","pubTime":"2026-06-04 15:01","pubTimestamp":1780556469,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成06月04日在投资者关系平台上答复投资者关心的问题。请董事长不要泛泛而谈，作为长期持有股东，期 待董事长的干货回应。公司高度重视投资者回报，后续将在确保经营和战略需求的前提下，优化现金使用效率，公司将持续做好经营管理，增强核心竞争力，努力实现更好的业绩以回报股东。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400020432.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","BK0152","300481"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640137677","title":"濮阳惠成：公司股价受宏观经济环境、行业周期及市场情绪等多重因素影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2640137677","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640137677?lang=zh_cn&edition=full","pubTime":"2026-06-04 15:01","pubTimestamp":1780556469,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月04日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好：作为国家高新技术企业，公司深耕精细化工细分领域，已成长为国内行业领军者，并将持续向更高目标砥砺奋进。为何股价与行业背道而驰！濮阳惠成回复：尊敬的投资者您好，公司股价受宏观经济环境、行业周期及市场情绪等多重因素影响。公司将通过优化产品结构、技术创新等措施提升核心竞争力。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400020431.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","BK0152","300481"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640224399","title":"濮阳惠成：通过收购联众兴业参股权实现原材料资源有效整合","url":"https://stock-news.laohu8.com/highlight/detail?id=2640224399","media":"证券之星","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640224399?lang=zh_cn&edition=full","pubTime":"2026-06-03 09:01","pubTimestamp":1780448502,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月02日在投资者关系平台上答复投资者关心的问题。投资者提问：董事长您好，并购的雷佰瑞和联众都是国家级专精企业，对于公司协同发展是否利好?其在商业航天领域是否更深的布 局?濮阳惠成回复：尊敬的投资者您好，公司通过收购联众兴业的参股权，旨在实现原材料资源的有效整合，进一步优化产品结构，稳定公司盈利水平。雷佰瑞相关收购事项，公司逐步推进中，具体信息请关注公司后续公告。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060300010207.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300481","BK0152","BK1104","BK0229","06899","BK1531"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640122922","title":"濮阳惠成：公司产品广泛应用于电子元器件封装材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2640122922","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640122922?lang=zh_cn&edition=full","pubTime":"2026-06-03 09:01","pubTimestamp":1780448498,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月02日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好：公司在电子封装具体是哪方面的内容？濮阳惠成回复：尊敬的投资者您好，公司产品广泛应用于电子元器件封装材料、电气设备绝缘材料、风电领域、复合材料、涂料等诸多领域。功能材料中间体主要用于有机光电材料等领域。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060300010191.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300481","BK0229","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640922102","title":"濮阳惠成：雷佰瑞相关收购事项正按计划推进中","url":"https://stock-news.laohu8.com/highlight/detail?id=2640922102","media":"证券之星","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640922102?lang=zh_cn&edition=full","pubTime":"2026-06-03 08:57","pubTimestamp":1780448239,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月02日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好：贵公司收购国家级巨人雷柏瑞，为何半年不见落地方案？相关进展能否通报一下，比如进调进度？濮阳惠成回复：尊敬的投资者您好，雷佰瑞相关收购事项正按计划推进中，具体信息请关注公司后续公告。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060300010103.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300481","BK0229","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640620922","title":"濮阳惠成：公司不生产oled面板","url":"https://stock-news.laohu8.com/highlight/detail?id=2640620922","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640620922?lang=zh_cn&edition=full","pubTime":"2026-06-03 08:52","pubTimestamp":1780447930,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)06月02日在投资者关系平台上答复投资者关心的问题。投资者提问：请问董秘，公司的OLED面板怎么样，是否已经出货。濮阳惠成回复：尊敬的投资者您好，公司不生产oled面板，公司研发生产功能材料中间体，部分产品下游应用于OLED领域，感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060300010045.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","BK0152","300481"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640891622","title":"容大感光：濮阳惠成是公司原材料供应商之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2640891622","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640891622?lang=zh_cn&edition=full","pubTime":"2026-06-02 17:06","pubTimestamp":1780391172,"startTime":"0","endTime":"0","summary":"证券之星消息，容大感光(300576)06月02日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好：贵公司和濮阳惠成全年大概有多少规模？容大感光回复：您好，濮阳惠成是公司原材料供应商之一，双方保持着正常的业务合作关系。根据信息披露相关规则，涉及供应商具体交易单价、交易规模等数据属于商业秘密范畴，不宜在互动易平台披露。有关公司原材料采购的整体情况，请您参阅公司在指定信息披露媒体发布的定期报告。感谢您的关注和理解。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060200032155.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300481","300576","BK0229","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640983244","title":"股市必读：濮阳惠成（300481）5月29日收盘跌10.01%，主力净流出1927.16万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640983244","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640983244?lang=zh_cn&edition=full","pubTime":"2026-06-01 02:12","pubTimestamp":1780251135,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘，濮阳惠成报收于14.47元，下跌10.01%，换手率7.45%，成交量21.62万手，成交额3.25亿元。当日关注点来自交易信息汇总：濮阳惠成5月29日收盘报14.47元，跌10.01%，已连续2日下跌。前10个交易日中，主力资金累计净流入2100.83万元，股价累计下跌13.61%；融资余额累计增加3463.03万元，融券余量累计增加1.95万股。最近90天内，有1家机构对该股给出增持评级。资金流向5月29日主力资金净流出1927.16万元，游资资金净流入488.9万元，散户资金净流入1438.26万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100000942.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0152","300481","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638261574","title":"濮阳惠成：继续聚焦主营业务发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2638261574","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638261574?lang=zh_cn&edition=full","pubTime":"2026-05-27 15:00","pubTimestamp":1779865243,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成05月26日在投资者关系平台上答复投资者关心的问题。另外二季度以来顺酐酸酐价格大幅走高。同时，公司会密切关注市场动态，根据原材料价格及市场需求情况，适时调整产品价格策略。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052700024429.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300481","BK0229","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638676515","title":"濮阳惠成：公司与环氧树脂配套的固化剂主要为顺酐酸酐衍生物类产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2638676515","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638676515?lang=zh_cn&edition=full","pubTime":"2026-05-26 11:36","pubTimestamp":1779766594,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)05月25日在投资者关系平台上答复投资者关心的问题。投资者提问：出口占了营收1/3，4.6亿，毛利率30％多，是什么产品？为什么管理层一直强调风电，电力设备产品。但是管理层年报中提到海外客户长期合作的是亨斯迈，westlake，这俩都是全球顶级的环氧树脂厂，mlcc上游，公司出口这4.6亿中有大概多少是电子级的固化剂？濮阳惠成回复：尊敬的投资者您好，公司与环氧树脂配套的固化剂主要为顺酐酸酐衍生物类产品，其应用领域包括电子元器件封装材料、电气设备绝缘材料、风电、复合材料、涂料等诸多领域。感谢您对公司的关注。以上内容为证券之星据公开信息整理，不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052600016544.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300481","BK0229","BK0152"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638756756","title":"濮阳惠成：最新的股东户数是截止至5月20日，公司股东总户数约为2.3万户","url":"https://stock-news.laohu8.com/highlight/detail?id=2638756756","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638756756?lang=zh_cn&edition=full","pubTime":"2026-05-26 11:34","pubTimestamp":1779766471,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)05月25日在投资者关系平台上答复投资者关心的问题。投资者提问：请问截止2026.05.25贵司股东人数多少，同比上期变化率多少？濮阳惠成回复：尊敬的投资者您好,最新的股东户数是截止至5月20日，公司股东总户数约为2.3万户。 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08:48","pubTimestamp":1779324492,"startTime":"0","endTime":"0","summary":"证券之星消息，濮阳惠成(300481)05月20日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘你好，请问贵司半导体相关业务的营收和净利润占比整体大概多少，具体金额又是多少？濮阳惠成回复：尊敬的投资者您好， 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