证券代码：002846 证券简称：英联股份 公告编号：2025-087 广东英联包装股份有限公司 关于公司股东部分股份解除质押及质押的公告 本公司及全体董事会成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 广东英联包装股份有限公司（以下简称"公司"）于近日接到公司控股股东、 实际控制人翁伟武先生的通知，获悉翁伟武先生的部分股份办理了解除质押及质 押相关手续。具体情况如下： 一、本次股份业务办理情况 | 股东 | 是否为控股 股东或第一 | 本次解除 质押股数 | 占其所 持股份 | 占公司 总股本 | 质押 | 质押 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | | | 1 | 起始日期 | 解除日期 | | | | 一致行动人 | （股） | 比例 | 比例注 | | | | | 翁伟武 | 是 | 14,730,800 | 8.58% | 3.51% | 2025.1.14 | 2025.10.14 | 浙江农发小额 贷款股份有限 | | | | | | | | | 公司 | ...

Core Insights - A total of 107 companies have announced their performance forecasts for the first three quarters, with 89 companies expecting profit increases, representing 83.18% of the total [1] - The overall proportion of companies reporting positive forecasts is 88.79%, with 6 companies expecting profits, while 8 and 1 company anticipate profit declines and losses, respectively [1] - Among the companies expecting profit increases, 38 companies forecast a net profit growth exceeding 100%, while 34 companies expect growth between 50% and 100% [1] Company Performance - XianDa Co. is projected to have the highest net profit growth at 3009.81%, followed by ChuJiang New Materials at 2150.09% and YingLian Co. at 1602.05% [1][2] - The average increase in stock prices for companies expecting profit doubling since July is 28.92%, outperforming the Shanghai Composite Index [2] - The largest stock price increase since July is seen in Northern Rare Earth, with a cumulative rise of 128.11% [2] Industry Analysis - The sectors with the most companies expecting profit doubling include basic chemicals, non-ferrous metals, and electronics, with 8, 5, and 5 companies respectively [1] - The main board has 26 companies expecting profit doubling, while the ChiNext and STAR Market have 9 and 3 companies, respectively [1] - In terms of capital flow, companies like ChuJiang New Materials, FeiRongDa, and YouYan New Materials have seen significant net inflows of 45072.14 million, 19868.32 million, and 10931.81 million, respectively [2]

Core Insights - The overall performance of A-share listed companies for the first three quarters of 2025 is positive, with over 84% of companies reporting favorable earnings forecasts, indicating a recovery in profitability amid supportive economic policies and structural optimization [1][2]. Group 1: Earnings Performance - As of October 14, 2025, 72 companies have released earnings forecasts, with 18 companies expecting slight increases, 4 companies turning losses into profits, and 41 companies forecasting significant profit growth [2]. - Notably, 22 companies are projected to achieve profits exceeding 500 million yuan, with New China Life Insurance leading at a net profit of 32.05 billion yuan, a year-on-year increase of 45%-65% [2]. - Other companies with substantial profits include Luxshare Precision at 11.12 billion yuan (20%-25% growth), Salt Lake Industry at 4.5 billion yuan, and Yuexiu Capital at 3.008 billion yuan [2]. Group 2: Profit Growth Rates - 22 companies are expected to see a year-on-year profit growth of over 100%, with 5 companies exceeding 300% growth [3]. - Chujiang New Materials is highlighted as the "profit growth king," with an estimated net profit of 350-380 million yuan, reflecting a staggering increase of 2057.62%-2242.56% [3]. - Other notable performers include Yinglian Co. (1602.05% growth), Guangdong Mingzhu (964.95%), and Liming Co. (659.48%) [3]. Group 3: Sector Performance - The semiconductor industry is experiencing a significant recovery, with the global semiconductor market reaching $346 billion in the first half of 2025, a year-on-year increase of 18.9% [3]. - Changchuan Technology, a leading semiconductor equipment company, anticipates a net profit of 827-877 million yuan, marking a year-on-year increase of 131.39%-145.38% [3]. - Yangjie Technology expects a net profit of 937-1,004 million yuan, driven by strong growth in automotive electronics, artificial intelligence, and consumer electronics [3]. Group 4: Regional Performance - Shandong stocks have shown resilience, particularly in traditional industries and resource-based enterprises, achieving growth through internal reforms and cost reductions [4]. - Jinling Mining reported a revenue of 1.247 billion yuan, a 12.98% increase, with a net profit of 220 million yuan, up 47.09% [4]. - Shandong Steel successfully turned losses into profits by implementing cost control measures, achieving a gross margin increase to 6.02%, up 4.15 percentage points [4]. Group 5: Market Trends and Opportunities - The current market is entering a "policy + performance" window, with earnings becoming the core criterion for selecting stocks [5]. - The technology sector is experiencing a broad rally, with significant growth in computing power and AI-related stocks, although there is internal differentiation based on earnings support [5]. - The gaming sector is also highlighted, with expectations of recovery driven by normalized issuance of game licenses and strong product pipelines from leading companies [5][6].

Market Overview - The packaging and printing sector experienced a decline of 0.54% on October 14, with Yinglian Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable gainers in the packaging and printing sector included: - Xinhongze (002836) with a closing price of 10.60, up 6.00% [1] - Liyuan Holdings (002787) at 8.85, up 4.00% [1] - Jingjia Co., Ltd. (002191) at 4.72, up 3.28% [1] - Conversely, Yinglian Co., Ltd. (002846) saw a significant decline of 5.50%, closing at 17.70 [2] - Other notable decliners included: - Haishun New Materials (300501) down 4.47% [2] - Zhongzheng Co., Ltd. (603091) down 4.23% [2] Capital Flow - The packaging and printing sector experienced a net outflow of 534 million yuan from institutional investors, while retail investors saw a net inflow of 667 million yuan [2][3] - The capital flow for specific stocks showed: - Jingjia Co., Ltd. (002191) had a net inflow of 31.32 million yuan from institutional investors [3] - Zhongrui Co., Ltd. (002374) had a net inflow of 15.90 million yuan [3] - Liyuan Holdings (002787) saw a net outflow of 28.08 million yuan from retail investors [3]

Core Viewpoint - The major shareholders of Yinglian Co., Ltd. (002846.SZ) have announced plans to reduce their holdings, which may impact the company's stock performance and investor sentiment [1][3]. Shareholder Reduction Plans - Major shareholder Weng Weiwu plans to reduce his holdings by up to 12,549,800 shares, representing 3% of the total share capital after excluding shares in the repurchase account [1][2]. - Shareholder Weng Weiwei intends to reduce his holdings by up to 6,274,900 shares, which is 1.50% of the total share capital after excluding shares in the repurchase account [1][2]. - Shareholder Cai Peinong also plans to reduce his holdings by up to 6,274,900 shares, equivalent to 1.50% of the total share capital after excluding shares in the repurchase account [1][2]. Shareholding Structure - Weng Weiwu holds 171,756,380 shares, accounting for 41.06% of the total share capital after excluding shares in the repurchase account [3][4]. - Weng Weiwei holds 24,384,760 shares, representing 5.83% of the total share capital after excluding shares in the repurchase account [4]. - Cai Peinong holds 8,443,500 shares, which is 2.02% of the total share capital after excluding shares in the repurchase account [4]. Financial Implications - Based on the closing price of 18.73 yuan per share on October 13, Weng Weiwu's planned reduction could amount to approximately 235 million yuan [3].

Group 1 - The core point of the news is that major shareholders of Yinglian Co., Ltd. plan to reduce their holdings, which may impact the stock price and market perception of the company [2]. - Major shareholder Weng Weiwei plans to reduce his holdings by up to 6.2749 million shares, accounting for 1.5% of the total share capital after excluding shares in the company's repurchase account [1]. - The reduction period for the shareholding is set to be within three months after the announcement, starting 15 trading days from the date of the announcement [1]. Group 2 - Yinglian Co., Ltd. experienced a decline in stock price, dropping 4.91% to 17.81 yuan, with a trading volume of 350 million yuan and a market capitalization of 7.48 billion yuan [2].

Core Insights - A total of 69 companies have announced their performance forecasts for the first three quarters, with 60 companies expecting profit increases, representing 86.96% of the total [1] - The overall proportion of companies reporting positive forecasts is 91.30%, with 4 companies expecting profit declines and 1 company forecasting losses [1] - Among the companies expecting profit increases, 23 are projected to have net profit growth exceeding 100%, while 19 companies are expected to see growth between 50% and 100% [1] Company Performance - Chuangjiang New Material is expected to have the highest net profit growth, with a median increase of 2150.09% [1] - Yinglian Co. and Guangdong Mingzhu are projected to have median net profit growth of 1602.05% and 964.95%, ranking second and third respectively [1] - The average increase in stock prices for companies expected to double their profits since July is 39.70%, outperforming the Shanghai Composite Index [2] Industry Trends - The industries with the most companies expecting profit increases include basic chemicals, electronics, and non-ferrous metals, with 5, 4, and 3 companies respectively [1] - The main board, ChiNext, and STAR Market have 12, 8, and 3 companies respectively that are expected to double their profits [1] Fund Flow - In the past five days, the companies with the highest net inflow of main funds among those expected to double their profits are Northern Rare Earth, Youyan New Material, and Chuangjiang New Material, with net inflows of 190,955.11 million, 40,684.45 million, and 28,176.83 million respectively [2] - Companies with significant net outflows include Changchuan Technology, Dongyangguang, and Guangda Special Materials, with net outflows of 153,808.21 million, 71,534.41 million, and 19,854.06 million respectively [2]

Core Insights - As of October 14, 72 listed companies in the A-share market have released performance reports for the first three quarters of 2025 [1] Group 1: Profit Scale - A total of 22 companies reported a net profit exceeding 500 million yuan for the first three quarters [1] - New China Life Insurance and Luxshare Precision both reported net profits over 10 billion yuan, specifically 32.054 billion yuan and 11.117 billion yuan respectively [1] - Salt Lake Industry, Yuexiu Capital, and Lingyi iTech reported net profits above 2 billion yuan, with figures of 4.5 billion yuan, 3.008 billion yuan, and 2.005 billion yuan respectively [1] Group 2: Profit Growth - 22 companies reported a year-on-year net profit growth of over 100% for the first three quarters [1] - Chujiang New Materials, Yinglian Co., Guangdong Mingzhu, Limin Co., and Morning Light Biological reported net profit growth rates exceeding 300%, with increases of 2150.09%, 1602.05%, 964.95%, 659.48%, and 372.8% respectively [1]

英联股份（002846）(002846.SZ)公告，公司股东翁伟武先生计划通过集中竞价、大宗交易方式合计减 持公司股份不超过1254.98万股(即不超过剔除公司回购专用账户股份后总股本的3%);股东翁伟炜先生计 划通过集中竞价、大宗交易方式合计减持公司股份不超过627.49万股(即不超过剔除公司回购专用账户 股份后总股本的1.50%);股东蔡沛侬女士计划通过集中竞价、大宗交易方式合计减持公司股份不超过 627.49万股(即不超过剔除公司回购专用账户股份后总股本的1.50%)。 ...

Core Viewpoint - Shareholders of Yinglian Co., Ltd. (002846) plan to reduce their holdings through centralized bidding and block trading, indicating potential changes in ownership structure and market sentiment [1] Group 1: Shareholder Actions - Shareholder Weng Weiwu plans to reduce holdings by up to 12.5498 million shares, which is no more than 3% of the total share capital after excluding shares in the company's repurchase account [1] - Shareholder Weng Weiwei intends to reduce holdings by up to 6.2749 million shares, representing no more than 1.50% of the total share capital after excluding shares in the company's repurchase account [1] - Shareholder Cai Peinong also plans to reduce holdings by up to 6.2749 million shares, equivalent to no more than 1.50% of the total share capital after excluding shares in the company's repurchase account [1]