Core Insights - 32 companies have announced their performance forecasts for the first three quarters, with 28 companies expecting profit increases, representing 87.50% of the total [1] - The overall proportion of companies reporting positive forecasts is 90.63%, with one company expecting a profit and one company expecting a loss [1] - Among the companies expecting profit increases, 9 companies forecast a net profit growth exceeding 100%, while 6 companies expect growth between 50% and 100% [1] Company Performance - Yinglian Co. anticipates the highest net profit growth at 1602.05%, followed by Guangdong Mingzhu at 964.95% and Limin Co. at 659.48% [1] - The industries with the most companies expecting profit growth include basic chemicals, steel, and non-ferrous metals, with 3, 2, and 1 companies respectively [1] - The average increase in stock prices for companies expecting profit growth since July is 33.42%, outperforming the Shanghai Composite Index [1] Stock Performance and Fund Flow - The top performers since July include Changchuan Technology with a 113.21% increase, followed by Jinli Permanent Magnet at 65.65% and Brother Technology at 52.25% [1] - In terms of fund flow, Jinli Permanent Magnet, Shandong Steel, and Yonghe Co. have seen significant net inflows of 280.32 million, 17.97 million, and 0.79 million respectively [2] - Conversely, Changchuan Technology, Brother Technology, and Yinglian Co. experienced substantial net outflows of 913.49 million, 20.53 million, and 10.23 million respectively [2] Expected Profit Growth Companies - A list of companies with expected profit growth includes: - Yinglian Co. (1602.05% growth, latest price 19.99, net outflow 10.23 million) [2] - Guangdong Mingzhu (964.95% growth, latest price 6.24, net outflow 0.61 million) [2] - Limin Co. (659.48% growth, latest price 18.03, net outflow 6.73 million) [2] - Brother Technology (230.37% growth, latest price 7.43, net outflow 20.53 million) [2] - Jinli Permanent Magnet (168.00% growth, latest price 39.49, net inflow 280.32 million) [2]

证券代码：002846 证券简称：英联股份 公告编号：2025-085 广东英联包装股份有限公司 2025 年第三次临时股东会决议公告 本公司及全体董事会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。 特别提示： （1）现场会议召开时间：2025 年 10 月 9 日（星期四）下午 14:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 10 月 9 日（星期四）上午 9:15-9:25，9:30-11:30，下午 13:00-15:00；通过 深圳证券交易所互联网投票系统投票的时间为 2025 年 10 月 9 日上午 9:15 至 2025 年 10 月 9 日下午 15:00 期间的任意时间。 2、现场会议召开地点：广东省汕头市濠江区南山湾产业园区南强路 6 号广 东英联包装股份有限公司会议室。 3、召集人：公司董事会 4、会议主持人：董事长翁伟武 1、本次股东会无否决议案的情形。 2、本次股东会不会涉及变更以往股东会决议的情况。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间 5、召开方式：现场投票与网络投票相结合 本次股 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于广东英联包装股份有限公司 2025 年第三次临时股东会的 法律意见书 国枫律股字[2025]A0488 号 致：广东英联包装股份有限公司（贵公司） 北京国枫律师事务所（以下称"本所"）接受贵公司的委托，指派律师出席并见证 贵公司 2025 年第三次临时股东会（以下称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下称"《公司法》"）、《中华人民 共和国证券法》（以下称"《证券法》"）、《上市公司股东会规则》（以下称"《股 东会规则》"）、《律师事务所从事证券法律业务管理办法》（以下称"《证券法律业 务管理办法》"）、《律师事务所证券法律业务执业规则（试行）》（以下称"《证券 法律业务执业规则》"）等相关法律、行政法规、规章、规范性文件及《广东英联包装 股份有限公司章程》（以下称"《公司章程》"）的规定，就本次会议的召集与召开程 序、召集人资格、出席会议人员资格、会议表决程序及表决结果等事宜，出具本法律意 见书。 对本 ...

Core Insights - A total of 23 companies have announced their performance forecasts for the first three quarters, with 20 companies expecting profit increases, representing 86.96% of the total [1] - Among the profit-increasing companies, four are expected to see net profit growth exceeding 100%, while another four are projected to have growth between 50% and 100% [1] Company Performance - Yinglian Co., Ltd. is expected to have the highest net profit growth, with a median increase of 1602.05% for the first three quarters [1] - Brother Technology and Yonghe Co., Ltd. are projected to have median net profit growth of 230.37% and 218.42%, ranking second and third respectively [1] Industry Analysis - The companies expecting to double their profits are primarily concentrated in the basic chemicals, electronics, and light manufacturing sectors, with 2, 1, and 1 companies respectively [1] - In terms of market segments, three companies are listed in the main board and one in the ChiNext board among those expected to double their profits [1] Stock Performance - Since July, the average increase for companies expecting to double their profits is 47.86%, outperforming the Shanghai Composite Index [1] - Changchuan Technology has seen the largest increase since July, with a cumulative rise of 122.32%, followed by Brother Technology and Yonghe Co., Ltd. with increases of 48.77% and 23.18% respectively [1]

Core Viewpoint - Yinglian Co., Ltd. (002846.SZ) has reported significant growth in both revenue and net profit for the first three quarters of 2025, driven primarily by its fast-moving consumer goods (FMCG) metal packaging segment [1][4]. Financial Performance - The company expects to achieve revenue between 1.63 billion and 1.65 billion yuan, representing a year-on-year growth of 9.49% to 10.83% [1][4]. - Net profit is projected to be between 34.5 million and 37.5 million yuan, marking a substantial increase of 1531.13% to 1672.97% compared to the same period last year [1][4]. - For Q3 2025, revenue is anticipated to reach between 549 million and 569 million yuan, with a year-on-year growth of 6.68% to 10.57% [4]. - The company has turned around its performance, reporting a non-GAAP net profit of between 26 million and 29 million yuan, compared to a loss of 1.64 million yuan in the previous year [4]. Business Segments - The growth in revenue and profit is primarily attributed to the FMCG metal packaging segment, particularly the easy-open lid products [5]. - The company has enhanced its operational efficiency through product structure adjustments and lean management practices, leading to improved gross margins [5][6]. - Yinglian has also established a subsidiary, Jiangsu Yinglian Composite Current Collector Co., Ltd., focusing on the R&D, production, and sales of composite aluminum and copper foils for electric vehicle batteries [1][4]. Market Position and Future Plans - As of mid-2025, the company has invested approximately 810 million yuan in the composite current collector project, establishing five aluminum and five copper foil production lines, although large-scale production has not yet commenced [2][11]. - The company plans to raise up to 1.5 billion yuan through a private placement, with 800 million yuan allocated to the composite current collector project and 400 million yuan for expanding the easy-open lid manufacturing project [10][11]. - Yinglian's metal packaging products have gained recognition from major brands such as Coca-Cola, Pepsi, and Budweiser, establishing a solid foundation for sustainable growth [12]. Stock Performance - Since the beginning of 2025, Yinglian's stock price has increased by over 137% [3][13].

Core Viewpoint - Yinglian Co., Ltd. has established itself as a global leader in the easy-open lid industry while also venturing into the composite fluid sector to capitalize on the growing demand in the new energy industry, aiming to create a second growth curve through technological innovation and market opportunities [1][4]. Group 1: Traditional Business Strength - Yinglian Co., Ltd. has evolved from a small factory to a leading manufacturer of easy-open lids, being the only listed company in this sector on the A-share market, partnering with renowned brands like Nestlé, Coca-Cola, and Heineken [2][3]. - The company operates a highly automated production facility in Shantou, capable of producing 10 billion easy-open lids annually, with each production line outputting 2,000 lids per minute [2][3]. Group 2: Growth in Easy-Open Lid Sector - The easy-open lid segment has shown continuous growth, with modern production lines ensuring that capacity meets market demand, thus maintaining both scale and quality advantages [3]. - Yinglian Co., Ltd. has developed unique technologies in lid production, such as those used in tennis ball containers, which require specific pressure to function correctly, showcasing the company's innovation capabilities [3]. Group 3: Entry into Composite Fluid Sector - The company has launched a new subsidiary, Jiangsu Yinglian Composite Fluid Co., Ltd., focusing on the research, production, and sales of composite aluminum and copper foils for new energy vehicle batteries [4][5]. - Composite fluids are identified as key materials in the new energy sector, offering advantages such as increased energy density and cost reduction, which are critical for battery performance [4][6]. Group 4: Research and Development Initiatives - Jiangsu Yinglian has assembled a skilled R&D team and partnered with leading manufacturers to drive innovation in composite fluid technology, aiming to set industry standards [5][6]. - The company is actively testing its composite aluminum and copper foil products with major clients in the battery sector, indicating strong market interest and potential for future growth [6][7]. Group 5: Future Capacity and Market Positioning - Yinglian Co., Ltd. is investing 3.089 billion yuan to establish a new production facility in Jiangsu, which will include 10 aluminum foil and 134 copper foil production lines, targeting an annual output of 1 billion square meters of aluminum foil and 5 billion square meters of copper foil [7]. - The company is positioning itself as a leading provider of composite fluid solutions, with plans to enhance its production capabilities and expand its market presence in the new energy sector [7].

Core Viewpoint - Yinglian Co., Ltd. has established itself as a global leader in the easy-open lid industry while also venturing into the composite fluid sector to capitalize on the growing demand for new energy materials, aiming to create a second growth curve for the company [1][3]. Group 1: Traditional Business Development - Yinglian Co., Ltd. has evolved from a small factory to the only listed easy-open lid manufacturer in the A-share market, partnering with renowned brands such as Nestlé, Heinz, Coca-Cola, and others [1][2]. - The company has a robust production capacity, with its automated production lines capable of producing 10 billion lids annually, making it the largest single-unit automated production facility for canned easy-open lids globally [2][6]. - The company has achieved significant scale and quality advantages in its easy-open lid products, with innovative designs that meet specific customer needs, such as pressure retention in tennis ball containers [2][3]. Group 2: Expansion into Composite Fluid Industry - Yinglian Co., Ltd. has launched a new subsidiary, Jiangsu Yinglian Composite Fluid Co., Ltd., focusing on the research, production, and sales of composite aluminum and copper foils for new energy vehicle batteries [3][4]. - The composite fluid materials are characterized by a "sandwich structure" and are critical for enhancing battery performance, reducing costs, and improving safety [3][4]. - The company has formed a joint research institute with a leading manufacturer of evaporation equipment to drive innovation in composite fluid technology [4]. Group 3: Market Position and Future Prospects - Jiangsu Yinglian has already established itself as a leader in drafting industry standards for composite aluminum and copper foils, indicating its strong position in the market [4][5]. - The company is actively collaborating with major clients in the battery sector, including partnerships for next-generation battery technologies and solid-state battery applications [5][6]. - Yinglian Co., Ltd. is investing 3.089 billion yuan to build production lines for composite materials, with an expected annual capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [6].

Core Insights - The article highlights the recent developments and performance of Yinglian Co., particularly its operations in Shantou [1] Company Overview - Yinglian Co. has been actively expanding its production capabilities in Shantou, aiming to enhance its market presence [1] - The company is focusing on innovation and efficiency to drive growth in a competitive landscape [1] Financial Performance - Recent financial reports indicate a significant increase in revenue, with a year-on-year growth rate of 15% [1] - The company's net profit margin has improved, reflecting better cost management and operational efficiency [1] Market Position - Yinglian Co. is positioning itself as a leader in its sector, leveraging advanced technologies to meet customer demands [1] - The company is also exploring new markets to diversify its revenue streams and reduce dependency on existing ones [1]

Core Insights - The report highlights the performance forecasts of 26 A-share listed companies for the third quarter of 2025, with 11 companies disclosing profit figures for the first three quarters [1] Group 1: Company Performance - Luxshare Precision anticipates a net profit exceeding 10 billion yuan for the first three quarters, representing a year-on-year growth of 20%-25% [1] - Changchuan Technology expects a net profit of over 800 million yuan, with a significant year-on-year increase of 131.39%-145.38% [1] - Dalian Heavy Industry projects a net profit between 474 million and 508 million yuan, reflecting a year-on-year growth of 19.91%-28.52% [1] Group 2: Revenue and Profit Drivers - Changchuan Technology attributes its profit growth to the increasing market demand in the semiconductor industry, leading to a substantial rise in sales revenue [5] - Dalian Heavy Industry's performance growth is primarily driven by a steady increase in operating revenue, expected to reach around 10.9 billion yuan, a 7.6% increase from the previous year [5] - Yinglian Co., Brother Technology, and Changchuan Technology reported net profit increases of 1602.05%, 230.37%, and 138.39% respectively, driven by various operational efficiencies and market conditions [5] Group 3: New Listings Performance - Among newly listed companies, C United Movement, C Jianfa, and C Ruili reported net profits exceeding 100 million yuan, with C United Movement, C Yunhan, and C Jianfa showing year-on-year growth rates above 30% [6]

Core Insights - As of the end of September, 26 A-share listed companies have released their earnings forecasts for the third quarter of 2025, with 10 from the Beijing Stock Exchange not providing specific profit figures [1] - Among the companies, 11 provided clear predictions for their net profit ranges for the first three quarters, while 5 were newly listed companies [1] Group 1: Company Performance - Luxshare Precision's net profit for the first three quarters exceeded 10 billion yuan, reaching 11.117 billion yuan [1] - Other companies with net profits exceeding 300 million yuan include Changchuan Technology (850 million yuan), Dalian Heavy Industry (491 million yuan), Wanhua Chemical (380 million yuan), YouSheng Co. (354 million yuan), and Zhongtai Co. (340 million yuan) [1][2] - Significant net profit growth was observed in companies such as Yinglian Co. (1602.05% increase), Brother Technology (230.37% increase), and Changchuan Technology (138.39% increase) [1][2] Group 2: Industry Overview - The electronic industry is represented by Luxshare Precision and Changchuan Technology, both showing strong performance [2] - The machinery equipment sector includes Dalian Heavy Industry, which has also reported positive growth [2] - The basic chemical industry is represented by Wanhua Chemical and Brother Technology, both of which have shown substantial year-on-year profit increases [2]