证券代码：002846 证券简称：英联股份 公告编号：2025-066 广东英联包装股份有限公司 关于投资建设罐头易开盖制造项目的公告 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。 特别提示： 公司拟投资建设罐头易开盖制造项目是基于公司快消品金属包装业务发展 战略，扩大优势产品罐头易开盖供应能力，提高综合竞争实力。 本事项尚需提交公司股东大会审议，项目建设涉及立项、环保、规划、建设 施工等有关报批事项，尚需获得有关主管部门批复。 为进一步提高广东英联包装股份有限公司（以下简称"公司"或"英联股份"） 综合竞争实力，满足公司战略发展布局，依据公司发展易开盖业务的规划及安排， 公司拟对外投资建设罐头易开盖制造项目，扩建罐头易开盖生产线，扩大公司经 营规模，满足罐头易开盖市场需求，提升公司的经济效益。 经审慎论证可行性，公司拟以全资子公司英联金属科技（扬州）有限公司（以 下简称"扬州英联"）作为项目的实施主体，总投资约 9.18 亿元建设罐头易开盖 制造项目，并授权公司董事会及其授权人员与相关政府部门签署投资协议、办理 项目相关手续等。 2、审议情况及相关说明 上述 ...

Core Viewpoint - The company plans to invest 918 million yuan in a can easy-open lid manufacturing project to enhance its supply capacity and overall competitiveness [1] Investment Details - The project will be implemented by the company's wholly-owned subsidiary, Yangzhou Yinglian [1] - Upon completion, the project is expected to achieve a total output of 303,700 tons of printed and coated iron per year [1] - The annual revenue generated from this project is projected to exceed 2.158 billion yuan [1] Approval Process - The project requires approval from the shareholders' meeting and relevant government departments before proceeding [1]

证券代码：002846 证券简称：英联股份 公告编号：2025-059 广东英联包装股份有限公司 关于对全资子公司提供担保的进展公告 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。 一、担保情况概述 广东英联包装股份有限公司（以下简称"公司"或"本公司"）于 2025 年 4 月 16 日召开第四届董事会第二十一次会议、第四届监事会第二十次会议和 2025 年 5 月 9 日召开 2024 年年度股东大会，审议通过了《关于 2025 年度担保及财务资 助额度预计的议案》。 根据上述决议，公司及下属公司（含子、孙公司，下同）2025 年度提供对外 担保经审批额度如下： 1、公司及下属公司 2025 年度拟为下属公司向金融机构申请授信融资提供总 额不超过人民币 27 亿元（含本数）的担保，其中包括： （1）对资产负债率超过 70%的下属公司申请授信融资不超过 7 亿元的担保。 （2）对资产负债率不超过 70%的下属公司申请授信融资不超过 19 亿元的担 保。 （3）因第三方机构为下属公司申请授信融资提供担保，公司及下属公司为 第三方机构提供不超过 1 亿元的反担保。 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-058 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 1、部分股份解除质押 | 股东 | 是否为控股 股东或第一 | 本次解除 | 占其所 | 占公司 | 质押 | 质押 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | 质押股数 | 持股份 | 总股本 | 起始日期 | 解除日期 | 质权人 | | | 一致行动人 | （股） | 比例 | 比例注 1 | | | | | 翁伟武 | 是 | 3,660,000 | 2.13% | 0.87% | 2024.9.20 | 2025.8.19 | 云南国际信托 有限公司 | | | | 6,296,59 ...

Group 1: Photovoltaic Industry - The Ministry of Industry and Information Technology (MIIT) is actively coordinating between power generation companies and local industries to enhance price transmission from manufacturing to power stations, emphasizing a market-oriented and legal approach to eliminate outdated production capacity [1] - The average bidding price for components from China Resources and China Huadian has increased by 5-8% month-on-month, while silicon material companies have proactively limited production, leading to a 10% decrease in silicon wafer inventory over two weeks [1] - The investment sequence indicates a tight supply of silicon materials in Q3, a premium for BC battery technology in Q4, and a simultaneous increase in both volume and price of auxiliary materials such as glass and adhesive films [1][2] Group 2: Solid-State Battery Technology - A breakthrough in solid-state battery technology has been achieved with the introduction of 5μm vapor-deposited lithium anodes, significantly reducing dendrite risk and achieving over 500 cycles with a capacity retention rate above 90% [3] - The cost of 5μm vapor-deposited lithium is projected to drop to 2 million yuan per GWh, compared to 4 million yuan for 20μm rolled lithium foil, indicating a substantial cost reduction in the industry [3] - The solid-state battery market could reach 50-100 billion yuan by 2030, driven by the demand for 100GWh of global solid-state battery production [3] Group 3: Robotics Industry - The T-Link Gen3 technology is reshaping the supply chain with a focus on lightweight materials, energy efficiency, and sensor integration, leading to a re-tendering of motors, reducers, and lead screws [4] - The use of PEEK materials has reduced costs by 30% compared to imports, and the new harmonic magnetic field motors have achieved a 50% reduction in size while doubling power density [5] - The 3D vision solution from Orbbec has a single machine value of 200 USD, and the company has passed factory audits [6] Group 4: Semiconductor and AI Models - The DeepSeek model has been upgraded to V3.1, expanding the context length from 64K to 128K, which is expected to increase demand for GPU memory and HBM [7] - The need for larger training clusters is anticipated to rise by 30%, benefiting semiconductor and storage manufacturers such as Cambricon, Haiguang, and Lanke [7] Group 5: Pharmaceutical Industry - Rongchang Biotech has licensed its ophthalmic drug RC28-E to Japan's Santen Pharmaceutical, marking a shift in domestic innovative drug licensing from popular fields like oncology to specialized areas with differentiated advantages [8] - This collaboration model provides a clear path for value realization in less popular biotech sectors through upfront payments, milestones, and sales sharing, enhancing cash flow and leveraging established commercialization channels [8] Group 6: High-Speed Rail Industry - The China National Railway Group has initiated its second batch of high-speed train tenders for the year, with 210 sets, marking a recent high and exceeding market expectations [9] - This move reinforces the trend of sustained railway investment recovery, with new construction and maintenance peaks positively impacting the performance certainty of core companies in the industry [9]

Market Performance - The packaging and printing sector increased by 0.81% on August 18, with Yinglian Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Gainers in Packaging and Printing Sector - Yinglian Co., Ltd. (002846) closed at 17.09, up 6.61% with a trading volume of 454,000 shares and a transaction value of 760 million [1] - Hongyu Packaging (837174) closed at 18.18, up 5.33% with a trading volume of 29,100 shares and a transaction value of 51.91 million [1] - Zhongrong Co., Ltd. (301223) closed at 18.57, up 4.62% with a trading volume of 58,600 shares and a transaction value of 107 million [1] Market Capital Flow - The packaging and printing sector experienced a net outflow of 205 million from institutional investors, while retail investors saw a net inflow of 183 million [2] - Speculative funds had a net inflow of 21.89 million [2] Individual Stock Capital Flow - Yinglian Co., Ltd. had a net inflow of 11.9 million from institutional investors, but a net outflow of 74.7 million from retail investors [3] - Kangxin New Materials (600076) saw a net inflow of 20.97 million from institutional investors, while retail investors had a net outflow of 22.1 million [3] - Longlide (300883) had a net inflow of 17.38 million from institutional investors, with a net outflow of 23.8 million from retail investors [3]

Core Viewpoint - The shareholders of Guangdong Yinglian Packaging Co., Ltd. have decided to terminate their share reduction plan ahead of schedule, with a total of 10,458,200 shares (2.50% of total share capital) planned for reduction, of which 4,183,200 shares (1%) have already been sold by shareholder Cai Peinong and 5,410,200 shares (1.29%) by shareholder Weng Weiwei [1][3][6]. Shareholder Reduction Details - Cai Peinong has reduced her holdings by 4,183,200 shares through centralized bidding, representing 1% of the total share capital [4][5]. - Weng Weiwei has reduced his holdings by 5,410,200 shares through centralized bidding and block trading, representing 1.29% of the total share capital [5][6]. - The remaining shares that were not sold will not be reduced during the planned reduction period [1][3]. Shareholding Structure Changes - Following the reductions, Cai Peinong's shareholding decreased from 12,626,700 shares (3.02%) to 8,443,500 shares (2.02%), while Weng Weiwei's shareholding remains unchanged at 27,955,200 shares (6.68%) [6][7]. - The total shareholding of both shareholders decreased from 40,581,900 shares (9.70%) to 36,398,700 shares (8.70%) [6][7]. Compliance and Governance - The share reduction does not lead to any changes in the company's controlling shareholder or actual controller, nor does it affect the company's governance structure or ongoing operations [2][7]. - The company has adhered to relevant regulations regarding shareholder reductions, ensuring compliance with the Securities Law and other applicable guidelines [6][7].

证券代码：002846 证券简称：英联股份 公告编号：2025-057 广东英联包装股份有限公司 关于公司股东提前终止减持计划 暨权益变动触及 1%整数倍的公告 公司股东蔡沛侬女士及其一致行动人、公司持股 5%以上股东翁伟炜先生及其一致 行动人保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 本公司及全体董事会成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、公司股东蔡沛侬女士、翁伟炜先生本次减持分别计划通过集中竞价、大 宗交易方式合计减持公司股份不超过 10,458,200 股（即总股本 1的 2.50%）。截 至本公告披露日，蔡沛侬女士通过集中竞价方式累计减持 4,183,200 股（即总股 本 1的 1%)，另外 6,275,000 股（即总股本 1的 1.50%）未进行减持操作；翁伟炜 先生通过集中竞价、大宗交易方式累计减持 5,410,200 股（即总股本 1的 1.29%)， 另外 5,048,000 股（即总股本 1 的 1.21%）未进行减持操作；蔡沛侬女士、翁伟炜 先生经综合考虑决定提前终止本次减持计划，剩余未减持股份在本次减持计划期 限内不 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-056 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、公司持股 5%以上股东之一致行动人蔡沛侬女士的通知， 获悉翁伟武先生、蔡沛侬女士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 （一）翁伟武先生的部分股份业务办理情况 | 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 一致行动人 | （股） | 比例 | 比例注 1 | 起始日期 | 解除日期 | | | 翁伟武 | 是 | 7,321,000 | 4.26% | 1.74% | 2024.8.12 | 2025.8.14 | 广东省粤科融 ...

Group 1: Market Overview - The A-share market is currently active, with brokerage analysts conducting extensive research on listed companies as half-year reports are being disclosed [1][2] - A total of 162 companies have been researched by brokerages since August, covering popular sectors such as electronics, pharmaceuticals, machinery, and power equipment [1][2] Group 2: Sector Focus - The electronics, machinery, and pharmaceutical sectors are the most researched, with 22, 20, and 21 companies respectively [2] - The pet sector, particularly Zhongchong Co., Ltd. (002891), has attracted the most attention, with 61 brokerages participating in its recent performance briefing [2][3] Group 3: Company Highlights - Zhongchong Co., Ltd. has established over 22 modern production bases globally and is expanding its projects in various countries, including the US and Canada [3] - Ninebot Inc. has garnered interest from 47 brokerages, focusing on its electric two-wheeler profit margins and the development of its intelligent ecosystem [3] - Jerry Holdings (002353) has been researched by 41 brokerages, with a focus on its business structure and overseas market development [3] Group 4: Pharmaceutical Sector Insights - The pharmaceutical sector has seen significant interest, with over 65 research reports published in August, including 10 deep-dive reports [4] - Companies like Jiuzhou Pharmaceutical (603456) and Sanxin Medical (300453) have been actively researched, with Jiuzhou reporting a net profit of 526 million yuan, a 10.7% increase year-on-year [4][5] - Bo Rui Pharmaceutical has seen its stock price rise over 277% this year, with plans to expand its product offerings globally [5] Group 5: Rating Adjustments - Brokerages have upgraded the ratings of seven companies since August, including Aisheng Co., Ltd. (600732) and Huaneng International (600011) [6] - Huaneng International reported a net profit of 9.262 billion yuan, a 24.26% increase, prompting an upgrade to "buy" rating [6] - One stock, Fuling Pickles (002507), was downgraded from "buy" to "hold" due to slower sales recovery and increased cost pressures [6]