金融界消息 截至2025年8月14日收盘，英联股份（002846）报收于15.23元，下跌2.12%，换手率 6.21%，成交量15.96万手，成交金额2.44亿元。 来源：金融界 天眼查商业履历信息显示，广东英联包装股份有限公司，成立于2006年，位于汕头市，是一家以从事金 属制品业为主的企业。企业注册资本41999.3636万人民币，实缴资本29214.6514万人民币。公司法定代 表人为翁伟武。 通过天眼查大数据分析，广东英联包装股份有限公司共对外投资了6家企业，参与招投标项目4次，知识 产权方面有商标信息6条，专利信息33条，此外企业还拥有行政许可30个。 资金流向方面，今日主力资金净流出3013.12万元，占比成交额12.34%。其中，超大单净流出1985.23万 元、占成交额8.13%，大单净流出1027.88万元、占成交额4.21%，中单净流出流出1618.87万元、占成交 额6.63%，小单净流入4631.98万元、占成交额18.96%。 英联股份最新一期业绩显示，截至2025一季报，公司营业总收入4.91亿元、同比增长6.74%，归属净利 润1104.36万元，同比增长723.54%，扣非净 ...

证券日报网讯英联股份（002846）8月11日在互动平台回答投资者提问时表示，截至2025年7月31日，公 司股东人数为32720。 ...

Investment Rating - The report maintains an "Increase" rating for the industry [5] Core Insights - The report highlights the stabilization of polysilicon prices and the strategic cooperation between Yinglian Co. and a well-known cylindrical battery company, focusing on enhancing the performance of composite current collector battery materials [4][27] - The report emphasizes the importance of supply-side reforms and potential price increases within the solar industry, particularly through capacity acquisitions [15][16] - The hydrogen energy sector is seeing significant developments, with plans for a 3 million-ton green fuel base in Inner Mongolia, indicating a strong growth trajectory [20] Summary by Sections New Energy Generation - **Photovoltaics**: Polysilicon prices have stabilized, with the average transaction price for n-type raw materials at 47,200 RMB/ton, a week-on-week increase of 0.21%. The expected production for August is 125,000 tons. Key companies to watch include GCL-Poly, Tongwei Co., and JA Solar [15][16] - **Wind Power**: The initiation of a 1GW offshore wind power project in Dandong, Liaoning, is noted, with significant procurement activities for construction and installation. The report suggests focusing on companies involved in subsea cables and wind turbine installations [16][19] - **Hydrogen and Energy Storage**: National Energy Group plans to build a 10 million kW renewable energy base in Inner Mongolia, with a focus on hydrogen production. The report recommends monitoring leading equipment manufacturers and hydrogen compressor companies [20][21] New Energy Vehicles - Yinglian Co. has signed a strategic cooperation agreement with a leading cylindrical battery company to enhance composite current collector battery materials. This partnership aims to optimize application solutions and has already secured orders from U&S Energy [4][27] Market Trends - The new energy equipment sector has shown a 2.1% increase from August 4 to August 8, 2025, with a cumulative increase of 6.8% for the year. Specific segments such as wind power equipment and battery sectors have seen notable gains [10][12]

Group 1 - The stock price of Yinglian Co., Ltd. (002846) closed at 15.78 yuan on August 8, 2025, down 1.44% with a turnover rate of 4.04% and a trading volume of 103,900 lots, amounting to 164 million yuan [1] - The latest financial report for the first quarter of 2025 shows total revenue of 491 million yuan, a year-on-year increase of 6.74%, and a net profit attributable to shareholders of 11.04 million yuan, up 723.54% [1] - The company has a current ratio of 0.728, a quick ratio of 0.505, and a debt-to-asset ratio of 59.98% [1] Group 2 - Yinglian Co., Ltd. has made investments in 6 companies and participated in 4 bidding projects [2] - The company holds 6 trademark registrations and 33 patents, along with 30 administrative licenses [2]

Group 1 - The core viewpoint of the report is a "buy" rating for Yinglian Co., Ltd. (002846.SZ) with a latest price of 15.78 yuan [2] - The traditional business of the company continues to perform well, indicating stable revenue streams [2] - Significant investments are being made in composite foil materials, which are expected to create new growth drivers for the company [2] - The composite foil materials are anticipated to enter a harvest period soon, suggesting potential for increased profitability [2] Group 2 - Risks include the possibility that the progress of composite foil materials may not meet expectations [2] - There is a concern regarding the demand in the fast-moving consumer goods market not meeting projections [2] - Increased market competition poses a threat to the company's growth [2] - The release of production capacity may not occur as anticipated, which could impact future performance [2]

证券代码：002846 证券简称：英联股份 公告编号：2025-055 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"）于近日接到公司持股 5%以 上股东翁伟博先生的通知，获悉翁伟博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 | | | | | | | | | 2026 年 7 | 2 | 月 | 日 | | 个 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 翁 伟 | 否 | 5,870,000 | 26.00% | 1.40% | 否 | 否 | 2025. | （以质权人办理 | | | | 西藏信托 | 人 | | 博 | | | | | | | 8.6 | 完毕解除质押登 | | | | 有限公司 | 融 | | | | | | | | | | 记手续之日为准） ...

Group 1 - The core point of the news is that shareholder Weng Weibao has pledged 5.25 million shares of Yinglian Co., accounting for 1.25% of the total share capital [1] - After this pledge, the cumulative pledged shares of the top ten shareholders of Yinglian Co. have increased significantly, indicating a high level of pledged shares among major shareholders [1] - The details of the pledges by other shareholders show that Weng Weiwu has pledged 112 million shares (65.02% of his holdings), Weng Weijia has pledged 15.85 million shares (56.71%), Weng Weiwei has pledged 11.12 million shares (43.42%), Weng Weibao has pledged 12.12 million shares (53.66%), Cai Peinong has pledged 8.83 million shares (69.93%), and Ke Liwan has pledged 4.10 million shares (63.55%) [1] Group 2 - Yinglian Co. reported a revenue of 491 million yuan in Q1 2025, representing a year-on-year increase of 6.74% [3] - The net profit attributable to the parent company reached 11.04 million yuan, a significant year-on-year increase of 723.54% [3] - The company's net profit after deducting non-recurring gains and losses was 8.60 million yuan, showing a remarkable year-on-year increase of 2511.51% [3] - Yinglian Co. has a debt ratio of 59.98%, with financial expenses amounting to 10.59 million yuan and an investment income of 199,200 yuan [3] - The gross profit margin of Yinglian Co. stands at 12.66% [3] - The company specializes in the research, development, production, and sales of "safe, environmentally friendly, and easy-to-open" metal packaging products [3]

Core Viewpoint - The strategic cooperation between Jiangsu Yinglian and a well-known cylindrical battery company marks a significant advancement in the composite current collector project, with a total investment of 3.089 billion yuan aimed at enhancing the production capacity of composite aluminum and copper foils for electric vehicle batteries [1] Company Summary - Jiangsu Yinglian has invested in the construction of composite aluminum foil and copper foil projects in Gaoyou City, Jiangsu Province, with an expected annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil upon reaching full production [1] - The company has already established five production lines for composite aluminum foil and five for composite copper foil, with products undergoing testing and feedback from downstream clients in the power battery, consumer battery, and energy storage sectors [1] - The collaboration aims to leverage each party's strengths to validate and improve the performance of composite current collector materials, optimizing their application in the industry [1] Industry Summary - The composite current collector industry chain is taking shape, encompassing upstream raw materials and equipment manufacturers, midstream copper foil manufacturers, and downstream clients in power, consumer, and energy storage batteries [3] - The current industry barriers primarily lie in equipment capability and process control, with the "magnetron sputtering + electroplating" two-step method being the most mature and cost-effective technology for producing composite copper foils [3] - The future direction of material technology is expected to evolve towards lighter, thinner, and lower-cost solutions, with companies that can overcome mass production bottlenecks likely to gain a competitive edge [3]

证券代码：002846 证券简称：英联股份 公告编号：2025-054 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： 2、下属公司为母公司提供担保预计 根据实际融资需要，2025 年度拟由下属公司为公司申请授信融资提供不超过 人民币 4 亿元的担保。 上述实际担保的金额以金融机构与公司或下属公司根据实际经营需要实际 发生的担保金额为准，任一时点的担保余额不得超过股东大会审议通过的担保额 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-053 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"）于近日接到公司持股 5%以 上股东翁伟博先生的通知，获悉翁伟博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 （一）翁伟博先生的部分股份解除质押业务办理情况 | 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 | | | 翁伟博 | 否 | 6,150,342 | 27.24% | 1.46% | 2025.1.8 | 2025.8.5 | 嘉兴市佳实典 当有限责任公 | | | | | | | | | 司 ...