证券代码：002846 证券简称：英联股份 公告编号：2025-088 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 | | 是否为控股 | 本次解除 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 质押股数 | 持股份 | 总股本 | 质押 | 质押 | 质权人 | | 名称 | 大股东及其 | | | | 起始日期 | 解除日期 | | | | 一致行动人 | （股） | 比例 | 比例注 1 | | | | | 翁伟武 | 是 | 18,300,000 | 10.65% | 4.36% | 2024.11.28 | 2025.10.16 | 中原信托有限 ...

证券之星消息，10月17日包装印刷板块较上一交易日下跌2.34%，大胜达领跌。当日上证指数报收于 3839.76，下跌1.95%。深证成指报收于12688.94，下跌3.04%。包装印刷板块个股涨跌见下表： 从资金流向上来看，当日包装印刷板块主力资金净流出3.89亿元，游资资金净流入2439.81万元，散户资 金净流入3.64亿元。包装印刷板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603607 | 京华激光 | = 588.93万 | 5.40% | 14.24万 | 0.13% | -603.17万 | -5.53% | | 002969 | 嘉美包装 | 303.00万 | 5.25% | -621.38万 | -10.77% | 318.38万 | 5.52% | | 003018 金富科技 | | -56.18万 | -4.95% | 9.42万 | 4 0.83% | 46 ...

Core Insights - The A-share market has shown an upward trend since October, with the Shanghai Composite Index recovering above 3900 points, coinciding with the third-quarter earnings report disclosure period [1] - As of October 15, 126 companies have released earnings forecasts, with 105 of them expecting year-on-year profit growth, indicating a strong market focus on financial data [1] Group 1: Earnings Forecasts - Two main reasons for companies' positive earnings forecasts are price increases and the ramp-up of product production [2] - Companies like Xianda Co., ShuoBeide, and Chujian New Materials are leading the earnings growth forecast, with increases exceeding 2000% [2] - Resource cycle companies have benefited from significant price increases, while certain tech companies are entering a phase of mass production, driving their earnings growth [2][4] Group 2: Notable Companies - Xianda Co. expects a net profit increase of 2807% to 3211% for the first three quarters, driven by rising market prices for its main product, and operational reforms [2] - Shenghe Resources anticipates a net profit of approximately 740 million to 820 million yuan, reflecting a year-on-year increase of 696.82% to 782.96%, due to favorable market conditions and price increases [3] - ShuoBeide's net profit is projected to increase by 2836.86% to 3203.96%, attributed to enhanced production capacity and successful collaborations with major clients [4] Group 3: Market Trends and Reporting Schedule - The third-quarter earnings report window is short, with only ten trading days left until the reports are due by October 31 [6] - A total of 2352 companies are expected to disclose their earnings in the final week of October, marking a peak in reporting activity [6][11] - Key companies such as NIO, China Telecom, and major banks are scheduled to release their earnings reports between October 21 and October 31 [7][8]

Core Viewpoint - The A-share market has entered the disclosure period for Q3 2025 financial reports, with many companies reporting significant net profit growth for the first three quarters of the year, attracting substantial investments from public funds [1][2]. Group 1: Company Performance - Several companies have reported positive earnings forecasts, with Guanghua Technology's net profit for the first three quarters expected to exceed 1000% year-on-year growth, and Daoshi Technology also projecting over 100% growth [2]. - Xian Da Co., a herbicide manufacturer, is expected to achieve a net profit of 180 million to 205 million yuan, reflecting a year-on-year increase of 2807.87% to 3211.74% [2]. - Xinhua Insurance and Luxshare Precision are projected to have net profits exceeding 10 billion yuan, with Xinhua Insurance estimating a profit of 299.86 billion to 341.22 billion yuan, a growth of 45% to 65% [3]. Group 2: Fund Investments - High-performing companies have seen significant stock price increases, with Zhenyu Technology's stock rising over 240% this year and Northern Rare Earth's stock increasing over 150% [4]. - Public funds have heavily invested in these high-performing companies, with 96 fund companies holding Northern Rare Earth and 68 holding Zhenyu Technology [4]. - Xian Da Co. and Yinglian Co. have also attracted investments from multiple public fund companies, with notable fund managers increasing their holdings [4]. Group 3: Market Outlook - The market is expected to see a rebound in earnings growth due to low performance baselines from the previous year, which may enhance market confidence [5]. - Investment strategies suggest a balanced approach, focusing on both value-oriented sectors like traditional consumption and growth sectors such as AI, semiconductors, and renewable energy [6].

Core Insights - The A-share market has entered the disclosure window for Q3 2025 reports, with many companies reporting significant net profit growth for the first three quarters [1][2] - A number of companies have received substantial increases in holdings from public funds, particularly those with strong performance [1][4] Company Performance - Companies such as Guanghua Technology and Daoshi Technology reported net profit growth exceeding 100% year-on-year for Q3 2025 [2] - Xian Da Co., a herbicide manufacturer, is expected to achieve a net profit of 180 million to 205 million yuan, representing a year-on-year increase of 2807.87% to 3211.74% [2] - Xinhua Insurance and Luxshare Precision are projected to have net profits exceeding 10 billion yuan, with Xinhua Insurance estimating 29.986 billion to 34.122 billion yuan, a growth of 45% to 65% [3] Fund Activity - High-performing companies have seen significant stock price increases, with Zhenyu Technology's stock rising over 240% this year [4] - Public funds have heavily invested in companies like Northern Rare Earth and Xian Da Co., with 96 and 19 fund companies holding their stocks respectively [4] - Notable fund managers from well-known firms are increasing their holdings in these companies, indicating strong institutional interest [4] Market Outlook - The market is expected to see a rebound in Q3 performance due to low base effects from the previous year, which may enhance market confidence [6] - Investment strategies suggest a balanced approach, focusing on both value and growth sectors, including traditional consumption and emerging technologies [5][6]

Core Viewpoint - The A-share market is currently in the disclosure window for Q3 2025 financial reports, with many companies reporting significant net profit growth for the first three quarters of the year, attracting substantial investments from public funds [1][2]. Company Performance - Several companies have reported positive earnings forecasts, with Guanghua Technology and Daoshi Technology both seeing net profit growth exceeding 100% year-on-year for Q3 2025 [2]. - Xian Da Co., a herbicide manufacturer, is expected to achieve a net profit of between 180 million to 205 million yuan, representing a year-on-year increase of 2807.87% to 3211.74% [2]. - Other companies with significant expected net profit growth include Chuanjiang New Materials and Yinglian Co., both involved in new materials, with expected growth rates exceeding 1000% [2]. Net Profit Scale - Xinhua Insurance and Luxshare Precision are projected to have net profits exceeding 10 billion yuan for Q3 2025, with Xinhua Insurance estimating a profit of 29.986 billion to 34.122 billion yuan, a year-on-year increase of 45% to 65% [3]. - Luxshare Precision expects a net profit of 10.890 billion to 11.344 billion yuan, reflecting a growth of 20% to 25% [3]. - Other companies like Yilake Co., Shandong Gold, and Dongwu Securities also anticipate net profits exceeding 1 billion yuan [3]. Fund Investment Trends - High-performing companies have seen significant stock price increases, with Zhenyu Technology's stock rising over 240% year-to-date, and Northern Rare Earth's stock increasing over 150% [3]. - Public funds have heavily invested in these companies, with 96 fund companies holding Northern Rare Earth and 68 holding Zhenyu Technology as of mid-year [3][4]. - Xian Da Co. and Yinglian Co. are also popular among public funds, with 19 and 17 fund companies holding their stocks, respectively [4]. Market Outlook - The market is expected to continue its upward trend, supported by the influx of incremental capital and the anticipated rebound in earnings growth across various sectors due to low performance bases from the previous year [5]. - Investment strategies suggest focusing on sectors benefiting from "anti-involution" policies, such as new energy, steel, and non-ferrous metals, as well as growth sectors like AI computing and semiconductors [6].

Market Overview - The packaging and printing sector experienced a decline of 1.43% on October 16, with Yinglian Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the packaging and printing sector included: - Xiangxinglong (code: 920075) with a closing price of 30.98, up 3.03% [1] - Shanghai Ailing (code: 301062) with a closing price of 8.90, up 1.95% [1] - Huayuan Yinggu (code: 002787) with a closing price of 9.53, up 1.60% [1] - Major decliners included: - Yinglian Co., Ltd. (code: 002846) with a closing price of 16.91, down 5.53% [2] - Dongfeng Group (code: 601515) with a closing price of 4.55, down 4.41% [2] - Dashengda (code: 603687) with a closing price of 9.00, down 3.85% [2] Capital Flow - The packaging and printing sector saw a net outflow of 390 million yuan from institutional investors, while retail investors contributed a net inflow of 311 million yuan [2][3] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [3] Individual Stock Capital Flow - Shanghai Ailing (code: 301062) had a net inflow of 18.22 million yuan from institutional investors, but a net outflow of 17.96 million yuan from retail investors [3] - Donggang Co. (code: 002117) experienced a net inflow of 12.18 million yuan from institutional investors, while retail investors saw a net outflow of 12.46 million yuan [3] - Jiyuan Co. (code: 603429) had a net inflow of 6.36 million yuan from institutional investors, but retail investors faced a net outflow of 15.34 million yuan [3]

Core Viewpoint - The third quarter earnings forecasts for A-share listed companies are being disclosed, with a significant number of companies expecting positive growth in their profits [2][3]. Earnings Forecast Summary - As of October 15, 103 listed companies in the Shanghai and Shenzhen markets have released their earnings forecasts for the first three quarters, with 88 companies expecting profit increases, 6 companies expecting profit decreases, 2 companies forecasting losses, and 90% of the forecasts indicating positive results [3][4]. - Among the companies forecasting profit increases, 4 companies expect an increase of over 1000%, and 40 companies expect an increase of over 100% [4]. Companies with Significant Profit Increases - Xian Da Co., Ltd. anticipates a net profit of 180 million to 205 million yuan for January to September, representing a year-on-year increase of 2807.87% to 3211.74% [4]. - Chuan Jiang New Materials expects a net profit of 350 million to 380 million yuan, reflecting a growth of 2057.62% to 2242.56% compared to the previous year [4]. - Yinglian Co., Ltd. forecasts a net profit of 345 million to 375 million yuan, indicating a year-on-year increase of 1531.13% to 1672.97% [5]. Companies with Highest Expected Net Profits - Xinhua Insurance is projected to have a net profit of 29.986 billion to 34.122 billion yuan, with a year-on-year growth of 45% to 65% [8]. - Luxshare Precision is expected to report a net profit of 10.890 billion to 11.344 billion yuan, representing a growth of 20% to 25% compared to the previous year [8].

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]