Monetary Policy and Economic Measures - The central bank governor Pan Gongsheng stated that a moderately loose monetary policy will continue in 2026, with room for further cuts in reserve requirement ratios and interest rates to maintain ample liquidity [3] - The first batch of 936 billion yuan of ultra-long special government bonds has been allocated to support approximately 4,500 projects in various sectors, expected to drive total investment exceeding 460 billion yuan [4] - The People's Bank of China will conduct a 900 billion yuan MLF operation on January 23, net injecting 700 billion yuan into the market, marking the 11th consecutive month of increased operations [4] Consumer and Investment Trends - State-owned banks collectively announced the implementation of personal consumption loan interest subsidy policies, allowing some high-quality clients to enjoy effective interest rates in the "2%" range, lower than current housing loan rates [3] - Public funds have focused their fourth-quarter 2025 positions on core sectors such as electronics and power equipment, with Zhongji Xuchuang becoming the largest holding stock [3] Market Performance - The A-share market saw a slight increase, with the Shanghai Composite Index rising 0.14% to 4122.58 points, and the Shenzhen Component Index increasing by 0.5% [6] - The Hong Kong stock market also experienced minor fluctuations, with the Hang Seng Index rising 0.17% to 26629.96 points, and net inflows from southbound funds amounting to 5.166 billion HKD [6] Corporate Developments - Alibaba Group has decided to support its chip company "Pingtouge" for independent listing, with plans for restructuring to a mixed-ownership enterprise [7] - Xiaomi Group has initiated a stock repurchase plan of up to 2.5 billion HKD [9] - Nanjing Bank reported a net profit growth of 8.08% year-on-year for 2025 [9] Regulatory and Policy Updates - The State Administration for Market Regulation has issued a red card for the first time in the public utility sector, prohibiting a merger between two gas companies [10] - Nine departments jointly issued opinions to promote high-quality development in the pharmaceutical retail industry, encouraging mergers and acquisitions among retail pharmacies [10] Economic Indicators - The unemployment rate for urban labor aged 16-24 was reported at 16.5% in December 2025, while the rate for those aged 25-29 was 6.9% [5] - The National Bureau of Statistics reported a 28.1% year-on-year increase in sales revenue for the smart device manufacturing industry in 2025 [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002846 证券简称：英联股份 公告编号：2026-005 广东英联包装股份有限公司 特别提示： 1、近日，江苏英联复合集流体有限公司（简称"江苏英联"）与爱尔集化学技术开发有限公司（简 称"LG化学"）签署了《"英联-LG化学"联合实验室战略协议》，加强在复合集流体用高分子创新材料、 锂电创新材料等领域的深度合作。 江苏英联是专注于新能源汽车动力锂电池复合铝箔、复合铜箔的研发、生产和销售的高科技企业；LG 化学是一家多元化的全球领先科学企业，是LG集团旗下子公司，其业务涵盖石油化学、尖端材料、生 命科学三大领域，是2025年《财富》世界500强企业。 鉴于江苏英联与LG化学已有长期良好的合作关系，为充分发挥各自优势，双方达成进一步深化合作的 意向，由江苏英联与LG化学联合成立"英联-LG化学联合实验室"（简称"联合实验室"），双方将正式携 手开发新一代复合集流体用高分子创新材料，加速布局全球锂电创新材料市场。 2、本次协议的签署预计对公司本年度的经营业绩不会产生重大影响，但会对公司未来的经营发展起到 积极作用。 一、复合集流体项目的进展暨合作概述 ...

Group 1: Company Fundraising and Investment - Company plans to use 500 million yuan of raised funds to increase capital in its wholly-owned subsidiaries for the implementation of a DRAM investment project [1] - Zhuhai Hengqin Chip Storage Co., Ltd. will receive 30 million yuan, and Hefei Chip Storage Co., Ltd. and Xi'an Chip Storage Co., Ltd. will receive 50 million yuan and 30 million yuan respectively for the DRAM project [1] Group 2: Profit Forecasts and Turnarounds - Yiling Pharmaceutical expects a net profit of 1.2 billion to 1.3 billion yuan in 2025, recovering from a loss of 725 million yuan in the previous year [2] - Liard anticipates a net profit of 300 million to 380 million yuan in 2025, compared to a loss of 889 million yuan last year, driven by a new strategic cycle focusing on AI [2] - Daming City forecasts a net profit of 140 million to 165 million yuan in 2025, recovering from a loss in the previous year, aided by reduced asset impairment losses [3] - Guanghua Technology expects a net profit of 85 million to 120 million yuan in 2025, recovering from a loss of 205 million yuan last year, due to expansion in specialized chemicals and PCB sectors [3] - Boteng Co. anticipates a net profit of 80 million to 105 million yuan in 2025, recovering from a loss of 288 million yuan, supported by operational efficiency improvements [4] - Shiyida expects a net profit of 31 million to 46 million yuan in 2025, recovering from a loss of 2.34 million yuan last year, driven by business development and cost control [4] - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan in 2025, recovering from a loss of 49 million yuan, aided by improved receivables management [5][6] Group 3: Share Buybacks - Hengyi Petrochemical plans to repurchase shares with a total fund of no less than 500 million yuan and no more than 1 billion yuan, with a maximum price of 15 yuan per share [7] - Yunyi Electric plans to repurchase shares with a total fund of no less than 100 million yuan and no more than 150 million yuan, with a maximum price of 17 yuan per share [7] - Xidian Pharmaceutical intends to repurchase shares with a total fund of no less than 25 million yuan and no more than 50 million yuan, with a maximum price of 42 yuan per share [7] Group 4: Performance Highlights - Te Yi Pharmaceutical expects a net profit of 70 million to 90 million yuan in 2025, a growth of 241.55% to 339.13% year-on-year [8] - Xingqi Eye Medicine anticipates a net profit of 662 million to 749 million yuan in 2025, a growth of 95.82% to 121.56% year-on-year [8] - Tianhe Co. forecasts a net profit of 41 million to 60 million yuan in 2025, a growth of 84.35% to 169.78% year-on-year [8] - Ruichuang Micro-Nano expects a net profit of approximately 1.1 billion yuan in 2025, a 93% increase year-on-year [9] - Zhongyuan Co. anticipates a net profit of 139 million to 158 million yuan in 2025, a growth of 80% to 105% year-on-year [9] Group 5: Important Corporate Developments - Aolaide has received acceptance for its application to issue securities on the Science and Technology Innovation Board [14] - *ST Songfa's subsidiary signed contracts for the construction of two VLCC super-large oil tankers, expected to positively impact future performance [15] - Chongda Technology's subsidiary signed an investment agreement for a 1 billion yuan IC packaging project in Jiangsu Province [15] - Yinglian Co. signed a strategic agreement with LG Chem to establish a joint laboratory for innovative materials in lithium battery applications [16]

| | | 1月22日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 宏和科技 | 主要产品电子级玻璃纤维布是PCB的基础材料之一 | | | *ST生物 | 终止筹划重大资产重组 | | 项目投资 | 东鹏饮料 | 拟11亿元投资"东鹏饮料成都生产基地项目" | | 合同中标 | 音飞储存 | 中标景德镇艺术职业大学设备采购项目 | | 业绩预告 | 深南电A | 预计2025年净利润同比增长584.66%-721.59% | | 股权转让 | 水辉超市 | 拟自行向派慧科技出售公司持有的云金科技28.095%的股权 | | 回购 | 恒逸石化 | 拟5亿元-10亿元回购股份 | | 增减持 | 蒙草生态 | 实际控制人王召明拟减持不超过2.3311%股份 | | 其他 | 英联股份 | 江苏英联复合集流体与LG化学签署《联合实验室战略协议》 | | | 立中集团 | 收到客户铝合金车轮项目的定点通知 烏勝隆版 | 华康洁净(301235.SZ)：预中标5488万元项目 青山纸业(600103.SH)：关联方中标公司污水处理提标改造项目设计采购施 ...

Group 1 - The core viewpoint of the news is the strategic partnership between Yinglian Co., Ltd. and LG Chem to develop innovative polymer materials for next-generation composite current collectors in lithium batteries [1][2] - Yinglian's subsidiary, Jiangsu Yinglian, is investing 3.089 billion yuan in a project to produce composite aluminum and copper foils, with an expected annual capacity of 100 million square meters of aluminum foil and 500 million square meters of copper foil [1] - Jiangsu Yinglian is also developing lithium metal anode materials and specialized composite copper foils for solid-state batteries, collaborating with leading automotive and battery companies for testing and optimization [1][2] Group 2 - The establishment of the joint laboratory will focus on the development of high-performance polymer-based materials and innovative processing technologies for composite current collectors [2] - The collaboration aims to address the increasing demand for batteries with high safety, energy density, and cycle life in the renewable energy and energy storage markets [2] - Yinglian Co., Ltd. has reported a strong performance in 2025, with a projected net profit of 32 million to 42 million yuan, representing a year-on-year growth of 180.66% to 205.87% [2][3] Group 3 - The company has experienced continuous revenue growth and has turned a profit, primarily driven by its fast-moving consumer goods metal packaging segment [3] - The company has improved its lean production capabilities and product quality, leading to an increase in market share for its metal packaging easy-open lid business [3] - The optimization of product structure and implementation of lean management measures have contributed to cost reduction and efficiency improvement, resulting in a year-on-year increase in overall gross margin [3]

Major Announcements - Zhaoyi Innovation plans to use 500 million CNY of A-share fundraising to increase capital in its wholly-owned subsidiaries for the implementation of the DRAM project [1] - Haiguang Information's mid-2025 profit distribution plan includes a cash dividend of 0.09 CNY per share, totaling 209 million CNY [2] - *ST Biology has terminated the major asset restructuring plan to acquire 51% of Hunan Huize Biomedical Technology Co., Ltd. [3] - Fosun Pharma intends to spin off its subsidiary Fosun Antigen for independent listing on the Hong Kong Stock Exchange [4] - Jingchen Co. has set the inquiry transfer price at 82.85 CNY per share for the transfer of 13.1 million shares [5] Performance Forecasts - Zhaoyi Innovation expects a net profit of approximately 1.61 billion CNY for 2025, a year-on-year increase of about 46% [9] - Longying Precision anticipates a net profit decrease of 17.70% to 29.36% for 2025, estimating between 545 million CNY and 635 million CNY [9] - Ruichuang Micro-Nano forecasts a net profit of around 1.1 billion CNY for 2025, representing a 93% increase [10] - Nanjing Bank projects a net profit of 21.81 billion CNY for 2025, an 8.08% increase year-on-year [11] - Zhongyuan Co. expects a net profit increase of 80% to 105% for 2025, estimating between 139 million CNY and 158 million CNY [12] - Qiangyi Co. anticipates a net profit increase of 57.87% to 71.17% for 2025, estimating between 368 million CNY and 399 million CNY [13] - Liard expects a net profit of 300 million CNY to 380 million CNY for 2025, turning from a loss of 889 million CNY in the previous year [14] - Daheng Technology forecasts a net profit of approximately 106 million CNY for 2025, also turning from a loss [16] - Dongfeng Co. anticipates a net loss of 390 million CNY to 480 million CNY for 2025 [17] - Qing Song Co. expects a net profit increase of 137.73% to 201.74% for 2025, estimating between 130 million CNY and 165 million CNY [18] - SIRUI Co. forecasts a net profit of 165 million CNY to 184 million CNY for 2025, turning from a loss [19] - Shengmei Shanghai expects a revenue increase of 18.91% to 22.47% for 2025, estimating between 6.68 billion CNY and 6.88 billion CNY [20] - Yijun Co. anticipates a net loss of 11 million CNY to 14 million CNY for 2025 [21] - Saint Yuan Environmental Protection expects a net profit increase of 31.79% to 59.24% for 2025, estimating between 240 million CNY and 290 million CNY [22] - Lijun Co. forecasts a net profit decrease of 45.05% to 60.03% for 2025, estimating between 4.8 million CNY and 6.6 million CNY [23] - Xingqi Eye Medicine expects a net profit increase of 95.82% to 121.56% for 2025, estimating between 662 million CNY and 749 million CNY [25] - Beidou Star expects a net loss of 230 million CNY to 290 million CNY for 2025, reducing losses compared to the previous year [26] - Yiling Pharmaceutical anticipates a net profit of 1.2 billion CNY to 1.3 billion CNY for 2025, turning from a loss of 725 million CNY [27] - Zhijiang Bio forecasts a net loss of 32 million CNY to 47 million CNY for 2025, reducing losses compared to the previous year [28] - Yema Battery expects a net profit decrease of 58% to 70% for 2025, estimating between 45.83 million CNY and 64.17 million CNY [29] - Yunmei Energy anticipates a net loss of 410 million CNY to 470 million CNY for 2025 [30] - Yingfang Micro expects a net loss of 69 million CNY to 97 million CNY for 2025 [31] - Guanghua Technology forecasts a net profit of 85 million CNY to 120 million CNY for 2025, turning from a loss [33] Share Buybacks - Hengyi Petrochemical plans to repurchase shares worth 500 million CNY to 1 billion CNY [34] - Yunyi Electric plans to repurchase shares worth 100 million CNY to 150 million CNY [34] - Xidun Pharmaceutical plans to repurchase shares worth 25 million CNY to 50 million CNY [35]

公告称，江苏英联作为专业的复合集流体研发及制造商，LG化学作为一家多元化的全球领先科学企 业，双方成立联合实验室将聚焦新一代锂电池复合集流用高分子聚合物基材及其创新工艺技术的开发。 联合实验室将在双方各设场地，其中江苏英联在高邮设立"英联-LG化学联合实验室"，LG化学在无锡设 立"LG化学-英联联合实验室"。双方将就行业领先技术在各自领域的应用进行交流，推进行业领先的锂 电池用新材料、新工艺技术的研究和导入，全产业链共同开发，共同分享成果。LG化学基于锂电池用 户需求进行的材料使用技术研究，包括但不限于复合集流体专用材料开发，薄膜顾客评价，薄膜加工技 术支援，材料量产体系构建等研究方向。江苏英联提供复合集流体产品痛点及关键性能指标要求等信息 共享，并提示下一代发展方向，包括但不限于进行电镀测试及评价以及终端客户测试及评价等研究方 向。 英联股份（002846）(002846.SZ)公告，公司子公司江苏英联复合集流体有限公司(简称"江苏英联")与爱 尔集化学技术开发有限公司(简称"LG化学")签署了《"英联-LG化学"联合实验室战略协议》，加强在复 合集流体用高分子创新材料、锂电创新材料等领域的深度合作。 ...

公告称，江苏英联作为专业的复合集流体研发及制造商，LG化学作为一家多元化的全球领先科学企 业，双方成立联合实验室将聚焦新一代锂电池复合集流用高分子聚合物基材及其创新工艺技术的开发。 联合实验室将在双方各设场地，其中江苏英联在高邮设立"英联-LG化学联合实验室"，LG化学在无锡设 立"LG化学-英联联合实验室"。双方将就行业领先技术在各自领域的应用进行交流，推进行业领先的锂 电池用新材料、新工艺技术的研究和导入，全产业链共同开发，共同分享成果。LG化学基于锂电池用 户需求进行的材料使用技术研究，包括但不限于复合集流体专用材料开发，薄膜顾客评价，薄膜加工技 术支援，材料量产体系构建等研究方向。江苏英联提供复合集流体产品痛点及关键性能指标要求等信息 共享，并提示下一代发展方向，包括但不限于进行电镀测试及评价以及终端客户测试及评价等研究方 向。 智通财经APP讯，英联股份(002846.SZ)公告，公司子公司江苏英联复合集流体有限公司（简称"江苏英 联"）与爱尔集化学技术开发有限公司(简称"LG化学")签署了《"英联-LG化学"联合实验室战略协议》， 加强在复合集流体用高分子创新材料、锂电创新材料等领域的深度合作。 ...

控股子公司江苏英联复合集流体有限公司（简称"江苏英联"、"江苏英联复合集流体"）在江苏省高邮市 投资建设新能源汽车动力锂电池复合铝箔、复合铜箔项目，规划总投资30.89 亿元人民币，达产后年产 能预计达到 1 亿㎡复合铝箔、5 亿㎡复合铜箔。截至目前，江苏英联的复合铝箔和复合铜箔产品已深入 下游的动力电池、消费电池、储能电池（涵盖液态电池、固态电池等）客户进行测试反馈，并在部分头 部客户取得了进一步的深度合作。同时，面向固态电池的负极材料需求，江苏英联依托蒸镀技术工艺积 累，开发锂金属负极材料、硫化物固态电池专用复合铜箔等材料，正与下游的汽车公司、头部电池公司 进行测试和优化。 格隆汇1月22日丨英联股份(002846.SZ)公布，近日，江苏英联复合集流体有限公司（简称"江苏英联"） 与爱尔集化学技术开发有限公司（简称"LG化学"）签署了《"英联-LG化学"联合实验室战略协议》，加 强在复合集流体用高分子创新材料、锂电创新材料等领域的深度合作。鉴于江苏英联与LG化学已有长 期良好的合作关系，为充分发挥各自优势，双方达成进一步深化合作的意向，由江苏英联与LG化学联 合成立"英联-LG化学联合实验室"（简称"联合 ...

人民财讯1月22日电，英联股份（002846）1月22日公告，近日，公司控股子公司江苏英联与爱尔集化学 技术开发有限公司(简称"LG化学")签署了《"英联-LG化学"联合实验室战略协议》，双方将携手开发新 一代复合集流体用高分子创新材料，加速布局全球锂电创新材料市场。 ...