证券代码：002846 证券简称：英联股份 公告编号：2025-051 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 上股东翁伟嘉先生的通知，获悉翁伟嘉先生的部分股份办理了解除质押手续，具 体情况如下： 一、 本次股份解除质押业务办理情况 | | 是否为控股股 | 本次解除 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 东或第一大股 | 质押股数 | 持股份 | 总股本 | 质押起始 | 质押解除 | 质权人 | | 名称 | 东及其一致行 | （股） | 比例 | 比例 注 1 | 日期 | 日期 | | | | 动人 | | | | | | | | 翁伟嘉 | 否 | 2,080,000 | 7.44% | 0.50% | 2022.7.28 | 2025.7.25 | 联储证券 股份有限 | | | | | | | ...

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》。 证券代码：002846 证券简称：英联股份 公告编号：2025-050 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。 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。 ...

Market Overview - The Shanghai Composite Index rose by 0.50% on July 18, with 22 out of 28 sectors experiencing gains, led by the non-ferrous metals and basic chemicals sectors, which increased by 2.10% and 1.36% respectively [1] - The media and electronics sectors saw the largest declines, with drops of 0.98% and 0.49% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 22.99 billion yuan, with 10 sectors experiencing net inflows [1] - The non-ferrous metals sector led the net inflow with 3.79 billion yuan, followed by the non-bank financial sector, which saw a net inflow of 899 million yuan and a daily increase of 0.33% [1] - The electronics sector had the highest net outflow, totaling 8.34 billion yuan, followed by the computer sector with a net outflow of 4.38 billion yuan [1] Light Industry Manufacturing Sector - The light industry manufacturing sector declined by 0.41% with a net capital outflow of 850 million yuan [2] - Out of 156 stocks in this sector, 68 stocks rose while 74 stocks fell [2] - The top three stocks with the highest net inflow were Yinglian Co. (74.60 million yuan), Shunhao Co. (32.54 million yuan), and Hengxin Life (30.18 million yuan) [2] Light Industry Manufacturing Capital Inflow - The top stocks in terms of capital inflow included: - Yinglian Co. with a rise of 5.28% and a turnover rate of 19.19%, attracting 74.60 million yuan [3] - Hengxin Life with a rise of 5.38% and a turnover rate of 22.03%, attracting 30.18 million yuan [3] - Zhihong Home with a rise of 1.28% and a turnover rate of 2.87%, attracting 17.58 million yuan [3] Light Industry Manufacturing Capital Outflow - The stocks with the highest capital outflow included: - Hongbo Co. with a decline of 4.91% and a turnover rate of 39.59%, experiencing an outflow of 379 million yuan [3] - Wangzi New Material with a decline of 4.52% and a turnover rate of 19.20%, experiencing an outflow of 130 million yuan [3] - Annie Co. with a decline of 3.22% and a turnover rate of 19.32%, experiencing an outflow of 74.39 million yuan [3]

Group 1 - The report highlights a steady increase in domestic electrification rates and a strong recovery in European sales, with global sales expected to grow by 21% in 2025 and maintain over 15% growth in 2026 [2][3] - In 2025, domestic electric vehicle sales are projected to reach 5.61 million units, a year-on-year increase of 44%, with an annual growth forecast of 25% [2][5] - The report anticipates a robust demand for lithium batteries, with a revised growth estimate of over 30% in 2025 and nearly 20% in 2026, driven by strong energy storage policies and market dynamics [2][3] Group 2 - The report indicates that the profitability of the industry has begun to recover slightly, with leading companies starting to expand production in an orderly manner, while smaller firms continue to exit the market [2][3] - The report notes a significant disparity in profitability across different segments of the supply chain, with leading battery manufacturers maintaining high profit levels compared to second-tier manufacturers [2][3] - The solid-state battery technology is highlighted as a key area of focus, with advancements expected in sulfide-based materials and core equipment, indicating a rapid acceleration in industrialization [2][3] Group 3 - Investment recommendations emphasize focusing on leading lithium battery companies and those accelerating the industrialization of solid-state technologies, with specific companies identified for potential investment [2][3] - The report suggests that the lithium carbonate price has reached a bottom, making it favorable to invest in companies with quality resources [2][3] - The report identifies several companies in the solid-state battery sector that are expected to benefit from technological advancements and market demand [2][3]

Group 1 - A-share market is experiencing a wave of positive earnings forecasts, with 83 out of 107 companies predicting better-than-expected results, accounting for nearly 80% [1] - Among the companies, 61 are expected to report net profits exceeding 100 million yuan, representing nearly 60% of the total [1] - Notable performers include Industrial Fulian, Lixun Precision, Xinhecheng, and Yun Aluminum, all of which are expected to report net profits exceeding 1 billion yuan [1] Group 2 - Industrial Fulian anticipates a net profit of over 12 billion yuan for the first half of the year, a year-on-year increase of nearly 40%, driven by strong growth in cloud computing and AI server businesses [1] - Lixun Precision expects a profit range of 6.475 billion to 6.745 billion yuan, reflecting a year-on-year growth of 20% to 25% [1] - Xinhecheng forecasts a net profit between 3.3 billion and 3.75 billion yuan, with a year-on-year increase of 50% to 70%, mainly due to rising sales and prices of vitamins [1] Group 3 - 24 companies are predicting a year-on-year net profit increase of over 100%, with Huayin Power expecting a staggering increase of 3600% to 4.423 billion yuan [3] - Other companies like Shen Shen Fang A and Saint Farm are also projecting significant profit increases, with some exceeding 400% [3] - The average stock price of companies that have released earnings forecasts has risen by 27.03% this year, significantly outperforming the market [3] Group 4 - Financing activities have accelerated towards companies with positive earnings forecasts, with 49 companies experiencing net capital inflows [3] - Notably, Xiaoshangpin City has received a net capital inflow of 373 million yuan since July, with an expected net profit growth of over 12% [3] - Overall, despite macroeconomic challenges, leading companies are achieving stable growth due to their core competitiveness [3]

Core Insights - The solid-state battery index decreased by 0.8% from June 30 to July 4, with a cumulative increase of 18.2% expected by 2025, outperforming the CSI 300 index which is projected to increase by 17.0% [1][4] - Among the solid-state battery-related stocks, the average decline was 1.3%, with only the current collectors segment showing an increase of 7.0% [1][4] Stock Performance - Top five gainers: Zhongyi Technology (+21.1%), Defu Technology (+21.0%), Honggong Technology (+21.0%), Yuanhang Precision (+12.2%), and Jiayuan Technology (+6.7%) [1][4] - Top five losers: Yinglian Co. (-17.7%), Nuode Co. (-12.9%), Tianji Co. (-11.3%), Jinlongyu (-9.2%), and Zhonglun New Materials (-8.5%) [1][4] Industry Developments - Shanghai Xiba plans to participate in the auction for Yuyuan Rare Earth's lithium sulfide business assets [2] - Several companies have secured orders for solid-state battery copper foil products, including Defu Technology with a significant order from a leading power battery customer [2] - Anwa Technology has successfully launched the first GWh-level solid-state battery production line, marking a significant advancement in solid-state battery development [2] - The industry is transitioning from laboratory stages to mass production validation, with expectations for small batch vehicle testing by the end of 2025 and widespread testing in 2026-2027 [2]

Core Viewpoint - The company has developed composite aluminum and copper foil products that are currently being tested in solid-state batteries by well-known domestic clients [1] Group 1 - The composite aluminum and copper foil products are applicable in solid-state batteries [1] - The company has also developed lithium metal/composite current collector integrated materials for use in solid-state batteries [1]

Group 1 - The core viewpoint of the article highlights the significant investment and expansion of Yinglian Co., as it prepares for large-scale production of composite materials, marking a strategic move into the composite fluid market [2] - The headquarters of Jiangsu Yinglian Composite Fluid Co., a subsidiary of Yinglian Co., was inaugurated in Yangzhou, Jiangsu, indicating the company's commitment to this new venture [2] - The total investment for the Jiangsu Yinglian headquarters project is 3.089 billion yuan, with plans to establish 10 production lines for composite aluminum foil and 134 production lines for composite copper foil [2] Group 2 - Upon reaching full production capacity, the expected annual output will be 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [2]

Core Viewpoint - The company, Yinglian Co., Ltd. (002846.SZ), is experiencing a significant recovery in performance, with a notable increase in stock price following the announcement of its half-year earnings forecast, indicating strong growth in both revenue and net profit [2][3][6]. Financial Performance - For the first half of 2025, Yinglian expects revenue between 1.07 billion to 1.13 billion yuan, representing a year-on-year growth of 9.85% to 16.01% [3][4]. - The projected net profit for the same period is between 23 million to 28 million yuan, reflecting a substantial increase of 360.57% to 460.70% compared to the previous year [3][4]. - The company also anticipates a non-recurring net profit of 17.5 million to 22.5 million yuan, marking a growth of 638.58% to 849.61% year-on-year [3]. Business Segments - Yinglian is actively developing its dual business model, focusing on fast-moving consumer goods metal packaging and new energy materials, particularly in the easy-open lid segment [3][4]. - The easy-open lid segment has shown steady revenue growth and improved operational efficiency, benefiting from the company's global development strategy and technological advancements [4][5]. Market Expansion - The company has achieved significant growth in its export business, with overseas sales reaching 671 million yuan in 2024, an increase of 43.62% [10]. - The easy-open lid products have gained a competitive edge in the market, with revenue from canned easy-open lids increasing by 37.49% to 769 million yuan in 2024 [11]. Research and Development - Yinglian continues to invest in R&D, with expenses reaching 60.05 million yuan in 2024, a year-on-year increase of 4.96% [9]. - The company has established a joint research institute with a leading manufacturer in the field of composite flow battery technology, focusing on the development of solid-state battery materials [12][13]. Stock Performance - Since 2025, Yinglian's stock price has increased by approximately 100%, reflecting investor confidence in the company's recovery and growth prospects [2][13].

Group 1 - The People's Bank of China has increased its gold reserves for eight consecutive months, with the latest figures showing a rise of 70,000 ounces to a total of 73.9 million ounces as of the end of June [2] - By the end of 2027, China aims to have over 100,000 high-power charging facilities nationwide, focusing on local economic development and the promotion of new energy vehicles [2] - The Shanghai Stock Exchange and the China Securities Index Company will launch several specialized indices on July 21, including the Shanghai Stock Exchange Specialized New Index and the China Securities Specialized New 100 Index [3] Group 2 - A new mandatory national standard for passenger car braking systems will take effect on January 1, 2026, introducing requirements for electric transmission braking systems and emergency braking signals [3] - An international standard for testing scenarios of autonomous vehicle systems has been officially released, detailing evaluation processes and testing methods [4] - The U.S. President has signed an executive order extending the delay for "reciprocal tariffs" until August 1, affecting imports from 14 countries with varying tariff rates [8][5] Group 3 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.94%, the Nasdaq down 0.92%, and the S&P 500 down 0.79%, impacting stocks of Japanese and Korean companies listed in the U.S. [5] - Companies such as Nissan and Toyota experienced significant stock drops, with Nissan down over 7% and Toyota down nearly 4% [5] - The market sentiment is shifting towards a balanced approach, with a focus on large-cap stocks and potential inflows of incremental capital in July [8][9]