Group 1 - The company, Guangdong Yinglian Packaging Co., Ltd., has announced an earnings forecast for the period from January 1, 2025, to June 30, 2025, indicating a potential turnaround in profitability [1] - The earnings forecast has not been audited by registered accountants [2] - The revenue from the fast-moving consumer goods metal packaging easy-open lid segment has shown steady growth, with significant improvements in operational efficiency [3] Group 2 - The company's global development strategy for easy-open lid products continues to be implemented, benefiting from the release of capacity from intelligent and automated equipment, product quality stability, and rapid supply response capabilities [3] - The market competitiveness and profitability of the easy-open lid segment have steadily improved, contributing to the overall market growth [3] - The company has confirmed that the VAT increment deduction has positively impacted the net profit for the current period [3] Group 3 - The earnings forecast is based on preliminary calculations by the company's finance department and has not been audited by an auditing agency [4] - Detailed financial data will be disclosed in the company's 2025 semi-annual report [4]

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including management changes, stock trading fluctuations, and major contracts, which may present investment opportunities and risks for investors [2]. Group 1: Management Changes and Legal Issues - Scanda's chairman and general manager, Li Yuejie, along with director Zhu Chuncheng, have been subjected to criminal coercive measures due to alleged violations related to information disclosure [3]. - Longhong High-Tech is planning to acquire 100% equity of Guangxi Changke, leading to a stock suspension for up to 10 trading days [6]. Group 2: Stock Trading and Performance - New Asia Electronics reported abnormal stock trading with a cumulative price deviation exceeding 20% over three days, while confirming that its operations are normal and consistent with previously disclosed share reduction plans [5]. - ST Tiexin announced the removal of risk warnings and a name change, which will increase the trading limit from 5% to 10% [8]. Group 3: Financial Performance Forecasts - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by a surge in AI-related business [18]. - Huayou Cobalt anticipates a net profit increase of 55.62% to 67.59% for the same period, benefiting from integrated operations and rising cobalt prices [19]. - Guoli Co. forecasts a staggering net profit increase of 130.91% to 158.08% for the first half of 2025, attributed to new product and market expansions [20]. - Bangji Technology expects a net profit increase of 166.77% to 200.91%, driven by increased sales from direct sales channels [21]. - Lier Chemical predicts a net profit increase of 185.24% to 196% due to rising product sales and cost reduction efforts [25]. Group 4: Major Contracts and Projects - Huadian Science and Technology signed significant contracts worth approximately RMB 25.16 billion for coal handling and transportation systems [41]. - Aerospace Engineering is the first candidate for a project with a bid of RMB 23.92 billion for a coal gasification facility [43].

Group 1 - The company expects a revenue of 974.02 million yuan for the current reporting period, representing a growth of 9.85% to 16.01% compared to the same period last year [1] - The net profit attributable to shareholders is projected to be between 23 million yuan and 28 million yuan, showing a significant increase of 360.57% to 460.70% year-on-year [1] - The net profit after deducting non-recurring gains is estimated to be between 17.5 million yuan and 22.5 million yuan, reflecting a substantial growth of 638.58% to 849.61% compared to the previous year [1] Group 2 - The company's revenue from the fast-moving consumer goods metal packaging easy-open lid segment has shown steady growth, with significant improvement in operational efficiency [2] - The global development strategy for easy-open lid products continues to be implemented, benefiting from the release of capacity from intelligent and automated equipment, product quality stability, and rapid supply response capabilities [2] - The company has confirmed that the VAT increment deduction has positively impacted the net profit for the current period [2]

广东英联包装股份有限公司 2025 年半年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日。 证券代码：002846 证券简称：英联股份 公告编号：2025-049 三、业绩变动原因说明 | | | | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 营业收入 | 107,000 万元–113,000 | | 万元 | 97,402.28 | 万元 | | | 比上年同期增长：9.85%–16.01% | | | | | | 归属于上市公司 | 盈利：2,300 | 万元–2,800 | 万元 | 盈利：499.38 | 万元 | | 股东的净利润 | 比上年同期增长：360.57%–460.70% | | | | | | 扣除非经常性损 益后的净利润 | 盈利：1,750 | 万元–2,250 | 万元 | 盈利：236.94 | 万元 | | | 比上年同期增长： ...

Group 1 - The company expects its operating revenue for the first half of 2025 to be between 1.07 billion and 1.13 billion yuan, representing a growth of 9.85% to 16.01% compared to 974 million yuan in the same period last year [1] - The projected net profit for the first half of 2025 is estimated to be between 23 million and 28 million yuan, which indicates a significant increase of 360.57% to 460.70% compared to 4.9938 million yuan in the same period last year [1]

证券代码：002846 证券简称：英联股份 公告编号：2025-048 广东英联包装股份有限公司 关于公司股东部分股份质押展期的公告 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质押展期手续，具 体情况如下： | 股 | 是否为控股 | 本次质押 | 占其所 | 占公司 | 是否 | | | | 质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 股东或第一 | 展期股数 | 持股份 | 总股本 | 为补 | 原质押 | 展期后 | 质权 | 押 | | 名 | 大股东及其 | （股） | 比例 | 比例 | 充质 | 开始日期 | 到期日 | 人 | 用 | | 称 | 一致行动人 | | | 注 1 | 押 | | | | 途 | | 翁 | | 9,762,447 | 43.24% | 2.32% | | 2025.1.8 | 2025 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-047 广东英联包装股份有限公司 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。 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。 关于对全资子公 ...

Core Viewpoint - The establishment of the headquarters of Jiangsu Yinglian Composite Current Collector Co., Ltd. marks Yinglian's readiness for large-scale production of composite current collectors [1][3]. Group 1: Company Developments - Jiangsu Yinglian, a subsidiary of Yinglian Co., was established in 2023 to focus on the research, production, and sales of composite current collector products [3]. - The total investment for the lithium battery composite aluminum foil and composite copper foil projects is expected to reach 3.089 billion yuan, with plans to build 10 production lines for composite aluminum foil and 134 for composite copper foil [3]. - As of September 2023, Jiangsu Yinglian has established a strategic partnership with equipment supplier Aifake and has procured 10 production lines for composite aluminum foil, currently operating 5 lines [3]. Group 2: Product Launch and Features - During the opening ceremony, the company held a product launch showcasing over ten types of composite foils designed to address four major trends in the lithium battery industry: alleviating range anxiety, increasing energy density, enhancing fast charging performance, and developing next-generation solid-state batteries [1][7]. - The showcased products include standard specifications such as 6.5-micron thick composite copper foil and 10-micron thick composite aluminum foil, as well as ultra-thin options like 4.5-micron composite copper foil and 6.5-micron composite aluminum foil [7][9]. - Products tailored for solid-state batteries and specific battery requirements were also presented, including high tensile strength composite copper foil and high conductivity composite aluminum foil, which are suitable for high-rate charging and discharging scenarios [9][11][13]. Group 3: Industry Outlook - The company continues to utilize vacuum deposition technology for the production of composite current collectors, introducing vapor-deposited lithium metal anodes, which are promising materials for solid-state batteries [16]. - The composite current collector products have been sampled to downstream customers across various sectors, including consumer batteries, power batteries, and energy storage batteries, with a quicker application in consumer batteries due to lower price sensitivity [16].

Core Viewpoint - Yinglian Co., Ltd. is accelerating its development in the new energy materials sector, marking a significant step in its dual-driven strategy of "fast-moving consumer goods metal packaging + new energy materials composite current collectors" [1][2] Group 1: Business Development - The headquarters of Jiangsu Yinglian Recycled Current Collector Co., Ltd. was inaugurated, establishing a foundation for large-scale production and aiming to become a global leader in composite current collector solutions [3] - Yinglian Co. is a leading manufacturer of easy-open lids in China and was the first to be listed in this sector on the Shenzhen Stock Exchange in 2017 [1] - The company is focusing on the dual main business model of fast-moving consumer goods metal packaging and new energy materials [1] Group 2: Product Development - Jiangsu Yinglian has developed composite copper foil and composite aluminum foil, which are currently undergoing testing with downstream customers in various battery applications [2] - The company has secured a bulk order from South Korean client U&SENERGY, expected to be fulfilled by December 2024 [1] - The total investment for the new energy power lithium battery composite current collector project is 3.089 billion yuan, with plans for 10 aluminum foil production lines and 134 copper foil production lines, aiming for an annual production capacity of 100 million square meters of aluminum foil and 500 million square meters of copper foil [1] Group 3: Strategic Partnerships - Jiangsu Yinglian signed a strategic cooperation agreement with a well-known automotive company in Guangzhou to develop integrated new materials for next-generation battery technology by March 2025 [2] - The company is advancing the application of composite current collector products in solid-state batteries, leveraging its expertise in vacuum deposition technology and innovative material development [2] Group 4: Industry Collaboration - The inauguration event gathered industry experts and upstream and downstream enterprises, facilitating deep exchanges on material processes and production equipment, thereby enhancing the international competitiveness of domestic materials [3]

Core Viewpoint - The establishment of the composite flow battery headquarters by Guangdong Yinglian Packaging Co., Ltd. marks a significant step in enhancing the company's competitiveness in the composite flow field and its future development plans [1][2]. Group 1: Company Developments - The headquarters of Jiangsu Yinglian, a subsidiary of Yinglian, was inaugurated on July 2, showcasing the company's core competitiveness in the composite flow field and its commitment to high-quality battery technology research and industrialization [1]. - Yinglian has invested a total of 3.089 billion yuan in projects for lithium battery composite aluminum and copper foils, planning to build 10 production lines for composite aluminum foil and 134 for composite copper foil, with an expected annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [2]. - The establishment of the headquarters is seen as a new phase for Jiangsu Yinglian in terms of technological innovation and industrial upgrading, positioning the company as a global leader in composite flow solutions [3]. Group 2: Industry Insights - The composite flow materials are critical for the safety and efficiency of products in the fields of new energy batteries and electronic devices, indicating the importance of Jiangsu Yinglian's advancements in this area [3]. - The event gathered industry experts and partners, facilitating deep exchanges on material processes, production equipment, and application scenarios, which promotes collaborative innovation within the composite flow industry [1].