Group 1 - On July 1, Yinglian Co., Ltd. experienced a decline of 10.02%, with a deviation of 7% in daily drop, attracting notable speculative buying [1] - The top five buying entities collectively purchased 96.97 million yuan, while the top five selling entities sold 105 million yuan, resulting in a net outflow of 7.69 million yuan [1] - Major buying entities included Guojin Securities Co., Ltd. Ningbo Jiangcheng South Road Securities Business Department, Zhejiang Merchants Securities Co., Ltd. Hangzhou Wuxing Road Securities Business Department, and Southwest Securities Co., Ltd. Chongqing Jinyu Avenue Securities Business Department, with purchases of 23.17 million yuan, 21.03 million yuan, and 13.81 million yuan respectively [1] Group 2 - The largest buying entity, Guojin Securities, had a net purchase of 23.17 million yuan, while the largest selling entity, an institutional proprietary account, had a net sale of 31.71 million yuan [2] - Other significant selling entities included Wanlian Securities Co., Ltd. Guangzhou Zhujiang New Town Securities Business Department and another institutional proprietary account, with net sales of 17.80 million yuan and 4.87 million yuan respectively [2] - The data indicates a significant disparity between buying and selling activities, highlighting potential volatility in Yinglian Co., Ltd.'s stock performance [2]

Core Viewpoint - Yinglian Co., Ltd. is accelerating the development of its composite current collector business, marking a significant step in its dual-driven strategy of "fast-moving consumer goods metal packaging + new energy materials" [2][3] Group 1: Business Development - Yinglian Co., Ltd. is a leading manufacturer of easy-open lids in China, listed on the Shenzhen Stock Exchange in 2017, and is the first listed company in this sector [3] - The company is focusing on both its fast-moving consumer goods metal packaging business and the composite current collector business, implementing a dual main business model [3][6] - The total investment for the new energy power lithium battery composite current collector project is 3.089 billion yuan, with plans to build 10 production lines for composite aluminum foil and 134 production lines for composite copper foil, aiming for an annual production capacity of 100 million m² of composite aluminum foil and 500 million m² of composite copper foil upon reaching full capacity [3][4] Group 2: Technological Advancements - Yinglian Co., Ltd. has successfully developed PET and PP-based composite copper foil and composite aluminum foil, which are currently in the customer verification stage, with bulk orders expected from South Korean client U&SENERGY by December 2024 [3][4] - The company has introduced five production lines from Japan for composite aluminum foil and five production lines utilizing "magnetron sputtering + electroplating" technology for composite copper foil [4] - The company is collaborating with a well-known automotive company and a leading consumer battery enterprise to develop next-generation battery technologies, with its composite current collector materials entering testing for solid-state battery applications [4][6] Group 3: Strategic Significance - The completion of the headquarters base in Jiangsu is significant for large-scale production and aims to position the company as a "global leader in composite current collector solutions" [5] - The event gathered industry experts and upstream and downstream enterprises to promote deep exchanges in material processes and production equipment, enhancing the international competitiveness of domestic materials [5] - The project leverages local industrial infrastructure and government support in the Gaoyou Economic Development Zone, facilitating cooperation between government and enterprises to upgrade the energy industry [5][6]

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference will focus on the acceleration of composite conductive materials in the lithium-ion battery sector, highlighting the strategic partnership between Yinglian Composite Conductive Materials and a leading global polymer lithium-ion battery manufacturer [1][2]. Group 1: Industry Developments - The composite conductive materials industry is experiencing accelerated industrialization, with Yinglian's partnership with a top consumer battery manufacturer seen as a key move into the consumer electronics lithium battery supply chain [1]. - Yinglian's new factory in Jiangsu is set to produce 1 billion square meters of composite aluminum foil and 5 billion square meters of composite copper foil, positioning the company among the global leaders in production capacity [2]. Group 2: Technological Innovations - Yinglian's core products utilize a "PET base film + metal layer" sandwich structure, achieving significant technical breakthroughs with a metal layer thickness of only 2.5μm for composite copper foil and 4.5μm for composite aluminum foil [2]. - The safety of Yinglian's composite conductive materials has been enhanced, passing 100% puncture tests to ensure they do not smoke, catch fire, or explode [2]. - The lightweight design of the battery system has resulted in a 13.8% increase in energy density [2]. Group 3: Reliability and Manufacturing Solutions - The corrosion rate of composite copper foil after 72 hours of immersion at 80℃ is consistent with traditional copper foil, while composite aluminum foil shows no corrosion after 120 hours in electrolyte at 85℃, meeting the durability requirements for power batteries [3]. - Yinglian has validated dual solutions for welding challenges in composite conductive materials, focusing on material thinning and ultra-thin material welding to address process compatibility issues [4].

Group 1 - The stock of Yinglian Co. has experienced a significant increase, with 5 out of 6 trading days resulting in a limit-up, leading to a cumulative rise of 68.10% and a turnover rate of 146.00% [2] - As of 9:31, the stock's trading volume reached 19.54 million shares, with a transaction amount of 398 million yuan and a turnover rate of 7.60% [2] - The total market capitalization of A-shares has reached 8.698 billion yuan, with a circulating market value of 5.323 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in price of 20% over three consecutive trading days and a daily amplitude of 15% [2] - Institutional investors have net bought 38.75 million yuan, while brokerage seats have collectively net sold 19.90 million yuan [2] Group 3 - The company's Q1 report indicates total operating revenue of 491 million yuan, representing a year-on-year growth of 6.74%, and a net profit of 11 million yuan, showing a remarkable year-on-year increase of 723.54% [2]

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 23 stocks were listed, with 12 experiencing net buying and 11 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Yuyin Co., Ltd. (CNY 76.91 million), Hainan Huatie (CNY 76.42 million), and Dazhihui (CNY 65.62 million) [1][2] Group 2: Hainan Huatie's Strategic Involvement - Hainan Huatie has become a co-organizer of the "WCS·2025 RWA Industry Conference," focusing on the digitalization of real-world assets (RWA) [2] - The conference aims to promote technological innovation, industry integration, and globalization practices, facilitating the deep integration of Web3 with the traditional economy [2] Group 3: RWA Industry Developments - The RWA sector is gaining traction, with companies like Jingbeifang and Chutianlong actively participating in blockchain and digital currency infrastructure [5] - RWA is seen as a bridge between real-world assets and Web3.0, enabling the transformation of tangible and intangible assets into digital tokens on the blockchain [5]

证券代码：002846 证券简称：英联股份 公告编号：2025-046 广东英联包装股份有限公司 关于公司股票交易异常波动公告 本公司及全体董事会成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况介绍 广东英联包装股份有限公司（以下简称"公司"、"英联股份"）A 股股票（股 票代码：002846）连续三个交易日内（2025 年 6 月 24 日、6 月 25 日、6 月 26 日） 收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的有关规 定，属于股票交易异常波动的情形。 二、对重点问题的关注、核实情况说明 公司董事会对公司自身情况进行了核查并对公司、控股股东及实际控制人就 相关事项进行了核实，具体情况如下： 1、公司前期所披露的信息，不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司已披露的经营情况、内外部经营环境未发生重大变化，内部生产经 营活动正常运行。 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项、或处于筹划阶段的重大事项。 ...

Core Viewpoint - Yinglian Co., Ltd. is advancing its production capacity and market development in the composite current collector sector, focusing on the integration of lithium metal/composite current collector anode materials for solid-state batteries [1] Group 1: Production and Market Development - The company is continuously building its production capacity in the composite current collector sector [1] - Yinglian has started to receive small batch orders for its composite aluminum foil and composite copper foil products, indicating progress in market development [1] - Collaboration with leading battery customers is ongoing, further enhancing the company's market position [1] Group 2: Technological Innovation - The company is leveraging its technical reserves in vacuum deposition technology to drive innovation [1] - Research and development efforts are focused on creating integrated materials for solid-state batteries, specifically lithium metal/composite current collector anodes [1] - The company aims to expand the application of composite current collector technology across various fields [1]

英联股份盘中涨停，已连收4个涨停板，截至9:33，该股报18.04元，换手率7.70%，成交量1979.71万 股，成交金额3.47亿元，涨停板封单金额为2743.84万元。连续涨停期间，该股累计上涨46.43%，累计 换手率为80.55%。最新A股总市值达75.77亿元，A股流通市值46.37亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净买入420.55万元，营业部席位合计净买入1504.36万元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.24 | 9.99 | 27.20 | 8908.62 | | 2025.06.23 | 10.04 | 27.63 | -3222.22 | | 2025.06.20 | 9.98 | 18.02 | 25751.78 | | 2025.06.19 | -3.83 | 15.71 | 169.04 | | 2025.06.18 | 4.06 | 14.93 | 1213.42 | | 2025 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-045 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： 二、担保进展情况 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 ...

Group 1 - The PET copper foil concept stocks are experiencing a significant rise, with major players like Dazhongnan (002263) and Hongtian Co., Ltd. (603800) hitting the daily limit up [1] - Yinglian Co., Ltd. (002846) has seen an increase of over 8%, indicating strong market interest [1] - Other companies such as Zhongyi Technology (301150) and Dongfeng Group (601515) are also following the upward trend [1]