5、寒武纪：将回购价格上限调整为不超过818.87元/股。中晶科技：控股股东、实际控制人徐一俊计划 减持不超过2%公司股份。2连板英联股份：公司复合集流体板块的产业化进度不断推进。浪潮信息：拟 2亿元-3亿元回购股份 用于减少公司注册资本。5连板诺德股份：铜箔业务应用于固态电池领域的收入 占公司总营业收入不足1%。4连板长城军工：控股股东及实际控制人等无正在筹划涉及长城军工的重大 资产重组、收购等重大事项。 1、智通财经记者从业内独家获悉，六成保险机构计划2025年加大港股投资规模，香港是险资境外投资 首选市场。 2、美团优选于今日关停了部分区域运营，目前仅保留广东、杭州等部分区域的业务；公司回应称将全 面拓展即时零售。 3、全国工商联汽车经销商商会：呼吁汽车生产厂家优化返利政策缩短返利兑现账期。 4、位于叙利亚西部哈塞克省卡斯鲁克地区的美国军事基地遭到袭击。 智通财经6月23日晚间新闻精选 ...

Group 1 - The stock of Guangdong Yinglian Packaging Co., Ltd. (stock code: 002846) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days (June 20 and June 23, 2025) [1] - The company's board of directors conducted a verification of the company's situation and confirmed that there are no undisclosed significant information that could impact stock trading [1] - The board also stated that there are no matters that should have been disclosed according to the Shenzhen Stock Exchange regulations that have not been disclosed, and previous disclosures do not require correction or supplementation [1] Group 2 - In the first quarter of 2025, the company reported a revenue growth of 6.74% year-on-year, achieving a net profit of 11.04 million yuan, which represents a significant increase of 723.54% [2] - The company is advancing the industrialization of its composite electrolyte segment, continuously building capacity, and gradually obtaining small batch orders while collaborating with leading battery customers [2] - The company is accelerating its research and development efforts for lithium metal/composite electrolyte integrated materials for solid-state batteries, expanding applications across various types of batteries [2]

Core Viewpoint - The company, Yinglian Co., Ltd. (002846.SZ), is advancing its dual business strategy focusing on fast-moving consumer goods metal packaging and composite fluid business, with significant progress in both sectors [1] Group 1: Fast-Moving Consumer Goods Metal Packaging - The fast-moving consumer goods metal packaging segment is developing steadily, with the company accumulating deep experience in intelligent production and lean management [1] - In Q1 2025, the revenue scale of this segment increased by 6.74% year-on-year, achieving a net profit of 11.04 million yuan, which represents a substantial year-on-year growth of 723.54% [1] Group 2: Composite Fluid Business - The industrialization progress of the composite fluid segment is continuously advancing, with ongoing capacity construction and gradual acquisition of small batch orders in the downstream market [1] - The company is maintaining collaboration with leading battery customers and accelerating the technological research and development process [1] - The research focuses on developing integrated materials for lithium metal/composite fluid anodes applicable to solid-state batteries, expanding applications across various battery types [1]

证券代码：002846 证券简称：英联股份 公告编号：2025-044 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）连续两个交易日内（2025 年 6 月 20 日、6 月 23 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。 5、控股股东、实际控制人在股票交易异常波动期间不存在买卖公司股票的 情形。 三、是否存在应披露而未披露信息的说明 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、 ...

英联股份（002846）发布异动公告，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；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。 ...

6月23日，英联股份上涨10.04%登上龙虎榜，连续三个交易日内,涨幅偏离值累计达20%。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 5542.80 4833.60 709.2 国泰海通证 券股份有限公司上海静安区新闸路证券营业部 3988.68 4081.83 -93.15 国泰海通证券股份有限公司成都 北一环路证券营业部 3647.90 3704.68 -56.78 国信证券股份有限公司北京分公司 3256.11 120.21 3135.9 机 构专用 2263.76 2552.40 -288.64 卖出金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 5542.80 4833.60 709.2 国泰海通证券股份有限公司上海静安区新闸路证券营业部 3988.68 4081.83 -93.15 国泰海通证券股份有限公司成都北一环路证券营业部 3647.90 3704.68 -56.78 东方证券股份有限公司大 同御河西路证券营业部 1693.16 3174.78 -1481.62 机构专用 2263.76 2552.40 -288.64 本文源自：金融界 作者 ...

Group 1 - The PET copper foil concept increased by 2.09%, leading the sector in gains, with 27 stocks rising, including Nord Shares and Yinglian Shares hitting the daily limit [1] - Notable gainers included Zhongyi Technology, Jingwei Huikai, and Defu Technology, which rose by 18.44%, 10.84%, and 9.55% respectively [1] - The sector saw a net inflow of 617 million yuan from main funds, with 30 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow [1] Group 2 - Yinglian Shares, Jingwei Huikai, and Woge Optoelectronics had the highest net inflow ratios at 41.31%, 14.48%, and 14.09% respectively [2] - The top stocks by net inflow included Yinglian Shares with 258 million yuan, Jingwei Huikai with 116 million yuan, and Nord Shares with 89 million yuan [2] - The trading volume for Yinglian Shares was 25.75 million yuan, with a turnover rate of 18.02% [2]

Industry Overview - The PET copper foil sector is experiencing active performance, with notable stock increases for companies like Nord Shares and Yinglian Shares [1] - PET copper foil utilizes a "sandwich" structure, incorporating high polymer materials like PET as the intermediate substrate, with metal layers deposited on both sides, representing dual innovation in materials and production processes [1] - The main new technology routes for composite copper foil include one-step and two-step methods, with the one-step chemical deposition wet method showing significant advantages in production costs and fixed asset investment, as well as high product yield [1] - The rapid development of downstream industries such as new energy vehicles and energy storage is driving continuous demand for high-performance battery materials [1] Market Potential - As a lithium battery anode collector material, PET copper foil can reduce battery weight and enhance energy density, leading to an expanding market demand [1] - According to Chuan Cai Securities, if the penetration rate of composite copper foil reaches 20% by 2025, with global lithium battery shipments reaching 2000 GWh, the market space for PET composite copper foil is expected to reach 26.8 billion yuan by 2025 [1] Company Insights - Citic Securities anticipates a "stable growth period" for the composite collector industry from the second half of 2023 to the first half of 2024, marking it as the best allocation period for the industry [2] - Guojin Securities believes that composite copper foil is a rare and highly potential new direction in lithium battery materials, expected to see explosive growth by 2025 [2] - Baoming Technology has a production yield of approximately 80% for its lithium battery composite copper foil products, which are currently undergoing sample certification [2] - Nord Shares focuses on the research, production, and sales of electrolytic copper foil for lithium-ion batteries, and is also developing composite foil materials [2] - Yinglian Shares has three production lines for composite copper foil, with one line already in operation and two additional water plating lines under commissioning [2] - Zhongyi Technology is in the process of constructing a PET copper foil production line and supplies lithium battery copper foil and standard copper foil to a subsidiary of CATL [2] - Tongguan Copper Foil is engaged in ongoing research for PET copper foil, with a focus on high-precision electronic copper foil manufacturing [3] - Defu Technology is in the pilot testing stage for a new coating process aimed at large-scale production of high-quality composite copper foil [3] - Jingwei Huikai plans to invest in a composite copper (aluminum) foil manufacturing project in the Dafeng Economic Development Zone [4] - Guanghua Technology's chemicals are utilized in both one-step and two-step processes for PET composite copper foil, with a unit value of approximately 1.5 yuan [4]

Market Overview - On June 18, A-shares saw a slight increase in the three major indices, with the Shanghai Composite Index rising by 0.04%, the Shenzhen Component Index by 0.24%, and the ChiNext Index by 0.23%. The total market turnover reached 12,217 billion [1]. Semiconductor Industry - The semiconductor industry chain experienced a significant rise in the afternoon, with sectors such as PCB, CPO, storage chips, and AI PCs leading the gains. PCB leader Huadian Co., Ltd. saw a limit-up, with a net inflow of 7.18 billion from main funds, ranking first in A-shares [4]. - Huadian's recent investor relations activity indicated a sustained growth in demand for AI-driven servers and high-speed network infrastructure, with expectations for capacity improvements by the second half of 2025 [4]. - In Q1, Huadian reported a revenue of 40.38 billion, a year-on-year increase of 56.25%, and a net profit of 7.62 billion, up 48.11% year-on-year, indicating rapid growth [4]. CPO Sector - The CPO (Co-Packaged Optics) sector surged in the afternoon, with stocks like Kexiang Co. hitting the limit-up, and other companies such as Lian Te Technology and Shengyi Electronics also seeing significant gains [6]. - According to YOLE Group, the CPO market is expected to reach a value of 8.1 billion by 2030, with a compound annual growth rate of 137%, driven by the transition from pluggable optical modules to CPO and from copper cables to optical communication [9]. - JPMorgan's report suggests that CPO technology is accelerating towards commercialization, with industry leaders positioned favorably for the next growth cycle [9]. Solid-State Battery Sector - The solid-state battery sector showed a rebound in the afternoon, with stocks like Pulutong and Nord Co. hitting the limit-up, and Jinyinhai rising over 10% [11]. - Xiaomi's recent patent for solid-state battery composite electrodes, which enhances ion transport efficiency, was published, indicating advancements in solid-state battery technology [13]. - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25, focusing on the latest technologies and industrial applications in the field [14]. - China Galaxy Securities highlights that solid-state batteries are a core focus in the lithium battery supply chain, with significant growth potential for leading cell and material companies [14].

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质押展期手续。 具体情况如下： 2025-043 证券代码：002846 证券简称：英联股份 公告编号： 广东英联包装股份有限公司 一、 本次股份业务办理情况 股 是否为控股 占公司 是否 原 质 质 占其所 东 股东或第一 本次质押展 总股本 为补 押 开 押 持股份 展期后到期日 质权 人 名 大股东及其 期股数（股） 比例 充质 始 日 用 比例 注1 称 一致行动人 押 期 途 山东省国 个 翁 日（以质权人办理 际信托股 伟 是 20,000,000 11.64% 4.76% 否 武 记手续之日为准） 司 资 注 1：总股本以公司 2025 年 6 月 12 日股本 419,993,636 股计算，下同。 上述股份原质押情况详见公司于 2024 年 12 月 14 日在《证券时报》《证券 日报》《上海证券报》《中国证券报》和巨潮资讯网（www.cninfo.com.cn）上披 露 ...