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 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-043 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： 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 露的相关公告。 上述质押股份不存在负担重大资产重组等业绩补偿义务。 截至本公告披露日，上述质押展期手续已在中国证券登记结算有限责任公司 深圳分公司办理完成。 二、股东及其一致行动人股份累计质押基本情况 截至本公告披露日，公司控股股东、实际控制人翁伟武先生及其一致行动人 所持质押股份情况如下： 1 股 东 名 称 是否为控股 股东或第一 大股东及其 一致行动人 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-042 广东英联包装股份有限公司 关于公司股东权益变动触及 1%整数倍的公告 持股 5%以上股东翁伟炜先生及其一致行动人保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 告编号：2025-035），公司股东翁伟炜先生计划自 2025 年 5 月 21 日至 2025 年 8 月 20 日期间通过集中竞价、大宗交易方式合计减持公司股份不超过 10,458,200 股（即不超过剔除公司回购专用账户股份后总股本1的 2.50%）。 公司于近日收到翁伟炜先生及其一致行动人出具的《关于权益变动触及 1% 整数倍的告知函》。截止目前，翁伟炜先生通过集中竞价方式实施本次减持计划， 合计减持公司股份 4,183,200 股，占公司总股本 1 的 1.00%，减持后，翁伟炜先生 及其一致行动人翁伟博先生持有公司由 52,374,160 股变动至 48,190,960 股，占公 司总股本 1 的比例由 12.52%变动至 11.52%，权益变动触及 1%的整数倍。 算股份占比时所用总股本基数均为剔除公司回购专用账户中股份后的数据即 ...

证券代码：002846 证券简称：英联股份 公告编号：2025-042 广东英联包装股份有限公司 关于公司股东权益变动触及 1%整数倍的公告 持股 5%以上股东翁伟炜先生及其一致行动人保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所上市公司自 律监管指引第 18 号——股东及董事、高级管理人员减持股份》《上市公司收购 管理办法》等相关规定，现将有关权益变动情况公告如下： 一、股东权益变动的情况 | 1．基本情况 | | | --- | --- | | 信息披露义务人 | 翁伟炜先生及其一致行动人 | | 住所 | 广东省汕头市******* | | 权益变动时间 | 2025 年 5 月至 2025 年 6 月 | | | 翁伟炜先生于 年 月 日至今减持公司股份 2025 5 21 | | 权益变动过程 | 4,183,200 股，使翁伟炜先生及其一致行动人翁伟博先生 | | | 合计持股比例由 12.52%减少至 11.52%，本次权益变动触 | ...

英联股份今日上涨3.65%，全天换手率27.59%，成交额9.41亿元，振幅15.76%。龙虎榜数据显示，机构 净买入3884.72万元，营业部席位合计净卖出4560.15万元。 深交所公开信息显示，当日该股因日振幅值达15.76%上榜，机构专用席位净买入3884.72万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.15亿元，其中，买入成交额为1.04亿 元，卖出成交额为1.11亿元，合计净卖出675.42万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买一、买二、买三、买四、卖三、卖 四、卖五，合计买入金额8488.67万元，卖出金额4603.95万元，合计净买入3884.72万元。 资金流向方面，今日该股主力资金净流出1085.09万元，其中，特大单净流出523.55万元，大单资金净流 出561.54万元。近5日主力资金净流入1.04亿元。（数据宝） 英联股份6月10日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 2611.17 | 1710 ...

Market Overview - A-shares experienced a strong upward movement on June 9, with the Shanghai Composite Index briefly returning to 3400 points, and nearly 3700 stocks in the green. The half-day trading volume reached 823 billion, an increase of 764 billion compared to the previous trading day [1] Factors Influencing Market Strength - The strengthening of indices is attributed to three main factors: 1. Central Huijin becoming the actual controller of eight companies including Xinda Securities, which is expected to drive a new round of mergers and acquisitions in the securities industry [2][5] 2. The Shanghai Stock Exchange held a meeting encouraging listed companies to increase dividend payouts, thereby enhancing investment value [3] 3. The Ministry of Commerce stated that the export control of rare earths aligns with international practices, having approved a certain number of compliant applications [4] Sector Performance - **Brokerage Sector**: The "bull market leader" brokerage stocks surged, with Xinda Securities hitting the daily limit. Other stocks like Yong'an Futures and Nanhua Futures also reached their daily limits, driven by the announcement of Central Huijin's control over several securities firms [5] - **Pharmaceutical Sector**: The innovative drug and CRO sectors saw significant gains, with multiple stocks such as Zhongseng Pharmaceutical and Ruizhi Pharmaceutical hitting their daily limits. Analysts predict a sustained recovery in the pharmaceutical market, highlighting structural opportunities [6] - **Rare Earth Permanent Magnet Sector**: This sector has shown repeated strength, with stocks like Zhongke Magnetic Materials reaching a 20% limit up. The Ministry of Commerce's comments on export controls have positively influenced this sector [7] - **Solid-State Battery Sector**: Stocks in this sector, including Yinglian Co. and Dexin Technology, also saw gains, with predictions of significant production increases by 2030 [8] Institutional Insights - **CITIC Securities**: The firm suggests that the upcoming bull market entry point may occur in late Q3 to Q4, but a transitional phase of 3-4 months is expected. They emphasize the need for more concrete measures to boost domestic demand and caution against macroeconomic uncertainties [10] - **CITIC Construction Investment**: They highlight June as a critical period for dividend releases, recommending tracking fund flows and industry conditions to identify high-dividend stock opportunities [11] - **Orient Securities**: They believe that despite external negative factors, internal support is strong, suggesting limited downside for stock indices and recommending patience for opportunities in sectors like technology and strategic metals [12]

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及质押的公告 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"）于近日接到公司控股股东、 实际控制人翁伟武先生、持股 5%以上股东翁伟炜先生的通知，获悉翁伟武先生、 翁伟炜先生的部分股份办理了解除质押及质押相关手续。具体情况如下： 证券代码：002846 证券简称：英联股份 公告编号：2025-041 一、 本次股份业务办理情况 （一）翁伟武先生的部分股份业务办理情况 | 股东 | 是否为控股 股东或第一 | | 本次解除 质押股数 | 占其所 持股份 | 占公司 总股本 | 质押 | 质押 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 一致行动人 | | （股） | 比例 | 比例注 1 | 起始日期 | 解除日期 | | | 翁伟武 | | 是 | 15,722,144 | 9.15% | 3.74% | 2024.9.18 | 2025.5.28 | 华能 ...

Group 1 - The Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Ministry of Finance issued a plan to enhance the digital transformation of the electronic information manufacturing industry, focusing on the construction of new information infrastructure and the large-scale application of advanced computing, 5G-A, and artificial intelligence [1] - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee held a meeting to discuss key tasks such as accelerating the establishment of a unified national market, addressing "involution" competition, and strengthening competition regulatory enforcement [1] - Several companies in the automotive industry received notifications to participate in a seminar aimed at promoting high-quality development of the used car market, focusing on "zero-kilometer" used cars and further stimulating used car circulation consumption [1] Group 2 - Xiaomi Group reported a 47.4% year-on-year increase in revenue for Q1 2025, with adjusted net profit rising by 64.5%; the company delivered 75,869 units of the SU7 series electric vehicles, generating 18.1 billion yuan in revenue from smart electric vehicles [1]