英联股份公告，公司大股东翁伟武及其一致行动人计划减持不超过1254.98万股，即不超过总股本的 3%。持股5%以上股东翁伟炜及其一致行动人计划减持不超过627.49万股，即不超过总股本的1.5%。股 东蔡沛侬及其一致行动人计划减持不超过627.49万股，即不超过总股本的1.5%。减持方式为集中竞价和 大宗交易，减持期为2025年11月5日至2026年2月4日。本次减持不会导致公司控制权发生变更，不会对 公司持续经营产生影响。 ...

广东英联包装股份有限公司 关于公司股东股份减持计划的预披露公告 公司大股东翁伟武先生及其一致行动人、持股 5%以上股东翁伟炜先生及其 一致行动人、公司股东蔡沛侬女士及其一致行动人保证向本公司提供的信息真实、 准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及全体董事会成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：002846 证券简称：英联股份 公告编号：2025-086 特别提示： 1、持有本公司股份 171,756,380 股（占剔除公司回购专用账户股份后总股本 1的 41.06%）的大股东翁伟武先生计划通过集中竞价、大宗交易方式合计减持公 司股份不超过 12,549,800 股（即不超过剔除公司回购专用账户股份后总股本的 3%）。 2、持有本公司股份 24,384,760 股（占剔除公司回购专用账户股份后总股本 1 的 5.83%）的股东翁伟炜先生计划通过集中竞价、大宗交易方式合计减持公司股 份不超过 6,274,900 股（即不超过剔除公司回购专用账户股份后总股本的 1.50%）。 3、持有本公司股份 8,443,500 股（占剔除公司回购专用账户股份后总股本 1 的 2.02% ...

Core Viewpoint - Yinglian Co., Ltd. is expected to report significant growth in revenue and net profit for the first three quarters of 2025, driven by its metal packaging segment, particularly in the fast-moving consumer goods sector [4]. Financial Performance Summary - For the first three quarters of 2025, the company anticipates revenue between 1.63 billion and 1.65 billion yuan, representing a year-on-year increase of 9.49% to 10.83% from 1.489 billion yuan in the same period last year [1]. - The net profit attributable to shareholders is projected to be between 35 million and 38 million yuan, a substantial increase of 1531.13% to 1672.97% compared to a profit of 2 million yuan in the previous year [1][4]. - The net profit after excluding non-recurring gains and losses is expected to be between 26 million and 29 million yuan, recovering from a loss of 2 million yuan in the same period last year [1]. - Basic earnings per share are projected to be between 0.08 yuan and 0.09 yuan, up from 0.01 yuan per share in the previous year [1]. Quarterly Performance Summary - For the third quarter of 2025, Yinglian expects revenue to be between 549.9 million and 569.9 million yuan, compared to 515 million yuan in the same quarter last year, indicating a growth of 6.68% to 10.57% [5]. - The net profit for the third quarter is projected to be between 9 million and 12 million yuan, recovering from a loss of 3 million yuan in the same period last year [5]. - The net profit after excluding non-recurring gains and losses is expected to be between 6 million and 9 million yuan, compared to a loss of 4 million yuan last year [5]. - Basic earnings per share for the third quarter are anticipated to be between 0.02 yuan and 0.03 yuan, up from a loss of 0.01 yuan per share in the previous year [5]. Growth Drivers - The growth in revenue and profit is attributed to the core advantages of the company's metal packaging segment, including rapid response supply capabilities and stable product quality, which have enhanced market share both domestically and internationally [5]. - The company has improved operational efficiency through product structure adjustments and lean management practices, leading to a rise in comprehensive gross profit margins [5]. - The positive impact of VAT deductions on profits during the reporting period has also contributed to the overall financial performance [5].

Core Insights - A total of 45 companies have announced their performance forecasts for the first three quarters, with 41 companies expecting profit increases, representing 91.11% of the total [1] - The overall proportion of companies reporting positive forecasts is 93.33%, with one company expecting a profit and one company expecting a loss [1] - Among the companies expecting profit increases, 14 companies anticipate a net profit growth exceeding 100%, while 11 companies expect growth between 50% and 100% [1] Company Performance - Yinglian Co. is projected to have the highest net profit growth at 1602.05%, followed by Guangdong Mingzhu at 964.95% and Limin Co. at 659.48% [1] - The industries with the most companies expecting profit growth of over 100% include basic chemicals, steel, and electronics, with 4, 2, and 2 companies respectively [1] - The main board, ChiNext, and STAR Market have 9, 4, and 1 companies respectively among those expecting profit growth [1] Market Trends - Since July, the average increase for companies expecting profit growth has been 45.35%, outperforming the Shanghai Composite Index [1] - Changchuan Technology has seen the largest increase since July, with a total rise of 111.45%, followed by Northern Rare Earth and Dongyangguang with increases of 110.76% and 91.32% respectively [1] Capital Flow - In the past five days, the companies with the highest net inflow of main funds among those expecting profit growth are Northern Rare Earth, Jinli Yongci, and Zhenyu Technology, with net inflows of 499.66 million, 155.84 million, and 89.05 million respectively [2] - Conversely, the companies with the highest net outflow of main funds include Dongyangguang, Changchuan Technology, and Yinglian Co., with net outflows of 840.55 million, 802.72 million, and 156.14 million respectively [2]

Core Viewpoint - In the recent turbulent adjustment of the A-share market, companies with expected performance growth have emerged as a "safe haven" for investors, with a significant increase in their stock prices amid the overall market decline [1]. Group 1: Performance Forecasts - As of October 11, 43 A-share listed companies have disclosed their third-quarter performance forecasts, with 41 companies expecting positive results, accounting for over 90% [1]. - Among the companies with positive forecasts, 17 have projected a net profit growth rate exceeding 100%, with Yinglian Co., Ltd. (002846.SZ) leading with an expected increase of 1672.97% [1]. - Yinglian Co. anticipates a net profit of 34.5 million to 37.5 million yuan, representing a year-on-year growth of 1531.13% to 1672.97%, driven by efficiency improvements in its smart production lines and favorable tax policies [1]. Group 2: Notable Companies - Guangdong Mingzhu (600382.SH) expects a net profit of 215 million to 263 million yuan, reflecting a year-on-year increase of 858.45% to 1071.44%, primarily due to increased output from its subsidiary and enhanced production techniques [2]. - Luxshare Precision (002475.SZ) is projected to have a net profit of approximately 10.89 billion to 11.34 billion yuan, making it the only company with a forecast exceeding 10 billion yuan, although its year-on-year growth is modest at 20% to 25% [2]. - Shandong Steel (600022.SH) is the only company expected to turn a loss into profit, forecasting a net profit of around 140 million yuan compared to a loss of 1.451 billion yuan in the same period last year [2]. Group 3: Industry Trends - The basic chemical, electronics, and automotive sectors are identified as high-growth areas for performance increases, with five out of seven listed companies in the basic chemical sector expecting net profit growth rates exceeding 100% [3]. - Limin Co., Ltd. (002734.SZ) is expected to see a net profit of 384 million to 394 million yuan, with a year-on-year increase of 649.71% to 669.25%, driven by rising product sales and prices [3].

Core Viewpoint - In the recent turbulent A-share market, stocks with expected performance growth have emerged as a "safe haven" for investors, with significant gains observed in certain sectors despite overall market declines [1][2]. Group 1: Performance Forecasts - As of October 11, 43 A-share companies have disclosed their Q3 performance forecasts, with 41 companies expecting positive results, representing over 90% of the total [2]. - Among the companies with positive forecasts, 17 have projected net profit growth rates exceeding 100%, with Yinglian Co., Ltd. leading at an expected increase of 1672.97% [2]. - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million yuan, reflecting a year-on-year growth of 858.45% to 1071.44%, driven by increased output from its mining subsidiary [2]. Group 2: Absolute Profit Figures - Luxshare Precision is expected to report a net profit of approximately 10.89 billion to 11.34 billion yuan, making it the only company among those that have released forecasts to exceed 10 billion yuan [3]. - Shandong Steel is the only company expected to turn a profit, forecasting around 140 million yuan compared to a loss of 1.451 billion yuan in the same period last year, attributed to cost reduction and efficiency improvements [3]. Group 3: Industry Distribution - The sectors of basic chemicals, electronics, and automotive have been identified as high-growth areas for performance forecasts, with five out of seven basic chemical companies expecting profit growth rates exceeding 100% [3]. - Limin Co., Ltd. is projected to achieve a net profit of 384 million to 394 million yuan, marking a year-on-year increase of 649.71% to 669.25%, driven by rising product sales and prices [3].

Core Viewpoint - The A-share market is entering a new round of "performance verification" as the third-quarter earnings forecasts for 2025 are being disclosed, with over 40 companies already announcing their forecasts, indicating a strong growth momentum in earnings [1][2]. Earnings Forecasts - More than 70% of the companies that have released earnings forecasts for the first three quarters of 2025 are expected to see positive performance (increase, slight increase, or turnaround), highlighting robust earnings growth [2]. - Companies like Guangdong Mingzhu and Yinglian Co. are attracting market attention with over 10-fold increases in earnings [2]. Significant Earnings Increases - Yinglian Co. expects a net profit of 34.5 million to 37.5 million, representing a year-on-year increase of 1531.13% to 1672.97% [4]. - The growth is attributed to the performance of the fast-moving consumer goods metal packaging sector, with improvements in supply capabilities and production quality [4]. - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million, reflecting a year-on-year increase of 858.45% to 1071.44% [5]. Semiconductor Sector Performance - Several A-share semiconductor companies are reporting impressive earnings, with Changchuan Technology expecting a net profit of 827 million to 877 million, a year-on-year increase of 131.39% to 145.38% [7]. - The growth is driven by strong market demand and a significant increase in sales revenue [7]. - Yangjie Technology forecasts a net profit of 937 million to 1.004 billion, with a year-on-year growth of 40% to 50%, supported by the booming semiconductor market [7]. Chemical Industry Growth - Companies in the chemical sector, such as Limin Co. and Brother Technology, are also experiencing substantial earnings growth due to product price increases [10][11]. - Limin Co. expects a net profit of 384 million to 394 million, reflecting a year-on-year increase of 649.71% to 669.25% [10]. - Brother Technology anticipates a net profit of 100 million to 115 million, with a year-on-year increase of 207.32% to 253.42% [11].

预计净利润最高增长16.7倍、最大净利润超过113亿元、扣非净利润增超10倍…… 近期，多家A股上市公司披露了2025年前三季度业绩预告。在政策的推动下，市场环境持续向好，部分上市公司业 绩表现抢眼。 31家公司抢先披露三季报预告 iFinD数据显示，截至10月9日，已有31家上市公司披露了2025年第三季度业绩预告。按业绩预告类型来看，29家公 司预喜。其中14家"预增"、1家"扭亏"、14家"略增"。值得关注的是，仅有1家"略减"、1家"续亏"。截至目前，三季 报预喜率超过93%。 以预计净利润变动幅度上限来看，2家公司预计净利润变动幅度上限超10倍，3家公司预计超5倍，11家公司预计实 现翻倍。其中，英联股份（002846.SZ）预计今年前三季度实现净利润3450万元至3750万元，同比增长1531.13%至 1672.97%。 以预计净利润上限来看，1家预计净利润上限超过100亿元，2家超过10亿元，23家超过1亿元，占比超过74%。其 中，立讯精密（002475.SZ）预计今年前三季度实现净利润108.90亿元至113.44亿元，同比增长20%至25%。立讯精 密表示，公司持续加大在AI智能终端、光 ...

Core Insights - 32 companies have announced their performance forecasts for the first three quarters, with 28 companies expecting profit increases, representing 87.50% of the total [1] - The overall proportion of companies reporting positive forecasts is 90.63%, with one company expecting a profit and one company expecting a loss [1] - Among the companies expecting profit increases, 9 companies forecast a net profit growth exceeding 100%, while 6 companies expect growth between 50% and 100% [1] Company Performance - Yinglian Co. anticipates the highest net profit growth at 1602.05%, followed by Guangdong Mingzhu at 964.95% and Limin Co. at 659.48% [1] - The industries with the most companies expecting profit growth include basic chemicals, steel, and non-ferrous metals, with 3, 2, and 1 companies respectively [1] - The average increase in stock prices for companies expecting profit growth since July is 33.42%, outperforming the Shanghai Composite Index [1] Stock Performance and Fund Flow - The top performers since July include Changchuan Technology with a 113.21% increase, followed by Jinli Permanent Magnet at 65.65% and Brother Technology at 52.25% [1] - In terms of fund flow, Jinli Permanent Magnet, Shandong Steel, and Yonghe Co. have seen significant net inflows of 280.32 million, 17.97 million, and 0.79 million respectively [2] - Conversely, Changchuan Technology, Brother Technology, and Yinglian Co. experienced substantial net outflows of 913.49 million, 20.53 million, and 10.23 million respectively [2] Expected Profit Growth Companies - A list of companies with expected profit growth includes: - Yinglian Co. (1602.05% growth, latest price 19.99, net outflow 10.23 million) [2] - Guangdong Mingzhu (964.95% growth, latest price 6.24, net outflow 0.61 million) [2] - Limin Co. (659.48% growth, latest price 18.03, net outflow 6.73 million) [2] - Brother Technology (230.37% growth, latest price 7.43, net outflow 20.53 million) [2] - Jinli Permanent Magnet (168.00% growth, latest price 39.49, net inflow 280.32 million) [2]

证券代码：002846 证券简称：英联股份 公告编号：2025-085 广东英联包装股份有限公司 2025 年第三次临时股东会决议公告 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。 特别提示： （1）现场会议召开时间：2025 年 10 月 9 日（星期四）下午 14:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 10 月 9 日（星期四）上午 9:15-9:25，9:30-11:30，下午 13:00-15:00；通过 深圳证券交易所互联网投票系统投票的时间为 2025 年 10 月 9 日上午 9:15 至 2025 年 10 月 9 日下午 15:00 期间的任意时间。 2、现场会议召开地点：广东省汕头市濠江区南山湾产业园区南强路 6 号广 东英联包装股份有限公司会议室。 3、召集人：公司董事会 4、会议主持人：董事长翁伟武 1、本次股东会无否决议案的情形。 2、本次股东会不会涉及变更以往股东会决议的情况。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间 5、召开方式：现场投票与网络投票相结合 本次股 ...