Core Viewpoint - Multiple A-share companies have announced positive developments, particularly in the lithium battery and energy storage sectors, indicating potential growth opportunities in these industries [1][6]. Group 1: Company Announcements - Yongtai Technology's subsidiary in Inner Mongolia has received approval for a trial production plan for a lithium battery additive project with an annual capacity of 5,000 tons, which will double the company's VC (Vinyl Carbonate) production capacity to 10,000 tons per year [3][4]. - Trina Solar's subsidiary, Trina Storage, has signed contracts for a total of 2.66 GWh of energy storage products with clients in North America, Europe, and Latin America, which is expected to positively impact the company's future performance [6]. - Shenzhen New Star's subsidiary has received approval for trial production of a project that will produce 10,000 tons of boron trifluoride gas and 20,000 tons of boron trifluoride complexes, enhancing the company's product offerings and competitive edge [6][7]. - Yinglian Co. has signed a strategic procurement contract for over 50 million square meters of composite aluminum foil materials for quasi-solid-state batteries, indicating a strong collaboration in the battery materials supply chain [7]. Group 2: Market Trends - The price of Vinyl Carbonate (VC) has surged to 132,500 CNY per ton, reflecting a 23% increase from the previous day and a 102% increase from the previous week, driven by a supply-demand mismatch in the market [4]. - Related stocks, such as Yongtai Technology and Furui Shares, have seen significant price increases, with Furui Shares achieving a consecutive eight-day trading limit increase [4]. - Despite the positive market trends, Furui Shares has cautioned that its subsidiary's revenue from lithium battery additives is relatively small, accounting for only 4.38% of total revenue in the first three quarters of 2025, which may limit the overall impact on the company's performance [4].

（文章来源：证券日报） 证券日报网讯英联股份11月17日在互动平台回答投资者提问时表示，截至2025年11月10日，公司股东人 数为44239户。 ...

Group 1 - Yongtai Technology's wholly-owned subsidiary has received approval for trial production of a lithium battery additive project with an annual capacity of 5,000 tons, set to begin trial production [1] - Mengke Pharmaceutical has decided to terminate its plan to issue shares to a specific entity due to ongoing disagreements among major shareholders, which could impact the company's stable operations [1] - Anhui Construction's subsidiary has been approved to register and issue debt financing tools totaling 15 billion yuan, including 5 billion yuan in short-term financing notes and 10 billion yuan in medium-term notes [2] Group 2 - Koli'er plans to repurchase shares worth between 10 million and 20 million yuan, with a maximum repurchase price of 20.94 yuan per share, to implement an employee stock ownership plan [2] - Xinhua Pharmaceutical has received approval for the production of fumaric acid volnoral raw materials, which are used to treat gastroesophageal reflux disease [3] - Lianhuan Pharmaceutical has received approval for additional specifications of tadalafil tablets, expanding its product offerings for treating erectile dysfunction and benign prostatic hyperplasia [5] Group 3 - Greenland Holdings reported an increase of 1,834 lawsuits with a total amount of 6.587 billion yuan from October 21 to November 13, 2025 [7] - Lianke Technology plans to invest up to 600 million yuan of idle funds in low-risk financial products [8] - Yinglian Co. signed a strategic procurement contract for 5,000 million square meters of composite aluminum foil with a leading new energy technology company [10] Group 4 - China Eastern Airlines reported a 10.58% year-on-year increase in passenger turnover for October, with a capacity increase of 6.84% [12] - China National Airlines reported an 8.7% year-on-year increase in passenger turnover for October, with domestic and international capacity also showing growth [15] - Oupai Home plans to use 320 million yuan of idle funds to purchase structured deposits with expected annual yields between 0.65% and 2.50% [16] Group 5 - Tianwei Food has submitted H-share issuance application materials to the Hong Kong Stock Exchange, which have been accepted by the China Securities Regulatory Commission [18] - Guizhou Aviation plans to establish a subsidiary focused on the research, production, and market expansion of intelligent automotive components, with initial operating funds of 40 million yuan [20] - Daimai Co. plans to invest 100 million yuan to establish a wholly-owned subsidiary in Shanghai focused on robotics technology [22] Group 6 - Founder Securities has received approval to issue company bonds totaling up to 30 billion yuan [24] - Hengrui Medicine has received clinical trial approvals for multiple drugs, indicating ongoing research and development efforts [26] - Zhaojing Pharmaceutical's product ZG006 has received orphan drug designation from the FDA, providing various benefits for its development in the U.S. market [39]

Core Viewpoint - The announcement highlights a strategic procurement contract between Jiangsu Yinglian Composite Foil Co., Ltd. and a certain new energy technology company for the supply of composite aluminum foil materials for quasi-solid-state batteries, indicating a significant business opportunity in the battery materials sector [1] Group 1 - Jiangsu Yinglian will supply over 50 million square meters of composite aluminum foil for quasi-solid-state batteries from 2026 to 2027 [1] - The procurement plan includes 20 million square meters in 2026 and over 30 million square meters in 2027 [1]

Core Viewpoint - Yinglian Co., Ltd. has signed a strategic procurement contract for composite aluminum foil used in quasi-solid-state batteries with a new energy technology company, indicating a significant business opportunity in the battery materials sector [1] Group 1: Contract Details - Jiangsu Yinglian Composite Current Collector Co., Ltd. will supply over 50 million square meters of specialized composite aluminum foil for quasi-solid-state batteries from 2026 to 2027 [1] - The procurement plan includes 20 million square meters in 2026 and over 30 million square meters in 2027 [1]

Core Viewpoint - Jiangsu Yinglian Composite Foil Co., Ltd. has signed a strategic procurement contract for composite aluminum foil used in quasi-solid-state batteries with a new energy technology company, indicating a significant collaboration in the battery materials sector [1] Group 1: Company Overview - Jiangsu Yinglian is a high-tech enterprise focused on the research, production, and sales of composite aluminum foil and copper foil for lithium batteries [1] - The partner company specializes in developing next-generation high-safety, high-energy solid-state power batteries and energy storage batteries, supported by multiple national innovation platforms [1] Group 2: Contract Details - The procurement agreement involves the purchase of over 50 million square meters of specialized composite aluminum foil materials for quasi-solid-state batteries from Jiangsu Yinglian, with planned purchases of 20 million square meters in 2026 and over 30 million square meters in 2027 [1]

证券代码：002846 证券简称：英联股份 公告编号：2025-093 广东英联包装股份有限公司 关于子公司江苏英联复合集流体与某新能源科技公司 签署《复合铝箔战略采购合同》 暨复合集流体项目进展的公告 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。 特别提示： 1、近日，江苏英联复合集流体有限公司与某新能源科技有限公司签署了准 固态半固态电池用的《复合铝箔战略采购合同》。 江苏英联是专注于新能源汽车动力锂电池复合铝箔、复合铜箔的研发、生产 和销售的高科技企业，某新能源科技公司是一家专精于开发新一代高安全高比能 固态动力电池及储能电池的新质科技型企业，拥有依托国家发改委、科技部等七 部委成立的"固态电池协同创新平台"及发改委"动力电池国家地方联合工程实 验室"两个科研创新平台，研发与生产的准固态半固态锂离子电池正处在大规模 产业化过程中，其半固态储能电池、准固态动力电池系列产品处于固态电池行业 领先水平。 双方本着平等互利、共同发展的原则就准固态半固态电池用的复合铝箔达成 采购协议，某新能源科技公司根据其准固态半固态电池的应用需求，计划 2026 年-2027 ...

Core Viewpoint - Jiangsu Yinglian Composite Material Co., Ltd. has signed a strategic procurement contract for composite aluminum foil used in quasi-solid-state batteries with a new energy technology company, indicating a significant partnership in the development of advanced battery technologies [1] Company Summary - Jiangsu Yinglian specializes in the research, production, and sales of composite aluminum foil and composite copper foil for lithium-ion batteries, positioning itself as a high-tech enterprise in the new energy sector [1] - The partner company focuses on developing next-generation high-safety, high-energy solid-state power batteries and energy storage batteries, supported by multiple national innovation platforms [1] Industry Summary - The quasi-solid-state and semi-solid lithium-ion battery technology is in the process of large-scale industrialization, with the partner company leading in the solid-state battery industry [1] - The procurement agreement outlines a plan for the partner company to purchase over 50 million square meters of specialized composite aluminum foil materials from Jiangsu Yinglian between 2026 and 2027, with specific quantities of 20 million square meters in 2026 and over 30 million square meters in 2027 [1]

Core Viewpoint - The company announced a strategic procurement contract for composite aluminum foil used in quasi-solid-state batteries, indicating a significant future business opportunity in the energy technology sector [1] Group 1: Contract Details - The company's subsidiary, Jiangsu Yinglian Composite Current Collector Co., Ltd., signed a strategic procurement contract with a certain new energy technology company [1] - The contract involves the procurement of over 50 million square meters of composite aluminum foil materials specifically for quasi-solid-state battery applications from 2026 to 2027 [1] Group 2: Financial Impact - The contract is not expected to have a significant impact on the company's operating performance for the current year [1] - However, it is anticipated to positively influence the company's business development in 2026-2027 [1]

Core Viewpoint - The company announced a strategic procurement contract for composite aluminum foil materials with a new energy technology company, which is expected to positively impact its operations in 2026 and 2027 [1] Group 1 - The subsidiary Jiangsu Yinglian Composite Fluid signed a strategic procurement contract for quasi-solid-state battery materials [1] - The new energy technology company plans to purchase over 50 million square meters of specialized composite aluminum foil from Jiangsu Yinglian between 2026 and 2027, with 20 million square meters in 2026 and over 30 million square meters in 2027 [1] - The contract is not expected to have a significant impact on the company's performance for the current year [1]