Core Viewpoint - The company, Yinglian Co., Ltd. (002846.SZ), expects a significant increase in both revenue and net profit for the first three quarters, driven primarily by its metal packaging segment for fast-moving consumer goods [1] Financial Performance - The projected operating revenue for the first three quarters is between 1,630 million yuan and 1,650 million yuan, representing a year-on-year growth of 9.49% to 10.83% [1] - The net profit attributable to shareholders is expected to be between 34.5 million yuan and 37.5 million yuan, showing a remarkable increase of 1,531.13% to 1,672.97% compared to the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be between 26 million yuan and 29 million yuan [1] Business Drivers - The growth in revenue and profit is primarily attributed to the contributions from the metal packaging segment, particularly the easy-open lid products for fast-moving consumer goods [1] - The company has enhanced its supply capability and product quality through the rapid response of its intelligent and automated production lines, leading to an increase in market share both domestically and internationally [1] - Operational efficiency has improved due to product structure adjustments and lean management practices, resulting in a higher overall gross profit margin [1] - The recognition of value-added tax deductions has positively impacted the current period's profit [1]

Group 1 - The company Yinglian Co., Ltd. (SZ 002846) expects a net profit attributable to shareholders of 34.5 million to 37.5 million yuan for the first three quarters of 2025, representing a year-on-year increase of 1531.13% to 1672.97% [1] - The basic earnings per share for the same period are projected to be between 0.0821 yuan and 0.0893 yuan [1] - As of the report date, Yinglian Co., Ltd. has a market capitalization of 7.8 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of Yinglian Co., Ltd. indicates that the metal products industry accounts for 99.91%, while the new energy lithium battery sector represents only 0.09% [1]

Group 1 - The core viewpoint of the article is that Yinglian Co., Ltd. (002846.SZ) is expected to achieve a significant increase in net profit for the first three quarters of 2025, with projections ranging from 34.5 million to 37.5 million yuan, representing a year-on-year growth of 1531.13% to 1672.97% [1] - The company's metal packaging sector has demonstrated rapid response capabilities in supply and stable product quality, which are key advantages contributing to its performance [1] - There has been an increase in both domestic and international market share, leading to steady growth in the company's operating revenue [1]

人民财讯9月29日电，英联股份（002846）9月29日发布2025年前三季度业绩预告，预计公司前三季度实 现归属于上市公司股东的净利润3450万元—3750万元，同比增长1531.13%—1672.97%。报告期内，公 司营收和利润均实现增长，主要来自于快消品金属包装易开盖板块的贡献。 ...

Core Viewpoint - The company, Yinglian Co., Ltd. (002846.SZ), anticipates a significant increase in net profit for the first three quarters of 2025, projecting a profit of 34.5 million to 37.5 million yuan, representing a year-on-year growth of 1531.13% to 1672.97% [1] Financial Performance - The expected net profit for the reporting period is between 34.5 million and 37.5 million yuan [1] - This marks a substantial increase compared to the same period last year, with growth rates between 1531.13% and 1672.97% [1] Revenue and Market Position - The fast-moving consumer goods (FMCG) metal packaging segment, particularly the easy-open lid products, has shown significant revenue and profit contributions [1] - The company has experienced an increase in market share, which has positively impacted revenue growth [1] Cost Management and Profitability - The company has implemented product structure adjustments and lean management practices, leading to cost reduction and efficiency improvements [1] - There has been an increase in the overall gross profit margin during the reporting period [1] Tax Benefits - The company confirmed that the value-added tax (VAT) deduction has had a positive impact on profits [1]

Core Insights - The company expects a significant increase in net profit attributable to shareholders for the first three quarters of 2025, projected to be between 34.5 million and 37.5 million yuan, representing a substantial growth of 1531.13% to 1672.97% compared to the same period last year [1] - For the third quarter, the anticipated net profit attributable to shareholders is estimated to be between 9.32 million and 12.32 million yuan, a notable recovery from a loss of 2.8788 million yuan in the same quarter of the previous year [1]

证券代码：002846 证券简称：英联股份 公告编号：2025-084 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 9 月 30 日。 2、预计的业绩：扭亏为盈 同向上升 同向下降 | | | | 项 目 | 2025 年 1 月 1 日-2025 年 9 月 30 日 | 上年同期 | | --- | --- | --- | | 营业收入 | 163,000.00 万元–165,000.00 万元 | 万元 148,878.40 | | | 比上年同期增长：9.49%–10.83% | | | 归属于上市公司股 东的净利润 | 盈利：3,450.00 万元–3,750.00 万元 比上年同期增长： | 万元 盈利：211.51 | | | 1,531.13%–1,672.97% | | | 扣除非经常性损益 后的净利润 | 盈利：2,600.00 万元–2,900.00 万元 | 亏损：163.96 万元 | | 基本每股收益 | 盈利：0.0821 元/股–0.0893 ...

Core Viewpoint - The lithium battery anode materials are undergoing a significant transformation from traditional graphite to a diverse high energy density system, with lithium metal anodes being a key driver for solid-state battery energy density breakthroughs [2][5]. Industry Overview - The theoretical specific capacity of lithium metal anodes reaches 3860 mAh/g, significantly higher than graphite (372 mAh/g) and silicon-carbon anodes (3590 mAh/g), and they exhibit low voltage platform characteristics [2][5]. - Solid-state electrolytes, due to their high mechanical strength, suppress dendrite formation and are optimally compatible with lithium metal anodes [2][3]. Technical Challenges and Solutions - Key bottlenecks for lithium metal anodes include volume expansion, lithium dendrite issues, complex interfacial reactions, and high preparation process difficulties [3]. - Recent improvement strategies focus on limiting lithium volume expansion, reducing ion flow and surface current density, and constructing stable and fast ion transport surface SEI through various methods [3]. Manufacturing Processes - The preparation process of lithium metal anodes is crucial for their industrial application, with the industry currently exhibiting a multi-route parallel and high-low end scenario differentiation [4]. - Mainstream processes are categorized into mature mass production-oriented (calendering), high-end technology breakthrough (sputtering), and cutting-edge research exploration (liquid phase method, no anode solution) [4]. - The sputtering method is expected to continuously optimize costs and become the mainstream process for solid-state batteries [4]. Market Potential - The lithium metal anode market is primarily composed of lithium companies, anode manufacturers, and foil material suppliers, with lithium companies having cost and quality advantages in raw material preparation [5]. - According to the "China Solid-State Battery Industry Development White Paper (2025)", global solid-state battery shipments are projected to reach 614.1 GWh by 2030, with nearly 30% being all-solid-state [5]. - Assuming a 20% penetration rate for lithium metal anodes, the estimated market potential by 2030 is nearly 10 billion yuan [5]. Investment Targets - Companies to watch in the lithium metal anode sector include Yinglian Co., Ltd. (002846.SZ), Tiantie Technology (300587.SZ), as well as Ganfeng Lithium (002460.SZ), Putailai (603659.SH), Yiwei Lithium Energy (300014.SZ), Guoxuan High-Tech (002074.SZ), Defu Technology (301511.SZ), and Daoshi Technology (300409.SZ) [6].

证券日报网讯英联股份9月29日在互动平台回答投资者提问时表示，截至2025年9月19日，公司股东人数 为48462户。 （文章来源：证券日报） ...

Market Overview - The packaging and printing sector experienced a decline of 0.42% on September 26, with Hongyu Packaging leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the packaging and printing sector included: - Huaman Holdings (002787) with a closing price of 8.28, up 2.10% [1] - Jiamei Packaging (002969) at 3.49, up 2.05% [1] - New Hongze (002836) at 9.27, up 1.42% [1] - Major decliners included: - Hongyu Packaging (837174) at 34.01, down 4.73% [2] - Fangda New Materials (838163) at 16.88, down 4.63% [2] - Wangzi New Materials (002735) at 15.00, down 3.97% [2] Trading Volume and Capital Flow - The packaging and printing sector saw a net outflow of 190 million yuan from institutional investors, while retail investors had a net inflow of 191 million yuan [2][3] - The trading volume for notable stocks included: - Jiayou Co. (603429) with a trading volume of 23.19 million shares [1] - Wangzi New Materials (002735) with a trading volume of 296,600 shares [2] Capital Inflow Analysis - Key stocks with significant capital inflow included: - Jiyou Co. (603429) with a net inflow of 29.44 million yuan from institutional investors [3] - Yongji Co. (603058) with a net inflow of 16.58 million yuan [3] - Conversely, stocks like Dashing Co. (603687) experienced a net outflow of 9.91 million yuan from institutional investors [3]