Group 1 - The core viewpoint of the report is a "buy" rating for Yinglian Co., Ltd. (002846.SZ) with a latest price of 15.78 yuan [2] - The traditional business of the company continues to perform well, indicating stable revenue streams [2] - Significant investments are being made in composite foil materials, which are expected to create new growth drivers for the company [2] - The composite foil materials are anticipated to enter a harvest period soon, suggesting potential for increased profitability [2] Group 2 - Risks include the possibility that the progress of composite foil materials may not meet expectations [2] - There is a concern regarding the demand in the fast-moving consumer goods market not meeting projections [2] - Increased market competition poses a threat to the company's growth [2] - The release of production capacity may not occur as anticipated, which could impact future performance [2]
太平洋给予英联股份买入评级,传统业务为基石,复合箔材产业化落地