Group 1: 德福科技 (Defu Technology) - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual production capacity of 16,800 tons [1] - Projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000; however, it is expected to achieve a quarterly profit of €1.67 million in Q1 2025 [1] - Defu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally [1] - The company plans to invest ¥183 million in R&D in 2024, resulting in 17 new invention patents, focusing on high-frequency, high-speed, ultra-thin, and functional technology strategies [1] Group 2: 中望软件 (Zhongwang Software) - Zhongwang Software acknowledges that intellectual property disputes are a necessary part of its internationalization process [2] - The company emphasizes the importance of compliance in R&D processes and intellectual property management, especially in global market competition [2] - In response to Autodesk's lawsuit, Zhongwang Software intends to adhere to international legal standards and aims to resolve the dispute through negotiation while preparing for judicial proceedings [2] - The company assures that product sales will not be affected during the litigation period and expresses confidence in maintaining customer support [2] - Zhongwang Software has no intention of infringing on third-party intellectual property and is enhancing its internal controls and intellectual property management [2]

Group 1 - Recent research conducted by Yu Jin Investment focused on Zhongwang Software, highlighting the importance of intellectual property compliance in the company's internationalization process [1] - Zhongwang Software emphasized its commitment to adhering to international legal standards in response to Autodesk's lawsuit, aiming for resolution through negotiation while preparing for judicial proceedings [1] - The company reassured that its product sales would not be hindered during the litigation and expressed confidence in maintaining customer support [1] Group 2 - Yu Jin Investment, established in 2007, is a professional securities investment and asset management firm with a registered capital of 11.11 million and paid-in capital of 26 million [2] - The core management team possesses over 15 years of investment management experience, demonstrating strong capabilities in systematic investment research and asset management [2] - Over the past five years, Yu Jin Investment has achieved a compound annual return rate exceeding 20%, showcasing its robust investment performance in both primary and secondary markets [2]

Group 1 - The core viewpoint is that Zhongwang Software emphasizes the importance of intellectual property compliance and management in its internationalization process, particularly in light of a lawsuit from Autodesk [1] - Zhongwang Software is committed to resolving disputes through negotiation while preparing for judicial proceedings, asserting that sales of its products will not be restricted during the litigation [1] - The company expresses confidence in maintaining customer support and has no intention of infringing on third-party intellectual property rights, enhancing its internal controls and intellectual property management [1] Group 2 - Shanghai Chongyang Investment Management Co., Ltd. was established in 2009, building on the foundation of Shanghai Chongyang Investment Co., Ltd., which was founded in 2001 [2] - The firm focuses on sustainable asset growth and aims to be a competitive professional asset management company, utilizing various financial tools for wealth management [2] - Chongyang Investment emphasizes research-driven investment and the importance of a rigorous and scientific investment process [2]

1）中望软件 （上海阿杏投资管理有限公司参与公司分析师会议） 调研纪要：中望软件认为知识产权纠纷是国际化进程的必经之路，公司强调了对研发流程与知识产权合 规管理的重视，以及在全球市场竞争中的地位。面对 Autodesk 的起诉，中望软件将遵照国际法律规 则，争取通过协商解决争议，并做好司法程序准备。诉讼期间公司产品的销售不会受法律限制，且公司 有信心继续获得客户支持。公司表示没有侵犯第三方知识产权的意愿，并加强了内部控制和知识产权管 理。 机构简介： 根据市场公开信息及7月31日披露的机构调研信息，知名私募阿杏投资近期对1家上市公司进行了调研， 相关名单如下： 上海阿杏投资管理有限公司（以下简称"阿杏投资"）成立于2015年2月，注册地为上海市浦东新区，注 册资本人民币1000万元。阿杏投资主要业务为证券期货投资管理，涵盖范围包括股票、新三板、债券、 基金、商品及金融期货等当前市场主要投资品种。阿杏投资在投资实践中始终坚持"专业严谨、踏实稳 健、严控风险"的投资态度，以客户利益为本，追求客户资产的持续稳健成长。阿杏投资秉持"研究创造 价值"的理念，通过独立研究深度挖掘被市场忽视的上市公司价值。根据对宏观经济及 ...

Group 1: Defu Technology - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons [1] - Defu Technology's electrolytic copper foil capacity has increased to 191,000 tons per year, making it the largest globally, and aims to enhance profitability through technology resource integration [1] - The company plans to invest 183 million yuan in R&D in 2024, adding 17 new invention patents [1] Group 2: Zhongwang Software - Zhongwang Software emphasizes the importance of intellectual property compliance in its internationalization process [2] - The company is preparing to address the lawsuit from Autodesk through negotiation and is confident that product sales will not be affected during the legal proceedings [2] - Zhongwang Software has strengthened its internal controls and intellectual property management to avoid infringing on third-party rights [2] Group 3: JinkoSolar - JinkoSolar aims to address the intense competition in the photovoltaic industry by controlling new capacity and guiding prices to rational levels [3] - The company has made progress in upgrading its high-power products, with partial deliveries of products over 640W expected in Q3 and a majority of orders transitioning to this category next year [3] - JinkoSolar anticipates that its TOPCon capacity will reach 670W next year, with potential for 680-700W in the next 2-3 years, and aims to improve battery mass production efficiency to over 28% [3] - The global photovoltaic market demand remains stable, with a return to normal demand in China and rapid growth in emerging overseas markets [3]

7月31日，中望软件发布公告称，公司获悉，Autodesk, Inc.（以下简称"Autodesk"）在美国加利福尼亚北区联邦地区法院起 诉公司及有关主体著作权侵权等事项。Autodesk 指控公司及相关主体存在侵犯其著作权、商业秘密以及违反双方既有协议 等行为，其诉讼请求主要包括:请求法院对中望软件及相关主体发布禁令，判令其承担侵权及违约责任以及赔偿相应损失。 对此，中望软件在公告中表示，公司对 Autodesk 主张不予认可，将积极采取有力措施应诉，切实维护公司和股东的利益不 受侵害。 中望软件强调，公司自成立以来，始终高度重视研发创新，所研发的软件均拥有自主的知识产权。公司专注于工业设计软 件超过20 年，已经建立了以"自主二维 CAD、三维 CAD/CAM、流体/结构/电磁等多学科仿真"为主的自主核心技术与产品 矩阵。 中望软件表示，高度重视上述诉讼，将采取有力措施积极应诉。鉴于目前具体涉诉金额尚未明确，且该诉讼案件尚未开庭 审理，最终的判决结果尚不确定，目前中望软件无法预计对公司本期及期后损益的影响，最终实际影响以法院生效判决为 准。 （文章来源：广州日报） ...

Industry News - The State Council held a press conference announcing that starting from January 1, 2022, eligible infants can receive childcare subsidies, with a preliminary budget of approximately 90 billion yuan for this year [6] - A national teleconference on the prevention and control of the Chikungunya virus was held, emphasizing the need for environmental sanitation and effective mosquito control measures [6] - The Chinese medicine industry will implement labeling regulations for medicinal herbs starting August 1, 2023, requiring labels to include expiration dates [7] - The China Coking Industry Association held a market analysis meeting, where representatives agreed to raise coking prices by 50 to 75 yuan per ton starting July 31 [7] - A successful launch of low-orbit satellite internet satellites was conducted using the Long March 8 rocket, marking advancements in automated launch technology [8] Company News - Upwind New Materials announced a suspension of trading due to abnormal stock price fluctuations [3] - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and plans to distribute a cash dividend of 10.07 yuan per share [9] - Vanke A announced that Shenzhen Metro Group will provide a loan of up to 869 million yuan to the company [9] - XGIMI Technology projected a net profit increase of 2062% year-on-year for the first half of the year [9] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [9] - Yangtze Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - Digital Certification announced that its controlling shareholder intends to transfer shares without compensation, changing the controlling shareholder to Beijing Data Group [9] - Chip products from Shanghai Lisan are undergoing optimization, with no revenue generated yet [9] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a U.S. court [9] - Chipsea Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [9] - Sunshine Dairy announced that its controlling shareholder sold a total of 1.1452 million shares in the past two days [9]

Core Viewpoint - The first design-oriented industrial software company listed on the A-share market, Zhongwang Software, is being sued by global software giant Autodesk for copyright infringement and other claims [2][3]. Group 1: Legal Proceedings - Autodesk has filed a lawsuit against Zhongwang Software and related parties in the U.S. District Court for the Northern District of California, alleging copyright infringement, misappropriation of trade secrets, and breach of existing agreements [2][3]. - Autodesk is seeking preliminary and permanent injunctions to prevent Zhongwang Software and related parties from continuing the alleged infringing activities, as well as compensation for damages incurred due to the alleged infringement and breach [3][5]. - The lawsuit involves multiple defendants, including Zhongwang Software, ZWCAD Design Co., Ltd. (which has been dissolved), HK ZWCAD Software Ltd., and ZWSOFT America Inc. [3]. Group 2: Company Response - Zhongwang Software has stated that it does not acknowledge Autodesk's claims and will actively respond to the lawsuit [2][4]. - The company emphasizes its commitment to research and innovation, asserting that all its developed software possesses independent intellectual property rights [4]. - Zhongwang Software has a history of legal disputes with Autodesk, including a previous lawsuit in 2014 regarding the alleged misuse of AutoCAD source code, which was settled in 2015 [5].

Core Viewpoint - The first design-oriented industrial software company listed on the A-share market, Zhongwang Software, is being sued by global software giant Autodesk for copyright infringement and other claims [1][2]. Group 1: Legal Proceedings - Autodesk has filed a lawsuit against Zhongwang Software and related parties in the U.S. District Court for the Northern District of California, alleging copyright infringement, misappropriation of trade secrets, and breach of existing agreements [1][2]. - The lawsuit requests preliminary and permanent injunctions against Zhongwang Software and related parties, compensation for damages, and the destruction of infringing copies related to ZWCAD [2][3]. - Zhongwang Software has stated that it does not recognize Autodesk's claims and will actively respond to the lawsuit, although the specific amount involved in the case has not been clarified yet [1][3]. Group 2: Company Background - Zhongwang Software has been focused on industrial design software for over 20 years, developing a range of products including its own 2D and 3D CAD/CAM software, and has established a core technology and product matrix [3]. - The company emphasizes its commitment to research and innovation, asserting that all its developed software possesses independent intellectual property rights [3]. Group 3: Previous Legal Issues - This is not the first legal dispute between Autodesk and Zhongwang Software; Autodesk previously filed lawsuits in 2014 regarding alleged theft of AutoCAD source code used in the development of ZWCAD+ [4]. - A settlement was reached in November 2015 between Zhongwang Software and Autodesk regarding the earlier lawsuits [4].

今日焦点 宁德时代：上半年实现净利润305亿元同比增长33.02% 宁德时代公告，上半年实现收入1789亿元，同比增加7.27%；净利润305亿元，同比增长33.02%。报告 期内，本集团实现毛利448亿元，相比2024年同期增加14.45%；综合毛利率为25.02%，相比2024年同期 的23.45%上升1.57个百分点。 上纬新材：多次触及股票交易异常波动和严重异常波动情形明起停牌核查 上纬新材公告称，公司股票自2025年7月9日至7月30日期间多次触及股票交易异常波动及严重异常波动 情形。公司将于7月31日开市起停牌，预计停牌时间不超过3个交易日。公司基本面未发生重大变化，但 股票交易价格已严重脱离基本面，投资者参与交易可能面临较大市场风险。此外，公司股票价格涨幅显 著高于同期相关指数涨幅，换手率显著高于前期水平，市盈率显著高于行业平均水平。公司主营业务和 生产经营未发生重大变化，收购方未来十二个月内不存在资产重组计划，但控制权变更事项仍存在重大 不确定性风险。 金橙子：筹划购买萨米特光电55%股权，股票停牌 金橙子公告称，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股 ...