炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ | | | 9.25上市公司盘后减持情况 | | --- | --- | --- | | 1 | 杭华股份 | 计划减持不超过424万股已回购股份用于补充流动资金 | | 2 | 唯力密封 | 股东计划减持不超过1%公司股份 | | 3 | 密尔克卫 | 实控人、股东等拟合计减持公司不超4.02%股份 | | র্ব | 至纯科技 | 控股股东9月25日减持426.78万股 | | 5 | 芯浪微 | 高级管理人员汪明波计划减持不超过0.0134%公司股份 | | 6 | 全风科技 | 和谐健康保险9月22日至9月24日减持5714.19万股 | | 7 | 晨光生物 | 高级管理人员李凤飞计划减持不超过14万股股份 | | 8 | 光大嘉宝 | 嘉定建业与嘉定科投计划减持不超过1%股份 | | g | 盛视科技 | 员工持股平台计划减持不超过3%公司股份 | | 10 | 兴森科技 | 实际控制人邱醒亚8月5日-9月22日累计减持996.39万股 | | 11 | 海正生材 | 中石化资本拟减持不超过202.67万股 占公司总股本的1 ...

德福科技公告，控股股东、实际控制人、董事马科及江泱、金荣涛、龚凯凯计划自2025年10月27日至 2026年1月26日，通过集中竞价方式合计减持不超过81.92万股，占公司总股本0.13%。其中马科不超过 80.3万股，江泱3325股，金荣涛8750股，龚凯凯4130股。 ...

格隆汇9月25日丨德福科技(301511.SZ)公布，控股股东、实际控制人、董事马科先生直接持有公司股份 192,588,725股（占公司总股本比例为30.55%），董事、高级管理人员江泱直接持有公司股份13,300股 （占公司总股本比例为0.00%），董事、高级管理人员金荣涛先生直接持有公司股份35,000股（占公司 总股本比例为0.01%），高级管理人员龚凯凯先生直接持有公司股份16,520股（占公司总股本比例为 0.00%）。马科先生、江泱先生、金荣涛先生、龚凯凯先生计划自本公告发布之日起15个交易日后的3 个月内通过集中竞价方式合计减持其持有公司股份不超过819,245股（占公司总股本比例为0.13%）。 ...

人民财讯9月25日电，德福科技（301511）9月25日公告，公司控股股东、实控人、董事马科，董事、高 管江泱，董事、高管金荣涛，高管龚凯凯计划通过集中竞价方式，合计减持公司股份不超过81.92万股 (占公司总股本的0.13%)。 ...

Group 1 - The company, Defu Technology (301511.SZ), announced that its controlling shareholder, actual controller, and director Ma Ke plans to reduce his holdings by no more than 803,040 shares, accounting for 0.13% of the company's total share capital [1] - Directors and senior management members Jiang Yang, Jin Rongtao, and Gong Kaikai plan to reduce their holdings by no more than 3,325 shares, 8,750 shares, and 4,130 shares respectively [1] - The reason for the reduction is personal funding needs, and the method of reduction will be through centralized bidding transactions, with the reduction period starting 15 trading days after the announcement and lasting for three months [1]

证券代码：301511 证券简称：德福科技 公告编号：2025-082 九江德福科技股份有限公司 关于控股股东、实际控制人、董事及高级管理人员 股份减持计划的预披露公告 公司控股股东、实际控制人、董事马科，董事、高级管理人员江泱、金 荣涛，高级管理人员龚凯凯保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 九江德福科技股份有限公司（以下简称"公司"）控股股东、实际控制人、 董事马科先生直接持有公司股份 192,588,725 股（占公司总股本比例为 30.55%）， 董事、高级管理人员江泱直接持有公司股份 13,300 股（占公司总股本比例为 0.00%），董事、高级管理人员金荣涛先生直接持有公司股份 35,000 股（占公司 总股本比例为 0.01%），高级管理人员龚凯凯先生直接持有公司股份 16,520 股（占 公司总股本比例为 0.00%）。马科先生、江泱先生、金荣涛先生、龚凯凯先生计 划自本公告发布之日起 15 个交易日后的 3 个月内通过集中竞价方式合计减持其 持有公司股份不超过 81 ...

文/华夏ESG观察联盟 企业介绍 德福科技开展对冷冻站进行AI智慧改造，智能AI系统实时采取冷水机组各项参数，将数据传输至现场 边缘服务器，结合采集大数数据、内置AI寻优算法，将参数调整、设备启停、阀门调节等指令下发到 现场PLC，实现自动调整冷水机组、泵和冷却塔风扇的运行频率和运行数量。同时，智慧冷冻站系统根 据外界环境和过程大数据，能够预测未来空调冷负荷需求，实现AI算法实时优化。改造前，冷冻站水 泵开启数量和频率调节完全靠人工手动控制，且参数由人工调整，冷冻系统没有实现联动。改造后的智 慧冷冻站，实现全自动无人高效智能控制和节能效果，节约能源的同时提高人员工作效率，单一车间年 节约用电量约65万kWh。 传统开关整流器中，因高频斩波过程中的导通电压损失、高频开关过程损耗等，均影响了整流器效率。 德福科技通过对开关电源进行改造，用碳化硅模块代替原整流单元，减少电力转化损耗，提高整流器效 率，改造后单位产品电耗平均下降约200kWh/t。 德福科技通过对老旧车间机组污液工频泵进行永磁电机变频驱动节能改造，对工艺和设备冷却水循环泵 使用高效永磁电机变频驱动泵替代原来的工频控制，以及使用高效空气悬浮节能风机替代 ...

Company Overview - Jiujiang Defu Technology Co., Ltd. (referred to as "Defu Technology") was established in 1985 and is headquartered in Jiujiang, Jiangxi Province, China. The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2023, with stock code: 301511. Defu Technology has been deeply engaged in the copper foil industry for 40 years, focusing on the research, production, and sales of high-end electrolytic copper foil, with an annual production capacity of 191,000 tons, ranking first globally. The lithium battery copper foil products range from 3.5 to 10 micrometers, primarily used in downstream power batteries, energy storage, and digital fields. The electronic circuit copper foil products range from 10 to 210 micrometers, widely used in downstream printed circuit boards and terminal communications, consumer electronics, and automotive fields [1]. Energy Efficiency Initiatives - Defu Technology has implemented a copper dissolution waste heat utilization project across its production bases, modifying the copper dissolution system to utilize workshop cooling water waste heat to produce high-temperature hot water, thereby replacing natural gas usage. The annual natural gas consumption for the copper dissolution process is approximately 2 million cubic meters, with a target to achieve zero natural gas consumption by July 2025. The self-heat exchange modification of the copper dissolution system has resulted in a 60 kWh/t reduction in electricity consumption per unit product [2]. - The waste heat generated from the copper dissolution system is utilized in various ways, including heating air conditioning systems at the Jiujiang production base, with a total annual waste heat utilization of 11.155 million kWh. The Lanzhou production base uses waste heat to replace municipal heating in winter, providing heating for office buildings, dormitories, and auxiliary production facilities, reducing external heating purchases by approximately 6.3 million kWh, with total annual waste heat utilization exceeding 25 million kWh [2]. Smart Technology Integration - Defu Technology has upgraded its refrigeration station with AI technology, allowing real-time adjustments of various parameters of the cooling water units. The AI system collects big data and uses built-in optimization algorithms to issue commands for automatic adjustments of the cooling water units, pumps, and cooling tower fans. This upgrade has transitioned the refrigeration system from manual control to fully automated and efficient smart control, saving approximately 650,000 kWh of electricity annually for a single workshop [3]. - The company has also improved the efficiency of traditional switch rectifiers by replacing the original rectifier units with silicon carbide modules, reducing power conversion losses and achieving an average decrease in electricity consumption of about 200 kWh/t per unit product [3]. Equipment Modernization - Defu Technology has conducted energy-saving modifications on old workshop equipment by replacing traditional frequency pumps with permanent magnet motor variable frequency drives and using high-efficiency air suspension energy-saving fans instead of screw fans, resulting in a total annual electricity savings of 2.23 million kWh [4]. - Experts have noted that through waste heat recovery and improved rectifier efficiency, the company has significantly reduced electricity consumption per unit product, showcasing its commitment to energy conservation and resource recycling, thereby establishing a new benchmark for green production [4].

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Defu Technology, indicating a significant increase in financing activities and stockholder engagement [1][2]. - As of September 23, Defu Technology's stock price decreased by 1.22%, with a trading volume of 1.956 billion yuan. The net financing purchase on that day was 118 million yuan, with a total financing and securities balance of 1.014 billion yuan [1]. - The financing balance of Defu Technology is 1.011 billion yuan, accounting for 7.25% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - On the short-selling side, Defu Technology had no shares repaid on September 23, with 14,900 shares sold short, amounting to 554,700 yuan at the closing price. The short-selling balance is 3.1534 million yuan, also above the 90th percentile level over the past year [1]. Group 2 - As of September 10, the number of shareholders of Defu Technology increased to 42,600, a rise of 2.04%, while the average circulating shares per person decreased by 2.00% to 8,785 shares [2]. - For the first half of 2025, Defu Technology reported a revenue of 5.299 billion yuan, representing a year-on-year growth of 66.82%. The net profit attributable to the parent company was 38.7062 million yuan, showing a significant increase of 136.71% year-on-year [2]. - Since its A-share listing, Defu Technology has distributed a total of 24.7626 million yuan in dividends [3].

Group 1 - Mitsui Mining & Smelting announced a price increase of approximately 15% for high-end electrolytic copper foil, confirming the supply tightness driven by AI server demand [1] - The demand for HVLP copper foil has surged, with usage per AI server being eight times that of traditional servers, driven by NVIDIA's new Rubin platform adopting HVLP 5th generation copper foil [1] - The price increase led by industry leaders indicates a sustained supply-demand gap in high-end copper foil (HVLP) due to capacity conversion and increasing demand, with expectations extending into mid-next year [1] Group 2 - Domestic copper foil manufacturers are making breakthroughs in the high-end PCB copper foil sector, with those possessing high-end capacity likely to benefit from increased volume and price [1] - Tongguan Copper Foil has established a complete product matrix covering HVLP generations 1-4, leading to significant profit improvements as high-end electronic circuit copper foil volumes increase [2] - Defu Technology has formed a dual-driven pattern with lithium battery and PCB copper foil, achieving global leadership through overseas acquisitions, with HVLP 4 copper foil already shipped for use in M9 materials [2]