Group 1 - Public fund research enthusiasm has increased in the second half of the year, with 178 public funds conducting research on 463 listed companies as of August 6 [1] - The telecommunications equipment industry has become a focal point for public funds, with DingTong Technology, ZhongJi XuChuang, and XinYiSheng receiving attention from 75, 71, and 63 public funds respectively, ranking as the top three [3] - Other notable companies in the top ten for public fund research include Jianghe Group from the construction decoration industry and ShiJia GuangZi from the telecommunications equipment sector, with over 40 public funds researching them [3] Group 2 - Notable fund managers participated in the research activities, such as Zhu Hongyu from China Merchants Fund, who focused on GuoJi JingGong's main business and future acquisition plans [3] - Xie ZhiYu from XingZheng Global Fund researched AiEr Eye Hospital, discussing the company's overseas business layout and strategies against industry competition [4] - Zhu ShaoXing from FuGuo Fund and Fu PengBo from RuiYuan Fund also conducted research on QiLu Bank and YiYuan Communication respectively, indicating a diverse interest in various sectors [4]

Core Viewpoint - Defu Technology (301511) announced on its interactive platform that its self-developed carrier copper foil is expected to achieve mass production by 2025, making it the first domestic manufacturer to achieve large-scale production of domestically produced carrier copper foil [1] Company Summary - Defu Technology is set to become the first domestic company to mass-produce carrier copper foil, indicating a significant advancement in local manufacturing capabilities [1]

数据显示，被调研的前十名个股均不少于24次，电力设备股德福科技（301511）被调研74次居首，大幅 领先其他个股。该股7月份吸引到聚鸣投资、睿郡资产、双安资产、复胜资产等百亿私募扎堆调研。紧 随其后的是另一只电力设备股孚能科技，该股获得包括永安国富、正圆投资等在内的私募机构合计调研 达42次。通信和电子行业有2只个股入围前十，其中通信股新易盛（300502）和仕佳光子分别被调研34 次和24次，电子股聚灿光电（300708）和乐鑫科技均被调研24次。 从行业来看，前十名行业均被调研不少于60次，计算机行业被调研260次居首，被调研次数明显领先其 他行业，该行业被调研个股数量达36只。紧随其后的是电力设备、医药生物和电子行业，均被调研不少 于200次，被调研个股数量不少于23只。 计算机行业被调研260次位居首位 【深圳商报讯】（记者 陈燕青）私募排排网统计数据显示，7月份共有657家私募证券管理人参与到A股 调研活动中，调研范围覆盖28个申万一级行业中的358只个股，合计调研次数达1763次。 ...

Core Viewpoint - Defu Technology (301511.SZ) has developed self-researched embedded copper foil suitable for military applications and plans to acquire Luxembourg Copper Foil (CFL), which already has high-end products used in the aerospace sector, with end customers being a global aerospace unicorn [1] Group 1 - Defu Technology's embedded copper foil is specifically designed for military applications [1] - The acquisition target, Luxembourg Copper Foil (CFL), has existing high-end products in the aerospace industry [1] - The end customers for CFL's products include a globally recognized aerospace unicorn company [1]

Core Viewpoint - Defu Technology (301511) has developed ultra-thin high tensile strength copper foil and atomized copper foil products, which serve as solutions for semi/full solid-state batteries and supercapacitors, particularly in high energy density applications such as drones [1] Group 1 - The company has achieved mass supply and shipment of copper foil for the drone sector [1]

Core Viewpoint - Defu Technology (301511.SZ) has developed ultra-thin high tensile strength copper foil and atomized copper foil products, which serve as solutions for semi/full solid-state batteries and supercapacitors, particularly in high energy density applications such as drones [1] Group 1 - The company has achieved mass supply and shipment of copper foil for the drone sector [1]

近5日机构合计调研184家公司，东鹏饮料、海康威视、德福科技等被多家机构扎堆调研。 | 002452 | 长高电新 | 1 | 28 | 7.42 | 0.27 | 电力设备 | | --- | --- | --- | --- | --- | --- | --- | | 300416 | 苏试试验 | 1 | 27 | 16.35 | 4.01 | 社会服务 | | 300969 | 恒帅股份 | 1 | 27 | 87.87 | 5.85 | 汽车 | | 603101 | 汇嘉时代 | 1 | 27 | 7.62 | -4.87 | 商贸零售 | | 603266 | 天龙股份 | 1 | 26 | 22.30 | -0.27 | 汽车 | | 601012 | 隆基绿能 | 1 | 26 | 15.92 | -3.86 | 电力设备 | | 688708 | 佳驰科技 | 1 | 26 | 78.06 | -1.93 | 国防军工 | | 300781 | 因赛集团 | 1 | 25 | 45.91 | 0.46 | 传媒 | | 688357 | 建龙微纳 | 1 | 24 | 33.33 | 4.1 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301511 证券简称：德福科技 公告编号：2025-059 九江德福科技股份有限公司 关于披露简式权益变动报告书的提示性公告 持股5%以上股东甘肃拓阵股权投资基金合伙企业（有限合伙）及其一致行动人苏州瑞潇芃泰投资管理 合伙企业（有限合伙）保证信息披露内容的真实、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： 1、本次权益变动属于持股5%以上股东甘肃拓阵股权投资基金合伙企业（有限合伙）（以下简称"拓阵 基金"）及其一致行动人苏州瑞潇芃泰投资管理合伙企业（有限合伙）（以下简称"瑞潇芃泰"）实施前 期已披露的股份减持计划。 2、本次权益变动不涉及公司控股股东、实际控制人，不会导致公司控股股东及实际控制人发生变化， 不会对公司持续经营产生重大影响。 3、本次权益变动性质为股份减少，不触及要约收购。 公司于近日收到持5%以上股东拓阵基金及其一致行动人瑞潇芃泰股出具的《关于股份减持进展的告知 函》和《简式权益变动报告书》，截至本公告披露日，持股5%以上股东拓阵基金及其一致行动人 ...

北京市金杜律师事务所上海分所 关于九江德福科技股份有限公司 之法律意见书 致：九江德福科技股份有限公司 东会通知》）； 《股东会规则》和《公司章程》的规定发表意见，并不对本次股东会所审议的议 案内容以及该等议案所表述的事实或数据的真实性和准确性发表意见。本所仅根 据现行有效的中国境内法律法规发表意见，并不根据任何中国境外法律发表意见。 本所依据上述法律、行政法规、规章及规范性文件和《公司章程》的有关规 定以及本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定职责， 遵循了勤勉尽责和诚实信用原则，对公司本次股东会相关事项进行了充分的核查 验证，保证本法律意见书所认定的事实真实、准确、完整，本法律意见书所发表 的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并承担 相应法律责任。 本所同意将本法律意见书作为本次股东会的公告材料，随同其他会议文件一 并报送有关机构并公告。除此以外，未经本所同意，本法律意见书不得为任何其 他人用于任何其他目的。 本所根据有关法律法规的要求，按照律师行业公认的业务标准、道德规范和 勤勉尽责精神，本所指派律师出席了本次股东会，并对本次股东会召集和召开的 有关事实 ...

证券日报网讯 8月5日晚间，德福科技发布公告称，公司2025年第一次临时股东会审议通过了《关于修 订的议案》《关于修订公司部分制度的议案》《关于增加2025年度外汇套期保值业务额度的议案》。 （文章来源：证券日报） ...