Group 1 - The core viewpoint of the news is the performance and market position of Defu Technology, which saw a stock price increase of 5.17% to 35.19 CNY per share, with a total market capitalization of 22.181 billion CNY [1] - Defu Technology specializes in the research, production, and sales of high-performance electrolytic copper foil, with its main business revenue composition being 77.53% from lithium battery copper foil, 14.80% from electronic circuit copper foil, and 7.66% from other sources [1] - The company was established on September 14, 1985, and went public on August 17, 2023 [1] Group 2 - From the perspective of fund holdings, the Tongtai Fund has a significant position in Defu Technology, with its Tongtai New Energy fund holding 60,700 shares, representing 2.93% of the fund's net value, making it the seventh-largest holding [2] - The Tongtai New Energy fund has a total scale of 28.202 million CNY and has achieved a year-to-date return of 21.82%, ranking 2007 out of 4222 in its category [2] - The fund manager, Chen Zongchao, has been in position for 4 years and 48 days, with the best fund return during his tenure being 19% and the worst being -27.1% [3]

证券日报网讯德福科技（301511）9月9日在互动平台回答投资者提问时表示，公司目前收购进展顺利， 详细信息请以公告为准。 ...

Core Viewpoint - Defu Technology (301511) has successfully achieved stable mass production of its self-developed 3um ultra-thin carrier copper foil, marking a significant step in domestic substitution for this product [1] Company Summary - The company has reported that it is now supplying the 3um ultra-thin carrier copper foil in bulk, indicating a successful transition to domestic production [1] - Defu Technology has also engaged with over 10 new customers for sample verification, suggesting a growing interest and potential market expansion for its products [1] Industry Summary - The development of domestic alternatives in the copper foil market is crucial for reducing reliance on imports, which aligns with broader industry trends towards localization and self-sufficiency [1]

格隆汇9月9日丨德福科技(301511.SZ)在投资者互动平台表示，卢森堡铜箔具备HVLP5铜箔生产能力， 目前HVLP1-4已批量生产。德福科技HVLP1-3已实现批量出货，HVLP3-5已在多家头部覆铜板企业送样 测试，目前进展顺利。 ...

格隆汇9月9日丨德福科技(301511.SZ)在投资者互动平台表示，公司自主研发的3um超薄载体铜箔已批量 稳定供货，实现该产品国产替代，目前新增10余家客户送样验证。 ...

Group 1 - The company, Defu Technology, announced on September 8 that it expects to ship 32,000 tons of electrolytic copper foil in the second quarter of 2025, indicating a quarter-on-quarter increase in shipments [2] - The company also reported a significant improvement in gross margin on a quarter-on-quarter basis [2]

Core Viewpoint - Defu Technology (301511.SZ) announced that it expects to ship 140 tons of lithium battery copper foil for semi/full solid-state batteries in the first half of 2025, including various products tailored to different customer solid-state battery solutions [1] Group 1 - The company will provide products such as star foil, atomized copper foil, and ultra-thin high tensile strength copper foil [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-09-03 | 301511 | 德福科技 | 32.16 | 50.00 | 1,608.00 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司北京分公司 | 9月3日，德福科技大宗交易成交50万股，成交额1608万元，占当日总成交额的1.93%，成交价32.16元，较市场收盘价32.98 元折价2.49%。 ...

Core Viewpoint - The major shareholders of Jiujiang Defu Technology Co., Ltd. are planning to reduce their holdings, which may impact the company's stock performance in the near term [2][3]. Group 1: Shareholder Reduction Plan - The major shareholder, Gansu Tuozhen Equity Investment Fund Partnership, along with its action-in-concert party, Suzhou Ruixiao Pengtai Investment Management Partnership, holds a total of 63,320,643 shares, representing 10.05% of the company's total equity [2]. - They plan to reduce their holdings by up to 21,435,307 shares, which is 3.4% of the total equity, within three months after the announcement [2]. - As of August 19, 2025, their combined shareholding decreased from 10% to 8.96% following the initial reduction [2]. Group 2: Compliance and Regulations - The shareholders have adhered to relevant regulations regarding the reduction of shares, including the special provisions for venture capital fund shareholders and interim measures for shareholder reductions [4]. - The reduction plan has been pre-disclosed in accordance with regulatory requirements, and the implementation is ongoing [3][4]. Group 3: Impact on Company Control - The reduction in shareholding will not lead to a change in control of the company, as the shareholders do not constitute the controlling shareholder or actual controller [3]. - The ongoing reduction is not expected to have a significant impact on the company's continuous operations [3].

证券代码：301511 证券简称：德福科技 公告编号：2025-072 九江德福科技股份有限公司 关于持股 5%以上股东权益变动达到 1%整数倍的公告 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。 九江德福科技股份有限公司（以下简称"公司"）于 2025 年 7 月 14 日披露 了《关于持股 5%以上股东及其一致行动人、员工战略配售资管计划股份减持计 划的预披露公告》（公告编号：2025-050），公司持股 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"），共计持 有公司 63,320,643 股（占公司总股本的 10.05%），计划自本公告披露之日起 15 个交易日后的 3 个月内以集中竞价或大宗交易方式减持公司股份不超过 21,435,307 股（占公司总股本的 3.4%）。 公司股份 ...