ZWSOFT(SH:688083) Zheng Quan Zhi Xing·2025-08-01 00:06Group 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]