Group 1 - The core viewpoint of the news is that Defo Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil production [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] - Defo Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest in the world, which will enhance its profitability through technology resource integration [1] Group 2 - Defo Technology is expected to generate revenue of €134 million in 2024, with a net profit of -€370,000, and is projected to achieve a revenue of €45 million and a net profit of €1.67 million in Q1 2025, indicating a quarterly turnaround [1] - The company plans to invest ¥183 million in research and development in 2024, resulting in 17 new invention patents, focusing on high-frequency, high-speed, ultra-thin, and functional technology strategies [1]
【私募调研记录】呈瑞投资调研德福科技