XZB(SH:603040) 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, resulting in 17 new invention patents [1] Group 2: New Coordinates - In 2024, overseas revenue accounts for 43.17% of New Coordinates' total revenue, with growth driven by domestic brand customer development [2] - The company serves over 90% of its clients in the automotive sector, covering both passenger and commercial vehicle markets [2] - New Coordinates is a high-tech enterprise with full-chain R&D capabilities, focusing on high precision and material utilization in cold forming technology [2] - The company is addressing annual decline issues through improved internal controls and enhanced on-site management [2] Group 3: Hengshuai Co., Ltd. - Hengshuai Co., Ltd. highlighted the advantages of its harmonic magnetic field motor technology, including lightweight design and cost optimization [3] - The company provides customized solutions in the humanoid robot sector, which is expected to be a significant growth area [3] - The traditional cleaning business lacks disruptive innovation but has seen successful applications in advanced autonomous driving scenarios [3] - The company has sufficient land and factory space, with intelligent production lines that can shorten capacity expansion cycles [3]