Group 1 - The core viewpoint 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 [1] Group 2 - Luxembourg Copper Foil is projected to generate revenue of €134 million in 2024, with a net profit of -€370,000 [1] - In Q1 2025, Luxembourg Copper Foil is expected to achieve revenue of €45 million and a net profit of €1.67 million, indicating a quarterly turnaround [1] - Defo Technology plans to invest ¥183 million in R&D 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】丹羿投资调研德福科技