Group 1 - The core point of the news is that Defu 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] - Defu 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 ability to integrate technological resources and improve profitability [1] Group 2 - Defu Technology's revenue for 2024 is projected to be €134 million, with a net profit of -€370,000, while Q1 2025 revenue is expected to be €45 million with a net profit of €1.67 million, 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]
【机构调研记录】蜂巢基金调研德福科技