Zheng Quan Shi Bao Wang·2025-08-03 00:13Group 1 - Two stocks, Defu Technology and Shenghong Technology, surged over 20% this week, reaching new highs for the year [1] - The A-share market saw a decline in major indices, with the Shanghai Composite Index down 0.94% and the Shenzhen Component down 1.58% [1] - Defu Technology received the highest number of institutional visits this week, with 144 institutions participating in a research meeting [2] Group 2 - Defu Technology plans to acquire 100% of Luxembourg Copper Foil for €174 million, which is the only non-Japanese leader in high-end IT copper foil technology [2] - The acquisition will increase Defu Technology's electrolytic copper foil capacity from 175,000 tons per year to 191,000 tons per year, making it the world's largest producer [2] - Shenghong Technology announced plans for a Hong Kong IPO to capitalize on global AI opportunities, positioning itself as a leading player in the AI hardware supply chain [3] Group 3 - CIMC reported optimistic demand for its container business, with orders currently scheduled through the third quarter, and expects industry production to exceed 3 million TEU for the year [4] - CATL disclosed a net profit of 30.5 billion yuan for the first half of the year, a 33.33% increase year-on-year, with a high capacity utilization rate of around 90% [4] - BOE Technology indicated a slight decline in LCD TV prices but anticipates a recovery in demand and stabilization of prices in August [4]