Group 1 - The core point of the news is that the company 德福科技 is acquiring 100% equity of Circuit Foil Luxembourg for a purchase price of €1.74 billion, which is part of its strategy to enhance its position in the high-end IT copper foil market [2][3][4] - The acquisition is expected to increase 德福科技's total electrolytic copper foil production capacity from 175,000 tons per year to 191,000 tons per year, making it the world's largest producer in this sector [8] - The target company, Circuit Foil Luxembourg, has a strong R&D capability and is the only non-Japanese leader in high-end IT copper foil technology, with a production capacity of 16,800 tons per year [4][5] Group 2 - Circuit Foil Luxembourg reported a revenue of €13.4 million in 2024, with a net profit of -€370,000, but turned profitable in Q1 2025 with a net profit of €1.67 million [7] - The acquisition will allow 德福科技 to leverage Circuit Foil's brand and product advantages to expand into emerging markets, particularly in the Asia-Pacific region [8] - 德福科技's R&D investment in 2024 was ¥183 million, a year-on-year increase of 30.45%, indicating a strong commitment to innovation in the high-frequency and ultra-thin copper foil technology [9][10]
国内首家载体铜箔国产化替代量产厂家，泉果基金调研德福科技