Group 1 - The core point of the news is the performance and market position of Defu Technology, which experienced a 5.01% drop in stock price, currently trading at 36.25 yuan per share with a market capitalization of 22.849 billion yuan [1] - Defu Technology, established on September 14, 1985, specializes in the research, production, and sales of high-performance electrolytic copper foil, with its main revenue sources being lithium battery copper foil (77.53%), electronic circuit copper foil (14.80%), and other products (7.66%) [1] Group 2 - From the perspective of fund holdings, the Tongtai Fund has a significant position in Defu Technology, with its Tongtai New Energy fund holding 60,700 shares, representing 2.93% of the fund's net value, making it the seventh-largest holding [2] - The Tongtai New Energy fund, established on September 29, 2022, has a current scale of 28.202 million yuan, with a year-to-date return of 22.12% and a one-year return of 42.63% [2] - The fund manager, Chen Zongchao, has been in position for 4 years and has overseen a total fund size of 315 million yuan, with the best and worst returns during his tenure being 13.64% and -19.68%, respectively [2]
德福科技股价跌5.01%，同泰基金旗下1只基金重仓，持有6.07万股浮亏损失11.59万元