德福科技收购安徽慧儒51%股权 持续深耕电解铜箔行业

Group 1 - The core point of the article is that Jiujiang Defu Technology Co., Ltd. has signed a share acquisition agreement to acquire 51% of Anhui Huiru Technology Co., Ltd., marking a significant strategic move in the electrolytic copper foil industry and enhancing its leading position globally [1] - The acquisition will increase Defu Technology's total electrolytic copper foil production capacity, further widening the gap with competitors and solidifying its leadership in the global copper foil sector [1] - Anhui Huiru, established in 2021, has a production capacity of 20,000 tons per year and a solid customer base in the East China market, showcasing its unique regional value and development potential [1] Group 2 - Anhui Huiru's production base in Chuzhou benefits from significant electricity cost advantages due to a dual peak-valley pricing system, which helps reduce production costs for high-energy-consuming products like copper foil [2] - The strategic location of Anhui Huiru in the Yangtze River Delta economic circle provides a natural advantage for rapid response to customer needs, enhancing service capabilities for core clients [2] - Defu Technology has maintained a 100% operating rate since Q4 2025, and the acquisition of Anhui Huiru will help overcome capacity bottlenecks, directly expanding revenue and improving operational profits [2] Group 3 - Defu Technology has achieved a revenue of 8.5 billion yuan and an annual production capacity of 175,000 tons by Q3 2025, maintaining the largest market share in the lithium battery copper foil sector globally [3] - The company is taking on the role of industry consolidator amid increasing competition and fragmented capacity in the domestic copper foil market [3] - Defu Technology is expanding its scale advantages and technological barriers through a dual approach of organic growth and external acquisitions [3]

Jiujiang Defu Technology -德福科技收购安徽慧儒51%股权 持续深耕电解铜箔行业 - Reportify