Group 1: Defu Technology - 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 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 globally [1] - The company plans to invest 183 million yuan in R&D in 2024, aiming to deepen its technology strategy [1] Group 2: Zhongwang Software - Zhongwang Software emphasizes the importance of intellectual property compliance in its internationalization process [2] - The company is preparing for legal proceedings while maintaining confidence in its product sales during the lawsuit period [2] - Zhongwang Software has strengthened its internal controls and intellectual property management to avoid infringement [2] Group 3: Weili Medical - Weili Medical reported that its overseas production costs are slightly higher than domestic costs, but overall gross margins are expected to remain stable [3] - The company has seen significant growth in overseas sales of its urology products, with gross margins exceeding 70% [3] - Weili Medical is expanding its production capacity in Indonesia and Mexico to mitigate geopolitical risks [3] Group 4: Shanguo Environmental - Shanguo Environmental's performance improved significantly in the first half of the year due to rising UCO prices and increased capacity utilization [4] - The company plans to expand its kitchen waste project capacity to 8,000-10,000 tons per day [4] - Shanguo Environmental aims to enhance project management and absorb quality projects to consolidate its capacity advantage [4] Group 5: Luxi Chemical - Luxi Chemical is maintaining stable operations while enhancing summer safety controls and adjusting to market changes [5] - The company has implemented its dividend plan for 2024 and will adhere to regulatory requirements for future dividend determinations [5] - Luxi Chemical is closely monitoring market price fluctuations of chemical products to achieve a balance between production and sales [5]

Group 1 - Recent research conducted by Yu Jin Investment focused on Zhongwang Software, highlighting the importance of intellectual property compliance in the company's internationalization process [1] - Zhongwang Software emphasized its commitment to adhering to international legal standards in response to Autodesk's lawsuit, aiming for resolution through negotiation while preparing for judicial proceedings [1] - The company reassured that its product sales would not be hindered during the litigation and expressed confidence in maintaining customer support [1] Group 2 - Yu Jin Investment, established in 2007, is a professional securities investment and asset management firm with a registered capital of 11.11 million and paid-in capital of 26 million [2] - The core management team possesses over 15 years of investment management experience, demonstrating strong capabilities in systematic investment research and asset management [2] - Over the past five years, Yu Jin Investment has achieved a compound annual return rate exceeding 20%, showcasing its robust investment performance in both primary and secondary markets [2]

Group 1 - The core viewpoint is that Zhongwang Software emphasizes the importance of intellectual property compliance and management in its internationalization process, particularly in light of a lawsuit from Autodesk [1] - Zhongwang Software is committed to resolving disputes through negotiation while preparing for judicial proceedings, asserting that sales of its products will not be restricted during the litigation [1] - The company expresses confidence in maintaining customer support and has no intention of infringing on third-party intellectual property rights, enhancing its internal controls and intellectual property management [1] Group 2 - Shanghai Chongyang Investment Management Co., Ltd. was established in 2009, building on the foundation of Shanghai Chongyang Investment Co., Ltd., which was founded in 2001 [2] - The firm focuses on sustainable asset growth and aims to be a competitive professional asset management company, utilizing various financial tools for wealth management [2] - Chongyang Investment emphasizes research-driven investment and the importance of a rigorous and scientific investment process [2]

1）中望软件 （上海阿杏投资管理有限公司参与公司分析师会议） 调研纪要：中望软件认为知识产权纠纷是国际化进程的必经之路，公司强调了对研发流程与知识产权合 规管理的重视，以及在全球市场竞争中的地位。面对 Autodesk 的起诉，中望软件将遵照国际法律规 则，争取通过协商解决争议，并做好司法程序准备。诉讼期间公司产品的销售不会受法律限制，且公司 有信心继续获得客户支持。公司表示没有侵犯第三方知识产权的意愿，并加强了内部控制和知识产权管 理。 机构简介： 根据市场公开信息及7月31日披露的机构调研信息，知名私募阿杏投资近期对1家上市公司进行了调研， 相关名单如下： 上海阿杏投资管理有限公司（以下简称"阿杏投资"）成立于2015年2月，注册地为上海市浦东新区，注 册资本人民币1000万元。阿杏投资主要业务为证券期货投资管理，涵盖范围包括股票、新三板、债券、 基金、商品及金融期货等当前市场主要投资品种。阿杏投资在投资实践中始终坚持"专业严谨、踏实稳 健、严控风险"的投资态度，以客户利益为本，追求客户资产的持续稳健成长。阿杏投资秉持"研究创造 价值"的理念，通过独立研究深度挖掘被市场忽视的上市公司价值。根据对宏观经济及 ...

Group 1: Defu Technology - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons [1] - Defu Technology's electrolytic copper foil capacity has increased to 191,000 tons per year, making it the largest globally, and aims to enhance profitability through technology resource integration [1] - The company plans to invest 183 million yuan in R&D in 2024, adding 17 new invention patents [1] Group 2: Zhongwang Software - Zhongwang Software emphasizes the importance of intellectual property compliance in its internationalization process [2] - The company is preparing to address the lawsuit from Autodesk through negotiation and is confident that product sales will not be affected during the legal proceedings [2] - Zhongwang Software has strengthened its internal controls and intellectual property management to avoid infringing on third-party rights [2] Group 3: JinkoSolar - JinkoSolar aims to address the intense competition in the photovoltaic industry by controlling new capacity and guiding prices to rational levels [3] - The company has made progress in upgrading its high-power products, with partial deliveries of products over 640W expected in Q3 and a majority of orders transitioning to this category next year [3] - JinkoSolar anticipates that its TOPCon capacity will reach 670W next year, with potential for 680-700W in the next 2-3 years, and aims to improve battery mass production efficiency to over 28% [3] - The global photovoltaic market demand remains stable, with a return to normal demand in China and rapid growth in emerging overseas markets [3]