Group 1: 德福科技 (DeFu Technology) - DeFu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil production. 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. Its core products include HVLP and DTH [1] - The projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000. In Q1 2025, the expected revenue is €45 million, with a net profit of €1.67 million, indicating a quarterly turnaround [1] - DeFu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally. The company plans to enhance its profitability through technology resource integration and has allocated ¥183 million for R&D in 2024, resulting in 17 new invention patents [1] Group 2: 佳驰科技 (Jiachi Technology) - Jiachi Technology is focusing on YS functional structural components in the structural parts sector, with clients including the Aviation Industry Corporation of China. The fundraising projects are aimed at supporting capacity expansion [1] - The company has established the largest YS functional coating material production base in China, meeting current and future demand. It emphasizes technology and customer focus, increasing R&D investment to maintain technological leadership [1] - Jiachi Technology has won multiple significant awards for its research projects and has secured several contracts in the EMMS field, enhancing its testing service capabilities [1] Group 3: 日月股份 (Riyue Co., Ltd.) - Riyue Co., Ltd. employs a pricing framework based on "material cost + processing fee + profit," adjusting prices according to market dynamics. The company is actively expanding into deep-sea wind power and exploring new technologies like floating platforms [2] - The company is also working on the industrialization of nuclear fuel transfer and storage tanks and developing new materials such as high-temperature alloys to optimize its product line and enhance risk resilience [2] - Riyue Co., Ltd. plans to accelerate its overseas market expansion to increase its global market share. The establishment of a joint venture with Zhejiang Ningbo Zhuhai Wind Port Equipment Development Co., Ltd. will enhance its influence and competitiveness in the wind power and casting industries [2] - The company anticipates a positive trend in the wind power industry, projecting that by June 2025, the cumulative installed capacity of wind power in the country will reach 573 million kilowatts [2] Group 4: 长城基金 (Great Wall Fund) - Great Wall Fund, established in 2001, has an asset management scale of ¥347.694 billion across all public funds, ranking 29th out of 210. For non-monetary public funds, the scale is ¥139.427 billion, ranking 37th [3] - The fund manages 235 public funds, ranking 27th, with 37 fund managers, ranking 32nd. The best-performing public fund in the past year is the Great Wall Health Mixed A, with a net value of 1.21 and a growth of 97.6% [3] - The latest public fund product launched is the Great Wall National Index Free Cash Flow A, which is an index-type equity fund, with a subscription period from July 14, 2025, to August 1, 2025 [3]

证券之星消息，根据市场公开信息及7月31日披露的机构调研信息，宏利基金近期对4家上市公司进行了 调研，相关名单如下： 1)爱乐达（300696）(宏利基金参与公司特定对象调研&现场参观) 调研纪要：佳驰科技在结构件领域布局YS功能结构件，客户涵盖航空工业集团等，募投项目支持产能 扩张。民品业务围绕EMMS领域，布局新一代电波暗室和电磁测控，已中标多个项目，具备测试服务能 力。公司已建成国内最大YS功能涂层材料生产基地，产能满足当前及未来需求。公司坚持技术为本、 客户为先，加大研发投入，确保技术领先，承接多项科研项目，获多项重大成果奖项。 4)晶科能源(宏利基金参与公司路演活动) 调研纪要：晶科能源表示，要解决光伏行业内卷式竞争需严控新增产能，引导价格归理性，推动前沿技 术创新。公司高功率产品改造进展顺利，640W以上产品今年三季度已部分交付，明年大部分订单将切 换为640W以上产品。公司预计明年TOPCon产能功率将达670W，未来2-3年有望实现680-700W，电池 量产效率提升至28%以上。下半年全球光伏市场需求稳健，中国市场需求回归正常，海外新兴市场快速 增长，组件价格趋稳。公司三季度排产整体环比保持 ...

安联基金成立于2023年，截至目前，资产管理规模(全部公募基金)6.85亿元，排名183/210；资产管理规 模(非货币公募基金)6.85亿元，排名162/210；管理公募基金数4只，排名174/210；旗下公募基金经理2 人，排名180/210。旗下最近一年表现最佳的公募基金产品为安联安裕债券A，最新单位净值为1.01，近 一年增长--。 1)佳驰科技(安联基金参与公司特定对象调研) 调研纪要：佳驰科技在结构件领域布局YS功能结构件，客户涵盖航空工业集团等，募投项目支持产能 扩张。民品业务围绕EMMS领域，布局新一代电波暗室和电磁测控，已中标多个项目，具备测试服务能 力。公司已建成国内最大YS功能涂层材料生产基地，产能满足当前及未来需求。公司坚持技术为本、 客户为先，加大研发投入，确保技术领先，承接多项科研项目，获多项重大成果奖项。 证券之星消息，根据市场公开信息及7月31日披露的机构调研信息，安联基金近期对1家上市公司进行了 调研，相关名单如下： ...

根据市场公开信息及7月31日披露的机构调研信息，知名私募中睿合银近期对2家上市公司进行了调研， 相关名单如下： 2012年，基于公司发展需求，中睿合银团队在拉萨注册了"西藏中睿合银投资管理有限公司"（以下简称 西藏中睿），其核心投研及管理团队与深圳中睿一致。 2012年后，公司明确了将西藏中睿合银作为经营发展主体。其后的业务均由西藏中睿开展，并逐渐将原 有信托产品投资顾问替换为西藏中睿合银，目前已经完成过渡转换，深圳中睿已于2019年注销。西藏中 睿是中睿合银团队目前唯一对外主体，目前团队32人，投研16人，主要办公职场位于成都。 中睿合银 奉行"知行合一"的企业文化，以睿智为力，责任为本，勤勉为纲，融通和合，坚持健全的法人治理结构 和现代化企业管理制度，以投资人的利益为核心，力争成为受人尊敬的一流资产管理机构。xa0 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：佳驰科技在结构件领域布局YS功能结构件，客户涵盖航空工业集团等，募投项目支持产能 扩张。民品业务围绕EMMS领域，布局新一代电波暗室和电磁测控，已中标多个项目， ...