Core Viewpoint - In the past week, a significant number of institutional research activities have been conducted, with Defu Technology being the most researched stock, indicating strong interest from various investment entities [1][2]. Group 1: Defu Technology - Defu Technology (301511) had a total of 238 institutional research engagements, including 48 fund companies, 44 securities firms, 60 private equity firms, and 15 insurance institutions [2]. - The company signed a share purchase agreement with Volta Energy Solutions S.à.r.I. to acquire 100% of Circuit Foil Luxembourg S.a.r.I. for a total enterprise value of €215 million, with the final acquisition price expected to be around €174 million after adjustments [2]. - Circuit Foil Luxembourg is the only non-Japanese leader in high-end IT copper foil technology and production, with core products including HVLP and DTH, serving applications in AI servers and 5G base stations, indicating substantial growth potential [2][3]. Group 2: Stock Performance - Defu Technology's stock price has seen a notable increase of over 29% in the past week, with a daily turnover rate exceeding 10% for five consecutive days [5]. - Other stocks that have also experienced significant gains include Shenghong Technology, New Asia Electronics, and Dayang Biology, each rising over 10% [7][8]. Group 3: Other Companies - Huichen Co. (慧辰股份) and Haida Group (海大集团) also attracted over 100 institutional research engagements, with Huichen's stock rising by 13.58% [6][10]. - Huichen has developed its own AI application platform and models, leveraging data and algorithms to meet client needs for cost reduction and efficiency [6]. - Shenghong Technology anticipates further improvements in gross margin and product quality, supported by top-tier production equipment and experienced management [7]. - New Asia Electronics has successfully patented a new manufacturing technology for high-speed copper cables, enhancing signal transmission efficiency [7].