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Defu Technology to Transfer Electrolytic Copper Foil Business' Assets to Two Subsidiaries
Detu Technology (301511.SZ): Intends to transfer part of the assets and integrate business into its wholly-owned subsidiary.
Gelonghui November 28th | Defu Technology (301511.SZ) announced that the company plans to adjust the existing production, manufacturing, and sales business to be conducted by the company's subsidiary entities, with December 31, 2024 as the base date. The relevant assets and some personnel involved will be transferred to the wholly-owned subsidiaries Jiujiang Defu New Energy Co., Ltd. (referred to as "Defu New Energy") and Jiujiang Defu Sales Co., Ltd. (referred to as "Defu Sales"). For asset changes that occur from the transfer reference date to the actual transfer date, the company will make adjustments based on the actual situation, and the final amount of transferred assets will be based on the actual transfer carrying amount.
Defu Technology (301511.SZ): As a material supplier, directly supplies to the upstream suppliers of drones—circuit board manufacturers and battery manufacturers.
Gelonghui November 22nd: Defu Technology (301511.SZ) stated on the investor interaction platform that copper foil is widely used in drones compared to other materials, involving electronic circuit copper foil for circuit boards and negative electrode collecting fluid for lithium batteries. As a material supplier, the company directly supplies upstream suppliers of drones - circuit board factories and battery factories. The company's customers are relatively diverse, the end application scenarios are very extensive, there are many product varieties, which is why a large scale of copper foil shipment is possible.
Deffo Technology (301511.SZ): Currently, the company has completed samples for more than 70 customers, all of which are in the cell testing phase.
Gelonghui November 21st │ Defu Technology (301511.SZ) stated on the investor interaction platform that the company's independently developed and produced porous copper foil products can be used as solutions for solid-state batteries and supercapacitor applications. They can be applied in the drone field with high energy density requirements. Currently, the company has completed samples for nearly 70 customers, all of which are in the cell testing phase.
Defu Technology (301511.SZ): The first three generations of HVLP products have been shipped in bulk, and the fourth generation products are in the sample submission and verification stage.
On November 21, Gelonghui reported that Defu Technology (301511.SZ) stated on the investor interaction platform that HVLP copper foil is the mainstream product used in high-end, high-frequency, and high-speed circuit boards. It can be categorized into four generations based on levels: HVLP1, HVLP2, HVLP3, and HVLP4. Currently, the company has mass shipped the first three generations of HVLP products, while the fourth generation is in the sample submission and verification stage.
Techfaith Technology (301511.SZ): Has the mass production capability to adapt silicon-doped negative electrode battery copper foil.
Gelonghui November 20th, Delpho Technology (301511.SZ) stated on the investor interaction platform that the company has the production capacity to adapt to silicon-doped copper foil for negative electrode batteries, and has achieved monthly shipments of over one hundred tons in the high-end consumer battery sector.
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