Core Viewpoint - The article discusses the performance forecasts for the first half of 2025 from several companies in the display and electronics industry, highlighting both growth and challenges faced by these companies. Group 1: Visono - Visono expects revenue between 4 billion to 4.2 billion yuan, a year-on-year increase of 1.70% to 6.78% [1] - The net profit attributable to shareholders is forecasted to be a loss of 1 billion to 1.176 billion yuan, with a loss of 1.085 billion to 1.261 billion yuan after excluding non-recurring gains and losses [2] - The performance improvement is attributed to the recovery in the downstream consumer electronics sector and the increasing penetration of AMOLED in smartphones and wearables [2][3] Group 2: Tianma - Tianma anticipates a net profit of 190 million to 220 million yuan, marking a turnaround from a loss of 489.39 million yuan in the previous year, with a year-on-year growth of 138.82% to 144.95% [4][5] - The company expects a revenue growth of approximately 10% year-on-year, with non-consumer display business revenue exceeding 50% of total revenue, growing over 25% [5][6] - The profitability of the consumer display business has significantly improved due to operational efficiency and technological innovations [6] Group 3: Konka - Konka forecasts a net loss of 360 million to 500 million yuan, with a loss of 950 million to 1.1 billion yuan after excluding non-recurring items [7][8] - The company faces intensified competition in the consumer electronics sector and challenges in aligning product offerings with national subsidy policies [9] Group 4: Wog Optical - Wog Optical expects revenue between 1.15 billion to 1.32 billion yuan, a year-on-year increase of 10.36% to 26.68%, but anticipates a net loss of 65 million to 45 million yuan [10] - The company is advancing projects in new display technologies and has achieved mass production of glass-based circuit boards [10][11] Group 5: Singshan - Singshan forecasts a net profit of 160 million to 240 million yuan, a significant increase of 810.41% to 1265.61% year-on-year [12] - The growth is driven by the performance of the anode materials and polarizer businesses, supported by increased demand and product optimization [13] Group 6: Landai Technology - Landai Technology expects a net profit of 93 million to 115 million yuan, representing a year-on-year growth of 37.54% to 70.08% [14] - The company is benefiting from a recovery in the touch display industry and has improved product margins through strategic customer expansion [16] Group 7: Xiangteng New Materials - Xiangteng anticipates a net loss of 9.5 million to 13 million yuan, a decline from a profit in the previous year [17][18] - The losses are attributed to increased competition and rising costs associated with the trial production phase of its optical film devices [18]

华泰联合证券有限责任公司 声明 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收 购管理办法》《公开发行证券公司信息披露内容与格式准则第15号——权益变动 报告书》《公开发行证券公司信息披露内容与格式准则第16号——上市公司收购 报告书》等相关法律、法规的规定，华泰联合证券有限责任公司（以下简称 "本财务顾问"）按照行业公认的业务标准、道德规范，本着诚实信用、勤勉 尽责的精神，对本次权益变动的相关情况和资料进行了核查，对《蓝黛科技集 团股份有限公司详式权益变动报告书》所披露的内容出具核查意见。 本财务顾问特作出如下声明： 一、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人 已作出声明，保证其所提供的资料均为真实、准确、完整的原始书面资料或副 本资料，副本资料或复印件与其原始资料或原件一致，所有文件的签名、印章 均是真实的；所有文件和材料不存在虚假记载、误导性陈述或重大遗漏，并对 所提供信息的真实性、准确性和完整性承担个别和连带的法律责任。 关于 蓝黛科技集团股份有限公司 详式权益变动报告书 之 财务顾问核查意见 二〇二五年七月 释义 在本核查意见中，除非文义另有所指，下列简称或名 ...

Core Viewpoint - The report outlines the acquisition of a significant stake in BlueDai Technology Group Co., Ltd. by Anhui Jiangdong Industrial Investment Group Co., Ltd., which aims to enhance the company's competitiveness and support its long-term development [1][12]. Group 1: Company Overview - BlueDai Technology Group Co., Ltd. is listed on the Shenzhen Stock Exchange under the stock code 002765 [1]. - The company is headquartered in Ma'anshan City, Anhui Province, China [1]. Group 2: Shareholding Changes - Anhui Jiangdong Industrial Investment Group Co., Ltd. will acquire 117,383,000 shares from Zhu Tangfu, representing 18% of BlueDai's total share capital [15][16]. - Following the acquisition, Jiangdong will hold a total of 117,883,000 shares, increasing its stake to 18.08% [15][16]. Group 3: Financial Details - The acquisition price is set at 11.48 RMB per share, totaling approximately 1.35 billion RMB [16]. - The transaction is subject to regulatory approvals, including from the State-owned Assets Supervision and Administration Commission and the Market Supervision Administration [2][12]. Group 4: Future Plans - Jiangdong plans to enhance BlueDai's core business competitiveness and optimize its industrial structure post-acquisition [12][13]. - There are currently no specific plans for further share acquisitions within the next 12 months [12][13]. Group 5: Management and Governance - The acquisition will lead to a change in control, with the actual controller becoming the Ma'anshan Municipal Government [15][16]. - The management structure will be reorganized, including the nomination of new board members and executives [19][20].

蓝黛科技集团股份有限公司 简式权益变动报告书 上市公司名称：蓝黛科技集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：蓝黛科技 股票代码：002765 1、信息披露义务人之一：朱堂福 住所：重庆市渝北区****** 通讯地址：重庆市璧山区璧泉街道剑山路 100 号 股份变动性质：减少（协议转让、表决权放弃） 2、信息披露义务人之二：熊敏 住所：重庆市渝北区****** 通讯地址：重庆市璧山区璧泉街道剑山路 100 号 股份变动性质：减少（表决权放弃） 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称为 "《证券法》"）、《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《公开 发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》及其他相 关的法律、法规、规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购管理办法》《公开发行证券的公司信息披露内容与 格式准则第 15 号—权益变动报告书》的规定，本报告书已全面披露了信息披露义 务人在蓝黛科技集团股份有限公司（以下简称"蓝黛科技"、"公司"或"上市公 司"）中拥有权益的 ...

蓝黛科技集团股份有限公司 详式权益变动报告书 上市公司名称：蓝黛科技集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：蓝黛科技 股票代码：002765 信息披露义务人：安徽江东产业投资集团有限公司 注册地址：马鞍山市花山区金溪路 456 号（2 号楼 11 层） 通讯地址：马鞍山市花山区金溪路 456 号（2 号楼 11 层） 股份变动性质：股份增加（协议受让） 签署日期：二〇二五年七月十四日 0 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》等相关法律、法规和规范性文件编制。 二、截至本报告书签署日，信息披露义务人签署本报告书已获得必要的授权 和批准，其履行亦不违反其章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露了信息披露义务人在蓝黛科技中拥有权益的股份。 截至本报告书签署日，除本报告书披露的信息外，信息 ...

华泰联合证券有限责任公司 二〇二五年七月 关于 蓝黛科技集团股份有限公司 详式权益变动报告书 之 财务顾问核查意见 声明 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收 购管理办法》《公开发行证券公司信息披露内容与格式准则第15号——权益变动 报告书》《公开发行证券公司信息披露内容与格式准则第16号——上市公司收购 报告书》等相关法律、法规的规定，华泰联合证券有限责任公司（以下简称 "本财务顾问"）按照行业公认的业务标准、道德规范，本着诚实信用、勤勉 尽责的精神，对本次权益变动的相关情况和资料进行了核查，对《蓝黛科技集 团股份有限公司详式权益变动报告书》所披露的内容出具核查意见。 本财务顾问特作出如下声明： 一、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人 已作出声明，保证其所提供的资料均为真实、准确、完整的原始书面资料或副 本资料，副本资料或复印件与其原始资料或原件一致，所有文件的签名、印章 均是真实的；所有文件和材料不存在虚假记载、误导性陈述或重大遗漏，并对 所提供信息的真实性、准确性和完整性承担个别和连带的法律责任。 二、本财务顾问已按照规定履行尽职调查义务，有充分理由 ...

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-051 蓝黛科技集团股份有限公司 2025年半年度业绩预告 二、与会计师事务所沟通情况 公司本次业绩预告相关的财务数据未经会计师事务所审计。公司就业绩预告有 关事项与会计师事务所进行了预沟通，双方在本次业绩预告方面不存在重大分歧。 三、业绩变动原因说明 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 01 月 01 日至 2025 年 06 月 30 日 2、预计净利润为正值且属于下列情形之一： | | | | 项目 | 本报告期 | 上年同期 | | | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：9,300.00 万元—11,500.00 万元 | 盈利：6,761.65 | 万元 | | | 比上年同期增长：37.54%—70.08% | | | | 扣除非经常性 损益后的净利润 | 万元 盈利：7,300.00 万元—9,500.00 | 盈利：3,774.74 | 万元 | | | 比上 ...

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Viewpoints - The humanoid robot industry is expected to open up broader market opportunities beyond the automotive sector, with significant investment opportunities emerging as the industry transitions from "0 to 1" [16] - Recent developments include the acquisition of a controlling stake in Shangwei New Materials by Zhiyuan Robotics and the release of the Grok4 model by xAI, indicating rapid advancements in humanoid robotics [16] - The report emphasizes the importance of product iteration and business collaboration within the humanoid robotics supply chain, aiming for large-scale production and commercialization [16] Summary by Sections Industry Performance - The electric equipment sector has shown a performance increase of 27.8% over the past 12 months, outperforming the CSI 300 index, which increased by 15.8% [4] Recent Events - xAI released the Grok4 model, which demonstrated remarkable performance improvements over its predecessor Grok2, with training time increased by 100 times [5] - BYD and Hong Kong University of Science and Technology established a joint laboratory focusing on robotics and intelligent manufacturing [6] - Star Motion Era completed nearly 500 million yuan in Series A financing to enhance humanoid robot technology development [7] - Xiaomi's team secured over 100 million yuan in financing for their general-purpose robotic brain project [8] - Cloud Deep announced nearly 500 million yuan in financing aimed at expanding production lines for quadruped robots and humanoid robot technology [9] - The successful IPO of Geekplus on the Hong Kong Stock Exchange marked it as the world's first AMR warehouse robot company [10] Key Companies to Watch - Companies with core component expertise and active involvement in humanoid robotics include Sanhua Intelligent Controls, Top Group, Zhongjian Technology, Best, Zhenyu Technology, and others [16]

蓝黛科技 20250710 摘要 蓝黛科技控股股东拟转让 18%股份，引入国资背景的博睿资本，旨在为 公司发展注入稳定性和资源，并拓展市场，尤其是在汽车和触控显示领 域，交易价格为收盘价九折。 公司维持现有经营稳定性，朱俊翰先生继续带领团队，重庆和马鞍山两 地并行推进业务发展，重庆现有产线继续招商，马鞍山依托长三角优势 发展新能源零部件业务。 与国资合作后，蓝黛科技有望获得产业赋能和协同效应，特别是在安徽 马鞍山地区，该地区的新能源整车客户资源和区位优势将持续赋能公司， 保持在汽车传动部件、电子产品和机器人等领域的竞争优势。 蓝黛科技汽车和数字显示业务稳步增长，2024 年启动机器人相关业务， 并获得市场积极反馈，公司股价表现良好，得到国资认可，新兴产业布 局提升未来竞争力。 2025 年，蓝黛科技预计汽车传动收入约 23 亿人民币，触控显示收入约 20 亿人民币，毛利率分别约为 16%和 12%。机器人关节模组计划投放 5 至 10 万套产能，订单展望为 5 至 8 万套。 Q&A 蓝黛科技为什么选择在马鞍山进行股权转让合作，而不是重庆？ 蓝黛科技选择在马鞍山进行股权转让合作，主要基于几个方面的考虑。首先， ...

Core Viewpoint - The acquisition of an 18% stake in Blue Dai Technology by Anhui Jiangdong Industrial Investment Group will enhance the company's competitiveness and support its future development in the rapidly growing electric vehicle sector [1][3]. Group 1: Ownership Change - Jiangdong Investment Group will acquire 1.17 million shares from Zhu Tangfu at a price of 11.48 yuan per share, totaling 1.348 billion yuan [2]. - After the transaction, Jiangdong Investment Group will hold 18.08% of Blue Dai Technology, making it the controlling shareholder, while the actual control will shift to the Ma'anshan Municipal Government [2][3]. - The remaining shareholders, Zhu Tangfu, Xiong Min, and Zhu Junhan, will relinquish their voting rights, reducing their combined voting power to 0% [2]. Group 2: Business Development - Blue Dai Technology is currently constructing a new energy vehicle project in Ma'anshan, with a total planned investment of 2.3 billion yuan, of which 600 million yuan is allocated for the first phase [5]. - The company has invested 521 million yuan in the project to date, achieving 90% completion [5]. - The electric drive system components have become one of the fastest-growing segments for Blue Dai Technology, with sales revenue from new energy reducer assemblies and transmission system components reaching 527 million yuan, accounting for 14.9% of total revenue in 2024 [1][6]. Group 3: Financial Performance - In 2024, Blue Dai Technology reported a revenue of 3.536 billion yuan, a year-on-year increase of 25.93%, and a net profit of 124 million yuan, up 134.04% [6]. - The production and sales volumes of automotive components increased significantly, with year-on-year growth rates of 37.54% and 40.77%, respectively [6]. - In the first quarter of 2025, the company achieved a revenue of 813 million yuan, reflecting an 8.06% year-on-year growth [6].