登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002765 证券简称：蓝黛科技 公告编号：2025-036 蓝黛科技集团股份有限公司 关于全资子公司完成工商变更登记的公告 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。 蓝黛科技集团股份有限公司（以下简称"公司"）于2025年03月14日召开第五届董事会第十三次会议，审 议通过了《关于公司对全资子公司增资的议案》，同意公司以自有资金（自筹资金）货币人民币3,000 万元对全资子公司马鞍山蓝黛传动机械有限公司（以下简称"马鞍山蓝黛机械"）进行增资。本次增资完 成后，马鞍山蓝黛机械的注册资本将由14,000万元增加至17,000万元，公司仍持有马鞍山蓝黛机械100% 股权。具体内容详见2025年03月15日登载于巨潮资讯网（http://www.cninfo.com.cn）等公司指定信息披 露媒体《关于对全资子公司增资的公告》（公告编号：2025-021）。 ■ 除上述内容变更外，马鞍山蓝黛机械经营范围及其他登记事项未发生变更。 特此公告。 蓝黛科技集团股份有限公司董事会 2025年04月07日 近日 ...

| 变更事项 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | | 注册资本 | 壹亿肆仟万元整 | | 壹亿柒仟万元整 | | | 住所 | 马鞍山经济技术开发区龙山路 | | 马鞍山经济技术开发区湖西南 | | | | 199 号 | 1-3-全部 | 路 1199 1-8-全部 | 号 | 除上述内容变更外，马鞍山蓝黛机械经营范围及其他登记事项未发生变更。 特此公告。 蓝黛科技集团股份有限公司 关于全资子公司完成工商变更登记的公告 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。 蓝黛科技集团股份有限公司（以下简称"公司"）于 2025 年 03 月 14 日召开第 五届董事会第十三次会议，审议通过了《关于公司对全资子公司增资的议案》，同意 公司以自有资金（自筹资金）货币人民币 3,000 万元对全资子公司马鞍山蓝黛传动 机械有限公司（以下简称"马鞍山蓝黛机械"）进行增资。本次增资完成后，马鞍 山蓝黛机械的注册资本将由 14,000 万元增加至 17,000 万元，公司仍持有马鞍山蓝黛 机 械 100% 股 ...

Group 1 - The core point of the article is that BlueDai Technology Group Co., Ltd. announced an investment in Wuxi Quanzhibo Technology Co., Ltd. through its wholly-owned subsidiary, with a capital contribution of 5 million RMB for a 4.3478% stake [2] - The investment aims to facilitate collaboration in the research, production, testing, and assembly of integrated robotic joints and core components, with a product procurement framework agreement already signed [2] - BlueDai Technology was established on May 8, 1996, with a registered capital of 652.12809 million RMB, and its main business includes power transmission and touch display [2] Group 2 - In terms of financial performance, the company's operating revenues for 2021 to 2023 were 3.139 billion RMB, 2.873 billion RMB, and 2.808 billion RMB, reflecting year-on-year growth rates of 30.30%, -8.47%, and -2.29% respectively [3] - The net profit attributable to the parent company for the same period was 210 million RMB, 186 million RMB, and -365 million RMB, with year-on-year growth rates of 3944.42%, -11.65%, and -297.65% respectively [3] - The company's asset-liability ratios were 52.26%, 51.65%, and 52.80% over the same period [3]

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Views - The company is expected to achieve a turnaround in 2024 with a revenue of 3.54 billion yuan, representing a year-on-year growth of 25.9%, and a net profit of 120 million yuan, marking a return to profitability [1] - The automotive parts segment is the primary contributor to revenue growth, with significant partnerships with major clients such as SAIC Group, FAW Group, and Toyota [1] - The company is expanding its production capabilities by establishing a base in Thailand with an investment of up to 200 million yuan to support local clients [1] - The electronics business is also performing well, with a projected revenue of 1.75 billion yuan in 2024, reflecting a year-on-year increase of 39.8% [1] Financial Performance Summary - The company reported a revenue of 2.808 billion yuan in 2023, with a projected increase to 3.536 billion yuan in 2024, and further growth expected in the following years [3] - The net profit is forecasted to improve from a loss of 365 million yuan in 2023 to a profit of 124 million yuan in 2024, with continued growth anticipated through 2027 [3] - The earnings per share (EPS) is expected to rise from -0.56 yuan in 2023 to 0.19 yuan in 2024, indicating a positive trend in profitability [3] Expense Management - The company has effectively controlled its expense ratio, which decreased by 1.9 percentage points year-on-year to 8.6% in 2024 [2] - The breakdown of expenses includes sales at 1.4%, management at 2.9%, R&D at 4.1%, and financial expenses at 0.2% [2] Strategic Initiatives - The company has acquired a 4.3478% stake in Wuxi Quanzhibo to expand into the robotic joint business, indicating a strategic move towards automation and robotics [2] - Collaboration with Quanzhibo focuses on the development and production of integrated robotic joints and core components [2] Profit Forecast and Valuation - The projected net profits for 2025, 2026, and 2027 are 220 million yuan, 280 million yuan, and 336 million yuan, respectively, with corresponding price-to-earnings (PE) ratios of 46, 37, and 30 times [2]

暨完成工商变更的公告 证券代码：002765 证券简称：蓝黛科技 公告编号：2025-035 蓝黛科技集团股份有限公司 关于子公司对外投资参股无锡泉智博科技有限公司进展 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。 认缴 序号 股东姓名/名称 出资比例 一、对外投资事项概述 蓝黛科技集团股份有限公司（以下简称"公司"）全资子公司重庆蓝黛自动化 科技有限公司（以下简称"蓝黛自动化"）拟与宜兴星程创业投资合伙企业（有限 合伙）、无锡高新区新投天使创业投资基金（有限合伙）分别以人民币 500 万元认 缴无锡泉智博科技有限公司（以下简称"泉智博"）新增注册资本出资额人民币 详见公司于 2025 年 01 月 22 日登载于指定信息披露媒体的《关于子公司对外投资 参股无锡泉智博科技有限公司的公告》（公告编号：2025-010）。 二、对外投资事项进展情况 近日，泉智博就上述增加注册资本、股东变更等事宜完成了相关的工商变更手 续，并取得了变更后的《营业执照》，相关信息如下： 转让、技术推广；智能机器人销售；机械设备销售；通用设备制造（不含特种设备 制造）；电力电子元器件 ...

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-035 1、公司名称：无锡泉智博科技有限公司 9、经营范围：一般项目：技术服务、技术开发、技术咨询、技术交流、技术 转让、技术推广；智能机器人销售；机械设备销售；通用设备制造（不含特种设备 制造）；电力电子元器件销售；电子元器件制造；智能机器人的研发；电子元器件 与机电组件设备销售；电气设备销售；电动机制造；电工机械专用设备制造；通用 蓝黛科技集团股份有限公司 关于子公司对外投资参股无锡泉智博科技有限公司进展 暨完成工商变更的公告 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、对外投资事项概述 蓝黛科技集团股份有限公司（以下简称"公司"）全资子公司重庆蓝黛自动化 科技有限公司（以下简称"蓝黛自动化"）拟与宜兴星程创业投资合伙企业（有限 合伙）、无锡高新区新投天使创业投资基金（有限合伙）分别以人民币 500 万元认 缴无锡泉智博科技有限公司（以下简称"泉智博"）新增注册资本出资额人民币 30.1295 万元，本次投资完成后蓝黛自动化将持有泉智博 4.3478%的股权。具体内容 详见公司于 20 ...

Core Viewpoint - The recent performance and financial metrics of Luda Technology (002765) indicate significant growth in revenue and net profit, alongside changes in shareholder structure and trading activity [4][3][2]. Trading Information Summary - As of March 28, 2025, Luda Technology's stock closed at 15.66 yuan, down 2.55% from the previous week, with a weekly high of 16.5 yuan and a low of 14.26 yuan [1] - The company appeared on the trading leaderboard for the first time in five trading days due to a daily price deviation of 7% [2][6]. Shareholder Changes - As of February 28, 2025, the number of shareholders increased to 81,500, representing a growth of 16.79% from December 31, 2024, while the average number of shares held per shareholder decreased from 9,343 to 8,000 [3][6]. Performance Disclosure Highlights - Luda Technology's 2024 annual report shows a total revenue of 3.536 billion yuan, a year-on-year increase of 25.93%, and a net profit attributable to shareholders of 124 million yuan, up 134.04% [4] - The fourth quarter of 2024 reported a revenue of 921 million yuan, a 26.12% increase year-on-year, with a net profit of 20.66 million yuan, reflecting a 104.84% rise [4]. Company Announcement Summary - Luda Technology approved a total external guarantee limit of up to 2.6 billion yuan for itself and its subsidiaries [5][6] - The company provided a guarantee of 280 million yuan for a subsidiary's fixed asset loan, with the total guarantee balance amounting to 700 million yuan, which is within the approved limit [5].

Investment Rating - The report maintains an "Accumulate" rating for the company, with a target price raised to 19.76 from the previous 16.34 [1][9]. Core Insights - The company's performance is driven by the growth of its new energy business, which is expected to continue benefiting from the local robot industry development in Chongqing. The company is positioned as a quality "auto parts + robotics" manufacturer in the region [2][9]. - The financial forecast indicates significant revenue growth, with projected revenues of 35.36 billion in 2024, representing a year-on-year increase of 25.9%. The net profit for 2024 is expected to be 1.24 billion, a substantial increase of 134.0% compared to the previous year [3][9]. Financial Summary - **Revenue and Profit Forecast**: - 2023A: Revenue of 2,808 million, Net Profit of -365 million - 2024A: Revenue of 3,536 million, Net Profit of 124 million - 2025E: Revenue of 4,514 million, Net Profit of 248 million - 2026E: Revenue of 5,459 million, Net Profit of 352 million - 2027E: Revenue of 6,557 million, Net Profit of 478 million - The company is expected to achieve a net profit margin of 3.5% in 2024, up by 16.5 percentage points year-on-year [3][10]. - **Key Financial Ratios**: - Return on Equity (ROE) is projected to improve from -15.4% in 2023A to 14.6% in 2027E [10]. - The Price-to-Earnings (P/E) ratio is forecasted to decrease from 78.55 in 2024 to 20.43 in 2027 [10]. Market Data - The company's market capitalization is approximately 9,762 million, with a current price of 14.97 [4]. - The stock has shown significant price movement, with a 12-month absolute increase of 207% [8]. Business Development - The new energy business is expected to see a sales volume of 5.4 million units in 2024, a year-on-year increase of 120%, with revenue from this segment reaching 5.27 billion, up 88% [9]. - The company is expanding into the robotics sector, leveraging its expertise in high-precision gear shafts and benefiting from supportive local policies in Chongqing [9].

Core Viewpoint - BlueDai Technology reported significant growth in revenue and net profit for 2024, driven by strong performance in its power transmission and touch display businesses, while also facing an increase in accounts receivable [1][2][3]. Financial Performance - In 2024, BlueDai Technology achieved operating revenue of 3.536 billion yuan, a year-on-year increase of 25.93%, and a net profit attributable to shareholders of 124 million yuan, up 134.04% [1][2]. - The company's non-recurring net profit was 65.7 million yuan, reflecting a growth of 115.45% year-on-year, primarily due to government subsidies amounting to 77.4 million yuan [2]. - The power transmission segment generated revenue of 1.776 billion yuan, a 15.09% increase, while the net profit reached 114 million yuan, soaring by 1065.97% [2]. - Sales from the new energy reducer assembly and transmission system components amounted to 527 million yuan, nearly double the 280 million yuan from 2023 [2]. Business Segments - The touch display segment reported revenues of 1.207 billion yuan and 537 million yuan for modules and components, respectively, with year-on-year growth of 39.89% and 41.64% [2]. - BlueDai Technology's overseas sales revenue grew by 49.54%, significantly outpacing domestic sales growth of 18.92% [3]. Accounts Receivable - By the end of 2024, accounts receivable reached 1.133 billion yuan, a 27.9% increase from the beginning of the year, constituting 20.70% of total assets [3]. Shareholder Changes - Several well-known funds entered BlueDai Technology's top ten shareholders, including the Basic Pension Insurance Fund and others, indicating increased institutional interest [1][5]. Future Outlook - The company plans to expand into emerging fields such as robotics and low-altitude flying vehicles, aligning with trends in the smart era [4]. - BlueDai Technology has invested in Wuxi Quanzhibo Technology Co., focusing on the development of robotic joints, and aims to enhance its capabilities in this area [4].

Core Viewpoint - The recent financial reports from ten display companies indicate varied performance, with some companies showing significant growth while others face declines in revenue and profit margins [1]. Group 1: Company Performance - BOE Technology Group reported revenue of 125.61 billion RMB, a 25% increase year-on-year, but a net profit decline of 18% to 3.65 billion RMB [3][5]. - Xinli International achieved revenue of 166.63 billion RMB, up 14.4%, with net profit increasing by 14.9% to 2.82 billion RMB, driven by smartphone business growth [6][8]. - Deep Textile reported revenue of 33.35 billion RMB, an 8.3% increase, and net profit of 89.37 million RMB, up 12.75% [10]. - Lens Technology saw revenue rise to 698.97 billion RMB, a 28.27% increase, with net profit of 36.24 billion RMB, up 19.94% [12]. - Puyang Huicheng's revenue was 14.11 billion RMB, a modest 2.31% increase, but net profit fell by 18.53% to 1.92 billion RMB [14]. - Landai Technology reported revenue of 35.35 billion RMB, a 25.93% increase, and a significant net profit increase of 134.04% to 1.24 billion RMB [16][18]. - Kaisheng Technology's revenue decreased by 2.32% to 48.94 billion RMB, while net profit rose by 30.76% to 1.4 billion RMB [19][20]. - Nanjing Panda reported a revenue decline of 9.15% to 26.46 billion RMB, with a net loss of 14.14 million RMB [21][24]. - Tiande Yu achieved a revenue of 21.02 billion RMB, a 73.88% increase, with net profit rising by 143.61% to 2.75 billion RMB [25][26]. - GoerTek reported revenue of 1009.5 billion RMB, a 2.41% increase, with net profit soaring by 144.93% to 2.67 billion RMB [27][29]. Group 2: Industry Trends - The display materials industry is undergoing a restructuring, with OLED materials demand increasing due to the growth of OLED panel production [14]. - The touch display panel industry is recovering, with traditional consumer products showing signs of rebound, particularly in automotive and large-size displays [18]. - The demand for smart devices, including VR/MR and wearables, is driving growth in the precision components and smart hardware sectors [29].