证券代码：002765 证券简称：蓝黛科技 公告编号：2025-053 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，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"或"本公司"）近日收到实际控 制人朱俊翰先生的通知，获悉朱俊翰先生将其前期质押给华福证券有限责任公司（以 下简称"华福证券"）的股份办理了质押展期手续，现将有关情况公告如下： 一、股东股份质押展期基本情况 蓝黛科技集团股份有限公司 关于实际控制人股份质押展期的公告 实际控制人朱俊翰保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 | 股东 | 是否为 控股股 东或第 一大股 | 质押展期 | 占其所 持股份 | 占公司 总股本 | 是否为 | 是否 为补 | 质押 | 原质押 | 展期后 质押到 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 数量（股） | 比例 | 比例 | 限售股 | 充质 | 起始日 | 到期日 | | ...

Core Insights - As of August 11, 2025, the stock price of Bluetide Technology (002765) closed at 12.76 yuan, reflecting a 0.63% increase with a turnover rate of 3.16% and a trading volume of 188,500 hands, amounting to 240 million yuan in transaction value [1] Financial Performance - For the first quarter of 2025, Bluetide Technology reported total operating revenue of 813 million yuan, representing a year-on-year growth of 8.06% [1] - The net profit attributable to shareholders was 52.16 million yuan, showing a year-on-year increase of 45.93% [1] - The non-recurring net profit was 44.06 million yuan, with a significant year-on-year growth of 119.26% [1] - The company's liquidity ratios include a current ratio of 1.393 and a quick ratio of 0.985, with a debt-to-asset ratio of 54.01% [1] Investment and Intellectual Property - Bluetide Technology has made investments in 10 external companies and participated in 14 bidding projects [2] - The company holds 54 trademark registrations and 157 patents, along with 36 administrative licenses [2]

Group 1 - The core viewpoint of the news is that Landai Technology (002765) has shown a decline in stock price and significant net outflow of funds, despite reporting positive revenue and profit growth in its latest quarterly earnings [1][3] - As of August 8, 2025, Landai Technology's stock closed at 12.68 yuan, down 1.86%, with a turnover rate of 3.63% and a trading volume of 216,500 hands, amounting to 276 million yuan [1] - The company reported total operating revenue of 813 million yuan for the first quarter of 2025, representing a year-on-year growth of 8.06%, and a net profit attributable to shareholders of 52.16 million yuan, up 45.93% year-on-year [1] Group 2 - The net outflow of main funds was 33.29 million yuan, accounting for 12.08% of the total transaction amount, with large orders seeing a net outflow of 22.10 million yuan, which is 8.02% of the total [1] - Landai Technology has made investments in 10 companies and participated in 14 bidding projects, indicating active engagement in business expansion [2] - The company holds 54 trademark registrations and 157 patent registrations, along with 36 administrative licenses, showcasing its commitment to intellectual property and regulatory compliance [2]

Core Viewpoint - As of August 5, 2025, Landa Technology (002765) reported a closing price of 12.94 yuan, reflecting a 3.03% increase, with significant trading volume and net inflow of funds [1] Financial Performance - For Q1 2025, the company achieved total revenue of 813 million yuan, representing an 8.06% year-on-year growth - Net profit attributable to shareholders was 52.16 million yuan, up 45.93% year-on-year - Non-recurring net profit reached 44.06 million yuan, marking a 119.26% increase year-on-year - Current ratio stood at 1.393, quick ratio at 0.985, and debt-to-asset ratio at 54.01% [1] Market Activity - The stock exhibited a turnover rate of 7.17% with a trading volume of 427,300 lots and a transaction amount of 549 million yuan - Main funds saw a net inflow of 36.95 million yuan, accounting for 6.73% of the transaction amount, with large orders contributing significantly to this inflow [1] Company Overview - Landa Technology Group Co., Ltd. was established in 1996 and is based in Chongqing, primarily engaged in the automotive manufacturing industry - The company has a registered capital of 6.52 billion yuan and the legal representative is Zhu Junhan [1][2] Investment and Intellectual Property - The company has made investments in 10 enterprises and participated in 14 bidding projects - It holds 54 trademark registrations and 157 patents, along with 36 administrative licenses [2]

Investment Rating - The report does not explicitly state an investment rating for the automotive industry or the embodied intelligence sector Core Insights - The embodied intelligence sector is entering a rapid implementation phase as of 2025, with multiple manufacturers planning mass production of robots across various applications [12][16][18] - The automotive industry is actively integrating embodied intelligence into its supply chain, leveraging existing technological advancements and manufacturing capabilities [34][37] - Government policies across various provinces are increasingly supportive of the embodied intelligence and robotics industries, aiming to foster innovation and market expansion [17][21][18] Summary by Sections 1. Rapid Development of Embodied Intelligence - The period from 2020 to 2025 marks a significant evolution in embodied intelligence, driven by advancements in AI and robotics, particularly following the release of OpenAI's ChatGPT3 [11] - Major manufacturers like Tesla and Xiaomi are entering the market, with Tesla predicting a production capacity of over 5,000 units by 2025 and 50,000 units by 2026 [13][16] - The demand for robots in various sectors is projected to grow significantly, with manufacturing being a primary area for automation due to its repetitive tasks [25][27] 2. Integration of Automotive and Embodied Intelligence - The automotive industry is leveraging its existing technological expertise in areas such as sensor fusion and control algorithms to facilitate the development of embodied intelligence [34][37] - Over ten automotive manufacturers are actively pursuing the embodied intelligence sector through self-development and strategic investments [36][37] - The shared supply chain for components like sensors and chips between automotive and robotics sectors is expected to reduce costs and enhance production efficiency [43][49] 3. Government Support and Policy Framework - Various provinces, including Shenzhen and Beijing, have introduced policies to support the development of embodied intelligence, focusing on technology breakthroughs and ecosystem building [17][21][18] - The policies aim to create a conducive environment for innovation, with specific targets for industry scale and technological advancements by 2027 [18][21] - The report highlights a collaborative approach among regions to drive the growth of the embodied intelligence sector, emphasizing the importance of technology and market integration [18][21]

Market Overview - On August 1, the optical optoelectronics sector rose by 0.17% compared to the previous trading day, with Geberga leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Optical Optoelectronics - Geberga (835438) closed at 22.23, up 8.54% with a trading volume of 150,000 shares and a turnover of 324 million yuan [1] - Yingfeite (300582) closed at 14.13, up 7.21% with a trading volume of 257,800 shares and a turnover of 357 million yuan [1] - Aorui De (600666) closed at 4.04, up 6.32% with a trading volume of 3,122,200 shares and a turnover of 1.227 billion yuan [1] Top Losers in Optical Optoelectronics - Dongtianwei (301183) closed at 65.84, down 6.56% with a trading volume of 105,400 shares and a turnover of 703 million yuan [2] - Tengjing Technology (688195) closed at 46.76, down 3.49% with a trading volume of 59,500 shares and a turnover of 281 million yuan [2] - Aobi Zhongguang (688322) closed at 72.38, down 2.02% with a trading volume of 79,700 shares and a turnover of 584 million yuan [2] Fund Flow Analysis - The optical optoelectronics sector experienced a net outflow of 448 million yuan from institutional investors, while retail investors saw a net inflow of 403 million yuan [2] - Major stocks like Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, but a net outflow from retail investors [3] Individual Stock Fund Flow - Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 96.9 million yuan [3] - Yingfeite (300582) saw a net inflow of 36.1 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

证券之星消息，7月31日光学光电子板块较上一交易日下跌1.08%，茂莱光学领跌。当日上证指数报收 于3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688322 | 奥比中光 | 73.87 | 6.00% | 16.13万 | 12.03亿 | | 301183 | 东田微 | 70.46 | 5.94% | 17.01万 | 11.93亿 | | 600666 | 奧瑞德 | 3.80 | 4.68% | 329.95万 | 12.34亿 | | 301045 | 天禄科技 | 24.71 | 4.26% | 7.54万 | 1.85亿 | | 002876 | 三利谱 | 26.86 | 2.75% | 10.33万 | 2.81亿 | | 002289 | *ST宇顺 | 19.39 | 2.43% | 2.92万 | 5609.31万 | | 603773 | 沃格光电 | ...

Group 1 - The company is currently supplying balance box assemblies, transmission assemblies, and aluminum die-casting products to a subsidiary of Changan Automobile [1] - The company emphasizes the importance of collaborating with high-quality clients and aims to expand the range of product cooperation and business scale [1]

Core Viewpoint - As of July 29, 2025, the stock price of Blue Dai Technology (002765) closed at 12.65 yuan, reflecting a decline of 1.86% with a trading volume of 299,400 hands and a transaction amount of 379 million yuan [1] Financial Performance - For the first quarter of 2025, Blue Dai Technology reported total operating revenue of 813 million yuan, representing a year-on-year growth of 8.06% - The net profit attributable to shareholders was 52.16 million yuan, showing a year-on-year increase of 45.93% - The non-recurring net profit was 44.06 million yuan, with a significant year-on-year growth of 119.26% - The company's liquidity ratios include a current ratio of 1.393, a quick ratio of 0.985, and a debt-to-asset ratio of 54.01% [1] Capital Flow - On the reporting day, the main capital saw a net outflow of 41.46 million yuan, accounting for 10.94% of the transaction amount - The breakdown of capital flow indicates a net outflow of 15.45 million yuan from large orders (4.08%), 26.01 million yuan from big orders (6.86%), and 39.53 million yuan from medium orders (10.43%), while small orders experienced a net inflow of 80.99 million yuan (21.36%) [1] Company Overview - Blue Dai Technology Group Co., Ltd. was established in 1996 and is located in Chongqing, primarily engaged in the automotive manufacturing industry - The company has a registered capital of 6.52 billion yuan and the legal representative is Zhu Junhan [1][2] Investment and Intellectual Property - The company has made investments in 10 enterprises and participated in 14 bidding projects - It holds 54 trademark registrations and 157 patent registrations, along with 36 administrative licenses [2]

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-052 蓝黛科技集团股份有限公司 关于子公司诉讼进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 1、案件当事人 申请人：重庆台冠科技有限公司 相对人：司马特科技股份有限公司 2、提起诉讼法院、案号及诉讼前期情况 蓝黛科技集团股份有限公司（以下简称"公司"）子公司重庆台冠科技有限公 司（以下简称"重庆台冠"）前期因涉及与供应商司马特科技股份有限公司（以下 简称"司马特"）的买卖合同纠纷，存在相关诉讼事项，诉讼主体、诉讼请求、事 实和理由、诉讼进展等具体内容详见公司分别于2020年09月11日、2021年12月22日、 2023 年 05 月 04 日 、 2024 年 05 月 10 日 、 2024 年 12 月 24 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的《关于子公司新增提起诉 讼的公告》（公告编号：2020-072）、《关于子公司诉讼及进展的公告》（公告编 号：2021-138）、《关于子公司诉讼进展的公告》 ...