证券代码：002765 证券简称：蓝黛科技 公告编号：2025-049 蓝黛科技集团股份有限公司 关于控股股东、实际控制人签署《股份转让协议》《表决权 放弃协议》暨公司控制权拟发生变更的提示性公告 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。 重要内容提示： 3、本次权益变动事项尚需经安徽省人民政府国有资产监督管理委员会（以下 简称"安徽省国资委"）审批、国家市场监督管理总局经营者集中审查，提交深圳 证券交易所进行合规性审核，并在中国证券登记结算有限责任公司深圳分公司办理 股份协议转让过户相关手续。上述事项的完成情况将影响本次交易的进行，若过程 中出现影响本次交易的重大风险，则本次交易可能存在终止的风险。本次交易事项 能否最终实施完成及实施结果尚存在重大不确定性，公司将根据后续进展情况，及 时履行相关信息披露义务。敬请广大投资者谨慎决策、注意投资风险。 4、若本次权益变动事项实施并完成，公司控股股东及实际控制人将发生变更。 公司控股股东将由朱堂福先生变更为江东产投，公司实际控制人将由朱堂福先生、 熊敏女士、朱俊翰先生变更为马鞍山市人民政府。 5、本次股份转让 ...

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-048 蓝黛科技集团股份有限公司 关于筹划公司控制权变更事项的进展暨复牌公告 鉴于该事项正在筹划中，具有较大不确定性。为保证公平信息披露，维护投 资者利益，避免造成公司股价异常波动，根据《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律监管指引第 6 号——停复牌》等有关规定，经公 司向深圳证券交易所申请，公司股票（股票简称：蓝黛科技，证券代码：002765） 自 2025 年 07 月 08 日（星期二）上午开市起停牌。具体内容详见公司于 2025 年 07 月 08 日登载于指定信息披露媒体的《关于筹划公司控制权变更事项的停牌公 告》（公告编号：2025-047）。 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。 特别提示： 1、蓝黛科技集团股份有限公司（以下简称"公司"）股票（证券简称：蓝 黛科技，证券代码：002765）将于2025年07月10日（星期四）上午开市起复牌。 2、本次交易事项能否最终实施完成及实施结果尚存在重大不确定性，敬请 广大投资者谨慎决策、注意投资风险。 一、 ...

Core Viewpoint - The actual controller of BlueDai Technology plans to transfer 18% of its shares, which may lead to a change in control despite the company's recent performance recovery and stock price increase [1][2]. Group 1: Share Transfer and Control Change - The actual controller, Zhu Tangfu's family, is planning to transfer 18% of their shares, which could result in a change of control for the company [2]. - The market value of the planned share transfer is approximately 1.5 billion yuan based on the latest closing price of 12.75 yuan per share [3]. - If the transfer is completed, the Zhu family’s shareholding will drop from 30.82% to 12.82%, potentially altering the actual control of the company [3]. Group 2: Financial Performance - BlueDai Technology reported a revenue of 3.536 billion yuan in 2024, a year-on-year increase of 25.93%, and a net profit of 124 million yuan, recovering from a loss of 365 million yuan the previous year [5]. - In the first quarter of 2024, the company achieved a revenue of 813 million yuan, up 8.06%, and a net profit of 52.16 million yuan, an increase of 45.93% [5]. Group 3: Market Activity and Stock Performance - The stock price of BlueDai Technology has seen significant fluctuations, with a peak increase of over 124% from a low of 7.62 yuan in January to a high of 17.12 yuan in March [4]. - As of July 7, 2024, the stock still maintained a year-to-date increase of 49.04% despite some subsequent declines [4]. Group 4: Operational Challenges - The company faces challenges such as high share pledge ratios, a significant increase in accounts receivable, and goodwill impairment [1][6]. - As of February 14, 2024, Zhu Tangfu had 47 million shares pledged, representing 37.22% of his holdings, while Zhu Junhan had 29.72 million shares pledged, accounting for 39.8% of his holdings [7]. - Accounts receivable reached 1.133 billion yuan by the end of 2024, a 27.9% increase from the beginning of the year, representing 20.7% of total assets [7]. Group 5: Strategic Developments - BlueDai Technology has been actively involved in the robotics sector, including a partnership with Wuxi Quanzhibo Technology Co., holding a 4.3478% stake, focusing on the development and production of robotic joints [8]. - The company is also establishing a production base in Thailand with an investment of up to 200 million yuan to meet overseas customer demands [8].

Group 1 - Sannuo Group expects a net loss of 100 million to 120 million yuan for the first half of 2025, a significant decline from a profit of 7.4 million yuan in the same period last year [1] - The company anticipates a net loss of 77 million to 95 million yuan after excluding non-recurring gains and losses [1] - Basic earnings per share are projected to be a loss of 0.2148 to 0.2578 yuan per share [1] Group 2 - Landai Technology is planning to transfer 18% of its shares, which may lead to a change in control [2] - The stock of Landai Technology has been suspended from trading since July 8, 2025, with an expected suspension period of no more than two trading days [2] Group 3 - Xinxin Co. announced that a senior executive plans to reduce their holdings by up to 750,000 shares, representing no more than 0.2971% of the total share capital [3] - The reason for the reduction is personal financial needs [3] Group 4 - Biyimi plans to reduce its shares by a total of up to 3% by two shareholders, with one shareholder planning to reduce up to 139.68 million shares (2.00%) and the other up to 69.84 million shares (1.00%) [4] - The reason for the reduction is also personal financial needs [4] Group 5 - Changxin Bochuang announced that shareholders plan to reduce their holdings by up to 2.95%, totaling 8.6 million shares [6] - The reason for the reduction is personal financial needs [6] Group 6 - Tianci Materials plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] Group 7 - Sanxiang Impression announced the termination of a previous equity transfer agreement, following a request from its controlling shareholder [10] Group 8 - Zhongke Technology has decided to terminate its plan to issue shares for asset acquisition and related fundraising due to changes in market conditions [12] Group 9 - Hangcha Group's subsidiary plans to acquire 99.23% of Guozu Robot's shares through capital increase [14] Group 10 - Xishan Technology plans to increase its holdings in the company by no less than 5 million and no more than 10 million yuan [19] Group 11 - New Hope reported sales of 1.33 million pigs in June, a year-on-year increase of 3.38% [21] - The sales revenue was 1.871 billion yuan, a year-on-year decrease of 19.14% [21] Group 12 - Auhua Endoscope announced that two shareholders plan to reduce their holdings by up to 1.92% [18] Group 13 - Star Source Material has submitted an application for H-share issuance and listing [18] Group 14 - Yilian Technology plans to invest 20 million yuan to establish a partnership with professional institutions [30]

Group 1 - The People's Bank of China has increased its gold reserves for eight consecutive months, with the latest figures showing a rise of 70,000 ounces to a total of 73.9 million ounces as of the end of June [2] - By the end of 2027, China aims to have over 100,000 high-power charging facilities nationwide, focusing on local economic development and the promotion of new energy vehicles [2] - The Shanghai Stock Exchange and the China Securities Index Company will launch several specialized indices on July 21, including the Shanghai Stock Exchange Specialized New Index and the China Securities Specialized New 100 Index [3] Group 2 - A new mandatory national standard for passenger car braking systems will take effect on January 1, 2026, introducing requirements for electric transmission braking systems and emergency braking signals [3] - An international standard for testing scenarios of autonomous vehicle systems has been officially released, detailing evaluation processes and testing methods [4] - The U.S. President has signed an executive order extending the delay for "reciprocal tariffs" until August 1, affecting imports from 14 countries with varying tariff rates [8][5] Group 3 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.94%, the Nasdaq down 0.92%, and the S&P 500 down 0.79%, impacting stocks of Japanese and Korean companies listed in the U.S. [5] - Companies such as Nissan and Toyota experienced significant stock drops, with Nissan down over 7% and Toyota down nearly 4% [5] - The market sentiment is shifting towards a balanced approach, with a focus on large-cap stocks and potential inflows of incremental capital in July [8][9]

Group 1 - The actual controllers of the company, Zhu Tangfu, Xiong Min, and Zhu Junhan, are planning to transfer 18% of their shares, which may lead to a change in the company's control [1] - The company's stock will be suspended from trading starting July 8, with an expected suspension period of no more than two trading days [1] Group 2 - In 2024, the company achieved a revenue of 3.536 billion yuan, representing a year-on-year growth of 25.93%, and a net profit attributable to shareholders of 124 million yuan, up 134.04% year-on-year [2] - The company is enhancing its precision gear shaft processing capabilities and exploring growth opportunities in the robotic joint actuator sector, with a breakthrough expected in January 2025 [2] - The company has invested in Wuxi Quanzhibo Technology Co., holding a 4.3478% stake, which specializes in the research, design, production, and sales of robotic joints [2] - To meet overseas customer demands, the company plans to establish a subsidiary in Thailand with an investment of no more than 200 million yuan [2] Group 3 - Zhu Junhan officially took over as chairman and general manager of the company on October 18, 2023, succeeding his father Zhu Tangfu [3] - Zhu Tangfu has been appointed as the honorary chairman, recognized for his significant contributions since the company's founding and its listing in 2015 [3]

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-047 蓝黛科技集团股份有限公司 关于筹划公司控制权变更事项的停牌公告 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。 特别提示： 1、蓝黛科技集团股份有限公司（以下简称"公司"）股票（股票简称：蓝 黛科技，股票代码：002765）自2025年07月08日（星期二）上午开市起停牌，预 计停牌时间不超过2个交易日。 2、公司控制权变更事项目前处于洽谈阶段，尚存在较大不确定性，敬请广 大投资者关注后续公告，注意投资风险。 公司近日收到实际控制人朱堂福先生、熊敏女士、朱俊翰先生的通知，其正 在筹划转让所持有的公司 18%的股份等股权事宜，该事项可能导致公司控制权发 生变更，具体转让比例和实施方案尚待进一步沟通确定。本次交易对方主要从事 投资业务。若本次交易实施并完成，公司的控股股东、实际控制人将发生变更。 鉴于该事项正在筹划中，具有较大不确定性。为保证公平信息披露，维护投 资者利益，避免造成公司股价异常波动，根据《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律监管指引第 6 号——停复牌》等 ...

智通财经7月7日电，蓝黛科技(002765.SZ)公告称，公司实际控制人朱堂福、熊敏、朱俊翰正在筹划转 让所持公司18%的股份，可能导致公司控制权变更。交易对方主要从事投资业务。公司股票自2025年7 月8日起停牌，预计停牌时间不超过2个交易日。 蓝黛科技：筹划公司控制权变更事项 股票停牌 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [2][7]. Core Viewpoints - The humanoid robot industry is transitioning from product definition to functional realization and commercialization, focusing on the optimization and coupling of hardware and software [3][4]. - Cycloidal reducers are expected to become a new iteration direction for humanoid robots, offering higher precision and load capacity compared to planetary and harmonic reducers [4][5]. - The market for new cycloidal reducers in humanoid robots is projected to exceed 14 billion RMB by 2030, driven by advancements in structure, materials, and components [5]. Summary by Sections Industry Overview - Humanoid robots have completed the basic functionality phase and are now focusing on software generalization and hardware optimization for commercial applications [3][4]. - The iterative direction for hardware includes high load capacity, lightweight design, high thermal dissipation, low energy consumption, stability, flexibility, and cost reduction [4]. Reducer Technology - Cycloidal reducers are characterized by high reduction ratios, efficiency, precision, and load capacity, making them suitable for humanoid robot joints [4][5]. - The report highlights the advantages of cycloidal reducers over traditional planetary and harmonic reducers, particularly in high-load scenarios [4][5]. Market Potential - The global market for cycloidal reducers is expected to reach 17 billion RMB by 2029, with significant penetration in humanoid robot joints anticipated [5]. - The report estimates that the market for humanoid robot cycloidal reducers could exceed 14 billion RMB by 2030, indicating substantial growth potential [5]. Key Companies and Investment Recommendations - The report recommends companies with capabilities in precision reducers and gear processing, such as Shuanghuan Transmission, Haoneng Co., Fuda Co., Jingzhuan Technology, and Landai Technology, as they are well-positioned to benefit from technological upgrades in the humanoid robot sector [6][7].

Investment Rating - The report maintains an "Outperform" rating for the industry [2][7]. Core Insights - The humanoid robot industry is transitioning from product definition to functional realization and commercialization, focusing on the optimization and coupling of hardware and software [3][4]. - Cycloidal reducers are expected to become a new iteration direction for humanoid robots, offering higher precision and load capacity compared to planetary and harmonic reducers [4][5]. - The market for new cycloidal reducers in humanoid robots is projected to exceed 14 billion RMB by 2030, driven by advancements in structure, materials, and components [5]. Summary by Sections Market Trends - The humanoid robot sector has completed the basic functionality phase and is now focusing on software and hardware upgrades [3]. - The report highlights the need for improvements in load capacity, lightweight design, heat dissipation, energy efficiency, stability, flexibility, and cost reduction in hardware [4]. Reducer Technology - Cycloidal reducers are characterized by high reduction ratios, efficiency, precision, and load capacity, making them suitable for humanoid robot joints [4][5]. - The report discusses the advantages and disadvantages of various reducer types, including harmonic, planetary, RV, and cycloidal reducers, emphasizing the unique benefits of cycloidal reducers in high-load applications [22][23]. Investment Recommendations - The report recommends companies with capabilities in precision reducers and gear processing, such as Shuanghuan Transmission, Haoneng Co., Fuda Co., Jingzhuan Technology, and Landai Technology, as they are well-positioned to capitalize on the growth in the humanoid robot market [6][7].