证券代码：002765 证券简称：蓝黛科技 公告编号：2025-055 蓝黛科技集团股份有限公司 第五届董事会第十七次会议决议公告 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"）第五届董事会第十七次会议 通知于 2025 年 08 月 18 日以专人送达、电子邮件方式向公司全体董事、监事和高 级管理人员发出，会议于 2025 年 08 月 28 日在重庆市璧山区璧泉街道剑山路 100 号公司办公楼 506 会议室以现场结合通讯表决方式召开。本次会议应出席董事 9 名， 实际出席董事 9 名，其中现场出席会议董事 5 名，通讯方式出席会议董事 4 名；公 司监事及高级管理人员列席了会议。本次会议由董事长朱俊翰先生召集并主持，本 次会议的召集、召开与表决程序符合有关法律、法规、规章、规范性文件和《公司 章程》等有关规定。经全体董事认真审议，本次会议以记名投票方式通过决议如下： 一、审议通过了《关于<公司 2025 年半年度报告>及其摘要的议案》 表决结果：同意 9 票，反对 0 票，弃权 0 票。 《公司 2025 年 ...

Group 1 - The stock price of BlueDai Technology (002765) closed at 13.35 yuan on August 21, 2025, down 1.84%, with a turnover rate of 5.72% and a trading volume of 340,800 shares, amounting to a transaction value of 458 million yuan [1] - On August 21, 2025, the net outflow of main funds for BlueDai Technology was 62.2042 million yuan, while retail investors had a net inflow of 59.1675 million yuan [2][4] - The company approved a total external guarantee limit of 2.6 billion yuan for itself and its subsidiaries, with a specific guarantee of 280 million yuan for its subsidiary, Jianrou Technology [2] Group 2 - The total external guarantee limit approved by the company and its subsidiaries reached 2.9504 billion yuan, accounting for 119.62% of the latest audited net assets [3] - The actual guarantee balance being fulfilled by the company and its subsidiaries was 2.4537273 billion yuan, which is 99.48% of the latest audited net assets [3][4] - The company and its subsidiary, Taiguan Technology, provided a joint liability guarantee for Jianrou Technology's application for a 100 million yuan comprehensive credit limit from Minsheng Bank [2]

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-054 蓝黛科技集团股份有限公司 关于担保事项的进展公告 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、担保事项概述 蓝黛科技集团股份有限公司（以下简称"公司"或"蓝黛科技"）于2025 年01月17日、2025年02月10日分别召开第五届董事会第十二次会议、2025年第一 次临时股东大会，审议通过了《关于公司及子公司2025年度对外担保额度预计的 议案》，同意公司及子公司在2025年度为公司及公司子公司重庆蓝黛精密部件有 限公司、重庆蓝黛传动机械有限公司、重庆台冠科技有限公司、深圳市台冠科技 有限公司（以下简称"台冠科技"）、马鞍山蓝黛传动机械有限公司、孙公司惠 州市坚柔科技有限公司（以下简称"坚柔科技"）、重庆宣宇光电科技有限公司 的融资提供担保额度总计不超过人民币260,000万元。其中，公司及子公司为坚 柔科技提供的担保额度为人民币28,000万元。上述担保事项的担保范围包括但不 限于申请银行综合授信、借款、融资租赁等融资或开展其他日常经营业务等；担 保方式包括但不限于连带责任保证担 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 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 2、华福证券关于实际控制人股份质押展期的告知文件。 特此公告。 ■ 注：朱俊翰先生目前所持公司55,999,200股限售股份性质均为高管锁定股。 二、实际控制人及其一致行动人股份质押情况说明 实际控制人朱俊翰先生及其一致行动人目前资信状况良好，具备良好的资金偿还能力，质押股份风险可 控，目前不存在可能引发平仓风险的实质性因素，且对公司生产经营、公司治理等不会产生实质性影 响。公司将持续关注实际控制人及其一致行动人股份质押、解除质押情况及质押风险情况，并严格按照 相关法律、法规、规范性文件的规定及时做好相关信息披露工作。敬请 ...

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]

金融界消息 截至2025年8月5日收盘，蓝黛科技（002765）报收于12.94元，上涨3.03%，换手率7.17%， 成交量42.73万手，成交金额5.49亿元。 资金流向方面，今日主力资金净流入3695.19万元，占比成交额6.73%。其中，超大单净流入3276.24万 元、占成交额5.96%，大单净流入418.95万元、占成交额0.76%，中单净流出流入890.71万元、占成交额 1.62%，小单净流出4585.90万元、占成交额8.35%。 天眼查商业履历信息显示，蓝黛科技集团股份有限公司，成立于1996年，位于重庆市，是一家以从事汽 车制造业为主的企业。企业注册资本65212.809万人民币，实缴资本65212.809万人民币。公司法定代表 人为朱俊翰。 通过天眼查大数据分析，蓝黛科技集团股份有限公司共对外投资了10家企业，参与招投标项目14次，知 识产权方面有商标信息54条，专利信息157条，此外企业还拥有行政许可36个。 来源：金融界 蓝黛科技最新一期业绩显示，截至2025一季报，公司营业总收入8.13亿元、同比增长8.06%，归属净利 润5216.36万元，同比增长45.93%，扣非净利润44 ...

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]

证券之星消息，8月1日光学光电子板块较上一交易日上涨0.17%，戈碧迦领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 835438 | 戈碧迦 | 22.23 | 8.54% | 15.00万 | | 3.24亿 | | 300582 | 英飞特 | 14.13 | 7.21% | 25.78万 | | 3.57亿 | | 600666 | 奧瑞德 | 4.04 | 6.32% | 312.22万 | | 12.27亿 | | 002289 | *ST宇顺 | 20.36 | 5.00% | - 5.57万 | | 1.12亿 | | 300940 | 南极光 | 28.86 | 4.49% | 12.05万 | | 3.40亿 | | 000020 | 深华发A | 13.39 | 2.06% | 4.46万 | | 5931.97万 | | ...