Group 1: Company Performance and Challenges - In Q4 2022, the company faced operational difficulties due to the COVID-19 outbreak but managed to maintain normal operations through effective pandemic control measures [1] - The company will disclose its annual report for 2022, which will provide detailed insights into its operational performance [2] Group 2: Partnerships and Client Development - The company has established a strategic partnership with BYD, supplying parts for their EV models, which are now in mass production [2] - The company is expanding its client base in the new energy sector, collaborating with renowned enterprises such as Geely, SAIC Group, and BYD [2] Group 3: Investment and Production Capacity - The company is initiating a new energy investment project in Ma'anshan to enhance its production capacity for high-precision transmission gears [2] - The first phase of this project is expected to complete equipment installation and commence production in the first half of 2023 [2] Group 4: Equipment and Technology - The company is investing in advanced manufacturing equipment, including CNC gear grinding machines and vacuum quenching furnaces, to enhance its production capabilities [3] - The procurement cycle for high-end new energy equipment, such as gear grinding machines, is approximately one year [3] Group 5: Traditional Vehicle Business - The company has optimized its product and client structure in the traditional fuel vehicle sector, focusing on commercial vehicle transmissions and achieving stable growth [3] - Key clients in the traditional vehicle segment include Foton, Wuling, and Toyota [3] Group 6: Synergy Between Business Segments - The company leverages its experience in automotive parts and touch display technology to enhance its service capabilities in the automotive industry [4] - Future focus areas include expanding the vehicle-mounted product line and enhancing collaboration with existing clients in the automotive sector [4]

证券代码：002765 证券简称：蓝黛传动 重庆蓝黛动力传动机械股份有限公司 投资者关系活动记录表 编号：2015-001 | --- | --- | |------------------|----------------------------------------------------| | | | | 投资者关系活动 | ■特定对象调研 □调研分析师会议 □媒体采访 | | | □业绩说明会 □新闻发布会 □路演活动 | | 类别 | 现场参观 □其他（请文字说明其他活动内容） | | 参与单位名称 | 广发证券：唐晢；西南证券：高翔、石川；长城证券：潘 | | 及人员姓名 | 志源、姚小丽。 | | 时间 | 2015 年 12 月 3 日 | | 地点 | 蓝黛传动二楼会议室 | | 公司接待人员姓名 | 董事会秘书卞卫芹、财务总监丁家海 | | 投资者关系活动主 | 一、公司 2015 全年业绩预计情况？ | | 要内容介绍 | 公司在第三季度报告中预测， 2015 年净利润变动幅度 | | | -20%-10% ，业绩变动的主要原因为：公司所属行业整体 | | | 增速放缓，受下游部分客户 ...

Group 1: Industry Overview - The domestic passenger car transmission industry is characterized by fragmentation, with no single company holding a significant market share [2][3] - Domestic manual transmission brands have established a dominant position, while the automatic transmission sector still relies heavily on imports [3][4] Group 2: Supply Situation - The supply of manual and automatic transmission assemblies is limited, with domestic manufacturers primarily consisting of self-supplying enterprises and a few independent manufacturers [3][4] - Automatic transmissions are mainly supplied by joint ventures with foreign companies, such as ZF and Aisin [4][5] Group 3: Product Development - The automatic transmission industry in China is still in its infancy, focusing mainly on mid-to-low-end products, lacking a complete industrial chain [4][5] - The company plans to enhance its automatic transmission product line, focusing on AT and AMT products, with an emphasis on domestic clients [5][6] Group 4: Future Business Strategy - The company aims to strengthen its core business by leveraging advantages in scale, technology, and product manufacturing, while expanding into new markets and enhancing product quality [5][6] - The company has established strong partnerships with major domestic automakers, which is crucial for long-term stability and growth [6]

编号：2016-002 证券代码：002765 证券简称：蓝黛传动 重庆蓝黛动力传动机械股份有限公司 投资者关系活动记录表 | --- | --- | |------------------|-------------------------------------------------------| | | | | 投资者关系活动 | ■特定对象调研 □调研分析师会议 □媒体采访 | | | □业绩说明会 □新闻发布会 □路演活动 | | 类别 | □ 现场参观 □其他（请文字说明其他活动内容） | | 参与单位名称 | 西南证券：高翔、石川、黄鑫 | | 及人员姓名 | 博永投资：王珣 | | 时间 | 2016 年 7 月 11 日 | | 地点 | 蓝黛传动二楼会议室 | | 公司接待人员姓名 | 公司副总经理、董事会秘书卞卫芹 | | 投资者关系活动主 | 一、公司 2016 年半年度业绩上调的原因 | | 要内容介绍 | 一方面公司通过近年来所拓展的新客户，以及通过新 | | | 型合作机制的建立，另一方面紧跟主机厂转型升级需求进 | | | 行配套产品改进和新品开发，2016 年上半年，公司新 ...

Group 1: Company Performance and Growth - The company adjusted its 2016 half-year performance forecast due to new customer acquisition and product development, resulting in a sales revenue increase compared to expectations [2] - In the first half of 2016, the company achieved mass production of new products, with production volume gradually increasing, contributing to operational performance growth [3] - The sales revenue from automatic transmission components in 2015 was 5.07 million yuan, with ongoing efforts to expand the customer base [4] Group 2: Research and Development Focus - The company is focusing on the development of automatic transmissions (AT, AMT) as a key area in its 2016 operational plan, with ongoing research efforts [3] - The company is currently in the design phase of developing a 6AT, which is a traditional mainstream product in the automatic transmission field [3] - The EVT project for hybrid and electric vehicle transmissions is in the prototype testing stage, with small batch supply of transfer cases for four-wheel drive vehicles beginning [4] Group 3: Production Capacity and Market Strategy - The company has stable production capacity utilization, with new capacity primarily from three fundraising projects: 100,000 manual transmission assemblies, 1.6 million automatic transmission components, and 6 million manual transmission components annually [5] - The company plans to gradually release capacity based on market demand to enhance product technology and quality, thereby strengthening core competitiveness [5] - The company aims to increase the proportion of transmission assembly products in its market strategy, focusing on the transmission assembly market [6] Group 4: Customer Base and Competitive Landscape - The company supplies manual transmission assemblies to major clients such as Lifan, Zotye, and Chery, with product development tailored to customer needs [4] - The domestic manual transmission industry is characterized by fragmentation, with no single company holding a significant market share [6] - The company is cultivating new markets and clients, achieving mass production and incremental revenue from new customers in 2016 [6] Group 5: Financial and Shareholder Information - The company has not received any plans from major shareholders regarding share sales as of the current date, adhering to relevant legal regulations [7] - The chairman of the company, Zhu Tangfu, has a background in manufacturing and has led the company to extend its product line into automotive transmission components [7] - The gross profit margin of transmission assembly products varies based on customer requirements and product development challenges, influenced by rising labor costs and depreciation [8]

证券代码：002765 证券简称：蓝黛传动 编号：2016-001 重庆蓝黛动力传动机械股份有限公司 投资者关系活动记录表 | --- | --- | |------------------|-----------------------------------------------------------| | | | | | ■特定对象调研□调研分析师会议□媒体采访 | | | □ 业绩说明会□新闻发布会□路演活动 | | 投资者关系活动 | | | 类别 | □ 现场参观□其他（请文字说明其他活动内容） | | 参与单位名称 | 平安资产管理有限责任公司 金立 | | 及人员姓名 | | | 时间 | 2016 年 5 月 26 日 | | 地点 | 蓝黛传动证券法务部办公室 | | 公司接待人员姓名 | 董事会秘书卞卫芹 | | 投资者关系活动主 | 一、公司发展历程 | | 要内容介绍 | 公司成立于 1996 年 5 月，创始人为朱堂福夫妇。公司 | | | 成立之初专业从事摩托车零部件的研发、制造， 2002 年开 | | | 始启动乘用车变速器齿轮市场， 2006 年着手拓展乘用车变 | | ...

证券代码：002765 证券简称：蓝黛传动 重庆蓝黛动力传动机械股份有限公司 投资者关系活动记录表 编号：2016-006 | --- | --- | --- | |------------------|--------------------------|----------------------------------------------------| | | | | | 投资者关系活动 | | ■特定对象调研 □调研分析师会议 □媒体采访 | | 类别 | | □业绩说明会 □新闻发布会 □路演活动 | | | □ | 现场参观 □其他（请文字说明其他活动内容） | | 参与单位名称 | 南土资产何亚东 | | | 及人员姓名 | | | | 时间 | 2016 年 12 月 | 16 日 | | 地点 | 蓝黛传动证券法务部办公室 | | | 公司接待人员姓名 | | 副总经理、董事会秘书卞卫芹 | | 投资者关系活动主 | 一、股权激励摊销费用， | 2016 年的 900 万计入四季度？ | | 要内容介绍 | 2017 年 3000 | 万对当期业绩的影响如何考虑？ | | | 公司 20 ...

证券代码：002765 证券简称：蓝黛传动 编号：2017-001 重庆蓝黛动力传动机械股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------|------------------------------|--------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | | ■特定对象调研 □调研分析师会议 □媒体采访 | | 类别 | | | | | | | | | ■ | □业绩说明会 □新闻发布会 □路演活动 现场参观 □其他（请文字说明其他活动内容） | | 参与单位名称 | | 西南证券：石川；平安证券：曹群海；中金公司：李正 | | 及人员姓名 | | 伟；国金证券：梁美美；国海证券：周绍倩；国泰基金： | | | | 王浩；中欧基金：邓新翱；华夏基金：罗绍武； 易方达基 金：李中阳；华安基金：李杨；银华基金：刘一隆；标朴 | | | | 投资：陈玮毅；景 ...

证券代码：002765 证券简称：蓝黛传动 重庆蓝黛动力传动机械股份有限公司 投资者关系活动记录表 编号：2016-004 | --- | --- | |---------------------|------------------------------------------------------------------------------------------------------------------| | | | | 投资者关系活动 类别 | ■特定对象调研□调研分析师会议□媒体采访 □ 业绩说明会□新闻发布会□路演活动 ■ 现场参观□其他（请文字说明其他活动内容） | | | | | 参与单位名称 | 西南证券：高翔、石川、孟鑫、张荫先；海通证券：杜 威； | | 及人员姓名 | 南方基金：郑诗韵；博时基金：陈曦；前海开源基金：谭 荐丰；创金合信基金：李龑；宝盈基金：侯嘉敏 | | | | | 时间 | 2016 年 9 月 8 日 | | 地点 | 蓝黛传动二楼会议室 | | 公司接待人员姓名 | 副总经理、董事会秘书卞卫芹 | | 投资者关系活动主 | 一、公司手动变速器现有产品 ...