Group 1: Company Expansion Projects - The company has three fundraising projects focused on expanding production capacity, which are aligned with market needs and operational conditions [2][3]. - The "600,000 units annual production of manual transmission gears" project has completed construction, with some equipment already in use, but the overall project has not yet reached full production [3]. - The "160,000 units annual production of automatic transmission components" project is nearing completion, with ongoing investments to meet customer supply capabilities [3]. - The "100,000 sets annual production of manual transmission assemblies" project is also nearing completion, with further equipment investments planned to enhance production capacity [3]. Group 2: Current Production Capacity and Utilization - The company has not disclosed specific production capacity figures for various products, but overall capacity utilization is expected to fluctuate based on product structure changes [4]. - Currently, the capacity utilization rates for manual transmission gears and assemblies are relatively high, and with ongoing investments, the company aims to meet current production demands [4]. - Increased capacity utilization is anticipated to contribute to revenue growth this year [4]. Group 3: Customer Orders and Market Demand - The company operates on a make-to-order basis, with product orders dependent on major manufacturers' production and sales plans [4][5]. - Demand for transmission gears and assemblies typically peaks in the fourth quarter, but market fluctuations can impact order volumes [4]. Group 4: Client Relationships and Market Position - The company supplies manual transmission gears primarily to clients such as Chery, Wanliyang, and Beiqi North Gear [5]. - New clients like Chang'an Kuayue, Dongfeng Xiaokang, and Beiqi Yinxiang have contributed to the growth of the company's assembly products this year [5]. - The company is focusing on expanding its automatic transmission component business, which is a key area for future development [5][6]. Group 5: Strategic Partnerships and Future Prospects - The joint venture with Beiqi North Gear aims to leverage resources and market advantages to supply transmission assembly products [7]. - The profitability of the joint venture will depend on market demand for client products, with the venture already achieving profitability by the third quarter [7]. - The EVT hybrid transmission project is currently in the prototype testing phase, with ongoing development [7].

编号：2017-002 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 | | 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 | | | 及人员姓名 | 民生证券：余海坤 | | 时间 | 2017 年 9 月 8 日 | | 地点 | 公司新办公楼董事会秘书办公室 | | 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、公司基本情况介绍 | | 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 编号：2017-003 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（深交所联合重庆证监局在公司举办"践行中国梦 · | | | 走进上市公司"投资者开放日活动） | | 参与单位名称 | 1 、通过西南证券、红塔证券、上海证券、华福证券、湘财 | | 及人员姓名 | 证券、南京证券、广发证券、德同资本等报名的近 40 名投 | | | 资者； | | | 2、全景财经、第一财经电视、第一财经广播、证券时报、 | | | 证券日报等 8 人； | | | 3、深交所、重庆证监局、重庆上市公司协会等 4 人。 | | 时间 | 2017 年 11 月 8 日 | | 地点 | 重庆市璧山区璧泉街道剑山路 ...

证券代码：002765 证券简称：蓝黛传动 编号：2020-001 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 黄昌盛、石川、杨镇宇、何治力 | | 及人员姓名 | | | 时间 | 2020 年 12 月 10 日 | | 地点 | 公司会议室 | | 公司接待人员姓名 | 公司董事、副总经理兼财务总监丁家海；董事、副总经理 | | | 汤海川；副总经理兼董事会秘书卞卫芹；子公司重庆台冠 | | | 副总经理麻友民。 | | 投资者关系活动主 | 一、传统业务手动变速器西南片区客户情况？行业内的供 | | 要内容介绍 | 应量？ | | | 根据行业趋势，手动变速器市场占有率在不断下降。根 | | ...

证券代码：002765 证券简称：蓝黛科技 蓝黛科技集团股份有限公司 投资者关系活动记录表 编号：2021-008 | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | 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 及人员姓名 | 中信建投证券：何俊艺、唐汝平、陈川、邹果、王宇 | | 时间 | 2021 年 6 月 18 日 | | 地点 | 公司会议室 | | 公司接待人员姓名 | 公司董事、副总经理汤海川；公司董事、副总经理兼财务 总监丁家海；公司副总经理、董事会秘书卞卫芹；公司总 经理助理吕丹；子公司重庆台 ...

Group 1: Business Segments and Product Development - The company has expanded its main products to include passenger vehicles, commercial vehicles, new energy vehicles, and engineering machinery [1] - The engine balance shaft assembly is a key product, with a supply volume of 120,000 units in 2020 and an expected supply of around 600,000 units in 2021 [1] - The company is actively developing new energy products and has established partnerships with major clients such as Valeo Siemens and Geely [2] Group 2: Market Strategy and Competition - The company is focusing on overseas markets for its 6AT products due to low domestic market share [2] - The company aims to become a secondary supplier for new energy gearbox components, maximizing its core advantages [2] - The AMT product is expected to enter mass production in October 2021, with a target production of 30,000 to 50,000 units in 2022 [2] Group 3: Touch Display Business - The touch display business has seen growth due to increased demand for smart hardware during the pandemic, with expectations for continued growth in 2021 [3] - The company possesses technological advantages in large-size touch screens and has established relationships with leading global manufacturers [3] - Future plans include expanding into complete vehicle display products, moving from single component supply to integrated solutions [3]

证券代码：002765 证券简称：蓝黛科技 蓝黛科技集团股份有限公司 投资者关系活动记录表 编号：2021-007 | --- | --- | |-----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002765 证券简称：蓝黛科技 蓝黛科技集团股份有限公司 投资者关系活动记录表 编号：2021-002 | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | 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 及人员姓名 | 凯石基金：张俊、王哲宇； 中信银行：杨微远 | | 时间 | 2021 年 4 月 29 日 | | 地点 | 公司会议室 | | 公司接待人员姓名 | ...

证券代码：002765 证券简称：蓝黛科技 蓝黛科技集团股份有限公司 投资者关系活动记录表 编号：2021-005 | --- | --- | |-----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | ...

证券代码：002765 证券简称：蓝黛科技 蓝黛科技集团股份有限公司 投资者关系活动记录表 编号：2021-006 | --- | --- | |-----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...