Financial Performance - The company's operating revenue for 2022 was ¥2,873,480,982.61, a decrease of 8.47% compared to ¥3,139,490,003.39 in 2021[6]. - The net profit attributable to shareholders for 2022 was ¥185,582,311.74, down 11.65% from ¥210,049,596.27 in 2021[6]. - The basic earnings per share for 2022 was ¥0.32, a decrease of 13.51% compared to ¥0.37 in 2021[6]. - Total assets at the end of 2022 were ¥4,742,961,391.68, an increase of 8.46% from ¥4,373,075,344.98 at the end of 2021[6]. - The net assets attributable to shareholders increased by 8.68% to ¥2,218,019,932.65 at the end of 2022 from ¥2,040,795,994.34 at the end of 2021[6]. - The company reported a net profit excluding non-recurring gains and losses of ¥136,974,694.99, which is a 10.00% increase from ¥124,524,464.13 in 2021[6]. - The total profit for the year was 22,390.01 million yuan, down 14.32% compared to the previous year[70]. - The net profit attributable to shareholders of the parent company was 18,558.23 million yuan, a decline of 11.65% year-on-year[70]. - The gross profit margin for the year was approximately 9.65%, showing an improvement from the previous year's 2.91%[118]. Cash Flow and Investments - The net cash flow from operating activities increased significantly by 410.06% to ¥475,147,120.59 from ¥93,155,416.94 in 2021[6]. - Investment activities cash outflow increased by 422.80% to ¥485,905,910.22, mainly due to increased investments in new energy gear shaft projects and expansion of touch screen glass projects[104]. - The net cash flow from financing activities increased by 2,198.73% to ¥221,576,301.39, attributed to loans obtained for operational and investment needs[103]. - The total investment amount for the reporting period was ¥581,912,102.56, representing a significant increase of 283.73% compared to ¥151,645,945.67 in the same period last year[112]. - The company made a major equity investment of ¥140,000,000 in a new energy vehicle precision transmission project, acquiring a 100% stake through self-raised funds[114]. Market and Industry Trends - The global automotive parts market was valued at approximately $380 billion in 2020 and is projected to grow to $453 billion by 2026, with a CAGR of 2.97%[40]. - In 2022, China's automotive production and sales reached 27.02 million and 26.86 million units, respectively, representing year-on-year growth of 3.4% and 2.1%[43]. - The market share of new energy vehicles in China reached 25.6% in 2022, with annual sales exceeding 6.8 million units[43]. - The global industrial control touch display market is expected to reach $7.26 billion by 2025, with a CAGR of 6% from 2017 to 2025[36]. - The automotive electronics market has become the third-largest application for touch display products, following smartphones and tablets[35]. Research and Development - The company reported a commitment to research and development in automotive components, precision castings, and electronic components manufacturing[22]. - The company has established a strong R&D team and collaborates with universities and research institutions to enhance its technological innovation capabilities[65]. - Research and development expenses increased by 4.22% year-on-year, totaling ¥131,198,032.04 in 2022[96]. - The company is actively investing in the expansion of its touch screen glass production for automotive and industrial control applications, aiming to enhance project competitiveness[73]. - The company is committed to developing high-precision transmission gears and motor shafts for new energy vehicles, aligning with market trends[133]. Strategic Initiatives - The company emphasizes the importance of risk awareness regarding future plans and development strategies, highlighting significant uncertainties due to market conditions and operational efforts[4]. - The company maintains a focus on market expansion and technological innovation as part of its strategic initiatives[22]. - The company is exploring potential mergers and acquisitions to enhance its competitive position in the automotive industry[115]. - The company plans to expand its market presence through new product development in the automotive parts sector, focusing on electric vehicle components[115]. - The company is committed to cost reduction and quality improvement initiatives to enhance operational efficiency across its divisions[138]. Governance and Management - The company emphasizes transparent information disclosure, utilizing multiple channels to communicate with investors and enhance transparency[166]. - The company has established a governance structure with checks and balances, including a board of directors and various committees, ensuring independent management[173]. - The company maintains independence from its controlling shareholder in business, assets, and financial matters, ensuring no fund occupation or damage to shareholder interests[163]. - The management team has been in place since early 2022, indicating stability in leadership during this period[188]. - The company held 11 board meetings during the reporting period, with attendance varying among directors[199]. Shareholder and Market Engagement - The company plans to distribute a cash dividend of 0.5 RMB per 10 shares to all shareholders, based on a total share capital of 657,183,090 shares[5]. - The company held 7 shareholder meetings during the reporting period, ensuring compliance with legal and regulatory requirements[160]. - The company reported a total of 201.9 million shares held by directors and senior management, with a net increase of 69.71 million shares during the reporting period[178]. - The company has seen a significant turnover in its board, with multiple new appointments in early 2022, suggesting a potential shift in strategic direction[179]. - The company is focusing on expanding its market presence and enhancing its product offerings, as indicated by the management changes and strategic appointments[179].

证券代码：002765 证券简称：蓝黛科技 公告编号：2023-031 蓝黛科技集团股份有限公司 关于举行2022年度业绩说明会的公告 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、误导性陈述或者重大遗漏。 为充分尊重投资者、提升交流的针对性，现就公司2022年度业绩说明会提前向 投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于2023年04月03日 （星期一）下午16:00前访问http://ir.p5w.net/zj/，或扫描下方二维码，进入问题征集 专题页面。公司将在2022年度业绩说明会上，对投资者普遍关注的问题进行回答。 欢迎广大投资者积极参与本次年度业绩网上说明会。 （问题征集专题页面二维码） 特此公告。 蓝黛科技集团股份有限公司董事会 2023 年 03 月 27 日 蓝黛科技集团股份有限公司（以下简称"公司"）拟于2023年04月04日（星期二） 15:00～17:00在全景网举行公司2022年度业绩说明会，本次年度业绩说明会将采用网 络远程的方式举行，投资者可登陆全景网"投资者关系互动平台"（http://rs.p5w.net） 参与本次年度业绩说明会。 ...

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 | | ...