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].

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-046 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。 | 担保方 | 被担保方 | 担保权人 | 担保额度 | 担保方式 | 担保合同其他主要内容 | | --- | --- | --- | --- | --- | --- | | | | | | | 1、保证范围：主债权本 | | | | | | | 金、利息、复利、罚息、 | | | | | | | 违约金、损害赔偿金等 | | | | | | | 费用以及实现债权的费 | | | | | | | 用（包括但不限于诉讼 | | | | | | | 费、律师费等）。 | | | | | | | 2、保证期间：（1）借 | | | | | | | 款合同项下的保证期间 | | | | | | | 为借款期限届满之次日 | | | | 工商银行 | 人民币 | 连带责任 | 起三年；（2）银行承兑 | | 蓝黛科技 | 宣宇光电 | | 5,000 | | | | | | 璧山支行 | 万元 | 保 ...

Group 1 - The Shanghai World Mobile Communication Conference (MWC Shanghai 2025) showcased the first 5G-A embodied intelligent robot developed by Leju in collaboration with China Mobile and Huawei, addressing technical challenges in high-concurrency scenarios [1] - The "Kua Fu" humanoid robot, which debuted at the HDC 2024 Huawei Developer Conference, utilizes Huawei's cloud-based Pangu intelligent model and demonstrates multi-scenario application capabilities based on 5G-A technology [1] - The 5G-A network's high bandwidth supports large-scale data collection, providing training data for humanoid robots' deep learning models, thus shortening development cycles and adapting to diverse industry needs [1] Group 2 - Haichen Co., Ltd. signed a strategic cooperation agreement with Leju Robotics to collaborate on intelligent logistics robots and automated warehousing systems, aiming to promote the intelligent upgrade of the logistics industry [2] - BlueDai Technology's wholly-owned subsidiary, BlueDai Automation, and Leju Robotics have invested in Wuxi Quanzhibo Technology, with the latter commissioning BlueDai Technology for the research and production of integrated robotic joints and core components [2]

Group 1 - The report indicates that in June, overseas focus is on tariff negotiations, debt risks, and interest rate cut expectations, leading to a cautious outlook for US stocks, while domestic economic and policy observations show limited incremental highlights [3][11] - The A-share market is expected to experience range-bound fluctuations, with a continuation of the "barbell strategy" focusing on dividend defense, domestic demand recovery, and technology growth [3][15] - The report highlights the importance of monitoring sectors such as banking, public utilities, transportation, new consumption, innovative pharmaceuticals, agriculture, and technology-driven industries like AI and semiconductors for potential investment opportunities [3][15] Group 2 - The report lists the top ten stocks for June, including companies from various sectors such as electronics, media, automotive, chemicals, pharmaceuticals, food and beverage, and power equipment [4][10] - Specific companies highlighted include Lianchuang Optoelectronics, Juguang Technology, and Changchun Gaoxin, with each showing promising growth potential based on recent performance and market conditions [4][17][27] - The report provides earnings forecasts for these companies, indicating expected revenue growth for Lianchuang Optoelectronics from 32.91 billion to 45.04 billion from 2025 to 2027, and for Juguang Technology from 5.65 billion to 11.01 billion in the same period [21][27]

Core Viewpoint - The humanoid robot sector is expected to remain a key investment theme in the A-share market, driven by technological advancements, policy support, and market dynamics, despite recent adjustments in stock prices [2][10][19] Market Performance - The humanoid robot sector saw a significant increase of approximately 50% from January to mid-March 2025, with many leading stocks doubling in value [2] - Following a period of volatility due to tariff impacts, the sector rebounded around May 7, 2025, before entering another adjustment phase [3][5] Macroeconomic Context - The A-share market is anticipated to maintain a stable trading range without major declines, supported by government efforts to stabilize the market and the easing of trade tensions [5][6] - The humanoid robot sector is characterized as a typical technology sector, with no immediate risks of drastic declines in market sentiment [5] Industry Developments - Recent advancements in humanoid robot technology include the announcement of large-scale production plans by Zhiyuan Robotics and Tesla's demonstration of the Optimus robot's capabilities [6] - The establishment of the first national intelligent humanoid robot standard and collaborations among major companies indicate a growing focus on innovation and commercialization in the sector [6] Capital Flow - The humanoid robot sector has experienced a pullback since May 7, 2025, attributed to profit-taking after a month-long rally and a general decrease in market trading volume [7][8] - There is potential for capital to flow back into the humanoid robot sector as other sectors experience corrections [9] Investment Opportunities - Companies with lower previous price increases but strong automotive business prospects may present better investment opportunities compared to established leaders with high valuations [12] - Institutional holdings in humanoid robot companies have increased, indicating a consensus on potential growth, particularly for companies like Zhejiang Rongtai and Zhenyu Technology [13][18] Financial Performance - Key players in the humanoid robot sector, such as Zhejiang Rongtai, have shown strong profit growth and high gross margins, indicating robust business fundamentals [14][17] - The profitability of leading companies varies, with Zhejiang Rongtai and Siling Co. demonstrating the strongest financial performance [17] Long-term Outlook - The humanoid robot sector is viewed as a high-growth area comparable to the smartphone and new energy vehicle industries, warranting long-term attention from investors [19]

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-045 蓝黛科技集团股份有限公司 关于收购控股子公司股权的进展公告 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。 近日，重庆台冠就本次股权转让事项向重庆市璧山区市场监督管理局申请办 理了相关变更登记手续，并取得了《登记通知书》及变更后的《营业执照》。本 次工商变更内容如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 股东 | 蓝黛科技持股 82%，殷文俊持股 6%，刘健持股 4%，孙刚持股 4%，崔颖持股 4% | 蓝黛科技持股 100% | | 类型 | 有限责任公司 | 有限责任公司 （自然人投资或控股的法人独资） | 除上述变更登记事项外，重庆台冠经营范围及其他登记事项未发生变更。 特此公告。 蓝黛科技集团股份有限公司董事会 2025 年 05 月 23 日 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 05 月 09 日召开第五届董事会第十六次会议，审议通过了《关于公司收购控股 子公司股权的议案》，同意公司以自有资 ...

Core Viewpoint - As of May 22, 2025, the stock price of Bluetech Technology (002765) closed at 14.64 yuan, down 1.15%, with a turnover rate of 4.5% and a trading volume of 268,300 shares, amounting to a transaction value of 394 million yuan [1] Trading Information Summary - On May 22, 2025, the net outflow of main funds from Bluetech Technology was 30.1351 million yuan, while the net outflow from speculative funds was 2.9758 million yuan; in contrast, retail investors showed a net inflow of 33.1109 million yuan [1][4] Company Announcement Summary - Bluetech Technology Group Co., Ltd. approved a total external guarantee limit of up to 260 million yuan for the company and its subsidiaries, with a maximum guarantee amount of 10 million yuan provided to its subsidiary Bluetech Precision Components [2] - As of the announcement date, the actual guarantee balance provided by the company to Bluetech Precision Components was 18 million yuan, which is within the approved limit [2] - The total guarantee amount provided by the company and its subsidiaries reached 240.37273 million yuan, accounting for 97.46% of the company's most recent audited net assets [2][4]