10月20日，蓝黛科技涨5.22%，截至发稿，报14.10元/股，成交2.77亿元，换手率3.33%，总市值91.95亿 元。 截至发稿，代毅累计任职时间7年140天，现任基金资产总规模5.73亿元，任职期间最佳基金回报 109.69%， 任职期间最差基金回报-4.03%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，蓝黛科技集团股份有限公司位于重庆市璧山区璧泉街道剑山路100号，成立日期1996年5月8 日，上市日期2015年6月12日，公司主营业务涉及乘用车变速器齿轮及壳体等零部件、变速器总成、摩 托车主副轴组件的研发、生产与销售。电容触摸屏及触控显示一体化相关产品的研发、生产和销售。光 学玻璃制造;企业总部管理。主营业务收入构成为：动力传动总成30.85%，触控显示模组总成24.28%， 动力传动零部件23.49%，触控显示零部件20.56%，其他(补充)0.65%，其他产品0.18%。 责任编辑：小浪快报 数据显示，长盛基金旗下1只基金重仓蓝黛科技。 ...

Group 1 - The actual controller of the company, Zhu Tangfu, intends to transfer 117,383,000 shares, representing 18% of the total share capital, to Anhui Jiangdong Industrial Investment Group at a price of 11.48 CNY per share, totaling approximately 1.35 billion CNY [1] - Following the share transfer, the voting rights associated with the shares will be irrevocably waived by the current controllers, leading to a change in the controlling shareholder from Zhu Tangfu to Jiangdong Investment, and the actual controller will change to the Ma'anshan Municipal Government [1] - The Anhui Provincial State-owned Assets Supervision and Administration Commission has approved the acquisition of control by Jiangdong Investment through a "share transfer + voting rights waiver" method [2] Group 2 - On October 17, 2025, the company received a decision from the State Administration for Market Regulation indicating that no further antitrust review will be conducted regarding Jiangdong Investment's acquisition of control over the company, allowing the transaction to proceed [3] - The change of control is still subject to compliance review by the Shenzhen Stock Exchange and the transfer of shares must be processed by the China Securities Depository and Clearing Corporation Limited [4]

蓝黛科技集团股份有限公司（以下简称"公司"、"蓝黛科技"）实际控制人朱堂福先生、熊敏女士、朱俊 翰先生于2025年07月09日与安徽江东产业投资集团有限公司（以下简称"江东产投"）签订了《关于转让 方朱堂福与受让方安徽江东产业投资集团有限公司及保证人熊敏、朱俊翰之股份转让协议》，朱堂福先 生拟向江东产投转让其持有的公司117,383,000股股份，占公司总股本的18%。本次股份转让价格为 11.48元/股，转让价款合计为人民币1,347,556,840元。同日，朱堂福先生、熊敏女士、朱俊翰先生与江 东产投签署了《表决权放弃协议》，约定自股份交割日起，其无条件且不可撤销地放弃行使所持有的公 司全部股份（包括朱堂福先生所持剩余8,877,320股股份、熊敏女士所持65,600股股份、朱俊翰先生所持 74,665,600股股份）所对应的表决权。若本次权益变动事项实施并完成，公司控股股东及实际控制人将 发生变更，公司控股股东将由朱堂福先生变更为江东产投，公司实际控制人将由朱堂福先生、熊敏女 士、朱俊翰先生变更为马鞍山市人民政府。 公司于2025年09月15日收到江东产投转发的安徽省国资委出具的《省国资委关于安徽江东产 ...

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、公司控制权拟发生变更事项概述 蓝黛科技集团股份有限公司（以下简称"公司"、"蓝黛科技"）实际控制人 朱堂福先生、熊敏女士、朱俊翰先生于 2025 年 07 月 09 日与安徽江东产业投资 集团有限公司（以下简称"江东产投"）签订了《关于转让方朱堂福与受让方安 徽江东产业投资集团有限公司及保证人熊敏、朱俊翰之股份转让协议》，朱堂福 先生拟向江东产投转让其持有的公司 117,383,000 股股份，占公司总股本的 18%。 本次股份转让价格为 11.48 元/股，转让价款合计为人民币 1,347,556,840 元。同 日，朱堂福先生、熊敏女士、朱俊翰先生与江东产投签署了《表决权放弃协议》， 约定自股份交割日起，其无条件且不可撤销地放弃行使所持有的公司全部股份 （包括朱堂福先生所持剩余 8,877,320 股股份、熊敏女士所持 65,600 股股份、朱 俊翰先生所持 74,665,600 股股份）所对应的表决权。若本次权益变动事项实施并 完成，公司控股股东及实际控制人将发生变更，公司控股股东将由朱堂福先生变 更为 ...

Core Viewpoint - BlueDai Technology experienced a 5% decline in stock price, closing at 14.25 CNY per share, with a trading volume of 650 million CNY and a turnover rate of 7.54%, resulting in a total market capitalization of 9.293 billion CNY [1] Group 1: Company Overview - BlueDai Technology Group Co., Ltd. is located in Chongqing, established on May 8, 1996, and listed on June 12, 2015 [1] - The company specializes in the research, production, and sales of automotive transmission gears and housings, complete transmission assemblies, motorcycle main and auxiliary shaft components, capacitive touch screens, integrated touch display products, and optical glass manufacturing [1] - The revenue composition of the company includes: Power Transmission Assemblies (30.85%), Touch Display Module Assemblies (24.28%), Power Transmission Components (23.49%), Touch Display Components (20.56%), Other (0.65%), and Other Products (0.18%) [1] Group 2: Fund Holdings - The Oriental Alpha Fund has a significant holding in BlueDai Technology, with the Oriental Alpha Preferred Mixed A Fund (007518) increasing its stake by 729,900 shares in the second quarter, totaling 2,414,300 shares, which represents 4.14% of the fund's net value, ranking as the fourth-largest holding [2] - The fund has a current scale of 101 million CNY and has achieved a year-to-date return of 59.03%, ranking 419 out of 8161 in its category, with a one-year return of 72.9%, ranking 298 out of 8021 [2]

Core Insights - BlueDai Technology's stock rose by 4.92% with a turnover rate of 31.07% and a trading volume of 2.85 billion yuan, indicating significant market activity [2] - Institutional investors net sold 20.45 million yuan, while the Shenzhen Stock Connect saw a net purchase of 74.72 million yuan, suggesting mixed sentiment among different investor groups [2] - The stock was highlighted on the exchange due to its high turnover rate, with the top five trading departments contributing to a total transaction of 583 million yuan, resulting in a net purchase of 160 million yuan [2] Trading Activity - The main buying department was the Shenzhen Stock Connect, with a purchase amount of 1.14 billion yuan and a selling amount of 393.79 million yuan, leading to a net purchase of 74.72 million yuan [2] - The top five buying departments included Huayin Securities, M&G Securities, and Huabao Securities, with significant buying amounts ranging from 51.58 million yuan to 718.96 million yuan [2] - The selling side saw notable activity from CITIC Securities and Zhongtai Securities, with the largest selling amount reaching 69.23 million yuan [2] Fund Flow - The stock experienced a net inflow of 485 million yuan from main funds, with large orders contributing a net inflow of 563 million yuan, while large orders saw a net outflow of 78.08 million yuan [2] - Over the past five days, the net inflow of main funds totaled 773 million yuan, indicating a positive trend in investor interest [2]

Group 1 - The core point of the article highlights that the trading volume of BlueDai Technology reached 2.146 billion RMB, marking a new high since March 24, 2025 [1] - The latest stock price of BlueDai Technology increased by 6.32%, with a turnover rate of 23.23% [1] - The previous trading day's total transaction volume for the stock was 831 million RMB [1] Group 2 - BlueDai Technology Group Co., Ltd. was established on May 8, 1996, with a registered capital of 652.12809 million RMB [1]

Group 1 - The automotive parts sector experienced an initial rise on October 10, with several companies reaching their daily limit up, indicating strong market interest [1] - Notable companies that hit the limit up include Bluetech Technology, Shenda Co., Bohai Automobile, Qin'an Co., Yingli Automobile, and Sanlian Forging [1] - Other companies that saw gains include Daimai Co., Rongtai Co., Lizhong Group, and Haoneng Co., reflecting a broader positive trend in the sector [1]

Core Viewpoint - BlueDai Technology's stock has shown significant growth this year, with a 70.29% increase, despite a slight decline in recent trading days [2] Group 1: Stock Performance - As of October 9, BlueDai Technology's stock price reached 14.56 CNY per share, with a market capitalization of 9.495 billion CNY [1] - The stock has experienced a 0.68% decline over the last five trading days, but a 12.78% increase over the last 20 days and a 14.20% increase over the last 60 days [2] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent instance on September 29, where it recorded a net buy of -114 million CNY [2] Group 2: Financial Performance - For the first half of 2025, BlueDai Technology reported a revenue of 1.751 billion CNY, representing a year-on-year growth of 8.32%, and a net profit attributable to shareholders of 109 million CNY, reflecting a 61.56% increase [3] - The company has distributed a total of 189 million CNY in dividends since its A-share listing, with 65.424 million CNY distributed over the past three years [4] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 4.70% to 79,500, while the average number of tradable shares per person increased by 4.93% to 7,493 shares [3] - Among the top ten circulating shareholders, notable changes include an increase in holdings by Penghua Carbon Neutral Theme Mixed A and a decrease by Yongying Advanced Manufacturing Selected Mixed A [4]

Core Viewpoint - 蓝黛科技's stock experienced a significant decline of 7.31% with a trading volume turnover rate of 24.72%, indicating high volatility and investor activity on that day [2] Trading Activity - The total trading volume for 蓝黛科技 reached 2.139 billion yuan, with a price fluctuation of 9.25% throughout the day [2] - The stock was listed on the deep stock exchange due to its high turnover rate, with net purchases from the deep stock connect amounting to 21.8612 million yuan [2] - The top five trading departments accounted for a total transaction volume of 4.52 billion yuan, with a net selling amount of 114 million yuan [2] Fund Flow - The stock saw a net outflow of 65.2288 million yuan from major funds, with a significant outflow of 126 million yuan from large orders, while smaller orders saw a net inflow of 61.1743 million yuan [2] - Over the past five days, the net inflow of major funds into 蓝黛科技 totaled 399 million yuan [2] Major Trading Departments - The leading buying department was the deep stock connect, which had a buying amount of 97.7882 million yuan and a selling amount of 75.9270 million yuan, resulting in a net purchase of 21.8612 million yuan [2] - Other notable buying departments included 东方财富证券 with various branches contributing to the buying and selling activities [2]