Landai Technology(SZ:002765) Sou Hu Cai Jing·2025-07-25 08:48Core Viewpoint - BlueDai Technology expects significant growth in net profit for the first half of 2025, driven by increased production capacity and product quality in the new energy vehicle sector, as well as recovery in the touch display industry [1] Financial Performance - For the first half of 2025, BlueDai Technology anticipates a net profit of between 93 million to 115 million yuan, representing a year-on-year increase of 37.54% to 70.08% [1] - The company's non-recurring net profit is projected to be between 73 million to 95 million yuan, showing a substantial year-on-year growth of 93.39% to 151.67% [1] - In 2024, BlueDai Technology reported an operating revenue of 3.536 billion yuan, a year-on-year increase of 25.93%, and a net profit of 124 million yuan, reflecting a growth of 134.04% [3] Business Segments - In the power transmission segment, the company focuses on core components for new energy vehicles, enhancing production scale and product quality, which has led to significant revenue and profit growth [1] - In the touch display segment, the industry is experiencing a recovery, and the company is capitalizing on opportunities in cover glass and vehicle touch screens, leading to improved product gross margins and substantial net profit growth [1] Leadership - The chairman of BlueDai Technology, Zhu Junhan, is 36 years old and holds a bachelor's degree. He also serves as the chairman and general manager of several affiliated companies [4] - Zhu Junhan's compensation has increased from 656,700 yuan in 2020 to 1,310,000 yuan in 2024, indicating a positive trend in leadership remuneration [4]