蓝黛科技：业绩预告高增长，参股无锡泉智博

Investment Rating - The report maintains a "Buy" rating for the company [3][5]. Core Views - The company is expected to achieve a significant increase in net profit attributable to shareholders, projected at 130-150 million yuan for 2024, representing a year-on-year growth of 135.61% to 142.45% [1]. - The company is expanding its production capacity and improving product quality in its core business of power transmission, particularly focusing on key components for new energy vehicles, which is expected to drive revenue growth [1]. - The touch display segment is also recovering, with increased demand for touch screens in consumer electronics and industrial control, leading to substantial revenue growth [2]. Financial Summary - The company's projected revenue for 2024 is 3.454 billion yuan, with a year-on-year growth rate of 23% [4]. - The net profit forecast for 2024 is 150 million yuan, with a year-on-year growth rate of 141.1% [4]. - Earnings per share (EPS) for 2024 is expected to be 0.23 yuan, improving to 0.32 yuan in 2025 and 0.42 yuan in 2026 [4]. - The price-to-earnings (P/E) ratio is projected to be 43 times for 2024, decreasing to 31 times in 2025 and 23 times in 2026 [3][4]. Business Developments - The company is investing in Wuxi Quanzhibo, a robotics firm, alongside partners, to enhance its position in the core components of robotics [2]. - The collaboration will focus on the research, production, testing, and assembly of integrated robotic joints and core components, indicating a strategic move to capture growth in the robotics sector [2].