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蓝黛科技新能源销售收入占14.9% 马鞍山国资13.48亿入主赋能发展
Chang Jiang Shang Bao· 2025-07-10 23:32
Core Viewpoint - The acquisition of an 18% stake in Blue Dai Technology by Anhui Jiangdong Industrial Investment Group will enhance the company's competitiveness and support its future development in the rapidly growing electric vehicle sector [1][3]. Group 1: Ownership Change - Jiangdong Investment Group will acquire 1.17 million shares from Zhu Tangfu at a price of 11.48 yuan per share, totaling 1.348 billion yuan [2]. - After the transaction, Jiangdong Investment Group will hold 18.08% of Blue Dai Technology, making it the controlling shareholder, while the actual control will shift to the Ma'anshan Municipal Government [2][3]. - The remaining shareholders, Zhu Tangfu, Xiong Min, and Zhu Junhan, will relinquish their voting rights, reducing their combined voting power to 0% [2]. Group 2: Business Development - Blue Dai Technology is currently constructing a new energy vehicle project in Ma'anshan, with a total planned investment of 2.3 billion yuan, of which 600 million yuan is allocated for the first phase [5]. - The company has invested 521 million yuan in the project to date, achieving 90% completion [5]. - The electric drive system components have become one of the fastest-growing segments for Blue Dai Technology, with sales revenue from new energy reducer assemblies and transmission system components reaching 527 million yuan, accounting for 14.9% of total revenue in 2024 [1][6]. Group 3: Financial Performance - In 2024, Blue Dai Technology reported a revenue of 3.536 billion yuan, a year-on-year increase of 25.93%, and a net profit of 124 million yuan, up 134.04% [6]. - The production and sales volumes of automotive components increased significantly, with year-on-year growth rates of 37.54% and 40.77%, respectively [6]. - In the first quarter of 2025, the company achieved a revenue of 813 million yuan, reflecting an 8.06% year-on-year growth [6].