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。 ...

10月16日，蓝黛科技跌5%，截至发稿，报14.25元/股，成交6.50亿元，换手率7.54%，总市值92.93亿 元。 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%。 从基金十大重仓股角度 数据显示，东方阿尔法基金旗下1只基金重仓蓝黛科技。东方阿尔法优选混合A（007518）二季度增持 72.99万股，持有股数241.43万股，占基金净值比例为4.14%，位居第四大重仓股。根据测算，今日浮亏 损失约181.07万元。 东方阿尔法优选混合A（007518）基金经理为周谧。 截至发稿，周谧累计任职时间7年228天，现任基金资产总规模15.63亿元，任职期间最佳基金回报 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]

Group 1 - The core viewpoint of the news is that Landai Technology's stock has increased by 5.1%, reaching a price of 15.03 yuan per share, with a trading volume of 333 million yuan and a turnover rate of 3.76%, resulting in a total market capitalization of 9.801 billion yuan [1] - Landai Technology Group Co., Ltd. is located in Chongqing and was established on May 8, 1996, with its listing date on June 12, 2015. The company specializes in the research, production, and sales of automotive transmission gears and housings, transmission assemblies, motorcycle main and auxiliary shaft components, and related products [1] - The main business revenue composition includes: power transmission assembly 30.85%, touch display module assembly 24.28%, power transmission components 23.49%, touch display components 20.56%, others (supplement) 0.65%, and other products 0.18% [1] Group 2 - From the perspective of fund holdings, data shows that Changsheng Fund has a significant position in Landai Technology, with the Changsheng Urbanization Theme Mixed A Fund holding 1 million shares, unchanged from the previous period, accounting for 7.18% of the fund's net value, making it the third-largest holding [2] - The Changsheng Urbanization Theme Mixed A Fund was established on November 12, 2013, with a latest scale of 133 million yuan. Year-to-date returns are 91.56%, ranking 131 out of 8171 in its category; the one-year return is 187.06%, ranking 25 out of 8004; and since inception, the return is 330.09% [2]

Group 1 - BlueDai Technology's stock price increased by 5.02% on September 18, reaching 15.28 CNY per share, with a trading volume of 920 million CNY and a turnover rate of 10.38%, resulting in a total market capitalization of 9.965 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 12.1% during this period [1] - BlueDai Technology specializes in the research, production, and sales of automotive transmission components, touch screen products, and optical glass manufacturing, with its main business revenue composition being: power transmission assembly 30.85%, touch display module assembly 24.28%, power transmission components 23.49%, touch display components 20.56%, and others 1.83% [1] Group 2 - Among BlueDai Technology's top ten circulating shareholders, Penghua Fund's carbon neutrality theme mixed fund A (016530) increased its holdings by 9.7582 million shares, totaling 18.1617 million shares, which accounts for 3.05% of the circulating shares [2] - The fund has realized a floating profit of approximately 13.258 million CNY today and a total of 28.5139 million CNY during the three-day increase [2] - The fund was established on May 5, 2023, with a current scale of 2.08 billion CNY, achieving a year-to-date return of 118.53% and a one-year return of 253.49% [2]

Core Viewpoint - BlueDai Technology's stock performance and financial metrics indicate a stable growth trajectory, with significant increases in revenue and net profit year-over-year, despite low financing and margin trading activity [1][2]. Financial Performance - For the first half of 2025, BlueDai Technology achieved a revenue of 1.751 billion yuan, representing a year-on-year growth of 8.32% [2]. - The net profit attributable to shareholders for the same period was 109 million yuan, showing a substantial increase of 61.56% compared to the previous year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 79,500, a reduction of 4.70% from the previous period [2]. - The average number of circulating shares per shareholder increased to 7,493 shares, up by 4.93% [2]. Business Segments - The main revenue sources for BlueDai Technology include: - Power transmission assembly: 30.85% - Touch display module assembly: 24.28% - Power transmission components: 23.49% - Touch display components: 20.56% - Other: 0.83% [2]. Dividend Distribution - BlueDai Technology has distributed a total of 189 million yuan in dividends since its A-share listing, with 65.42 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include: - Penghua Carbon Neutral Theme Mixed A, holding 18.16 million shares, an increase of 9.76 million shares from the previous period [3]. - Yongying Advanced Manufacturing Smart Selection Mixed A, holding 12.65 million shares, a decrease of 11.59 million shares [3]. - New institutional shareholder, Huafu Technology Momentum Mixed A, holding 3.40 million shares [3].