蓝黛科技(002765) - 蓝黛科技调研活动信息

Group 1: New Energy Components Business Overview - The company positions new energy vehicle core components as a key strategic focus, achieving significant progress through continuous R&D investment and market expansion [1] - Products such as high-precision gear shafts and motor shafts have been widely applied, with collaborations established with major companies like GAC, Valeo, BYD, and Geely [1] Group 2: Profitability and Production Capacity of New Energy Business - The company is seizing opportunities in the booming new energy vehicle market, increasing fixed asset investments, and gradually enhancing production capacity [1] - New production bases have been successfully launched, optimizing the company's industrial layout [1] Group 3: Market Engagement and Future Plans - The company is actively expanding into new markets and clients while meeting the needs of existing core customers to ensure sustainable growth [2] - Plans for robotic products are currently not prioritized, with a focus on core business development; any future plans will be disclosed as per regulations [2] Group 4: Progress in In-Vehicle Display Business - The in-vehicle display segment has been a key area of expansion, leveraging long-term customer resources in the automotive sector [2] - The company has developed high-value-added products like dual-screen and curved screens, collaborating with well-known suppliers and applying these products in vehicles from Great Wall Motors and Geely [2]