蓝黛科技(002765) - 蓝黛科技调研活动信息

Group 1: Business Segments and Product Development - The company has expanded its main products to include passenger vehicles, commercial vehicles, new energy vehicles, and engineering machinery [1] - The engine balance shaft assembly is a key product, with a supply volume of 120,000 units in 2020 and an expected supply of around 600,000 units in 2021 [1] - The company is actively developing new energy products and has established partnerships with major clients such as Valeo Siemens and Geely [2] Group 2: Market Strategy and Competition - The company is focusing on overseas markets for its 6AT products due to low domestic market share [2] - The company aims to become a secondary supplier for new energy gearbox components, maximizing its core advantages [2] - The AMT product is expected to enter mass production in October 2021, with a target production of 30,000 to 50,000 units in 2022 [2] Group 3: Touch Display Business - The touch display business has seen growth due to increased demand for smart hardware during the pandemic, with expectations for continued growth in 2021 [3] - The company possesses technological advantages in large-size touch screens and has established relationships with leading global manufacturers [3] - Future plans include expanding into complete vehicle display products, moving from single component supply to integrated solutions [3]