蓝黛科技集团股份有限公司发布担保事项进展公告，担保总额及风险需重点关注
2026年5月25日，蓝黛科技集团股份有限公司（证券代码：002765，简称“蓝黛科技”）发布了关于担保事项的最新进展公告。以下为本次公告的详细解读及对投资者可能产生的重要影响：
一、担保事项的整体概述
- 2026年3月10日和3月26日，公司召开董事会和股东大会，审议并通过了2026年度对外担保额度预计议案。
- 同意公司及子公司为本集团及下属多家子公司（如重庆蓝黛精密部件、重庆蓝黛传动机械、深圳市台冠科技等）融资提供最高不超过人民币34亿元（340,000万元）的担保额度。
- 担保范围包括但不限于银行综合授信、借款、融资租赁等；担保方式包括连带责任保证担保、抵押或质押担保。
- 其中为核心子公司蓝黛精密部件提供的担保额度为5.5亿元（55,000万元）。
二、担保事项的最新进展
- 2025年11月22日，公司已为蓝黛精密部件在中国农业银行重庆璧山支行办理银行承兑汇票提供了7,500万元的连带责任保证担保，该笔担保已因债务偿还而终止。
- 近期，蓝黛精密部件与农业银行璧山支行重新签署《商业汇票银行承兑合同》，公司再次为该子公司提供7,500万元的连带责任保证担保。
- 截至公告披露日，公司累计为蓝黛精密部件实际提供的担保余额为2.75亿元（27,500万元），并未超出股东会批准的额度。
三、担保合同主要内容
- 担保方：蓝黛科技集团股份有限公司
- 被担保方：重庆蓝黛精密部件有限公司
- 担保权人：中国农业银行股份有限公司重庆璧山支行
- 担保额度：7,500万元
- 担保方式：连带责任保证
- 担保范围：包括借款本金、利息、罚息、违约金、损害赔偿金及债权实现相关费用等。
- 保证期间：债权人垫付款项之日起三年。
四、公司整体对外担保情况及潜在风险
- 截至公告披露日，公司及子公司审议批准的对外担保总额度为37.504亿元（375,040万元），占公司最近一期经审计净资产的141.92%。
- 其中，对合并报表范围内企业担保额度为34亿元（128.66%净资产），对合并报表外单位为3.504亿元（13.26%净资产）。
- 实际正在履行的担保余额为25.087亿元（250,872.73万元），约占净资产的94.93%。其中对合并报表内企业担保余额为22.057亿元（83.47%净资产），对外单位担保余额为3.031亿元（11.47%净资产）。
- 公司对外担保总额及占净资产比例较高，若被担保方出现偿债风险，可能对公司资金状况和业绩造成重大不利影响，属于重要关注事项，可能对公司股价产生影响。
五、相关备查文件
- 公司与蓝黛精密部件、农业银行璧山支行分别签订的《保证合同》和《商业汇票银行承兑合同》。
投资者须知与潜在影响
本次公告显示，公司对外担保总额及实际履行的担保余额均占公司净资产较高比例，反映出公司在为子公司或关联企业融资方面承担了较大风险责任。若被担保企业经营出现问题，可能会对蓝黛科技的资金链和业绩产生重大影响，投资者需高度关注相关风险变化。本次事项具有潜在的股价波动风险，建议投资者密切关注公司后续披露及子公司经营情况。
免责声明：本文内容仅供信息参考，不构成投资建议。投资有风险，决策请谨慎。请关注公司后续公告及相关风险提示。
BlueRay Technology Group Announces Guarantee Progress, High Guarantee Ratio May Affect Share Price
On May 25, 2026, BlueRay Technology Group Co., Ltd. (Stock Code: 002765, “BlueRay Technology”) released an update on its guarantee matters. Below is a detailed breakdown and analysis of the announcement and its potential impact for investors:
1. Overview of the Guarantee Matters
- On March 10 and March 26, 2026, the company held a board and shareholders’ meeting to approve the estimated external guarantee limit for 2026.
- The company and subsidiaries are allowed to provide guarantees up to RMB 3.4 billion for financing needs of the group and key subsidiaries (e.g., Chongqing BlueRay Precision Parts, Chongqing BlueRay Transmission Machinery, Shenzhen Taiguan Technology, etc.).
- Guarantees cover bank credit, loans, finance leasing, and may be provided in forms such as joint and several liability or pledge/mortgage guarantees.
- Specifically, the guarantee limit for the core subsidiary BlueRay Precision Parts is RMB 550 million.
2. Latest Progress on the Guarantees
- On November 22, 2025, the company provided a joint liability guarantee of RMB 75 million for BlueRay Precision Parts at Agricultural Bank of China, Bishan Branch; this guarantee has ended as the debt was repaid on time.
- Recently, BlueRay Precision Parts and the bank signed a new bank acceptance draft contract, and the company again provided a RMB 75 million joint liability guarantee.
- As of this announcement, the total guarantee balance for BlueRay Precision Parts is RMB 275 million, within the approved limit by shareholders.
3. Main Contents of the Guarantee Contract
- Guarantor: BlueRay Technology Group Co., Ltd.
- Guaranteed: Chongqing BlueRay Precision Parts Co., Ltd.
- Guarantee Holder: Agricultural Bank of China, Bishan Branch
- Guarantee Amount: RMB 75 million
- Guarantee Method: Joint and several liability
- Scope: Principal, interest, penalty interest, damages, and all costs for realizing creditor rights including litigation/arbitration, legal fees, etc.
- Guarantee Period: Three years from the payment date by the creditor.
4. Company-wide Guarantee Situation & Potential Risks
- Total approved external guarantee limit is RMB 3.75 billion, accounting for 141.92% of the latest audited net assets.
- Guarantees for consolidated entities: RMB 3.4 billion (128.66% of net assets); for non-consolidated entities: RMB 350.4 million (13.26% of net assets).
- Actual outstanding guarantee balance is RMB 2.51 billion, about 94.93% of net assets. Of this, guarantees for consolidated entities are RMB 2.21 billion (83.47%), non-consolidated RMB 303 million (11.47%).
- The high guarantee ratio means if the guaranteed parties default, BlueRay Technology may face significant financial and performance risks, potentially impacting share price.
5. Reference Documents
- Guarantee contracts signed by the company, BlueRay Precision Parts, and Agricultural Bank of China Bishan Branch.
Investor Notice & Potential Impact
The company’s total guarantee amount and outstanding balance are both high relative to its net assets, indicating significant financial risk exposure. If the guaranteed parties encounter financial problems, BlueRay Technology’s cash flow and profitability could be negatively affected. This situation could potentially move the company’s share price. Investors should closely monitor further disclosures and the operational performance of subsidiaries.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Please exercise caution and refer to future company announcements for updated risk assessments.
