Group 1 - The article highlights the upcoming "10th China Analytical Instrument Academic Conference" (ACAIC 2025) scheduled for November 6-8, 2025, in Xi'an, Shaanxi, focusing on the theme "AI Empowerment and Innovation Transformation" [2][5][7] - The conference aims to explore the impact of AI on the performance enhancement, functional expansion, application development, research processes, and innovation management of analytical instruments [2][5] - The event is expected to attract over 500 participants, including government officials, industry leaders, academic experts, and technology investors [7][8] Group 2 - The conference will feature various activities, including keynote speeches, specialized forums, and exhibitions, providing a platform for knowledge exchange among participants [5][8] - Registration fees are set at 1800 RMB for members, 2800 RMB for non-members, and 1000 RMB for students, with accommodation and transportation costs to be borne by attendees [9][10] - The conference will include a detailed agenda with specific sessions dedicated to different topics related to analytical instruments and AI applications [8][25] Group 3 - The conference will host multiple specialized forums on topics such as AI and mass spectrometry, thermal analysis, biomedical optical imaging technology, and flow cytometry technology [28][32][40][43] - Each forum will feature presentations from leading experts in the field, discussing innovations, applications, and the future of analytical instruments [30][32][40][45] - The event aims to foster collaboration between academia and industry, promoting the transfer and transformation of scientific achievements in analytical instrumentation [49]

| 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转 02 | | 西安蓝晓科技新材料股份有限公司 关于实施权益分派期间"蓝晓转 02"暂停转股的 提示性公告 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者遗漏。 特别提示： 1.债券代码：123195，债券简称：蓝晓转 02 2.转股期限：2023 年 10 月 23 日至 2029 年 4 月 16 日 3.暂停转股时间：2025 年 10 月 14 日至 2025 年半度权益分派股权登记日 4.恢复转股时间：2025 年半年度权益分派股权登记日后的第一个交易日 西安蓝晓科技新材料股份有限公司（以下简称"公司"）将于近日实施 2025 年半年度权益分派事宜，根据《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理》及《西安蓝晓科技新材料股份有限公司向不特定对象发行可 转换公司债券募集说明书》中"转股价格的调整方式及计算公式"条款的规定（详 见附件），2025 年 10 月 14 日 ...

Core Viewpoint - The chemical sector experienced a pullback on October 10, with the chemical ETF (516020) showing a decline of 1.01% as of the report time, reflecting a broader downturn in the industry [1][2]. Group 1: Market Performance - The chemical ETF (516020) opened lower and continued to fluctuate at low levels, ultimately dropping by 1.01% [1][2]. - Key stocks in the lithium battery supply chain saw significant declines, with Tianqi Lithium falling over 8%, and other companies like Duofu and Enjie also experiencing notable drops [1][2]. - The basic chemical sector attracted substantial capital inflow, with a net inflow of 23.4 billion yuan over the past five trading days, ranking second among 30 sectors [3]. Group 2: Valuation and Investment Outlook - As of October 9, the chemical ETF (516020) had a price-to-book ratio of 2.41, which is relatively low compared to the historical average, indicating potential value for long-term investment [4]. - The construction of new projects in the basic chemical sector has shown a negative growth trend for three consecutive quarters, suggesting a supply-side slowdown and a more favorable market outlook [5]. - Analysts suggest that core assets in the chemical sector are entering a long-term value zone, with expectations for a recovery in both valuation and profitability [5]. Group 3: Investment Strategy - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap stocks, which may provide a more efficient way to invest in the sector [6]. - Investors can also consider using the chemical ETF linked funds (Class A 012537/Class C 012538) for exposure to the chemical sector [6].

Core Viewpoint - Blue Sky Technology's stock has experienced fluctuations, with a recent decline of 2.03% and a year-to-date increase of 21.26%, indicating volatility in market performance [1]. Financial Performance - For the first half of 2025, Blue Sky Technology reported revenue of 1.247 billion yuan, a year-on-year decrease of 3.64%, while net profit attributable to shareholders increased by 10.01% to 445 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.136 billion yuan, with 866 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 9.84% to 19,000, while the average number of circulating shares per person increased by 10.92% to 16,100 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 50.0449 million shares, an increase of 1.0271 million shares from the previous period [3]. Market Activity - As of October 10, 2023, Blue Sky Technology's stock price was 57.32 yuan per share, with a market capitalization of 29.099 billion yuan [1]. - The stock has seen a trading volume of 61.3368 million yuan, with a turnover rate of 0.35% [1].

关于 2025 年第三季度可转换公司债券转股情况公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 | 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转02 | | 西安蓝晓科技新材料股份有限公司 特别提示： 1.蓝晓转 02（债券代码：123195）转股期限为 2023 年 10 月 23 日至 2029 年 4 月 16 日，最新转股价格为人民币 59.68 元/股。 2.2025 年第三季度，共有 30 张"蓝晓转 02"完成转股（票面金额共计 3,000 元人民币），合计转为 48 股"蓝晓科技"股票（股票代码：300487）。 3.截至 2025 年第三季度末，公司剩余可转债为 5,459,630 张，剩余票面总金 额为 545,963,000 元人民币。 （一）发行上市的基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意西安蓝晓 科技新材料股份有限公司向不特定对象发行可转换公司债券注册的批复》（证监 许可 ...

Core Points - The company, Bluestar Technology, announced on September 29 that it has revised its registered capital, business scope, and other terms, which were approved during the fifth board meeting and the first extraordinary shareholders' meeting of 2025 [2] - The company has completed the industrial and commercial registration and obtained a business license issued by the Xi'an Market Supervision Administration [2]

| 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2025-052 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转02 | | 注册资本：伍亿零柒佰陆拾陆万伍仟叁佰贰拾玖元人民币 西安蓝晓科技新材料股份有限公司（以下简称"公司"）于 2025 年 8 月 18 日召开的第五届董事会第九次会议以及于 2025 年 9 月 10 日召开的 2025 年第一 次临时股东大会先后审议通过了《关于修订<公司章程>的议案》。董事会同意公 司对公司注册资本、经营范围及其他条款进行修改。具体内容详见公司在中国证 监会指定的信息披露网站巨潮资讯网（http://www.cninfo.com.cn）上披露的相关 公告。 近日，公司已完成了工商登记，并取得了西安市市场监督管理局颁发的《营 业执照》，变更后的《营业执照》登记的信息如下： 名称：西安蓝晓科技新材料股份有限公司 统一社会信用代码：91610131726285914J 类型：股份有限公司（上市、自然人投资或控股） 住所：西安市高新区锦业路 135 号 法定代表人：高月静 西安蓝晓科技新材料股份有限公司 关于公司 ...

Core Viewpoint - The lithium extraction capacity from salt lakes in Tibet is expected to see significant growth, driven by leading companies such as Cangge Mining, Zijin Mining, and Blue Sky Technology, as they accelerate project layouts in the region [1] Group 1: Industry Developments - The construction of domestic lithium extraction capacity from salt lakes has entered a concentrated implementation phase since 2025 [1] - The rich reserves and cost advantages of salt lake lithium extraction are anticipated to contribute to this growth [1] Group 2: Company Activities - Leading companies in the industry are actively enhancing their project layouts in the Tibetan salt lakes, which is expected to substantially increase the lithium extraction scale in the Qinghai-Tibet Plateau [1] - According to Wei Ming, Secretary-General of the Lithium Salt Branch of the China Inorganic Salt Industry Association, there are no technical challenges in developing the salt lakes in Tibet, and equipment can be ready for operation within eight months if conditions permit [1]

Core Viewpoint - The lithium extraction capacity from salt lakes, characterized by rich reserves and cost advantages, is expected to see significant growth, particularly in Tibet, starting from 2025 [1] Industry Summary - The domestic lithium extraction capacity from salt lakes is entering a phase of intensive development, with leading companies such as Cangge Mining, Zijin Mining, and Blue Sky Technology accelerating their key project layouts [1] - The scale of lithium extraction from salt lakes in the Qinghai-Tibet Plateau is anticipated to increase significantly [1] Company Summary - Cangge Mining, Zijin Mining, and Blue Sky Technology are identified as key players in the accelerated development of lithium extraction projects in Tibet [1] - The development of salt lakes in Tibet is not hindered by technical challenges, as equipment can be set up and operational within eight months if conditions permit [1]

Core Viewpoint - The lithium extraction capacity from salt lakes, particularly in Tibet, is expected to see significant growth due to advancements in technology and increased investment from leading companies in the industry [1][8]. Capacity Expansion - Cangge Mining's 50,000 tons/year lithium carbonate project at the Mami Cuo salt lake has commenced construction after receiving project approval in June 2023, with full production expected by 2026 [1]. - Cangge Mining has also acquired a 39% stake in Guoneng Mining, which has two high-quality salt lakes in Tibet, with a long-term plan to reach a lithium salt capacity of 130,000 tons [1]. - Zijin Mining's Lagocuo salt lake project has faced delays but is showing signs of accelerated production, with a projected output of 7,315 tons of lithium carbonate in the first half of 2025, compared to 239 tons in the same period of 2024 [2]. - Blue Sky Technology is actively involved in domestic salt lake capacity construction, including a collaboration with Guoneng Mining for a 3,300 tons lithium hydroxide production line, which aims to be the first industrialized salt lake lithium extraction project in Tibet [2]. Technological Innovation - The lithium extraction process is undergoing systematic innovation, with direct lithium extraction technologies significantly reducing production time and resource consumption [3]. - The use of advanced techniques such as membrane coupling and adsorption technology is expected to enhance resource utilization and lower production costs [3][4]. - The cost of adsorption agents has decreased from 200,000 yuan/ton to 45,000 yuan/ton, contributing to improved industrial competitiveness [4]. Industry Challenges - Despite the potential, the industry faces challenges such as low capacity utilization due to environmental factors and infrastructure difficulties in high-altitude regions [5][6]. - Projects in Tibet, including those by Zijin Mining and Jinyuan Co., have experienced slow production releases due to high-altitude conditions affecting equipment and operational efficiency [6][7]. - Water supply and power supply issues are significant hurdles, with companies needing to invest in desalination and renewable energy projects to ensure production continuity [7]. Market Outlook - The salt lake lithium extraction industry is becoming a crucial component in reducing China's reliance on imported lithium carbonate, with ongoing capital investments and policy support driving growth [8][9]. - In 2024, China's lithium carbonate production is projected to reach 702,000 tons, with salt lake extraction accounting for approximately 17.7%, a decrease from 28.6% in 2020 [9]. - The cost advantage of salt lake lithium extraction, estimated at 30,000 to 40,000 yuan/ton, is expected to encourage further investments and development in the sector [9].