蓝晓科技于洋:关键技术突破，支撑中国制造高端化跃进

Core Insights - Adsorption separation technology is becoming a key driver for upgrading high-end manufacturing and strategic emerging industries in China [1] - Domestic companies, represented by Xian Blue Sky Technology, are transitioning from followers to leaders in the field of high-precision separation technology [1][2] - The company is experiencing significant growth in the life sciences and ultra-pure water sectors, contributing to an increase in overall revenue and profit margins [2][3] Industry Overview - China's new materials policy is focused on enhancing the efficiency of material extraction and purification, which is crucial for sectors like renewable energy, life sciences, semiconductors, and environmental protection [1] - The demand for high-precision separation technology is driven by the downstream manufacturing industry's shift towards precision and sustainability [1] Company Strategy - Blue Sky Technology has a diversified business model covering six major sectors: metal resources, life sciences, water treatment, energy conservation, food processing, and chemicals [2][3] - The company maintains a low debt ratio and healthy cash flow, allowing it to support strategic investments while ensuring shareholder returns [5][6] - Future strategic priorities include international expansion and deepening focus on high-growth sectors such as life sciences and ultra-pure water [7][8] Product Development - The company is a major supplier of solid-phase synthesis carriers for peptides, with significant growth driven by the rising market for GLP-1 peptide drugs [3][4] - Blue Sky Technology is expanding its product offerings in the life sciences sector, including a comprehensive range of products such as soft and hard gel series, small nucleic acid synthesis carriers, and enzyme immobilization carriers [5] Market Outlook - The market for GLP-1 peptide drugs is expected to grow, with price adjustments in the U.S. likely leading to increased usage and market size [4] - The company is optimistic about the long-term prospects of the life sciences sector, anticipating continued demand and capacity growth from domestic pharmaceutical companies [4]