sunresin(SZ:300487) 2 1 Shi Ji Jing Ji Bao Dao·2025-12-11 23:06Core Viewpoint - Adsorption separation technology is becoming a key driver for upgrading high-end manufacturing and strategic emerging industries in China, with significant opportunities arising from the rapid development of advanced manufacturing and the need for domestic companies to catch up with international giants [1][2]. Industry Overview - The domestic market for adsorption separation technology is the largest and fastest-growing globally, with companies like Blue Sky Technology leveraging their technical expertise and production capacity to increase market share and expand internationally [2]. - The demand for high-precision separation technology is growing in strategic emerging fields such as life sciences and semiconductors, which are crucial for industrial advancement [1][3]. Company Strategy - Blue Sky Technology has diversified its business across six major sectors: metal resources, life sciences, water treatment and purification, energy conservation and environmental protection, food processing, and chemicals and catalysis, which helps stabilize revenue against industry fluctuations [2][3]. - The company is focusing on high-growth areas, particularly in life sciences, where the rapid development of products like GLP-1 peptide drugs is driving significant revenue growth [3][4]. Financial Health - The company maintains a low debt ratio and healthy cash flow, allowing it to support strategic investments while balancing shareholder returns, including a consistent dividend policy of approximately 30% of net profits [5][6]. - Future capital investments will focus on building a life sciences industrial park and expanding overseas production capacity, while also exploring innovative business models in specific sectors [6][7]. Future Outlook - The strategic priorities for the next 1-2 years include enhancing internationalization efforts and deepening engagement in high-growth sectors, with a focus on establishing localized teams in key markets [7][8]. - Challenges include managing cross-cultural integration as the company expands its international workforce, necessitating improvements in management systems to ensure effective collaboration [8].