蓝晓科技李延军：中国技术成为全球产业链的新价值锚点

Core Insights - The article highlights the significant role of upstream materials, specifically "solid-phase synthesis carriers" and "chromatography fillers," in the production of GLP-1 peptide drugs, with Blue Sky Technology (蓝晓科技) being a key player in this sector [1][2] - The company has shown strong diversified growth, with its life sciences segment becoming a primary growth engine, expanding from traditional raw material purification to include critical materials for peptide and nucleic acid drug synthesis [1][11] Company Overview - Blue Sky Technology is recognized as a major innovator in the upstream materials field, providing solutions for industrial separation and purification challenges across various sectors, including life sciences and lithium extraction [1][3] - The company has established a unique growth logic by redefining the performance boundaries of upstream materials, thereby reshaping downstream industry cost curves and research possibilities [2] Technology and Innovation - The company focuses on enhancing its core competitiveness in adsorption separation technology, which has evolved from general applications to high-precision separation demands in various industries [3][4] - Blue Sky Technology invests approximately 6% of its annual revenue into R&D, operating five pilot workshops to ensure the industrialization of 4 to 8 new products and 6 to 10 new processes each year [6][11] Life Sciences Segment - The life sciences segment has rapidly grown, particularly in the solid-phase synthesis carrier field, where the company has become a key supplier for GLP-1 peptide drugs [7][11] - The company is expanding its product offerings to include solid-phase synthesis carriers and chromatography fillers for nucleic acid drugs, addressing the unique requirements of different drug types [10][12] Strategic Development - Blue Sky Technology plans to invest 1.15 billion yuan in a new life sciences industrial park, which will include a 1,000 square meter pilot laboratory and a 2,000 square meter facility, adhering to GMP standards [11] - The company is also establishing a subsidiary in Sweden and recruiting industry experts to enhance collaboration with leading pharmaceutical companies [11][12]