sunresin(SZ:300487) 2 1 Shi Ji Jing Ji Bao Dao·2025-12-18 08:26Core Viewpoint - The article highlights the significant role of Blue Sky Technology in the upstream materials sector for GLP-1 peptide drugs, focusing on its advancements in adsorption separation technology and its diversification into life sciences, particularly in nucleic acid drug synthesis [1][2]. Group 1: Company Overview - Blue Sky Technology is a key player in the upstream materials for peptide drugs, specializing in high-purity synthesis and purification processes [1]. - The company has shown strong diversified growth, with its life sciences segment becoming a primary growth engine, expanding from traditional raw material purification to critical materials for nucleic acid drug synthesis [1][5]. Group 2: Technological Advancements - The company emphasizes innovation in its technology path, maintaining a rich project library that spans various downstream applications and disciplines [4]. - Blue Sky Technology invests approximately 6% of its annual revenue into R&D, facilitating the industrialization of 4 to 8 new products and 6 to 10 new processes each year [5]. Group 3: Market Position and Strategy - The life sciences segment has seen rapid growth, particularly in the solid-phase synthesis carrier market for GLP-1 peptide drugs, where the company has become a core supplier [6][10]. - The company plans to invest 1.15 billion yuan in a new life sciences industrial park, expanding its capabilities in soft and hard capsules, peptides, and nucleic acid carriers [10]. Group 4: Product Development and Future Outlook - Blue Sky Technology's product line includes chromatography media, solid-phase synthesis carriers, and various purification materials, catering to a wide range of applications in biopharmaceuticals and health products [11]. - The life sciences sector presents significant opportunities for growth, driven by the increasing demand for separation and purification technologies that directly impact product quality [11].