sunresin(SZ:300487)2023-11-16 10:34Group 1: Company Overview and Strategy - Blue Sky Technology emphasizes an integrated solution combining materials and equipment to enhance competitive advantages [2][3] - The company has developed a business model that integrates adsorption separation technology, catering to diverse customer needs [3] - Blue Sky Technology has established a remote debugging center to support project implementation efficiently [3] Group 2: Lithium Extraction Business - The company has completed installations for lithium extraction projects, including a 10,000 t/a project and a 5,000 t/a project [3] - Despite fluctuations in lithium prices, the company maintains a cost advantage in lithium extraction, ensuring good profitability [3] - The company is preparing for future cycles by advancing technology to reduce costs and increase market share [3] Group 3: Peptide Synthesis Business - Sales of solid-phase synthesis carriers have increased significantly due to the global rise in GLP-1 peptide drug sales [4] - The company has a competitive edge in the solid-phase synthesis carrier market with a rich technical accumulation and optimized products [4] Group 4: Core Competencies - The company has built a strong R&D team with 10-30 years of experience across various disciplines [4] - New high-quality production capacities are being established, focusing on high-end adsorption separation materials [4] - The company has made significant technological breakthroughs in multiple application fields, enhancing its market responsiveness [4] Group 5: International Business Development - In the first three quarters of 2023, the company achieved overseas sales revenue of 329 million yuan, a 14% increase year-on-year [5] - The company’s international strategy focuses on high-quality products and new technology exports, covering markets in North America, Europe, Asia, South America, and Africa [5] - The overseas business has shown consistent growth due to systematic expansion and fixed advantages developed over more than ten years [5] Group 6: Applications of Adsorption Separation Technology - Adsorption separation technology is applicable in various fields, including metal resources, life sciences, food processing, and water treatment [5] - Different downstream applications exhibit varying profit margins and material loss levels, with higher margins generally found in metal and life sciences applications [5]