On 17 june, bluestar andissou inc. (hereinafter “andissu”) held an on-site performance statement for the first quarter of 2025, during which company management engaged in in-depth discussions and exchanges with participants on investor concerns。
In the first quarter of this year, the andes camp grew bothly. The company's operating income amounted to rmb 4,299 million, an increase of 22. 98 per cent over the same period; the net profits attributable to shareholders in listed companies amounted to rmb 465 million, an increase of 67. 85 per cent over the same period; and the cash flow generated by the operation amounted to rmb 943 million, an increase of 47. 11 per cent over the same period。
As part of china's chinese-chinese life science business, andersu is the only subsidiary of the group that focuses on animal nutrition. The main products include omeletine, special products, vitamins, etc. “in the reporting period, firm performance was strong. At present, the growth of the company's liquid omegosine products is evident, with double-digit growth in the global market over the past two years, as chairman andisu hao chi just indicated. In addition to high-quality products, the value-added services provided by andesu are well received by clients, especially when applying liquid omegosine, and are equipped with an e. S. Sprayer at the client's plant。
Market demand is rising, and andesu, on the one hand, is constantly reducing the production costs of liquid proteins through technological innovations and, on the other hand, improving operational excellence and reducing production costs by continuously optimizing the production processes of liquids and solid proteins. Over the years, the "process-equipment-service" integration advantage has been built into the overall solution to the improvement of liquid omegosine products in andesu, resulting in a deep coupling of equipment, processes and technical services, a combination of "hard power + soft service" that underpins the continuous lead industry in the company's liquid omegosine business。
Thanks to continued strong downstream demand support, prices are expected to remain relatively stable in the third quarter, without new capacity entry for the supply and demand of proteins. Although, in the medium to long term, the release of new domestic liquid omegosine production capacity may create downward pressure on prices, the timing of new production is not yet clear and there will be no significant market impact in the short term: if the new capacity landes in the fourth quarter of this year, prices may face a phased adjustment。
In the face of the current intense industrial competition, andisu is working to build his own moat and establish his own trend towards differentiated competition. In the chinese market, andisu is currently the only supplier of lysine that can provide high-quality liquid additive devices to customers. Moreover, in order to further strengthen customer relationships and enhance differential competitive advantages, companies have established innovative laboratories to continuously explore subversive technologies, products and services to help clients improve productivity, sustainability and animal health。
The innovation philosophy that andisu has always embraced is also a key competitive advantage for companies, which strongly underpins his strategic development and growth ambitions. “r & d innovation is a source of future business development for companies. Companies continue to develop and innovate advanced technologies, including exploration in the field of synthetic biology technology, for example, biofermentation for the production of egg amino acid.” hao chi just introduced。
In the area of operational development, andisu has been working to explore new modalities and avenues for intra-group synergies. “at the same time, companies are looking to external markets to actively explore suitable merger and acquisition targets, to accelerate the pace of their development in the area of special products and to lay a solid foundation for their long-term development and value enhancement. In recent years, a number of small-scale m&as have been carried out by andesu, which have resulted in good complementarity with the existing animal nutrition operations in andesu in terms of product combinations, kinetic items and target markets.” hao chi just introduced。
It is worth mentioning that andy suu has been working on market value management measures, including, but not limited to, raising the long-term bonus, advancing targeted growth projects, and undertaking large-scale and more structured communication activities with various investors. With a view to ensuring its sustainability and long-term development, the company has increased its minimum share to 40 per cent, with mid-term and annual dividends implemented in march and may 2025, respectively。
