On 17 june, bluestar inc. (hereinafter referred to as “") held an on-site performance presentation for the first quarter of 2025, at which company management engaged in in-depth discussions and exchanges with participants on investor concerns。
In the first quarter of this year, net gains increased. 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。
The only subsidiary of the group under the umbrella of china's chinese life science business, which focuses on animal nutrition, consists mainly of proteins, specialty products, 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 hao chi just indicated. In addition to high-quality products, the value-added services provided are also favoured by clients, especially when applying liquid omegosine, and are equipped with protein sprayers at the client's plant。
There is increasing demand for markets, which, on the one hand, continuously reduce the production costs of liquid proteins through technological innovations and, on the other hand, improve operational excellence and reduce production costs by continuously optimizing the production processes of liquids and solid proteins. Over the years, deep-droping has improved the overall solution for liquid omegosine products, building on the benefits of `process-equipment-service' integration and achieving a deep convergence between equipment, processes and technical services, a combination of `hard power + soft services' 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, efforts are being made to build its own moat and to establish its own trend towards differentiated competition. In the chinese market, it is currently the only supplier 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 concept of innovation that has always prevailed is also a key competitive advantage for companies, providing strong support for strategic development and growth ambitions. “r & d innovation is a source of future business development for companies. The company is continuously engaged in research and development and innovation of advanced technologies, including research in the field of learning technology, such as the production of omegranate using biofermentation.” hao chi just introduced。
In the area of operational development, efforts have been made 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, several small-scale m&as have been carried out, creating good complementarities with existing animal nutrition operations in product combinations, dynamic goods and target markets。
It is worth mentioning that efforts have been made to implement market value management measures, including, but not limited to, the upgrading of long-term dividends, the promotion of targeted growth projects, and a larger and more structured communication campaign 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。
