Aijian Securities: Blue Sky Technology announced progress in cutting-edge applications, maintains "buy" rating.

Aijian Securities research report pointed out that at CES2026, Blue Think Technology presented for the first time a comprehensive AI hardware ecosystem layout with the theme of "defining the physical boundaries of AI". The report believes that the company first continues technological innovation in the traditional consumer electronics business field, and then increases capacity investment in emerging areas such as robots and server liquid cooling. At the same time, the company has also established a leading technological layout in the frontier commercial aerospace field. The report continues to be optimistic about the company's business advancement in the fields of consumer electronics, robots, server components and commercial aerospace based on its years of accumulation in materials processing and precision manufacturing. The company is expected to have a net profit of 5.42/6.71/7.93 billion yuan in 2025-2027, corresponding to a P/E ratio of 31.1/25.2/21.3 times. The report maintains a "buy" rating and profit forecast for the company.