Summary of Key Points Core Viewpoint - 博苑股份 experienced a significant increase of 9.36% in its stock price, with a trading volume of 6.68 billion yuan and a turnover rate of 37.96% on the day of reporting [2] Trading Activity - The stock was highlighted on the exchange due to its high turnover rate, with institutional investors net buying 38.94 million yuan and the Shenzhen Stock Connect net buying 17.83 million yuan [2] - The top five trading departments accounted for a total transaction volume of 281 million yuan, with a net buying amount of 69.14 million yuan [2] Institutional Participation - Five institutional special seats were involved in the trading, with a total buying amount of 68.47 million yuan and selling amount of 29.53 million yuan, resulting in a net buying of 38.94 million yuan [2] - The Shenzhen Stock Connect was the largest buying and selling department, with a buying amount of 75.06 million yuan and a selling amount of 57.23 million yuan, leading to a net buying of 17.83 million yuan [2] Fund Flow - The stock saw a net inflow of 6.74 million yuan from main funds, with large orders experiencing a net outflow of 2.49 million yuan and smaller orders seeing a net inflow of 9.23 million yuan [2] - Over the past five days, the main funds have seen a net inflow of 75.78 million yuan [2]

Core Viewpoint - The announcement from Boyuan Co., Ltd. highlights the company's focus on inorganic and organic iodides, emphasizing their applications in various industries such as pharmaceuticals, pesticides, animal feed, and optoelectronic materials [1] Group 1: Inorganic Iodides - The main products of the company in the inorganic iodide category include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide [1] - These inorganic iodides are primarily utilized in the pharmaceutical, pesticide, animal feed, and optoelectronic materials sectors [1] Group 2: Organic Iodides - The company's organic iodide product, trimethyl iodide silane, serves as a functional group protecting agent in organic synthesis [1] - This product is mainly applied in the pharmaceutical industry, particularly in the production of antibiotics such as cephalosporins and macrolides [1]

（编辑 袁冠琳） 证券日报网讯 博苑股份8月25日发布公告，在公司回答调研者提问时表示，公司的核心竞争优势包括五 个方面：循环发展与综合服务优势、技术研发优势、产品质量与客户资源、行业地位优势、合规经营优 势。 ...

Core Viewpoint - The announcement by Boyuan Co. highlights the significance of iodine and its derivatives as essential raw materials across various sectors, including healthcare, agriculture, and industry, with a focus on their applications in key products [1] Industry Overview - Iodine is widely used in various formulations as a key component or catalyst, with applications in X-ray contrast agents, disinfectants, pharmaceutical intermediates, LCD and LED screen polarizers, chemicals, organic compounds, and pigments [1] - Iodine is added to table salt in the form of potassium iodate or potassium iodide to prevent iodine deficiency [1] Market Structure - According to SQM's 2024 report, the downstream application structure of iodine is dominated by three core sectors: X-ray contrast agents, pharmaceutical manufacturing, and liquid crystal panel manufacturing, which together account for approximately 63% of global consumption [1] - The global iodine industry exhibits a distinct regional distribution, with major production concentrated in Chile, Japan, and the United States, which collectively account for 88% of global sales [1] - Five companies in Chile account for about 60% of global iodine sales, with SQM alone representing approximately 37% of this total; eight Japanese producers contribute around 23%, while U.S. producers account for nearly 5% [1] - Additional production exists in Russia, Turkmenistan, Azerbaijan, Indonesia, and China, albeit in smaller quantities [1]

Group 1 - On August 22, Boyuan Co., Ltd. saw a stock price increase of 8.61% with a trading volume of 598 million yuan [1] - The financing buy amount for Boyuan Co., Ltd. on the same day was 85.204 million yuan, with a net financing purchase of 36.4176 million yuan [1][2] - As of August 22, the total financing and securities lending balance for Boyuan Co., Ltd. was 152 million yuan, accounting for 9.36% of its circulating market value [2] Group 2 - Boyuan Co., Ltd. is located in Shouguang City, Shandong Province, and was established on August 6, 2008, with its listing date set for December 11, 2024 [2] - The company specializes in the research, production, and sales of fine chemicals, including organic iodides, inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane [2] - The revenue composition of Boyuan Co., Ltd. includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [2] Group 3 - As of August 20, the number of shareholders for Boyuan Co., Ltd. was 13,200, a decrease of 0.14% from the previous period [3] - The average circulating shares per person increased by 0.14% to 2,524 shares [3] - For the first half of 2025, Boyuan Co., Ltd. achieved an operating income of 747 million yuan, a year-on-year increase of 7.39%, while the net profit attributable to shareholders decreased by 19.09% to 99.0429 million yuan [3] Group 4 - Boyuan Co., Ltd. has cumulatively distributed 88.408 million yuan in dividends since its A-share listing [4]

Group 1 - The core viewpoint of the news is that Boyuan Co., Ltd. is actively engaging with investors to discuss its iodine and iodine derivative products, which are essential in various fields such as medicine, agriculture, and industry [1] - Iodine and its derivatives are widely used in X-ray contrast agents, disinfectants, and LCD/LED screen polarizers, with the pharmaceutical manufacturing, X-ray contrast agents, and liquid crystal panel manufacturing being the three main downstream applications, accounting for approximately 63% of global consumption [1] - The global iodine industry is predominantly concentrated in Chile, Japan, and the United States, which together account for nearly 95% of global sales, with some production also occurring in Russia and China [1] Group 2 - Boyuan Co., Ltd. possesses several core competitive advantages, including a circular economy model that integrates resource recycling with its main business, enhancing customer loyalty through comprehensive service [2] - The company has a stable and professional R&D team with over 30 years of industry experience, holding 51 patents as of June 30, 2025, and has established a leading technical strength in the industry [2] - Boyuan Co., Ltd. has built a comprehensive quality control system, ensuring stable product quality and maintaining long-term cooperation with many well-known enterprises, thereby establishing a good reputation [2] - The company is a market leader in iodine compounds and luminescent materials, gradually increasing its market share in hexamethyldisilazane, and has participated in the formulation of multiple industry standards, demonstrating its industry influence [2] - Boyuan Co., Ltd. has obtained various qualifications and established a safety production management system, continuously recognized as an advanced environmental protection unit, which has earned customer trust [2]

Group 1: Company Overview - The company is Shandong Boyuan Pharmaceutical Chemical Co., Ltd., with stock code 301617 and abbreviation Boyuan Shares [1] - The company specializes in iodine and iodine derivatives, which are essential raw materials in medical, agricultural, industrial, and nutritional fields [2] Group 2: Iodine Market Insights - Iodine's downstream application structure includes X-ray contrast agents, pharmaceutical manufacturing, and LCD panel manufacturing, collectively accounting for approximately 63% of global consumption [2] - Major iodine production is concentrated in Chile, Japan, and the United States, with these three countries accounting for 88% of global sales [2][3] - Chilean companies alone contribute about 60% of global iodine sales, with SQM holding a 37% market share [3] Group 3: Product Portfolio - The company's inorganic iodide products include potassium iodide, potassium iodate, sodium iodide, hydrogen iodide, and cuprous iodide, primarily used in pharmaceuticals, pesticides, and optoelectronic materials [4] - The organic iodide product trimethyl iodide silane is used as a protecting agent in organic synthesis, particularly in the production of antibiotics [4] Group 4: Competitive Advantages - **Circular Development and Comprehensive Service**: The company integrates resource recycling with its main business, ensuring a stable supply of key raw materials while assisting upstream waste disposal [5] - **Technical R&D Advantage**: The company has a professional R&D team with over 30 years of industry experience and has obtained 51 patents as of June 30, 2025 [5] - **Product Quality and Customer Resources**: The company has established a comprehensive quality control system and has long-term partnerships with well-known clients, enhancing market competitiveness [6] - **Industry Position**: The company maintains a leading market position in iodides and luminescent materials, participating in the formulation of industry standards [6] - **Compliance and Safety**: The company adheres to compliance in operations, holding all necessary safety and environmental permits, which builds customer trust [6]

（编辑 楚丽君） 证券日报网讯 8月22日晚间，博苑股份发布公告称，本公司2025年半年度权益分派方案为：以公司现有 总股本133，640，000股为基数，向全体股东每10股派2.000000元人民币现金（含税）。股权登记日为 2025年8月28日，除权除息日为2025年8月29日。 ...

证券代码：301617 证券简称：博苑股份 公告编号：2025-044 山东博苑医药化学股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 山东博苑医药化学股份有限公司（以下简称"公司"）于 2025 年 5 月 15 日 召开的 2024 年年度股东会已同意授权董事会制定 2025 年中期分红方案，公司 2025 年半年度权益分派方案已获 2025 年 8 月 18 日召开的第二届董事会第十次会议审 议通过，现将权益分派事宜公告如下： 一、股东会审议通过的利润分配预案情况 共计派发现金股利人民币 26,728,000.00 元（含税），不送红股，不以资本公积 金转增股本。若利润分配方案公布后至实施前公司总股本由于可转债转股、股份 回购、股权激励行权、再融资新增股份上市等原因而发生变化的，将按照分配比 例不变的原则对分配总额进行调整，实际分派结果以中国证券登记结算有限责任 公司深圳分公司的结果为准。实施上述分配后，公司剩余可供分配利润结转到以 后年度。 生变化。 （含 1 年）的，每 10 股补缴税款 0.200000 元；持股超过 1 年的，不需补 ...

资金流向方面，今日该股主力资金净流入4704.43万元，其中，特大单净流入4318.03万元，大单资金净 流入386.40万元。近5日主力资金净流入6076.17万元。（数据宝） 博苑股份今日上涨8.61%，全天换手率37.88%，成交额5.98亿元，振幅10.64%。龙虎榜数据显示，机构 净买入184.61万元，深股通净卖出185.99万元，营业部席位合计净买入2208.20万元。 深交所公开信息显示，当日该股因日换手率达37.88%上榜，机构专用席位净买入184.61万元，深股通净 卖出185.99万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.42亿元，其中，买入成交额为1.32亿 元，卖出成交额为1.10亿元，合计净买入2206.83万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买三、买四、卖二、卖三，合计买入 金额4452.55万元，卖出金额4267.94万元，合计净买入184.61万元，深股通为第一大买入营业部及第一 大卖出营业部，买入金额为5102.64万元，卖出金额为5288.63万元，合计净卖出185.99万元。 博苑股份8月22日交易公开信息 | 买 ...