Group 1 - A total of 468 stocks reported their latest shareholder numbers as of August 31, with 260 stocks showing a decrease compared to the previous period [1][3] - The stocks with the largest decline in shareholder numbers include Boyuan Co., Yalian Machinery, and Feilong Co., with Boyuan Co. experiencing a 26.59% drop [3][4] - The average decline in shareholder numbers for the latest concentrated stock group was 4.26% since August 21, with 21% of these stocks outperforming the Shanghai Composite Index [2][3] Group 2 - Among the stocks with a decline of over 10% in shareholder numbers, Boyuan Co. had the highest increase in stock price, rising 58.61% since the concentration of shares [3][4] - Yalian Machinery reported a 25.51% decrease in shareholder numbers, with a slight increase of 1.93% in stock price during the same period [3][4] - The concentrated stocks are primarily found in the machinery, basic chemicals, and power equipment industries, with 38, 24, and 24 stocks respectively [3][4]

Summary of Key Points Core Viewpoint - A total of 311 stocks reported their latest shareholder numbers as of August 31, with 177 stocks showing a decline in shareholder numbers compared to the previous period, indicating a trend of decreasing investor interest in certain companies [1][3]. Group 1: Shareholder Changes - Among the 311 stocks, 22 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Boyuan Co., with a decrease of 26.59% to 9,715 shareholders, while its stock price increased by 64.31% during the same period [3]. - Another notable decline was seen in Yalian Machinery, which reported a 25.51% decrease in shareholders to 7,337, with a stock price increase of 4.74% [3]. Group 2: Market Performance - The average performance of concentrated stocks from August 21 showed a decline of 1.50%, with 21% of these stocks outperforming the Shanghai Composite Index [2]. - Stocks with significant price increases included Boyuan Co. (64.31%), Guoguang Chain (37.82%), and Zhenyu Technology (31.02%) [3][2]. - The sectors with the highest concentration of stocks included machinery equipment, electric power equipment, and basic chemicals, with 26, 17, and 17 stocks respectively [3]. Group 3: Stock Data Overview - The following table summarizes key stocks with significant changes in shareholder numbers and stock performance: | Stock Code | Stock Name | Latest Shareholder Count | Change (%) | Price Change (%) | Industry | |------------|------------|--------------------------|------------|------------------|----------| | 301617 | Boyuan Co. | 9,715 | -26.59 | 64.31 | Basic Chemicals | | 001395 | Yalian Machinery | 7,337 | -25.51 | 4.74 | Machinery Equipment | | 002536 | Feilong Co. | 106,000 | -25.35 | -20.17 | Automotive | | 601137 | Bowei Alloy | 35,565 | -19.28 | -9.49 | Nonferrous Metals | | 301226 | Xiangming Intelligent | 11,735 | -18.50 | -9.13 | Electric Power Equipment | | 002384 | Dongshan Precision | 82,549 | -18.07 | 21.72 | Electronics | | 300289 | Lideman | 35,329 | -16.91 | -12.78 | Pharmaceutical Biology | | 301228 | Ship Detection | 6,471 | -16.87 | 6.74 | Social Services | | 300818 | Naipu Mining Machinery | 9,387 | -16.69 | 1.72 | Machinery Equipment | | 603090 | Hongsheng Co. | 10,276 | -15.66 | 20.82 | Machinery Equipment | | 002911 | Foran Energy | 23,500 | -15.47 | -3.68 | Public Utilities | | 301007 | Demais | 14,300 | -14.37 | -2.24 | Automotive | | 301196 | - | 13,636 | -13.70 | 13.52 | - | [3][4][5]

Group 1: Company Overview - The company is Shandong Boyuan Pharmaceutical Chemical Co., Ltd., with stock code 301617 and abbreviation Boyuan Co. [1] - The company specializes in iodine and iodine derivatives, which are essential raw materials in various fields including medicine, agriculture, and industry [2][4]. Group 2: Iodine Market Insights - Iodine and its derivatives are widely used in X-ray contrast agents, disinfectants, and LCD screen polarizers, with the three core applications accounting for approximately 63% of global consumption [2][3]. - Major iodine production is concentrated in Chile, Japan, and the United States, which together account for 88% of global sales, with Chilean companies alone contributing about 60% [2][3]. Group 3: Product Portfolio - The company’s inorganic iodide products include potassium iodide, potassium iodate, sodium iodide, and hydrogen iodide, primarily used in pharmaceuticals, pesticides, and optical materials [4]. - The company also produces trimethyl iodide silane, used as a functional group protecting agent in organic synthesis, particularly in antibiotic production [4]. Group 4: Competitive Advantages - **Circular Development and Comprehensive Service**: The company integrates resource recycling with its main business, ensuring stable supply and low costs through waste material recovery [5]. - **Research and Development Strength**: 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]. - **Industry Position**: The company maintains a leading market position in iodides and luminescent materials, with products recognized for their quality and performance [5][6]. - **Quality Control and Customer Relationships**: A comprehensive quality control system ensures high-quality products, fostering long-term partnerships with well-known clients [6]. - **Compliance and Safety**: The company adheres to strict compliance standards, holding all necessary safety and environmental permits, which enhances customer trust [6]. Group 5: Industry Standards and Influence - The company has participated in the formulation of 3 industry standards and 12 group standards, reflecting its influence and technical authority in the industry [6].

证券日报网讯博苑股份（301617）9月1日发布公告，在公司回答调研者提问时表示，公司构建了贯穿采 购、生产、销售的全流程质量控制体系，凭借高质量产品与稳定供应能力，公司与多家细分领域知名客 户建立长期稳定合作，形成了持续互信的战略伙伴关系，品牌声誉卓著。 ...

Core Viewpoint - The company emphasizes its commitment to compliance and safety in operations, having obtained all necessary licenses and certifications for safe production and hazardous waste management [1] Group 1 - The company has established a comprehensive safety production management system, adhering to the principle of "safety first" [1] - The company has made significant investments in risk prevention and control, ensuring professional hazardous waste treatment facilities and technologies [1] - The company has been recognized as a local environmental protection advanced unit, reflecting its commitment to achieving standard emissions [1] Group 2 - The company's complete qualifications and ongoing compliance operations have earned the trust of its clients, laying a solid foundation for stable development [1]

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), announced its product offerings and applications in various fields, highlighting its inorganic and organic iodides [1] Group 1: Inorganic Iodides - The company's inorganic iodides include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide [1] - These products are primarily used in pharmaceuticals, pesticides, animal feed, and optoelectronic materials [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 cephalosporins and macrolide antibiotics [1]

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), has successfully integrated resource recycling with its main business, establishing a circular economy model that enhances its market competitiveness and customer loyalty [1] Group 1: Business Model - The company is one of the few in the industry that achieves deep integration of resource utilization with its main business [1] - By recycling waste materials from clients and other enterprises, the company extracts key raw materials, assisting upstream waste disposal while ensuring a stable supply at low costs [1] Group 2: Services Offered - The company provides a full industry chain service, ranging from basic raw materials, pharmaceutical additives, catalysts, to hazardous waste resource utilization and processing [1] - Strategic cooperation with core clients is established to create a win-win situation, enhancing customer stickiness [1]

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), maintains a leading position in the iodide and luminescent materials market, with its hexamethyldisilazane business gradually increasing market share [1] Group 1: Product Applications and Quality - The company's products are widely used in pharmaceuticals, pesticides, food, and optoelectronic materials, recognized for their stable quality and excellent performance by customers [1] Group 2: Industry Standards and Influence - By June 30, 2025, the company is set to participate in the formulation of 3 industry standards and 12 group standards, reflecting its industry influence and technical authority, contributing to industry regulation and innovation [1]

Core Insights - A total of 135 stocks reported their latest shareholder numbers as of August 31, with 78 stocks showing a decline compared to the previous period [1][3] - The stocks with the largest decrease in shareholder numbers include Boyuan Co., Yalian Machinery, and Shibu Detection, with declines exceeding 10% [3] Group 1: Shareholder Data - Boyuan Co. had the largest decline in shareholder numbers, down 26.59% to 9,715 shareholders, while its stock price increased by 63.29% since the concentration of shares began [3] - Yalian Machinery's shareholder count decreased by 25.51% to 7,337, with a stock price increase of 5.99% during the same period [3] - A total of 11 stocks experienced a decline in shareholder numbers exceeding 10% [3] Group 2: Market Performance - The average increase for concentrated stocks from August 21 was 0.23%, with 26% of these stocks outperforming the Shanghai Composite Index [2] - The highest stock price increase since August 11 was for Yidong Electronics, which rose by 41.06% [2] - The sectors with the most concentrated stocks include machinery equipment, pharmaceuticals, and automotive, with 13, 6, and 5 stocks respectively [3]

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 融资融券数据显示，该股最新（8月29日）两融余额为1.80亿元，其中，融资余额为1.80亿元，本期筹码 集中以来融资余额合计增加7860.51万元，增幅为77.82%。 公司发布的半年报数据显示，上半年公司共实现营业收入7.47亿元，同比增长7.39%，实现净利润 9904.29万元，同比下降18.97%，基本每股收益为0.7411元，加权平均净资产收益率6.08%。（数据宝） 博苑股份9月1日披露，截至8月31日公司股东户数为9715户，较上期（8月20日）减少3519户，环比降幅 为26.59%。这已是该公司股东户数连续第2期下降。 证券时报·数据宝统计，截至发稿，博苑股份收盘价为66.20元，上涨5.75%，本期筹码集中以来股价累 计上涨63.29%。具体到各交易日，8次上涨。 ...