（文章来源：证券日报） 证券日报网讯 12月1日，博苑股份在互动平台回答投资者提问时表示，公司依托资源综合利用技术构建 的"碘资源循环"产业链，有效降低了对进口碘的依赖与采购成本。 ...

Core Viewpoint - The continuous decline in the number of shareholders for certain companies indicates a trend of increasing concentration of shares, with 31 companies experiencing a decrease for more than three consecutive periods, and some seeing declines for up to nine periods [1][2]. Group 1: Shareholder Trends - A total of 185 companies reported their latest shareholder numbers as of November 30, with 31 companies showing a continuous decline in shareholder numbers for over three periods [1]. - Companies with the longest continuous decline include Zhukebo Design, which has seen a decrease for nine periods, with a total decline of 21.92%, and Huangshanghuang, which has declined for eight periods with a total drop of 18.44% [1][2]. - Other companies with significant declines in shareholder numbers include Yuandong Transmission, Dongsoft Zhaibo, and Jie Jie Microelectronics [1]. Group 2: Market Performance - Among the companies with declining shareholder numbers, 10 have seen their stock prices rise, while 21 have experienced declines, with notable increases for Dadi Ocean (16.40%), George White (8.24%), and Pioneer Electronics (6.92%) [2]. - 32.26% of the companies that experienced a decline in shareholder numbers outperformed the Shanghai Composite Index, with Dadi Ocean, Pioneer Electronics, and George White showing relative returns of 17.43%, 7.95%, and 6.95%, respectively [2]. Group 3: Industry and Institutional Activity - The industries with the highest concentration of companies experiencing declining shareholder numbers include machinery equipment, pharmaceuticals, and construction decoration, with 7, 3, and 3 companies respectively [2]. - In terms of institutional interest, four companies with declining shareholder numbers were investigated by institutions in the past month, with frequent investigations for Boyuan Shares, which was researched twice [2].

格隆汇12月1日丨博苑股份(301617.SZ)在投资者互动平台表示，公司在固态电池相关合作工作正按计划 正常推进。 ...

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), is a high-tech enterprise specializing in the research, production, and sales of fine chemicals, emphasizing a unique business model that integrates product offerings with resource recycling [1] Group 1: Business Model and Product Offerings - Boyuan Co., Ltd. has developed a diverse product matrix, including organic iodides (trimethyl iodide), inorganic iodides (potassium iodate, potassium iodide, hydrogen iodide), and luminescent materials, leading in their respective niche markets [1] - The company provides essential raw materials and additives to various industries such as pharmaceuticals, optoelectronics, chemicals, and entertainment, leveraging years of technical accumulation and market presence [1] Group 2: Industry Standards and Influence - The company actively participates in the establishment of industry standards, having contributed to the formulation of 3 industry standards and 11 group standards, which enhances its professional influence in niche markets [1] Group 3: Resource Recycling and Economic Benefits - Boyuan Co., Ltd. is one of the few companies in the industry that effectively combines its main products with resource recycling, operating as a circular economy enterprise [1] - The company procures waste materials generated during production from clients or other businesses, extracting key raw materials, thus addressing waste disposal challenges for upstream companies while reducing its own procurement costs [1] Group 4: Integrated Services and Client Relationships - The company offers a full industrial chain service, from basic chemical raw material supply to hazardous waste resource utilization and product processing, establishing mutually beneficial strategic partnerships with major clients [1] - This approach significantly enhances customer loyalty and strengthens the company's core market competitiveness [1] Group 5: Future Business Expansion - Looking ahead, Boyuan Co., Ltd. plans to expand its business into new materials and new energy sectors, aiming to extend its industrial chain and contribute to the development of a green low-carbon economy [1]

Core Viewpoint - The company expresses appreciation for the supportive development environment created by local governments and regulatory bodies, acknowledging their efforts in promoting enterprise growth and market vitality [1] Company Strategy - The company plans to actively integrate into local industrial layouts and development plans, aligning with relevant policy directions and regulatory guidelines [1] - The company emphasizes its commitment to sustainable development through continuous implementation of green, low-carbon practices in all operational aspects [1] Environmental Commitment - The company aims to enhance its green manufacturing foundation by increasing environmental protection investments, optimizing energy structure, and promoting resource recycling [1] - The focus on sustainable practices is intended to contribute to high-quality regional economic development and industry standard improvement [1] Corporate Social Responsibility - The company is dedicated to fulfilling its corporate social responsibility by adopting measures that support environmental sustainability and community development [1]

证券日报网讯博苑股份（301617）11月27日发布公告，在公司回答调研者提问时表示，公司构建了以 碘、贵金属等资源回收利用为核心的循环经济业务模式，将生产过程中产生的含碘、贵金属废料高效回 收再利用，显著降低了原材料对外依存度及生产成本。该模式不仅有效应对了进口原料价格波动风险， 还实现了经济效益与环境效益的双赢。此外，循环经济模式增强了客户信任，促成长期合作协议，进一 步保障了经营稳定性与可持续性，展现出良好的经济回报和社会价值。 ...

Core Viewpoint - The company is actively positioning itself in high-tech, high-value-added new materials and new energy sectors, driven by the national strategy of developing new productive forces [1] Group 1: Technological Innovation - The company is increasing R&D investment and accelerating the construction of innovation research centers to promote the industrialization of research results [1] - The company is enhancing collaboration with universities to leverage academic research capabilities for faster technological iteration [1] - The company is upgrading production processes towards automation and intelligence, introducing real-time monitoring and intelligent inspection systems to improve production efficiency and technical standards [1] Group 2: Industrial Upgrade - The company is focusing on high-end products and future industry layouts, particularly in the development of new materials and new energy products [1] - The company is advancing fundraising project construction to extend the industrial chain and optimize product structure, aiming to upgrade products to high-value-added areas [1] - The company is transforming from traditional fine chemicals to high-end, intelligent, and green industries, fostering new growth points [1]

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), expressed an open attitude towards potential mergers and acquisitions to expand its business boundaries in a vibrant capital market [1] Group 1: Mergers and Acquisitions - The company is considering acquisitions if suitable targets arise, particularly those that offer technological complementarity, customer synergy, or resource alignment [1] - The company aims to carefully evaluate the feasibility of mergers and acquisitions to accelerate the extension of its industrial chain and enhance its core competitiveness [1]

Core Viewpoint - The company, Boyuan Co., Ltd., is focusing on enhancing its market position through a circular economy model, new material and energy strategies, and a comprehensive development plan for the 14th Five-Year Plan period [1][8]. Group 1: Business Model and Market Position - Boyuan Co., Ltd. specializes in fine chemical products, establishing a competitive edge in the market through a diverse product matrix that includes organic and inorganic iodides, as well as luminescent materials [3]. - The company has participated in the formulation of 3 industry standards and 11 group standards, enhancing its influence in the fine chemical sector [3]. - The business model integrates resource utilization by sourcing production waste from upstream companies, which reduces procurement costs and addresses waste disposal challenges [3]. Group 2: Circular Economy and Cost Management - The company has developed a circular economy model centered on the recovery of iodine and precious metals, significantly lowering raw material dependency and production costs [4]. - This model mitigates risks associated with price fluctuations of imported raw materials while achieving both economic and environmental benefits [4]. - The iodine resource recovery business is noted for its advanced recycling processes and large-scale handling capabilities, positioning the company as a leader in the industry [4]. Group 3: New Material and Energy Development - In response to national strategies for developing new productive forces, Boyuan Co., Ltd. is actively investing in high-tech, high-value-added new materials and energy sectors [5]. - The company is increasing R&D investments and enhancing its innovation center to accelerate the commercialization of research outcomes [5]. - Automation and smart technology upgrades in production processes are being implemented to transition towards high-end, intelligent, and green industries [5]. Group 4: Mergers and Acquisitions Strategy - The company maintains an open attitude towards mergers and acquisitions, aiming to evaluate potential targets that offer technological synergies or resource alignment [6]. Group 5: 14th Five-Year Plan Focus - The company’s 14th Five-Year Plan emphasizes five key areas for high-quality development, including talent cultivation, R&D, market expansion, governance, and investor returns [8]. - A comprehensive talent management system is being established to attract and retain skilled professionals, aligning with the company’s growth and technical needs [8]. - The company aims to enhance its governance and investor confidence through strict fund management and transparent information disclosure [8]. Group 6: Green Development and Compliance - Boyuan Co., Ltd. is committed to green and low-carbon development by optimizing production processes to reduce energy consumption and emissions [9]. - The company plans to align with local industrial layouts and regulatory guidelines to support sustainable regional economic development [9].

证券代码：301617 证券简称：博苑股份 编号：2025-017 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活 ☑ 动类别 | 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 □其他（请文字说明其他活动内容） | | | 参与单位名称 | 证券时报、大众日报 | | | 及人员姓名 | | | | 时间 | 年 11 月 26 日 | 2025 | | 地点 | 博苑股份会议室 | | | 上市公司接待 | 1、董事长：李成林 | | | | 2、常务副总经理：王恩训 | | | 人员姓名 | 3、财务总监：孙腾 | | | | 4、证券事务代表：杨艳丽 | | | | 媒体主要提问及答疑： | | | | 1、作为一家化学品公司，公司在细分行业的市场地位如 | | | | 何？对行业产业集聚以及经济发展起到的推动和促进作用如 | | | | | 何？ | | | 答：博苑股份是一家专业从事精细化学品研发、生产、销 | | | | 售及资源综合利用的高新技术企业，经过多年深耕，公司依托 | | | 投资者 ...