Market Overview - The chemical products sector experienced a slight decline of 0.08% on December 31, with Evergrande High-Tech leading the losses [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Top Performers in Chemical Sector - Guangdong Hongda (002683) saw a closing price of 47.80, with a significant increase of 7.44% and a trading volume of 323,500 shares [1] - Boyuan Co., Ltd. (301617) closed at 77.77, up 7.42%, with a trading volume of 32,600 shares [1] - Excellent New Energy (688196) closed at 58.90, increasing by 7.31% with a trading volume of 21,200 shares [1] - Other notable gainers include Liansheng Chemical (301212) at 29.96 (+6.24%) and Shengda Biological (603079) at 17.72 (+5.98%) [1] Underperformers in Chemical Sector - Evergrande High-Tech (002591) reported a closing price of 8.12, down 9.98%, with a trading volume of 424,200 shares [2] - Meirui New Materials (300848) closed at 15.82, down 8.92%, with a trading volume of 283,600 shares [2] - Huide Technology (603192) saw a decline of 8.64%, closing at 26.24 with a trading volume of 162,200 shares [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 1.115 billion yuan from institutional investors, while retail investors saw a net inflow of 844 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Guangdong Hongda (002683) had a net inflow of 43.23 million yuan from institutional investors, while retail investors saw a net outflow of 81.34 million yuan [3] - Boyuan Co., Ltd. (301617) experienced a net inflow of 36.41 million yuan from institutional investors, with retail investors also seeing a net outflow of 26.56 million yuan [3] - Other stocks like North Chemical (002246) and New Harmony (002001) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

Group 1: Company Overview - The company is Shandong Boyuan Pharmaceutical Chemical Co., Ltd., with stock code 301617 and abbreviation Boyuan Co., Ltd. [1] Group 2: Production Capacity - The current production capacity for iodide products is 4,100 tons/year, with trial production at 4,000 tons/year [2] - Inorganic iodides include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide; organic iodides include trimethyl iodide and iodomethane [2] Group 3: Applications and Market Distribution - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, with applications in X-ray contrast agents, disinfectants, pharmaceuticals, LCD and LED screens, and more [2] - The three core application areas—medical manufacturing and LCD panel manufacturing—account for approximately 63% of global iodine consumption [3] - Major iodine production is concentrated in Chile, Japan, and the USA, which together account for 88% of global sales [3] Group 4: Market Trends - The procurement price of iodine has shown an upward trend in recent years, with prices rising from 2020 to 2023 and stabilizing at relatively high levels without significant declines [3] Group 5: Financial Status - The company currently has a strong financial position, with healthy cash flow that adequately covers daily operations and project investments, indicating no financial pressure [3]

Group 1 - The core viewpoint is that the current sales of lithium iodide are limited to a small number of samples, and it has not yet contributed to significant revenue growth or profit improvement for the company [1] Group 2 - The company indicates that the revenue from lithium iodide sales is not yet at a scale that impacts overall income [1] - The contribution of lithium iodide to the company's overall revenue growth and profit enhancement is minimal at this stage [1]

Group 1 - The core viewpoint of the news is that Baoyuan Co., Ltd. has experienced a significant stock price increase of 84.11% this year, despite a recent decline in the stock price over the past five trading days by 6.05% and 20 days by 9.01% [1] - As of December 30, Baoyuan's stock price is reported at 71.32 yuan per share, with a market capitalization of 9.531 billion yuan [1] - The company has been active in the stock market, appearing on the "Dragon and Tiger List" six times this year, with the most recent appearance on October 17, where it recorded a net buy of -20.2738 million yuan [1] Group 2 - Baoyuan Co., Ltd. is located in Shouguang City, Shandong Province, and was established on August 6, 2008. It specializes in the research, production, and sales of fine chemicals, including organic and inorganic iodides, precious metal catalysts, and luminescent materials [2] - The company's main business revenue composition includes iodides at 74.56%, specialty functional chemicals at 12.79%, trading business at 9.94%, and others at 2.72% [2] - As of December 19, the number of shareholders in Baoyuan is 8,851, a decrease of 2.88% from the previous period, with an average of 5,992 circulating shares per person, an increase of 63.45% [2] Group 3 - Baoyuan has distributed a total of 88.408 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, the top ten circulating shareholders include several new institutional investors, with notable holdings such as 1.3456 million shares by Zhonghang New Start Flexible Allocation Mixed A [3]

（文章来源：证券日报） 证券日报网讯 12月29日，博苑股份发布公告称，博苑股份第二届董事会第十二次会议审议通过《关于 对外提供委托贷款的议案》。 ...

每经AI快讯，博苑股份（SZ 301617，收盘价：72.8元）12月29日晚间发布公告称，公司第二届第十二 次董事会会议于2025年12月28日通过"现场+通讯"的方式召开。会议审议了《关于对外提供委托贷款的 议案》。 2024年1至12月份，博苑股份的营业收入构成为：化工行业占比100.0%。 截至发稿，博苑股份市值为97亿元。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 王晓波） ...

中泰证券股份有限公司 关于山东博苑医药化学股份有限公司 对外提供委托贷款的核查意见 中泰证券股份有限公司（以下简称"中泰证券"或"保荐人"）作为山东博苑医 药化学股份有限公司（以下简称"博苑股份"、"公司"）首次公开发行股票并在创 业板上市的保荐人履行持续督导职责，根据《证券发行上市保荐业务管理办法》 《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指 引第 2 号——创业板上市公司规范运作》《深圳证券交易所创业板上市公司自律 监管指南第 1 号——业务办理》等有关规定，对博苑股份本次对外提供委托贷款 事项进行了核查，核查意见如下： 一、委托贷款事项概述 1、公司拟在确保日常经营资金需求和资金安全的前提下，利用暂时闲置的 自有资金，通过委托银行向寿光市城市建设投资开发有限公司（以下简称"寿光 城投"）提供 1.00 亿元人民币的委托贷款。委托贷款期限为自委托贷款实际发放 之日起 12 个月，用途为补充流动资金，利率为年利率 6%。寿光市城投控股集团 有限公司（以下简称"城投控股"）为寿光城投就本次委托贷款提供连带责任保 证。本次交易不属于《深圳证券交易所创业板股票上市规则》等法律法规规定的 ...

证券代码：301617 证券简称：博苑股份 公告编号：2025-057 山东博苑医药化学股份有限公司 关于对外提供委托贷款的公告 6、担保方：寿光市城投控股集团有限公司（以下简称"城投控股"） 7、履行的审议程序：本次委托贷款已经山东博苑医药化学股份有限公司（以 下简称"公司"或"博苑股份"）2025 年 12 月 28 日召开的第二届董事会第十 二次会议审议通过，无需提交股东会审议。 8、特别风险提示：公司本次委托贷款可能存在寿光城投届时不能按期、足 额偿付借款本金及利息的风险，敬请广大投资者注意投资风险。 一、委托贷款事项概述 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 1、委托贷款对象：寿光市城市建设投资开发有限公司（以下简称"寿光城 投"） 2、资助方式：委托贷款 3、委托贷款金额：人民币 1.00 亿元 4、委托贷款期限：12 个月 5、委托贷款利率：年利率 6.00% 1、公司拟在确保日常经营资金需求和资金安全的前提下，利用暂时闲置的 自有资金，通过委托银行向寿光城投提供 1.00 亿元人民币的委托贷款。委托贷 款期限为自委托贷款 ...

证券代码：301617 证券简称：博苑股份 公告编号：2025-056 山东博苑医药化学股份有限公司 第二届董事会第十二次会议决议公告 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。 一、董事会会议召开情况 山东博苑医药化学股份有限公司（以下简称"公司"）第二届董事会第十二次 会议通知于 2025 年 12 月 23 日以电子邮件的形式发出，2025 年 12 月 28 日于公 司会议室通过"现场+通讯"的方式召开。本次会议应出席董事 8 人，实际出席 董事 8 人（其中李成林、于国清、王恩训、袁瑞、高磊、张志红、吕志果通过通 讯方式参加会议）。会议由董事长李成林先生召集并主持，公司高级管理人员列 席了会议。会议的通知及召开程序符合相关法律法规和《公司章程》的规定，会 议合法、有效。全体董事审议并通过了如下议案： 二、董事会会议审议情况 1、审议通过《关于对外提供委托贷款的议案》 公司拟在确保日常经营资金需求和资金安全的前提下，利用暂时闲置的自有 资金，通过委托银行向寿光市城市建设投资开发有限公司（以下简称"寿光城投"） 提供 1.00 亿元人民币的委托贷款。 ...

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), is positioned as a leader in the fine chemical sector, successfully navigating the transition from "scale expansion" to "green high-quality development" in the context of the global "dual carbon" strategy [1] Group 1: Circular Economy and Business Model - Boyuan Co., Ltd. has established a circular economy business model centered on the recovery and utilization of iodine and precious metals, differentiating itself from traditional chemical enterprises [2] - This model allows the company to procure iodine and precious metal-containing waste from upstream enterprises, effectively addressing waste disposal challenges while reducing raw material dependency and production costs [2] - The circular economy approach not only mitigates risks associated with imported raw material price fluctuations but also enhances customer trust, leading to long-term cooperation agreements [2] Group 2: Integrated Service Capability - The company has developed a comprehensive service capability that spans from basic chemical raw material supply to hazardous waste resource utilization and product processing, fostering mutually beneficial strategic partnerships with major clients [3] - Boyuan Co., Ltd.'s iodine resource utilization business is recognized for its advanced recycling processes and large-scale processing capabilities, placing it in a leading position within the industry [3] Group 3: Technological Innovation and Product Development - The company emphasizes technological innovation as a key driver of growth, increasing R&D investment and accelerating the commercialization of research outcomes [5] - Boyuan Co., Ltd. is focusing on high-end and emerging fields such as new materials and new energy, aiming to enhance product structure and extend the industrial chain [5] - The company actively participates in the establishment of industry standards, having contributed to the formulation of 3 industry standards and 11 group standards, thereby enhancing its professional influence [4] Group 4: Strategic Growth and Market Positioning - Boyuan Co., Ltd. maintains a cautious yet open approach to mergers and acquisitions, considering opportunities that align with its strategic goals to enhance core competitiveness [6] - The company has outlined a clear roadmap for high-quality development during the 14th Five-Year Plan period, focusing on talent, R&D, market expansion, governance, and green development [6] - The company is committed to integrating into local industrial layouts and development plans, promoting sustainable practices through increased environmental investment and resource recycling [7]