Group 1: Company Overview - The company, Shandong Boyuan Pharmaceutical Chemical Co., Ltd., has an existing production capacity of 4,100 tons/year for iodide products, with a trial production project of 4,000 tons/year [2] - The main inorganic iodides include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide, while the organic iodides include trimethyl iodide and iodomethane [2] Group 2: Applications and Market Distribution - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, widely used in various product formulations [2] - The major applications of iodine include X-ray contrast agents, biocides, preservatives, pharmaceutical intermediates, LCD and LED screen polarizers, chemicals, organic compounds, and pigments [2] - According to SQM's 2024 annual report, the core application areas of iodine account for approximately 63% of global consumption, with significant production concentrated in Chile, Japan, and the USA, which together account for 88% of global sales [3] Group 3: Financial Performance - The company's net profit decreased year-on-year in the first nine months of 2025, primarily due to rising upstream material prices, which increased product cost pressures [3] Group 4: Production Processes and Innovations - The production of lithium iodide utilizes raw materials such as hydriodic acid, lithium carbonate, formic acid, activated carbon, and lithium hydroxide, involving processes like neutralization, vacuum concentration, cooling crystallization, filtration, and vacuum drying [3] - The company is conducting research and product development on the application of iodides in perovskite batteries, with related R&D projects currently in progress, but no products have been sold as of the report date [3]

1月16日，博苑股份大宗交易成交10万股，成交额849.3万元，占当日总成交额的4.56%，成交价84.93 元，较市场收盘价87.56元折价3%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交金额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2026-01-16 | 301617 | 博苑股份 | 84.93 | 10.00 | 849.30 东兴证券股份有限 | | 中国银河证券股份 | | | | | | | | 公司成都都江堰市 | 有限公司北京金融 | | | | | | | | 彩虹大道证券营业 | 街证券营业部 | | | | | | | | 部 | | | 权益类证券大宗交易(协议交易) | | --- | ...

证券日报网讯 1月14日，博苑股份在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东总 户数为8920户。 （文章来源：证券日报） ...

公司发布的三季报数据显示，前三季公司共实现营业收入10.73亿元，同比增长6.60%，实现净利润1.32 亿元，同比下降22.41%，基本每股收益为0.9912元，加权平均净资产收益率7.93%。（数据宝） （文章来源：证券时报网） 博苑股份1月14日披露，截至2026年1月10日公司股东户数为8920户，较上期（2025年12月31日）减少 472户，环比降幅为5.03%。 证券时报·数据宝统计，截至发稿，博苑股份最新股价为83.98元，下跌0.06%，本期筹码集中以来股价 累计上涨7.99%。具体到各交易日，4次上涨，4次下跌。 融资融券数据显示，该股最新（1月13日）两融余额为1.56亿元，其中，融资余额为1.56亿元，本期筹码 集中以来融资余额合计减少2843.97万元，降幅为15.45%。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司4000吨新项目什么时候可以开始正式生产？ 博苑股份（301617.SZ）1月14日在投资者互动平台表示，公司4000吨/年无机碘化物生产项目正式生产 相关工作正有序推进中，若后续出现达到信息披露标准的节点性进展，公司会及时履行披露义务。 ...

Group 1 - The core viewpoint of the news is that Shandong Boyuan Pharmaceutical Chemical Co., Ltd. has seen a stock price increase of 5.04%, reaching 87.39 yuan per share, with a total market capitalization of 11.679 billion yuan [1] - The company specializes in the research, production, and sales of fine chemicals, including organic iodides, inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane, and also engages in resource recycling [1] - The 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% [1] Group 2 - Among the top circulating shareholders of Boyuan, Penghua Fund has a fund, Penghua Huizhi Optimal Mixed A, which entered the top ten shareholders in the third quarter, holding 434,200 shares, accounting for 1.3% of circulating shares [2] - The fund has a total scale of 3.828 billion yuan, with a year-to-date return of 2.46% and a one-year return of 30.27% [2] - The fund manager Liang Hao has a tenure of 14 years and 181 days, with the best fund return during his tenure being 317.53% [3]

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]