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。 ...

Market Performance - The chemical products sector increased by 0.37% on September 1, with *ST Jintai leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Chemical Sector - *ST Quantai (300225) closed at 5.79, up 12.21% with a trading volume of 366,800 shares and a turnover of 204 million yuan [1] - Kangda New Materials (002669) closed at 15.46, up 10.04% with a trading volume of 305,700 shares [1] - Jianye Co. (603948) closed at 32.09, up 10.01% with a trading volume of 25,800 shares [1] - Dinglong Technology (603004) closed at 24.42, up 10.00% with a trading volume of 78,100 shares [1] - Zanyu Technology (002637) closed at 12.02, up 9.97% with a trading volume of 154,400 shares [1] Top Losers in Chemical Sector - Akole (603722) closed at 51.95, down 7.99% with a trading volume of 75,000 shares and a turnover of 392 million yuan [2] - Jiabiyou (688089) closed at 27.36, down 5.07% with a trading volume of 122,100 shares [2] - Andyshi (66ZOO9) closed at 10.07, down 4.82% with a trading volume of 271,400 shares [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 243 million yuan [2][3] - Kangda New Materials (002669) had a net inflow of 1.21 billion yuan from institutional investors, but a net outflow of 55.12 million yuan from retail investors [3] - Zanyu Technology (002637) had a net inflow of 61.87 million yuan from institutional investors, with a net outflow of 32.00 million yuan from retail investors [3]

Group 1: Market Overview - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, with applications in X-ray contrast agents, disinfectants, and LCD/LED screens [2] - The downstream application structure of iodine includes three core areas: X-ray contrast agents, pharmaceutical manufacturing, and LCD panel manufacturing, accounting for approximately 63% of global consumption [2] - Major iodine production is concentrated in Chile, Japan, and the USA, which together account for 88% of global sales, with Chilean companies alone contributing 60% [2][3] Group 2: 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 is utilized as a protecting agent in pharmaceutical synthesis, particularly in the production of antibiotics [4] Group 3: Competitive Advantages - The company integrates resource recycling with core business, creating a circular economy model that ensures stable supply and low costs [5] - A strong R&D team with over 30 years of industry experience has led to the acquisition of 51 patents, enhancing the company’s technological capabilities [5] - The company maintains a leading market position in iodides and luminescent materials, with established long-term partnerships with renowned clients [5][6] Group 4: Quality and Compliance - A comprehensive quality control system spans procurement, production, and sales, ensuring high-quality products and stable supply [6] - The company adheres to compliance in operations, holding all necessary safety and environmental permits, which fosters customer trust and supports sustainable growth [6]

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index down 0.39% at 3,868 points, while the Shenzhen Component rose 0.26%[18] - U.S. stocks experienced slight gains, with the Dow Jones up 0.3% to 45,418 points and the S&P 500 rising 0.4% to 6,465 points[11] - European markets were weak, with the Stoxx 600 index down 0.83% and the French CAC 40 dropping 1.7% due to political uncertainties[11] Interest Rate Expectations - The market anticipates a more dovish stance from the Federal Reserve following Trump's dismissal of Fed Governor Cook, increasing expectations for rate cuts[6] - The implied probability of a rate cut in September has risen to nearly 90%[31] - The Fed is expected to cut rates three times in 2025, each by 25 basis points[6] Commodity and Currency Movements - The U.S. dollar weakened, with the Dollar Index down 0.2% to 98.23, while gold prices rose, reflecting market uncertainty[28] - International oil prices fell after four consecutive days of gains, with WTI crude down 2.39% to $63.25 per barrel[27] Fixed Income Market - U.S. Treasury yields saw a decline, with the 2-year yield down 4.5 basis points to 3.68% and the 10-year yield down 1.4 basis points to 4.26%[31] - The yield curve steepened as short-term bonds rallied amid strong demand in the 2-year auction[31] Corporate Highlights - Bilibili reported Q2 2025 revenue of 7.383 billion yuan, a year-on-year increase of 19.8%, exceeding Bloomberg consensus estimates[9] - Workday's Q2 2026 revenue reached $2.348 billion, up 14% year-on-year, also surpassing expectations[9]