Group 1: Company Overview - The company, Shandong Boyuan Pharmaceutical Chemical Co., Ltd., focuses on fine chemicals, with iodides being the primary revenue contributor [2]. - The current production capacity for iodide products is 4,100 tons/year, with an additional 4,000 tons/year in trial production [2]. Group 2: Product Details - The main categories of fine chemicals include iodides, luminescent materials, hexamethyldisilazane, and precious metal catalysts, with iodides leading in revenue [2]. - The inorganic iodides include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide, while organic iodides consist of trimethyl iodide and iodomethane [2]. Group 3: Market Outlook - The market for inorganic iodides is expected to grow due to increasing demand in the pharmaceutical sector, driven by rising healthcare spending and aging populations [3]. - The demand for iodinated contrast agents in medical imaging (CT and MRI) is projected to rise, contributing to the expansion of the domestic contrast agent market [3]. - In the electronics manufacturing sector, the shift of global panel production to China is increasing the domestic market share of polarizer manufacturers, with iodinated polarizers holding an 80%-90% market share [3]. Group 4: Shareholder Information - A total of 19,630,000 shares will be released from lock-up on December 11, 2025, with no current plans for shareholder reduction reported [3]. - The company will disclose any future reduction plans in accordance with legal requirements [3]. Group 5: Raw Material Sourcing - The company sources iodine through a dual-channel model of "resource recycling and recovery + import supplementation" [5].

证券代码：301617 证券简称：博苑股份 公告编号：2025-055 山东博苑医药化学股份有限公司 关于首次公开发行前已发行股份上市流通提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次上市流通的限售股份为山东博苑医药化学股份有限公司（以下简称 "公司"或"发行人"）首次公开发行前已发行的部分股份； 2、本次申请解除限售的股东共计 5 名，解除限售股份数量为 19,630,000 股， 占公司总股本的比例为 14.69%，限售期为自公司股票上市之日起 12 个月； 3、本次解除限售股上市流通日为 2025 年 12 月 11 日（星期四）。 一、首次公开发行前已发行股份概况 （一）首次公开发行股份情况 根据中国证券监督管理委员会《关于同意山东博苑医药化学股份有限公司首 次公开发行股票注册的批复》（证监许可[2024]1415 号），公司首次公开发行人 民币普通股（A 股）股票 2,570 万股，并于 2024 年 12 月 11 日在深圳证券交易 所创业板上市。首次公开发行股票完成后，公司总股本由 7,710 万股增加至 10, ...

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 首次公开发行前已发行股份上市流通的核查意见 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》《深圳证券交易所上市公司自律监管指 引第 13 号——保荐业务》等有关规定，对博苑股份首次公开发行前已发行股份 上市流通事项进行了核查，核查意见如下： 一、首次公开发行前已发行股份概况 （一）首次公开发行股份情况 根据中国证券监督管理委员会《关于同意山东博苑医药化学股份有限公司首 次公开发行股票注册的批复》（证监许可[2024]1415 号），公司首次公开发行人民 币普通股（A 股）股票 2,570 万股，并于 2024 年 12 月 11 日在深圳证券交易所 创业板上市。首次公开发行股票完成后，公司总股本由 7,710 万股增加至 10,280 万股，其中有流通限制或限售安排的股份数 ...

（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].

Group 1 - The core viewpoint of the article is that the company, Boyuan Co., Ltd. (301617.SZ), is progressing as planned in its collaboration related to solid-state batteries [1] Group 2 - The company has communicated with investors through an interactive platform, indicating transparency in its operations [1] - The ongoing work in solid-state battery collaboration suggests potential advancements in technology and product development for the company [1]

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]

Core Viewpoint - The company has established a circular economy business model centered on the recovery and utilization of iodine and precious metals, significantly reducing reliance on external raw materials and production costs [1] Group 1: Business Model - The circular economy model allows for the efficient recovery and reuse of iodine and precious metal waste generated during production [1] - This model effectively addresses the risks associated with fluctuations in the prices of imported raw materials [1] Group 2: Economic and Environmental Benefits - The approach not only achieves a win-win situation for economic and environmental benefits but also enhances customer trust [1] - Long-term cooperation agreements have been facilitated, further ensuring operational stability and sustainability [1] Group 3: Value Creation - The company’s circular economy model demonstrates good economic returns and social value [1]

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]