Group 1 - The core point of the article is that Boyuan Co., Ltd. (301617) has officially entered the trial production phase of its 4000 tons/year inorganic iodide production project on December 5, 2025 [1]

Core Viewpoint - The company has officially entered the trial production phase of its 4000 tons/year inorganic iodide production project, including lithium iodide, as of December 5, 2025 [2] Group 1 - The 4000 tons/year inorganic iodide production project is expected to be completed and enter trial production by the end of 2025 [2] - The company confirmed the commencement of trial production on December 5, 2025, in response to investor inquiries [2]

Group 1 - The core technology developed by the company allows for the recovery of useful elements such as iodine, bromine, platinum, palladium, rhodium, and ruthenium from waste materials in various industries, achieving the same quality as imported raw materials [1] - The company has established a circular economy model by purchasing waste materials generated during production from clients or other enterprises and extracting key raw materials through recycling [1] - This technology significantly reduces dependence on external raw materials and production costs, effectively mitigating risks associated with fluctuations in imported raw material prices, while providing economic and environmental benefits [1] Group 2 - The company has accumulated 17 years of technical expertise, evolving from a startup in a barren area to a leading enterprise in the iodide industry listed on the Shenzhen Stock Exchange [2] - The company has established itself in various segments, including organic iodides, inorganic iodides, and luminescent materials, and has participated in the formulation of 3 industry standards and 11 group standards [2] Group 3 - The core management team has remained stable over the years, with a commitment to not suppress employee wages and maintaining a robust compensation management system [3] - The company has implemented stock incentive plans since 2018, allowing core executives and young technical talents to hold shares, reflecting a shared growth philosophy [3] Group 4 - The company is gaining attention in the solid-state battery sector, where lithium iodide is recognized for its significant importance in solid-state batteries [4] - A strategic cooperation framework agreement was signed with a leading lithium battery company to jointly develop new solid-state electrolyte products with high ionic conductivity and interface stability [4] - Future development plans include extending product offerings into high-value downstream intermediates and expanding into new energy and materials sectors, while also focusing on international market expansion [4]

证券日报网讯12月15日，博苑股份（301617）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东总户数为9113户。 ...

（编辑 王雪儿） 证券日报网讯 12月15日，博苑股份在互动平台回答投资者提问时表示，目前，公司碘原料来源采用"资 源综合利用回收+进口补充"的双渠道模式。若未来对碘资源的需求进一步增长，公司将根据实际情况 动态调整采购策略与来源比例，以确保供应稳定。 ...

Group 1 - The company has developed recycling technology that extracts useful elements such as iodine, bromine, platinum, palladium, rhodium, and ruthenium from waste in various industries, achieving zero iodine discharge in treated wastewater [1] - The recycling technology significantly reduces dependence on imported raw materials and production costs, effectively addressing the risks associated with price fluctuations of imported materials while providing economic and environmental benefits [1] - The company has a stable core management team and has established a comprehensive salary management system, ensuring steady salary growth for employees alongside business expansion [2] Group 2 - The company is gaining attention in the solid-state battery sector, particularly due to the importance of lithium iodide in solid-state batteries, and has signed a strategic cooperation agreement with a leading lithium battery company to develop new solid-state electrolyte products [3] - The company aims to extend its product offerings into high-value downstream intermediates and expand into new energy and materials sectors, enhancing its product matrix and customer structure [3] - The company plans to strengthen collaborations with industry leaders and gradually expand into overseas markets to enhance its international competitiveness [3]

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 ...

Group 1 - The core viewpoint of the article is that Boyuan Co., Ltd. has developed a "iodine resource recycling" industrial chain that effectively reduces dependence on imported iodine and lowers procurement costs [2] Group 2 - The company utilizes resource comprehensive utilization technology to support its iodine resource recycling efforts [2]