Core Viewpoint - The strategic cooperation agreement between Dangsheng Technology and Boyuan Co., aims to leverage each other's strengths in solid-state lithium battery materials, focusing on technology development, product supply, market promotion, and potential equity investment [1][2][3]. Group 1: Technology Cooperation - Both companies will collaborate on research and technology development in solid-state lithium materials, utilizing Dangsheng's expertise in sulfide electrolyte preparation and Boyuan's capabilities in high-purity lithium iodide [2][3]. - They will share R&D platforms and form technical teams to enhance the technology level and industrialization capabilities in the key materials for solid-state batteries [2][3]. Group 2: Product Supply - A stable supply relationship for raw materials used in solid-state lithium sulfide electrolytes will be established, ensuring a safe, efficient, and cost-competitive supply chain [2][3]. - Dangsheng will prioritize sourcing lithium iodide and lithium sulfide from Boyuan under equal market conditions, while Boyuan will act as a strategic supplier for high-purity products [2][3]. Group 3: Market Promotion - The companies will leverage their global market channels and brand influence to promote solid-state battery key materials, targeting mainstream battery manufacturers and automotive companies [3]. - They aim for mutual benefits through the promotion of high-performance new "sulfide electrolyte" solutions [3]. Group 4: Equity Investment Exploration - The agreement includes exploring potential equity investment collaborations to deepen resource integration and long-term binding of advantages [3]. - Both companies will discuss capital cooperation in upstream key raw materials and new solid-state electrolyte materials, aiming to build a competitive advantage in the industry chain [3]. Group 5: Industry Context - The global new energy market presents significant opportunities for the lithium battery industry, with solid-state batteries recognized as a key development direction due to their high safety and energy density [3][4]. - Dangsheng has developed high ionic conductivity sulfide solid electrolytes and has stable large-scale preparation capabilities, while Boyuan is a leader in inorganic iodide, focusing on high-purity lithium iodide production [4].

每经AI快讯，10月15日，博苑股份(301617.SZ)公告称，公司与北京当升材料科技股份有限公司签署 《战略合作框架协议》，双方将在固态锂电材料技术合作开发、产品供应、市场推广、股权投资等领域 建立长期、全面、稳定的战略合作关系。该协议为框架性协议，具体合作事项需另行签订正式合作协 议。协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在不确定性。 ...

证券代码：301617 证券简称：博苑股份 公告编号：2025-049 特别提示： 1、本协议属于双方合作意愿和基本原则的框架性、意向性、初步的约定， 尚存在不确定性。本协议所涉及的具体合作事项需另行签订相关正式合作协议， 敬请广大投资者注意投资风险。 2、本协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在 不确定性。 3、最近三年,公司未披露其他战略合作协议。 4、本次签署的协议不构成关联交易，不属于《上市公司重大资产重组管理 办法》规定的重大资产重组。 山东博苑医药化学股份有限公司 关于与当升科技签署战略合作框架协议的公告 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、协议的基本情况 山东博苑医药化学股份有限公司（以下简称"公司"）与北京当升材料科技 股份有限公司（以下简称"当升科技"）于 2025 年 10 月 15 日签署《战略合作 框架协议》（以下简称"本协议"）。为充分发挥各自优势，经友好协商，双方 一致同意在固态锂电材料技术合作开发、产品供应、市场推广、股权投资等领域 建立长期、全面、稳定的战略合作关系。 本协议的签署无需提交董 ...

Core Viewpoint - The strategic cooperation agreement between Dingsheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to enhance competitiveness in the solid-state battery materials industry through resource integration and technological innovation [1] Group 1: Strategic Cooperation - Dingsheng Technology and Boyuan Pharmaceutical signed a strategic cooperation framework agreement on October 15, 2025 [1] - The collaboration will focus on the sulfide solid electrolyte system, emphasizing diversified cooperation [1] - The partnership aims to accelerate the industrial application and market development of high-performance solid-state electrolytes [1] Group 2: Industry Impact - The agreement is expected to enhance both companies' core competitiveness and market advantages in the global solid-state battery key materials supply chain [1]

Core Viewpoint - The strategic cooperation framework agreement between Changsheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in the field of solid-state lithium battery materials technology development and product supply [1] Group 1: Strategic Cooperation - The agreement was signed on October 15, 2025, and focuses on collaboration in solid-state lithium battery materials technology [1] - Both parties will leverage Changsheng Technology's expertise in sulfide electrolyte preparation and Boyuan's advanced lithium iodide processing capabilities to develop new solid-state electrolyte products with high ionic conductivity and interface stability [1] - The collaboration includes sharing research and development platforms and forming technical teams to enhance technology iteration and customer integration in the sulfide-lithium iodide system [1]

Market Overview - On October 9, the chemical products sector rose by 1.62%, with Boyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Top Performers - Boyuan Co., Ltd. (301617) closed at 85.06, with a significant increase of 20.01% and a trading volume of 22,300 lots, amounting to 188 million yuan [1] - Hangzhou Oxygen Plant Group Co., Ltd. (002430) saw a rise of 10.02%, closing at 26.80 with a trading volume of 146,000 lots [1] - Huangma Technology (603181) increased by 8.80%, closing at 20.53 with a trading volume of 437,500 lots [1] Underperformers - Yayun Co., Ltd. (603790) experienced a decline of 9.99%, closing at 23.33 with a trading volume of 61,800 lots [2] - Kaimete Gas (002549) fell by 7.23%, closing at 22.58 with a trading volume of 1,372,200 lots [2] - Tongda Co., Ltd. (300321) decreased by 6.15%, closing at 38.58 with a trading volume of 43,200 lots [2] Capital Flow - The chemical products sector saw a net outflow of 380 million yuan from institutional investors, while retail investors had a net inflow of 401 million yuan [2] - The table of capital flow indicates that major stocks like Hangzhou Oxygen Plant and Boyuan Co. experienced varying levels of net inflow and outflow from different investor types [3]

Group 1: Iodine Applications and Market Overview - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, widely used in various product formulations as key components or catalysts [2] - The downstream application structure of iodine includes three core areas: X-ray contrast agents, pharmaceutical manufacturing, and LCD panel manufacturing, collectively accounting for approximately 63% of global consumption [2] - Major iodine production is concentrated in three regions: Chile, Japan, and the United States, which together account for 88% of global sales [2] Group 2: Iodine Production and Market Share - Five companies in Chile account for about 60% of global iodine sales, with SQM alone representing approximately 37% [2] - Eight Japanese producers collectively hold around 23% of the market share, while U.S. producers account for nearly 5% [2] - Other countries with minor production include Russia, Turkmenistan, Azerbaijan, Indonesia, and China [3] Group 3: Company Product Offerings - The company’s inorganic iodide products include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide, primarily used in pharmaceuticals, pesticides, feed, and optoelectronic materials [3] - The company’s organic iodide product, trimethylsilyl iodide, serves as a protecting group in organic synthesis, mainly applied in pharmaceutical production (e.g., cephalosporins, macrolide antibiotics) [3] - The company has a 4,000 tons/year inorganic iodide production project focusing on potassium iodide, hydriodic acid, ammonium iodide, silver iodide, and lithium iodide [3]

Core Viewpoint - The company, Shandong Boyuan Pharmaceutical Chemical Co., Ltd., is engaged in the research, production, and sales of fine chemicals, with a focus on iodine compounds and precious metal catalysts, showing a mixed financial performance in recent periods [2]. Group 1: Company Overview - Shandong Boyuan Pharmaceutical Chemical Co., Ltd. was established on August 6, 2008, and is located in Shouguang City, Shandong Province [2]. - The company specializes in fine chemical products, including organic and inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane [2]. - The revenue composition of the company includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [2]. Group 2: Financial Performance - For the first half of 2025, the company achieved a revenue of 747 million yuan, representing a year-on-year growth of 7.39% [2]. - The net profit attributable to the parent company was 99.04 million yuan, which reflects a year-on-year decrease of 19.09% [2]. - As of September 19, the number of shareholders increased to 10,300, with an average of 3,233 circulating shares per person, a decrease of 1.00% from the previous period [2]. Group 3: Market Activity - On September 22, the company's stock rose by 1.41%, with a trading volume of 284 million yuan [1]. - The financing buy-in amount for the company on the same day was 23.83 million yuan, while the financing repayment was 36.46 million yuan, resulting in a net financing buy-in of -12.63 million yuan [1]. - The total margin trading balance for the company as of September 22 was 113 million yuan, accounting for 4.39% of the circulating market value [1].

证券代码：301617 证券简称：博苑股份 公告编号：2025-048 山东博苑医药化学股份有限公司 关于部分募投项目变更后新签订募集资金三方监管协议的公告 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、募集资金基本情况 经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）同意注册，山东博苑 医药化学股份有限公司（以下简称"公司"）首次公开发行人民币普通股（A 股） 股票 2,570.00 万股，每股面值 1 元，每股发行价格为人民币 27.76 元。本次发行 募集资金总额为 71,343.20 万元，扣除发行费用 8,526.43 万元（不含税）后，募 集资金净额为 62,816.77 万元。募集资金已于 2024 年 12 月 5 日划至公司指定账 户，天健会计师事务所（特殊普通合伙）对公司募集资金的到位情况进行了审验， 并出具了天健验〔2024〕494 号《验资报告》。公司依照相关规定对募集资金的 存放和使用进行专户管理，并与保荐人及存放募集资金的商业银行签署了《募集 资金 ...

Group 1 - The company, Boyuan Co., Ltd. (301617), reported that as of September 10, 2025, the total number of shareholders is 10,228 [1]