调研速递|博苑股份接受兴业证券等5家机构调研 碘业务及新产品布局成焦点

Group 1 - The company hosted a specific research meeting with five institutions including Industrial Securities and CITIC Construction Investment on September 11 [1] - The meeting included a tour of the company's exhibition hall and an introduction to its basic situation, followed by in-depth discussions focusing on several business points [2] Group 2 - Iodine and its derivatives are important raw materials in medical, agricultural, industrial, and nutritional fields, with key applications in X-ray contrast agents, disinfectants, etc. According to SQM's 2024 report, these applications account for approximately 63% of global iodine consumption [2] - The company produces inorganic iodides such as potassium iodide and potassium iodate, which are used in pharmaceuticals and pesticides, while its organic iodide product trimethyl iodide is primarily used in the pharmaceutical sector [2] - The company has not yet achieved sales in the solid-state battery sector but plans to explore new industrial application scenarios and conduct feasibility studies [2] - The expansion into hexamethyldisilazane is driven by existing pharmaceutical customer needs and the company's advantages in resource utilization and process technology [2]