调研速递|博苑股份接待证券时报等2家媒体采访 循环经济模式降本增效 新质生产力布局高端材料

Core Viewpoint - The company, Boyuan Co., Ltd., is focusing on enhancing its market position through a circular economy model, new material and energy strategies, and a comprehensive development plan for the 14th Five-Year Plan period [1][8]. Group 1: Business Model and Market Position - Boyuan Co., Ltd. specializes in fine chemical products, establishing a competitive edge in the market through a diverse product matrix that includes organic and inorganic iodides, as well as luminescent materials [3]. - The company has participated in the formulation of 3 industry standards and 11 group standards, enhancing its influence in the fine chemical sector [3]. - The business model integrates resource utilization by sourcing production waste from upstream companies, which reduces procurement costs and addresses waste disposal challenges [3]. Group 2: Circular Economy and Cost Management - The company has developed a circular economy model centered on the recovery of iodine and precious metals, significantly lowering raw material dependency and production costs [4]. - This model mitigates risks associated with price fluctuations of imported raw materials while achieving both economic and environmental benefits [4]. - The iodine resource recovery business is noted for its advanced recycling processes and large-scale handling capabilities, positioning the company as a leader in the industry [4]. Group 3: New Material and Energy Development - In response to national strategies for developing new productive forces, Boyuan Co., Ltd. is actively investing in high-tech, high-value-added new materials and energy sectors [5]. - The company is increasing R&D investments and enhancing its innovation center to accelerate the commercialization of research outcomes [5]. - Automation and smart technology upgrades in production processes are being implemented to transition towards high-end, intelligent, and green industries [5]. Group 4: Mergers and Acquisitions Strategy - The company maintains an open attitude towards mergers and acquisitions, aiming to evaluate potential targets that offer technological synergies or resource alignment [6]. Group 5: 14th Five-Year Plan Focus - The company’s 14th Five-Year Plan emphasizes five key areas for high-quality development, including talent cultivation, R&D, market expansion, governance, and investor returns [8]. - A comprehensive talent management system is being established to attract and retain skilled professionals, aligning with the company’s growth and technical needs [8]. - The company aims to enhance its governance and investor confidence through strict fund management and transparent information disclosure [8]. Group 6: Green Development and Compliance - Boyuan Co., Ltd. is committed to green and low-carbon development by optimizing production processes to reduce energy consumption and emissions [9]. - The company plans to align with local industrial layouts and regulatory guidelines to support sustainable regional economic development [9].