证券代码：301617 证券简称：博苑股份 山东博苑医药化学股份有限公司 投资者关系活动记录表 编号：2025-004 | | ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 投资者关系活 动类别 | | | | □新闻发布会 □路演活动 | | | □现场参观 □其他（请文字说明其他活动内容） | | 参与单位名称 | 长江证券：马太、孙国铭、刘悦、吴晓晨 | | 及人员姓名 | | | 时间 | 2025 年 5 月 14 日 | | 地点 | 博苑股份会议室 | | 上市公司接待 | 1、副总经理、董事会秘书兼公司办公室主任：张山岗 | | 人员姓名 | 2、财务总监：孙腾 | | | 3、证券事务代表：杨艳丽 1、公司核心竞争力是什么？ | | | 答：公司核心竞争优势主要体现在以下几方面：（1）循环 经济与综合服务优势：公司通过资源综合利用技术，将废料转 化为生产原料，降低采购成本，并为客户提供全产业链一体化 | | | 拥有专业研发 服务，增强客户黏性。（2）技术研发优势： | | 投资者关系活 | 团队，获 49 项专利（27 项发明专利），设立省级研 ...

Core Insights - The micro-drama "Lion City Sea" has emerged with an investment exceeding 1 billion yuan, marking a significant shift in the industry and setting a new benchmark for micro-dramas [1][3] - The production signifies the entry of micro-dramas into the "big production era," challenging the traditional focus on quick and simple narratives [3] Production and Creative Aspects - The production team constructed a 24,000 square meter South Seas street scene in Malaysia, emphasizing historical authenticity and immersive storytelling [3] - The lead actress's costume, weighing eight pounds and inspired by Singaporean Chinese heritage, reflects a commitment to high-quality production values [3] - The narrative focuses on the "epic history of overseas Chinese," intertwining elements of community resilience against colonial oppression [5] Thematic Elements - The storyline is set against the backdrop of the 1940s, exploring the rise and fall of a fictional organization, "Shan Hai Gang," and incorporating themes of conflict, oppression, and national sentiment [5] - The series employs historical details to enhance emotional resonance, drawing from real-life experiences of Chinese laborers in the region [5][6] Cultural Impact and Market Position - The series breaks away from traditional narrative constraints, positioning itself within mainstream cultural discourse and moving beyond lowbrow stereotypes [8] - It represents a shift in the micro-drama market from a focus on viewership numbers to a commitment to quality storytelling and cultural expression [8] - Experts suggest that "Lion City Sea" exemplifies the potential for micro-dramas to balance commercial success with artistic integrity, paving the way for a new era in the genre [8]

神州租车相关负责人表示："近年来，租车行业用户对服务细节的关注度正在不断提升。此次推出'服务 品质月'活动，正是基于大量用户调研及反馈，针对车辆清洁这一高频诉求进行的专项优化，将车辆清 洁从隐性承诺升级为显性标准，确保每一辆交到客户手中的车辆都经得起检验。" 本报讯(记者李春莲)近日，神州租车正式宣布在全国开展为期一个月的"脏必赔"服务品质月专项行动， 旨在大幅度提升租车行业车辆整洁标准，通过设立严苛的车辆整洁赔付保障机制，承诺"用户发现车辆 不达标可获三倍当单车辆整备费赔付"，确保每一位用户取车时，都能享受到整洁、舒适的用车体验。 深耕中国汽车租赁行业十余年，神州租车始终以用户需求为核心驱动力。依托覆盖全国340余城的服务 网络，持续引领出行体验升级。从开设首家24小时营业门店，到推行无员工服务点模式，再到落地不限 里程、信用免押、自助取还车等便捷功能，多项服务标准成为行业标杆。 作为国内规模最大的直营租车平台，神州租车依托近16万辆自有车队的管理经验，结合海量用户调研数 据，建立起了一套严格的车辆整备流程。每辆出库车辆，都必须经过外观漆面、内饰洁净度、设备功能 等在内的全维度、标准化检测。此次将车辆清洁标 ...

北京商报讯（记者 蔺雨葳）5月13日，据潇湘晨报消息，近日，一位湖南网友在某社交网络平台发 布"避雷"帖，称"避雷浪琴"，并表示自己于2023年在香港海港城实体店花11500元购入了一只浪琴"嘉岚 系列"金属腕表。该金属腕表的表盘部分已不见踪影，表带上固定表盘的部位有浪琴的钢印LOGO。这 一事件迅速引发热议，相关内容的评论区有多个网友晒出了同款手表表盘脱落或螺丝断裂的情况。 针对该情况，潇湘晨报记者致电了浪琴品牌中国官方客服服务热线，客服表示"没有遇到这样类似的问 题。"针对该网友已经遗失了整个表盘的情况，客服建议，"脱落下来的配件可寄到维修服务中心去处理 沟通。"对于网友反馈的浪琴"嘉岚系列"腕表盘固定方式本身存在缺陷的问题，该客服表示"目前没有相 关信息。" 浪琴官方售后门店的相关工作人员向北京商报记者表示，从未出现过此类情况，嘉岚系列腕表表盘配有 6颗螺丝钉，正常来讲不可能出现6颗螺丝钉同时脱落的现象，"这个系列腕表需要每一到两年更换电 池，官方售后人员也会进行检查。" 上述浪琴嘉岚系列号称"全球最薄机械表"，官方信息显示表壳厚度仅4.3毫米。据智通财经报道，其固 定表盘的螺丝直径仅2.5毫米，长期震 ...

金十数据5月14日讯，《国务院立法计划》提出，坚持改革和法治相统一，突出立法重点，以高质量立 法服务保障党和国家工作大局。在推动高质量发展、构建高水平社会主义市场经济体制方面，列明国家 发展规划法草案、金融法草案、招标投标法修订草案等；在加强政府自身建设、深入推进依法行政方 面，制定政务数据共享条例，修订行政法规制定程序条例等；在实施科教兴国战略、建设社会主义文化 强国方面，列明商标法修订草案，制定全民阅读促进条例等；在增进民生福祉、提高人民生活品质方 面，列明社会救助法草案、医疗保障法草案、道路交通安全法修订草案等。 （新华社） 国务院办公厅印发《国务院2025年度立法工作计划》 ...

Group 1 - The core mission of education is to help individuals develop self-educational abilities, with reading as a fundamental focus to cultivate reading skills, interests, and habits [1][2] - The disparity in reading resources between urban and rural areas significantly impacts children's educational starting points, particularly for those from disadvantaged backgrounds [1][2] - The New Education Foundation's project "New Education Children's Library" aims to enhance reading enthusiasm among rural children by leveraging internet resources and increasing volunteer involvement [2] Group 2 - The New Education Experiment has reached over 10,000 schools, but the development is uneven, with some schools excelling while others struggle to implement the educational philosophy effectively [2][3] - Collaborating with local education departments is a strategy to improve educational quality in different regions, with the New Education Experiment serving as a model for exploring successful educational practices [3] - The "Belt and Road" initiative includes international seminars to share China's educational experiences, aiming to present a true picture of Chinese education to foreign educators [3] Group 3 - There is a perception among some foreign scholars that China's educational success relies solely on time and rote learning, but this view does not capture the full picture of Chinese education [4][5] - Balancing Western educational philosophies with traditional Chinese methods is essential, emphasizing the strengths of both systems to cultivate well-rounded future citizens [5][6] - The focus on educational reform in the era of artificial intelligence is crucial, with a shift towards learning centers and project-based learning as alternatives to traditional schooling [6]

Core Viewpoint - The Jiangsu Provincial Government has introduced the "Quality Jiangsu" construction action plan, aiming to enhance quality development and address key issues in the industrial chain and consumer upgrades through six major actions and 21 specific measures [1][2]. Group 1: Action Plan Overview - The action plan focuses on quality improvement, brand creation, technological empowerment, safety assurance, consumer confidence, and quality co-governance [1]. - It serves as a guideline for implementing the "Quality Strong Country Construction Outline" and aims for specific, clear, and actionable measures [1]. - The public service quality satisfaction target has been raised from 82 to over 83 points [1]. Group 2: Quality Conference and International Engagement - The 6th China Quality Conference will be held in September in Nanjing, showcasing Jiangsu's quality achievements and experiences to the international community [2]. - The initiative aims to leverage the conference to gather global quality resources and align Jiangsu's quality work with international standards [2]. Group 3: Brand Development and Industry Upgrades - Jiangsu has established a "Su Brand" system, with 6 brands listed in the 2024 World Brand 500 and 37 in the 2024 China 500 Most Valuable Brands [3]. - The province leads the nation with 3,689 green food enterprises and 7,755 products, and has 15 brands in the Agricultural Brand Boutique Cultivation Program [3]. - The action plan includes targeted measures for improving residential quality and addressing food and elevator safety concerns [3]. Group 4: Consumer Environment and Market Regulation - The Jiangsu Market Supervision Bureau will detail the "Three-Year Action Plan for Optimizing the Consumer Environment (2025-2027)" to create a "Safe Consumption in Jiangsu" brand [4]. - The plan includes expanding the "seven-day no-reason return" policy with an annual addition of 10,000 offline stores [4]. - The "Satisfaction Consumption in the Yangtze River Delta" initiative will see 50 new large commercial enterprises participating in cross-store return and exchange services [4].

此前项目进行全球征集概念性方案时，曾明确过文化馆和非遗馆的定位。文化馆定位为"全国公共文化 服务现代化先行标杆"，设置与省级文化资源相匹配的文化设施。而非遗馆将通过"1+N"的形式活态呈 现余杭非遗资源，"1"为余杭非遗核心展厅，"N"为散落在全项目公共空间、商业空间、室外空间等丰富 类型的活态体验、展览。 据悉，该项目建筑方案设计已于4月22日完成方案设计评审，项目内容重点完成"文化馆+非遗馆+综合 文化空间"组合形式的概念性建筑方案设计。如今中标单位出炉，牵头单位为浙江绿城建筑设计有限公 司，成员单位是上海江欢成建筑设计有限公司。 余杭文化艺术中心选址于杭州市余杭区未来科技城单元的YH090706-06地块，位于杭州城市重要新中心 2.5公里的世界级中轴线南端、余杭区千年文化发展轴与湿地湖链交汇之处的国际滨水文化区范围内， 南邻梦溪水乡。 项目用地面积13.74公顷(面积以实测为准)，计容建筑面积约4.8万平方米。余杭文化艺术中心是杭州城 市重要新中心中轴线上的复合型、景区型文化设施地标，采用了"文化馆+非遗馆+综合文化空间"的组 合形式，在保证文化馆群艺活动和文化展陈功能的基础上，与城市时尚发布、文化配 ...

Group 1 - E-commerce has become a significant driver for the continuous expansion of the consumer market, with online retail sales reaching 36,242 billion yuan in Q1, a year-on-year increase of 7.9% [1] - The online retail of physical goods amounted to 29,948 billion yuan, growing by 5.7%, accounting for 24.0% of total retail sales of consumer goods [1] - The growth of e-commerce is supported by the increasing consumer groups such as the "post-00s," elderly population, and rural communities, breaking geographical barriers and enhancing shopping experiences through innovations like short videos and live streaming [1] Group 2 - The development of quality e-commerce requires strong policy support, including measures to enhance operational entities, innovation demonstration, and improvement of the business environment [2] - There is a need to establish strict quality control systems on e-commerce platforms and optimize regulatory methods using digital technologies for precise oversight and product traceability [2] - Encouragement for e-commerce platforms to invest in technologies like AI, big data, and blockchain to improve operational efficiency and enhance customer service through immersive shopping experiences [2] Group 3 - E-commerce platforms are encouraged to shift from price competition to differentiation by collaborating with quality brands and integrating with the real economy [3] - Emphasis on improving service quality throughout the sales process and establishing comprehensive governance and consumer protection systems to ensure consumer trust [3] - The industry should avoid excessive data collection and privacy breaches while promoting sustainable and healthy development through the integration of online and offline channels [3]

北京、上海、杭州、成都等多个城市频现"地王"，如何有效消 化这些"地王"成为各房企的现实问题。 作者： 田国宝 封图：经济观察报 "五一"长假期间，中建智地开始为北京市朝阳区平房乡黄杉木店地块（下称"黄杉木店地块"）蓄 客，北京宸园部分销售人员通过电话和社交软件向客户介绍项目情况，并询问客户意向。 4月28日，中建智地、中国金茂和越秀地产组成的联合体以126亿元底价竞得"京土储挂（朝） [2025]011号"组团地块（下称"朝阳11号地"）。该地块由黄杉木店住宅用地和孙河商办用地组成， 其中黄杉木店地块楼面价为5.45万元/平方米。 朝阳11号地是2025年朝阳区土地市场的总价"地王"，亦为朝阳区土拍史上总价第二高的地块。 尽管黄杉木店地块周边部分小区二手房挂牌价高达10万元/平方米，但在当前的房地产市场下，开 发商仍保持谨慎。 今年以来，北京、上海、杭州、成都等多个城市频现"地王"，如何有效消化这些"地王"成为各房企 的现实问题。提前蓄客，是一种常规操作。 一位国有房企人士向经济观察报表示， 一二线城市地价普遍较高，开发商竞得高价土地既是机 遇，也是挑战。 一旦项目去化不达预期，极有可能影响整个集团的投资布 ...