1月6日，博苑股份涨5.04%，截至发稿，报87.39元/股，成交5689.56万元，换手率1.25%，总市值116.79 亿元。 从博苑股份十大流通股东角度 数据显示，鹏华基金旗下1只基金位居博苑股份十大流通股东。鹏华汇智优选混合A（010894）三季度 新进十大流通股东，持有股数43.42万股，占流通股的比例为1.3%。根据测算，今日浮盈赚取约181.95 万元。 资料显示，山东博苑医药化学股份有限公司位于山东省寿光市侯镇海洋化工园区新海路与大九路路口北 200米，成立日期2008年8月6日，上市日期2024年12月11日，公司主营业务涉及专业从事精细化学品研 发、生产、销售及资源综合利用的高新技术企业,主营业务包括有机碘化物、无机碘化物、贵金属催化 剂、发光材料、六甲基二硅氮烷等产品的研发、生产、销售,并基于资源综合利用资质与工艺技术优势 开展含碘、贵金属等物料的回收利用业务,为客户提供贵金属催化剂、六甲基二硅氮烷等加工服务。主 营业务收入构成为：碘化物74.56%，特种功能化学品12.79%，贸易业务9.94%，其他2.72%。 鹏华汇智优选混合A（010894）成立日期2021年1月8日，最新规模3 ...

资料显示，山东博苑医药化学股份有限公司位于山东省寿光市侯镇海洋化工园区新海路与大九路路口北 200米，成立日期2008年8月6日，上市日期2024年12月11日，公司主营业务涉及专业从事精细化学品研 发、生产、销售及资源综合利用的高新技术企业,主营业务包括有机碘化物、无机碘化物、贵金属催化 剂、发光材料、六甲基二硅氮烷等产品的研发、生产、销售,并基于资源综合利用资质与工艺技术优势 开展含碘、贵金属等物料的回收利用业务,为客户提供贵金属催化剂、六甲基二硅氮烷等加工服务。主 营业务收入构成为：碘化物74.56%，特种功能化学品12.79%，贸易业务9.94%，其他2.72%。 博苑股份所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：固态电池、次新 股、小盘、QFII持股、融资融券等。 博苑股份今年以来股价涨84.11%，近5个交易日跌6.05%，近20日跌9.01%，近60日跌2.25%。 今年以来博苑股份已经6次登上龙虎榜，最近一次登上龙虎榜为10月17日，当日龙虎榜净买入-2027.38 万元；买入总计1.46亿元 ，占总成交额比14.69%；卖出总计1.67亿元 ，占总成交额比16.72 ...

Group 1 - The core business of Shandong Boyuan Pharmaceutical Chemical Co., Ltd. includes the research, production, and sales of fine chemicals, with a focus on organic iodides (74.56% of revenue), specialty functional chemicals (12.79%), trading (9.94%), and others (2.72%) [2] - As of December 10, 2025, the company reported a revenue of 1.073 billion yuan, representing a year-on-year growth of 6.60%, while the net profit attributable to shareholders decreased by 22.53% to 132 million yuan [2] - The company has distributed a total of 88.408 million yuan in dividends since its A-share listing [3] Group 2 - On December 19, 2025, Boyuan shares increased by 0.53%, with a trading volume of 93.8648 million yuan, and a net financing purchase of 448,700 yuan [1] - The total margin trading balance for Boyuan shares reached 142 million yuan, accounting for 3.68% of the circulating market value, which is above the 70th percentile of the past year [1] - As of December 19, 2025, there were no shares sold or repaid in the securities lending market, indicating a high level of demand for borrowing [1]

Group 1 - The core viewpoint of the news is that Shandong Boyuan Pharmaceutical Chemical Co., Ltd. has shown fluctuations in its stock performance and financing activities, indicating potential investor interest and market dynamics [1][2]. Group 2 - On December 18, Boyuan shares fell by 2.24%, with a trading volume of 66.31 million yuan. The financing buy-in amount was 5.13 million yuan, while the financing repayment was 3.34 million yuan, resulting in a net financing buy-in of 1.79 million yuan. The total financing and securities balance reached 142 million yuan [1]. - As of December 18, the financing balance of Boyuan shares was 142 million yuan, accounting for 3.69% of the circulating market value [1]. - In terms of securities lending, there were no shares repaid or sold on December 18, with a remaining balance of 0 shares and 0 yuan [1]. Group 3 - Boyuan, established on August 6, 2008, is located in Shouguang City, Shandong Province, and specializes in the research, production, and sales of fine chemicals, including organic and inorganic iodides, precious metal catalysts, and luminescent materials. The main business revenue composition includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [2]. - For the period from January to September 2025, Boyuan achieved an operating income of 1.073 billion yuan, representing a year-on-year growth of 6.60%. However, the net profit attributable to the parent company was 132 million yuan, a decrease of 22.53% year-on-year [2]. Group 4 - Since its A-share listing, Boyuan has distributed a total of 88.41 million yuan in dividends [3]. - As of September 30, 2025, the top ten circulating shareholders of Boyuan include several new institutional investors, with notable holdings from Zhonghang New Start Flexible Allocation Mixed A (holding 1.3456 million shares) and Hong Kong Central Clearing Limited (holding 964,400 shares) [3].

证券日报网讯12月18日，博苑股份（301617）在互动平台回答投资者提问时表示，公司4000吨/年无机 碘化物生产项目，已于2025年12月5日正式进入试生产阶段。 ...

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]

一头是技术积累，一头是人才稳固。 17年间，博苑股份跟随创业的核心管理团队非常稳定"。"我们从来不压员工工资，公司账上永远留一笔 给员工发工资的钱。自公司创立之初，我们便建立了完善的薪酬管理体系。随着业务规模持续扩大、发 展不断沉淀，员工薪酬也实现了同步稳步增长，这是企业与员工共同成长的体现。2018年，公司实行股 权激励，从核心高管到年轻技术骨干都有股份。" 博苑股份副总经理王恩训表示。 "我们自主研发的回收技术与工艺，可以从医药行业、化工行业、光电行业等废弃物中回收碘、溴、 铂、钯、铑、钌等有用元素，处理技术能实现与进口原料同样品质，我们也做了团体标准，经我们回收 过的废水能做到碘零排放了。在回收技术成熟的基础上，我们又衍生出来贵金属催化剂业务。"博苑股 份董事长李成林告诉记者。 博苑股份是碘化物行业内少数实现"变废为宝"的企业，向客户或其他企业采购生产环节产生的废料，通 过回收废料提取关键原材料，形成循环经济模式。 李成林表示，"这项技术显著降低了原材料对外依存度及生产成本，有效应对进口原料价格波动风险， 实现经济效益与环境效益双赢，同时提供全产业链服务，增强客户黏性。" 业内少有的"变废为宝"这项技术 ...

Core Viewpoint - On November 17, 2023, Boyuan Co., Ltd. experienced a decline of 3.80% in stock price, with a trading volume of 299 million yuan, indicating potential market concerns regarding the company's performance and investor sentiment [1]. Financing Summary - On the same day, Boyuan Co., Ltd. had a financing buy-in amount of 25.66 million yuan and a financing repayment of 35.66 million yuan, resulting in a net financing outflow of 9.99 million yuan [1]. - As of November 17, the total financing and securities lending balance for Boyuan Co., Ltd. was 169 million yuan, which represents 5.56% of its circulating market value [1]. - There were no shares sold or repaid in the securities lending segment on November 17, with a remaining balance of 0 yuan [1]. Company Overview - Boyuan Co., Ltd., established on August 6, 2008, is located in Shouguang City, Shandong Province, and specializes in the research, production, and sales of fine chemicals, including organic and inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane [2]. - The company's revenue composition includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [2]. - For the period from January to September 2025, Boyuan Co., Ltd. reported a revenue of 1.073 billion yuan, reflecting a year-on-year growth of 6.60%, while the net profit attributable to shareholders decreased by 22.53% to 132 million yuan [2]. Shareholder Information - As of November 10, 2025, Boyuan Co., Ltd. had 11,900 shareholders, a decrease of 12.88% from the previous period, with an average of 2,813 circulating shares per shareholder, an increase of 14.78% [2]. - The company has distributed a total of 88.41 million yuan in dividends since its A-share listing [3]. - Notable new institutional shareholders include Zhonghang New Start Flexible Allocation Mixed A, holding 1.3456 million shares, and several other funds that have recently entered the shareholder list [3].

Core Viewpoint - The stock price of Boyuan Co., Ltd. has increased by 5.22% on November 14, reaching 93.30 CNY per share, with a total market capitalization of 12.469 billion CNY, indicating a continuous upward trend over the past three days with a cumulative increase of 5.45% [1] Company Overview - Boyuan Co., Ltd. is located in Shouguang City, Shandong Province, and was established on August 6, 2008. The company specializes in the research, production, and sales of fine chemicals, including organic iodides, inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane. It also engages in the recycling of iodine and precious metal materials [1] - The main revenue composition of Boyuan Co., Ltd. includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [1] Shareholder Information - Among the top ten circulating shareholders of Boyuan Co., Ltd., a fund under AVIC Fund ranks as a significant holder. The AVIC New Start Flexible Allocation Mixed A Fund (005537) entered the top ten shareholders in the third quarter, holding 1.3456 million shares, which accounts for 4.03% of the circulating shares. The estimated floating profit today is approximately 6.2304 million CNY [2] - During the three-day increase, the floating profit earned was 616.31 thousand CNY [2] Fund Manager Profile - The fund manager of AVIC New Start Flexible Allocation Mixed A Fund (005537) is Han Hao, who has been in the position for 7 years and 338 days. The total asset size of the fund is 15.589 billion CNY, with the best fund return during his tenure being 205.01% and the worst being -18.95% [3]

Core Insights - On November 12, Boyuan Co., Ltd. saw a stock increase of 1.35% with a trading volume of 211 million yuan [1] - The company reported a net financing purchase of 7.72 million yuan on the same day, with a total financing balance of 175 million yuan, accounting for 6.06% of its market capitalization [1][2] Company Overview - Boyuan Co., Ltd. is located in Shouguang City, Shandong Province, and was established on August 6, 2008, with a planned listing date of December 11, 2024 [2] - The company specializes in the research, production, and sales of fine chemicals, including organic iodides, inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane [2] - The revenue composition includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [2] Financial Performance - For the period from January to September 2025, Boyuan Co., Ltd. achieved a revenue of 1.073 billion yuan, representing a year-on-year growth of 6.60% [2] - The net profit attributable to shareholders was 132 million yuan, showing a year-on-year decrease of 22.53% [2] Shareholder Information - As of November 10, 2025, the number of shareholders for Boyuan Co., Ltd. was 11,900, a decrease of 12.88% from the previous period [2] - The average circulating shares per person increased by 14.78% to 2,813 shares [2] - The company has distributed a total of 88.408 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, several new institutional shareholders have entered, including: - China Aviation New Start Flexible Allocation Mixed A (005537) as the second-largest shareholder with 1.3456 million shares [3] - Hong Kong Central Clearing Limited as the third-largest shareholder with 964,400 shares [3] - Other new shareholders include Yongying New Materials and Penghua Huizhi [3]