投资者关系活动记录表 编号：2025-019 | | 特定对象调研 ☑ | □分析师会议 | | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 | □业绩说明会 | | | □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 及人员姓名 | 长江证券、长盛基金 | | | 时间 | 2025 年 12 月 30 | 日 | | 地点 | 博苑股份会议室 | | | 上市公司接待 | 1、董事会秘书：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、贵公司碘化物产品产能及相关品类？ | | | | 答：公司碘化物产品现有产能 吨/年，试生产阶段项 4,100 | | | 目 4,000 | 吨/年。其中，无机碘化物主要包括碘化钾、碘酸钾、 | | | | 碘化钠、氢碘酸、碘化亚铜等；有机碘化物产品主要有三甲基 | | | 碘硅烷、碘甲烷等。 | | | 投资者关系活 | | 2、碘及碘衍生物的主要应用与资源分布？ | | 动主要内容介 | | 答：碘 ...

（编辑 丛可心 袁冠琳） 证券日报网讯 12月24日，博苑股份在互动平台回答投资者提问时表示，公司关注到碘化物在钙钛矿领 域的应用，已针对该方向开展技术研究与产品开发工作，目前相关研发项目处于推进阶段，暂未形成产 品销售。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司的碘化物是否可以用在钙钛矿当中，公司目前是 否有在和钙钛矿相关公司进行产品验证？ （文章来源：每日经济新闻） 博苑股份（301617.SZ）12月24日在投资者互动平台表示，公司关注到碘化物在钙钛矿领域的应用，已 针对该方向开展技术研究与产品开发工作，目前相关研发项目处于推进阶段，暂未形成产品销售。 ...

投资者关系活 动类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □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 及人员姓名 中银证券、长盛基金、天弘基金 时间 2025 年 12 月 9 日 地点 博苑股份会议室 上市公司接待 人员姓名 1、董事长：李成林 2、证券事务代表：杨艳丽 投资者关系活 动主要内容介 绍 1、公司精细化学品产品种类有哪些？ 答：公司精细化学品主要包括碘化物、发光材料、六甲基 二硅氮烷和贵金属催化剂等品类，其中碘化物产品收入占比居 各品类首位，为核心营收贡献品类。 2、贵公司碘化物产品产能及相关品类？ 答：公司碘化物产品现有产能 4,100 吨/年，试生产阶段项 目 4,000 吨/年。其中，无机碘化物主要包括碘化钾、碘酸钾、 碘化钠、氢碘酸、碘化亚铜等；有机碘化物产品主要有三甲基 碘硅烷、碘甲烷等。 3、公司 4000 吨/年无机碘化物生产项目的建设进度？ 答：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。 4、公司无机碘化物产品的市场前景？ 答：从下游主要需求领域角度看，无机碘 ...

Group 1: Company Overview - The company, Shandong Boyuan Pharmaceutical Chemical Co., Ltd., has a stock code of 301617 and is referred to as Boyuan Co. [1] Group 2: Investor Relations Activity - The investor relations activity involved a specific audience survey and included participants from various financial institutions such as Nuode Fund, Changjiang Securities, and others [2] - The meeting took place on October 31, 2025, in the Boyuan Co. conference room [2] Group 3: Product Capacity and Applications - The company has an existing production capacity of 4,100 tons/year for iodide products, which include inorganic iodides like potassium iodide and sodium iodide, as well as organic iodides such as trimethyl iodide [2][3] - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, with applications in X-ray contrast agents, disinfectants, and LCD/LED screen polarizers [3] Group 4: Strategic Partnerships - Boyuan Co. signed a strategic cooperation framework agreement with Dongsheng Technology in October 2025, focusing on resource integration and technological innovation to enhance competitiveness in the solid-state battery materials industry [2] Group 5: Global Iodine Market Insights - According to SQM's 2024 annual report, the downstream application structure of iodine shows that X-ray contrast agents, pharmaceutical manufacturing, and LCD panel manufacturing account for approximately 63% of global consumption [3] - The global iodine production is concentrated in Chile, Japan, and the USA, which together account for 88% of total sales, with Chilean companies alone contributing 60% of global iodine sales [3]

Core Viewpoint - The company is expanding its business into hexamethyldisilazane products based on the common needs of its existing pharmaceutical clients and its advantages in resource utilization and technology [1] Group 1: Business Expansion - The company has identified a demand from its existing pharmaceutical clients for hexamethyldisilazane products, leading to its business expansion in this area [1] - The expansion into hexamethyldisilazane requires minimal additional investment and offers cost advantages in raw material acquisition [1] Group 2: Resource Utilization - The company has established a collaborative foundation in resource utilization, including operational qualifications, incineration facilities, shared equipment, production sites, practical experience, and a professional team [1] - The company is leveraging its strengths in waste recovery to extend its operations from organic solvent recovery to the recycling of siloxanes [1] Group 3: Market Positioning - Both iodides and hexamethyldisilazane are functional additives used in the pharmaceutical chemical process, sharing similar application scenarios and functional characteristics [1] - The company is strategically positioning itself in the market by utilizing its existing iodide products as a basis for the new hexamethyldisilazane product line, aligning with market demand and competitive landscape [1]

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), maintains a leading position in the iodide and luminescent materials market, with its hexamethyldisilazane business gradually increasing market share [1] Group 1: Product Applications and Quality - The company's products are widely used in pharmaceuticals, pesticides, food, and optoelectronic materials, recognized for their stable quality and excellent performance by customers [1] Group 2: Industry Standards and Influence - By June 30, 2025, the company is set to participate in the formulation of 3 industry standards and 12 group standards, reflecting its industry influence and technical authority, contributing to industry regulation and innovation [1]

Group 1 - The core viewpoint of the news is that Boyuan Co., Ltd. is actively engaging with investors to discuss its iodine and iodine derivative products, which are essential in various fields such as medicine, agriculture, and industry [1] - Iodine and its derivatives are widely used in X-ray contrast agents, disinfectants, and LCD/LED screen polarizers, with the pharmaceutical manufacturing, X-ray contrast agents, and liquid crystal panel manufacturing being the three main downstream applications, accounting for approximately 63% of global consumption [1] - The global iodine industry is predominantly concentrated in Chile, Japan, and the United States, which together account for nearly 95% of global sales, with some production also occurring in Russia and China [1] Group 2 - Boyuan Co., Ltd. possesses several core competitive advantages, including a circular economy model that integrates resource recycling with its main business, enhancing customer loyalty through comprehensive service [2] - The company has a stable and professional R&D team with over 30 years of industry experience, holding 51 patents as of June 30, 2025, and has established a leading technical strength in the industry [2] - Boyuan Co., Ltd. has built a comprehensive quality control system, ensuring stable product quality and maintaining long-term cooperation with many well-known enterprises, thereby establishing a good reputation [2] - The company is a market leader in iodine compounds and luminescent materials, gradually increasing its market share in hexamethyldisilazane, and has participated in the formulation of multiple industry standards, demonstrating its industry influence [2] - Boyuan Co., Ltd. has obtained various qualifications and established a safety production management system, continuously recognized as an advanced environmental protection unit, which has earned customer trust [2]