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]