Group 1: Company Overview - The company is Shandong Boyuan Pharmaceutical Chemical Co., Ltd., with stock code 301617 and abbreviation Boyuan Co., Ltd. [1] Group 2: Production Capacity - The current production capacity for iodide products is 4,100 tons/year, with trial production at 4,000 tons/year [2] - Inorganic iodides include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide; organic iodides include trimethyl iodide and iodomethane [2] Group 3: Applications and Market Distribution - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, with applications in X-ray contrast agents, disinfectants, pharmaceuticals, LCD and LED screens, and more [2] - The three core application areas—medical manufacturing and LCD panel manufacturing—account for approximately 63% of global iodine consumption [3] - Major iodine production is concentrated in Chile, Japan, and the USA, which together account for 88% of global sales [3] Group 4: Market Trends - The procurement price of iodine has shown an upward trend in recent years, with prices rising from 2020 to 2023 and stabilizing at relatively high levels without significant declines [3] Group 5: Financial Status - The company currently has a strong financial position, with healthy cash flow that adequately covers daily operations and project investments, indicating no financial pressure [3]

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), is positioned as a leader in the fine chemical sector, successfully navigating the transition from "scale expansion" to "green high-quality development" in the context of the global "dual carbon" strategy [1] Group 1: Circular Economy and Business Model - Boyuan Co., Ltd. has established a circular economy business model centered on the recovery and utilization of iodine and precious metals, differentiating itself from traditional chemical enterprises [2] - This model allows the company to procure iodine and precious metal-containing waste from upstream enterprises, effectively addressing waste disposal challenges while reducing raw material dependency and production costs [2] - The circular economy approach not only mitigates risks associated with imported raw material price fluctuations but also enhances customer trust, leading to long-term cooperation agreements [2] Group 2: Integrated Service Capability - The company has developed a comprehensive service capability that spans from basic chemical raw material supply to hazardous waste resource utilization and product processing, fostering mutually beneficial strategic partnerships with major clients [3] - Boyuan Co., Ltd.'s iodine resource utilization business is recognized for its advanced recycling processes and large-scale processing capabilities, placing it in a leading position within the industry [3] Group 3: Technological Innovation and Product Development - The company emphasizes technological innovation as a key driver of growth, increasing R&D investment and accelerating the commercialization of research outcomes [5] - Boyuan Co., Ltd. is focusing on high-end and emerging fields such as new materials and new energy, aiming to enhance product structure and extend the industrial chain [5] - The company actively participates in the establishment of industry standards, having contributed to the formulation of 3 industry standards and 11 group standards, thereby enhancing its professional influence [4] Group 4: Strategic Growth and Market Positioning - Boyuan Co., Ltd. maintains a cautious yet open approach to mergers and acquisitions, considering opportunities that align with its strategic goals to enhance core competitiveness [6] - The company has outlined a clear roadmap for high-quality development during the 14th Five-Year Plan period, focusing on talent, R&D, market expansion, governance, and green development [6] - The company is committed to integrating into local industrial layouts and development plans, promoting sustainable practices through increased environmental investment and resource recycling [7]

Core Viewpoint - The article highlights how Boyuan Co., Ltd. is navigating the transformation of the chemical industry towards green and high-quality development, leveraging a circular economy model to enhance resource utilization and economic benefits while addressing environmental concerns [1]. Group 1: Circular Economy and Business Model - Boyuan Co., Ltd. has established a circular economy business model centered on the recovery and utilization of iodine and precious metals, differentiating itself from traditional chemical companies [3]. - The company effectively addresses waste disposal challenges for upstream enterprises, facilitating compliance and resource utilization, which in turn broadens its raw material sources and reduces production costs [3]. - This model not only mitigates risks associated with raw material price fluctuations but also fosters long-term partnerships with clients, enhancing operational stability and sustainability [3]. Group 2: Product and Market Position - Boyuan Co., Ltd. has developed a comprehensive service capability that spans the entire industrial chain, from basic chemical raw material supply to hazardous waste resource utilization and product processing, strengthening strategic partnerships with major clients [4]. - The company holds a leading position in the iodine resource utilization sector, thanks to its mature recovery processes and large-scale processing capabilities [4]. - In the organic iodine market, products like trimethyl iodide occupy significant market shares, while inorganic iodides such as potassium iodate and potassium iodide are widely used in critical industries like pharmaceuticals and chemicals [7]. Group 3: Technological Innovation and Development Strategy - The company emphasizes the importance of innovation as a growth engine, supported by a strong technical foundation and a competitive product matrix [7]. - Boyuan Co., Ltd. is increasing R&D investments and enhancing its innovation center to accelerate the commercialization of research outcomes and the development of new products and technologies [8]. - The company is also focusing on high-end fields such as new materials and new energy, aiming to upgrade its product offerings to higher value-added areas and cultivate new growth points [9]. Group 4: Strategic Growth and Future Outlook - Boyuan Co., Ltd. maintains a cautious yet open approach to mergers and acquisitions, considering opportunities that align with its strategic goals to enhance core competitiveness [11]. - The company has outlined a clear roadmap for high-quality development during the 14th Five-Year Plan period, focusing on talent, R&D, market expansion, governance, and green development [12]. - By integrating green, low-carbon, and sustainable practices into its operations, Boyuan Co., Ltd. aims to contribute to regional economic development while positioning itself as a benchmark for high-quality development in the fine chemical industry [12].

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), is a high-tech enterprise specializing in the research, production, and sales of fine chemicals, emphasizing a unique business model that integrates product offerings with resource recycling [1] Group 1: Business Model and Product Offerings - Boyuan Co., Ltd. has developed a diverse product matrix, including organic iodides (trimethyl iodide), inorganic iodides (potassium iodate, potassium iodide, hydrogen iodide), and luminescent materials, leading in their respective niche markets [1] - The company provides essential raw materials and additives to various industries such as pharmaceuticals, optoelectronics, chemicals, and entertainment, leveraging years of technical accumulation and market presence [1] Group 2: Industry Standards and Influence - The company actively participates in the establishment of industry standards, having contributed to the formulation of 3 industry standards and 11 group standards, which enhances its professional influence in niche markets [1] Group 3: Resource Recycling and Economic Benefits - Boyuan Co., Ltd. is one of the few companies in the industry that effectively combines its main products with resource recycling, operating as a circular economy enterprise [1] - The company procures waste materials generated during production from clients or other businesses, extracting key raw materials, thus addressing waste disposal challenges for upstream companies while reducing its own procurement costs [1] Group 4: Integrated Services and Client Relationships - The company offers a full industrial chain service, from basic chemical raw material supply to hazardous waste resource utilization and product processing, establishing mutually beneficial strategic partnerships with major clients [1] - This approach significantly enhances customer loyalty and strengthens the company's core market competitiveness [1] Group 5: Future Business Expansion - Looking ahead, Boyuan Co., Ltd. plans to expand its business into new materials and new energy sectors, aiming to extend its industrial chain and contribute to the development of a green low-carbon economy [1]

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].

Group 1: Company Overview and Market Position - Shandong Boyuan Pharmaceutical Chemical Co., Ltd. specializes in fine chemical research, production, and sales, leveraging a unique business model focused on resource utilization [2][3] - The company has established a diverse product matrix, including organic and inorganic iodides, and luminescent materials, leading in various niche markets [2][3] - Boyuan has participated in the formulation of 3 industry standards and 11 group standards, enhancing its professional influence in the sector [2] Group 2: Circular Economy and Resource Utilization - The company operates a circular economy model centered on the recovery and reuse of iodine and precious metals, significantly reducing raw material dependency and production costs [3][4] - This model not only mitigates risks associated with raw material price fluctuations but also achieves both economic and environmental benefits [3] - The iodine resource utilization business is recognized for its advanced recycling processes and large-scale processing capabilities, maintaining a leading position in the industry [3] Group 3: Innovation and Development Strategy - Boyuan is actively investing in high-tech, high-value new materials and new energy sectors, focusing on technological innovation and industrial upgrades [4][5] - The company is enhancing its R&D capabilities and accelerating the commercialization of research outcomes, aiming for rapid development through innovation [4][5] - Plans include extending the product line into high-value downstream products and exploring new markets, including international expansion [7][8] Group 4: Governance and Investor Relations - The company emphasizes strict management of raised funds, ensuring transparency and alignment with disclosed usage [8] - A stable investor return mechanism is being established to enhance investor confidence and improve corporate governance [8] - Boyuan is committed to green and low-carbon development, optimizing production processes to reduce energy consumption and emissions [9]

Group 1: Company Overview - The company is Shandong Boyuan Pharmaceutical Chemical Co., Ltd., with stock code 301617 and abbreviation Boyuan Shares [1]. - The investor relations activity took place on September 11, 2025, in the Boyuan Shares conference room [2]. Group 2: Key Products and Applications - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, widely used in various product formulations [2]. - The downstream application structure of iodine includes three core areas: X-ray contrast agents, pharmaceutical manufacturing, and LCD panel manufacturing, which together account for approximately 63% of global consumption [2]. - Major iodine production is concentrated in Chile, Japan, and the USA, with these three countries expected to account for 88% of global production [3]. Group 3: Product Specifics - The company’s inorganic iodide products include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide, primarily used in pharmaceuticals, pesticides, feed, and optoelectronic materials [4]. - The company’s organic iodide product, trimethylsilyl iodide, is used as a protecting group in organic synthesis, particularly in the production of antibiotics [4]. Group 4: Business Development and Future Plans - Currently, the company has not achieved sales in the solid-state battery sector but is exploring new application scenarios and conducting feasibility studies [4]. - The expansion into hexamethyldisilazane products is driven by existing pharmaceutical customer needs and the company's resource utilization capabilities [5]. - The company leverages its expertise in waste recovery to develop hexamethyldisilazane products, which share similar application scenarios and functional characteristics with iodides [5].

Group 1: Company Overview - The company is Shandong Boyuan Pharmaceutical Chemical Co., Ltd., with stock code 301617 and abbreviation Boyuan Co. [1] - The company specializes in iodine and iodine derivatives, which are essential raw materials in various fields including medicine, agriculture, and industry [2][4]. Group 2: Iodine Market Insights - Iodine and its derivatives are widely used in X-ray contrast agents, disinfectants, and LCD screen polarizers, with the three core applications accounting for approximately 63% of global consumption [2][3]. - Major iodine production is concentrated in Chile, Japan, and the United States, which together account for 88% of global sales, with Chilean companies alone contributing about 60% [2][3]. Group 3: Product Portfolio - The company’s inorganic iodide products include potassium iodide, potassium iodate, sodium iodide, and hydrogen iodide, primarily used in pharmaceuticals, pesticides, and optical materials [4]. - The company also produces trimethyl iodide silane, used as a functional group protecting agent in organic synthesis, particularly in antibiotic production [4]. Group 4: Competitive Advantages - **Circular Development and Comprehensive Service**: The company integrates resource recycling with its main business, ensuring stable supply and low costs through waste material recovery [5]. - **Research and Development Strength**: The company has a professional R&D team with over 30 years of industry experience and has obtained 51 patents as of June 30, 2025 [5]. - **Industry Position**: The company maintains a leading market position in iodides and luminescent materials, with products recognized for their quality and performance [5][6]. - **Quality Control and Customer Relationships**: A comprehensive quality control system ensures high-quality products, fostering long-term partnerships with well-known clients [6]. - **Compliance and Safety**: The company adheres to strict compliance standards, holding all necessary safety and environmental permits, which enhances customer trust [6]. Group 5: Industry Standards and Influence - The company has participated in the formulation of 3 industry standards and 12 group standards, reflecting its influence and technical authority in the industry [6].

Core Viewpoint - The company, Boyuan Co., Ltd. (301617), announced its product offerings and applications in various fields, highlighting its inorganic and organic iodides [1] Group 1: Inorganic Iodides - The company's inorganic iodides include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide [1] - These products are primarily used in pharmaceuticals, pesticides, animal feed, and optoelectronic materials [1] Group 2: Organic Iodides - The company's organic iodide product, trimethyl iodide silane, serves as a functional group protecting agent in organic synthesis [1] - This product is mainly applied in the pharmaceutical industry, particularly in the production of cephalosporins and macrolide antibiotics [1]

Core Viewpoint - The announcement from Boyuan Co., Ltd. highlights the company's focus on inorganic and organic iodides, emphasizing their applications in various industries such as pharmaceuticals, pesticides, animal feed, and optoelectronic materials [1] Group 1: Inorganic Iodides - The main products of the company in the inorganic iodide category include potassium iodide, potassium iodate, sodium iodide, hydriodic acid, and cuprous iodide [1] - These inorganic iodides are primarily utilized in the pharmaceutical, pesticide, animal feed, and optoelectronic materials sectors [1] Group 2: Organic Iodides - The company's organic iodide product, trimethyl iodide silane, serves as a functional group protecting agent in organic synthesis [1] - This product is mainly applied in the pharmaceutical industry, particularly in the production of antibiotics such as cephalosporins and macrolides [1]