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]

Group 1 - The core point of the article is that Boyuan Co., Ltd. (301617) has confirmed its iodine methyl product capacity to be 200 tons per year [1]

Group 1: Research and Development - The company's R&D expenses increased year-on-year due to a focus on enhancing independent R&D capabilities and increasing investment in technological innovation [2] - The company is expanding its R&D team and optimizing its structure to ensure a leading advantage in key technologies [2] Group 2: Product Applications - The main inorganic iodide products include potassium iodide, potassium iodate, sodium iodide, and hydrogen iodide, which are used in pharmaceuticals, pesticides, feed, and optoelectronic materials [2] - The organic iodide product trimethyl iodide is primarily used as a protecting group in organic synthesis, particularly in the production of antibiotics [2] Group 3: Pricing Strategy - The pricing of iodide products is mainly based on the market price of refined iodine and is determined through negotiations with customers [3] Group 4: Production Capacity - The high-end organic iodine and bromine new materials project has an annual production capacity of 4,100 tons [3]