中化新网讯 1月1日，南化公司研究院自主研发的贵金属催化剂在该公司橡胶防老剂4010NA装置上成功 应用并产出合格产品。此前，该公司橡胶防老剂6PPD生产线已完成贵金属催化剂全面替代并实现一次 开车成功。 在此次工业化应用攻关过程中，项目团队紧密协同、深度研讨，历经小试、模试等多阶段攻坚，成功攻 克一系列技术瓶颈。贵金属催化剂在4010NA装置成功应用后，装置反应压力显著降低，酮醇比得到优 化调整，从源头提升了反应过程的本质安全水平。该技术的落地，将大幅降低橡胶防老剂4010NA的生 产成本、增强产品市场竞争力，助力橡胶制品技术升级。 防老剂是橡胶工业的关键助剂，广泛用于轮胎、胶带、电缆等制品，可高效防护橡胶制品老化。南化公 司聚焦传统铜系催化剂工艺工序繁杂、酮转醇副反应多、铜离子流失影响产品质量等痛点，研发完成贵 金属催化剂。2021年工业化试验成功后，2022年建成全球首套1.2万吨/年贵金属催化剂固定床连续化生 产橡胶防老剂6PPD装置，2025年实现生产线全面替代。 ...

北京证券交易所官网显示，2025年11月24日，陕西瑞科新材料股份有限公司（以下简称"陕西瑞科"）收到第二轮审核问询函，目前，陕西瑞科尚未回复此 轮问询。公司此次IPO拟发行股票不超过3900万股，拟募资金3.08亿元，用于贵金属催化剂新材料生产基地项目和稀贵金属资源再生利用项目（一期）。 陕西瑞科表示，认定蔡某、蔡某煜及廖某玉为公司控股股东、实际控制人符合公司历史沿革及经营实际。蔡某三人所持公司全部股票办理限售登记，自本 次公开发行并上市之日起12个月内不得转让。蔡某三人于2025年6月20日出具《关于稳定公司控制权的承诺函》，承诺自公司股票在北交所上市之日起36 个月内，将采取有效措施以维持实际控制人对公司的控制权。 此外，招股书显示，陕西瑞科、控股股东及实际控制人曾与深高投、白俊峰、长峡金石、深创投、宝鸡红土，西安红土、河南红土、赣州悦时、中钰贤 齐、雍德创盈签订对赌协议。 股权清晰问题待解，曾触发对赌协议 陕西瑞科成立于2003年8月26日，主要从事贵金属催化剂的研发、生产、销售、加工及失活贵金属催化剂回收再加工等业务。 招股书显示，陕西瑞科实际控制人为蔡某、蔡某煜、廖某玉，三人持股比例分别为27.6 ...

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 ...

中化新网讯12月10日，南化公司橡胶化学品部6PPD B套生产线完成贵金属催化剂更换后产出合格产 品。由该公司自主研发的贵金属催化剂实现生产过程全面替代。 此前，南化公司橡胶防老剂生产采用传统铜系催化剂，存在工序繁杂、酮转醇副反应多等问题。为此， 南化研究院研制出适用于橡胶防老剂制备的贵金属催化剂，并配套开发固定床连续加氢技术，实现了生 产工艺的革新。相较于传统铜系催化剂，贵金属催化剂使反应体系温度降低40%、压力降低60%，工艺 流程缩短1/3，生产连续性与稳定性大幅提升。 ...

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].

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 ...

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].

Group 1 - The core viewpoint of the news is that Kaili New Materials experienced a decline in stock price and significant trading activity on November 14, with a net financing purchase indicating investor interest despite the drop [1] - On November 14, Kaili New Materials' stock fell by 3.62%, with a trading volume of 63.32 million yuan, and a net financing purchase of 5.36 million yuan [1] - As of November 14, the total balance of margin trading for Kaili New Materials was 166 million yuan, accounting for 3.17% of its circulating market value, indicating a high level of financing [1] Group 2 - As of September 30, the number of shareholders for Kaili New Materials increased by 3.04% to 6,026, while the average circulating shares per person decreased by 2.95% to 21,690 shares [2] - For the period from January to September 2025, Kaili New Materials achieved operating revenue of 1.435 billion yuan, representing a year-on-year growth of 25.50%, and a net profit attributable to shareholders of 83.09 million yuan, up 29.74% year-on-year [2] Group 3 - Since its A-share listing, Kaili New Materials has distributed a total of 372 million yuan in dividends, with 222 million yuan distributed over the past three years [3]