Group 1: Company Overview - The company is Shandong Boyuan Pharmaceutical Chemical Co., Ltd., with stock code 301617 and abbreviation Boyuan Shares [1] - The company specializes in iodine and iodine derivatives, which are essential raw materials in medical, agricultural, industrial, and nutritional fields [2] Group 2: Iodine Market Insights - Iodine's downstream application structure includes X-ray contrast agents, pharmaceutical manufacturing, and LCD panel manufacturing, collectively accounting for approximately 63% of global consumption [2] - Major iodine production is concentrated in Chile, Japan, and the United States, with these three countries accounting for 88% of global sales [2][3] - Chilean companies alone contribute about 60% of global iodine sales, with SQM holding a 37% market share [3] Group 3: Product Portfolio - The company's inorganic iodide products include potassium iodide, potassium iodate, sodium iodide, hydrogen iodide, and cuprous iodide, primarily used in pharmaceuticals, pesticides, and optoelectronic materials [4] - The organic iodide product trimethyl iodide silane is used as a protecting agent in organic synthesis, particularly in the production of antibiotics [4] Group 4: Competitive Advantages - Circular Development and Comprehensive Service: The company integrates resource recycling with its main business, ensuring a stable supply of key raw materials while assisting upstream waste disposal [5] - Technical R&D Advantage: 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] - Product Quality and Customer Resources: The company has established a comprehensive quality control system and has long-term partnerships with well-known clients, enhancing market competitiveness [6] - Industry Position: The company maintains a leading market position in iodides and luminescent materials, participating in the formulation of industry standards [6] - Compliance and Safety: The company adheres to compliance in operations, holding all necessary safety and environmental permits, which builds customer trust [6]
博苑股份(301617) - 2025年8月22日投资者关系活动记录表