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].
博苑股份(301617) - 2025年9月2日投资者关系活动记录表