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].
博苑股份(301617) - 2025年9月11日投资者关系活动记录表