Group 1: Iodine and Its Applications - Iodine and its derivatives are crucial raw materials in medical, agricultural, industrial, and nutritional fields, widely used in various product formulations as key components or catalysts [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 United States, with these three countries accounting for 88% of global sales [2][3] Group 2: Company Product Overview - 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 [3] - Organic iodide products include trimethylsilyl iodide and methyl iodide, with trimethylsilyl iodide being used as a protecting group in organic synthesis, particularly in the production of antibiotics [3] Group 3: Strategic Developments - The company signed a strategic cooperation framework agreement with a technology partner in October 2025 to enhance the industrialization of sulfide solid electrolyte technology through resource integration and innovation [3] - The company’s 4000 tons/year inorganic iodide production project is expected to be completed by the end of 2025, with a production capacity of 300 tons of lithium iodide upon full operation [3]
博苑股份(301617) - 2025年10月30日投资者关系活动记录表