Market Outlook - The market for inorganic iodides is expected to grow significantly due to increasing medical expenditures driven by rising living standards, aging populations, and heightened health awareness [2][3] - The demand for contrast agents in the diagnosis of diseases such as tumors, cardiovascular diseases, and neurological disorders is projected to steadily increase, expanding the domestic contrast agent market [2][3] - The rapid development of the global pharmaceutical industry, particularly in new drug research and development, is expected to further drive the demand for high-quality pharmaceutical intermediates [3] Production Capacity Expansion - The company is establishing a new production project for 4,000 tons/year of inorganic iodides to enhance capacity and diversify its product offerings, focusing on high-value products for pharmaceutical and electronic applications [4] Competitive Advantages - Resource Recycling and Service Integration: The company has developed a unique "iodine resource recycling" industry chain, reducing reliance on imported iodine and lowering procurement costs while providing integrated solutions to clients [4] - Regulatory Compliance and Scale: As a leading iodine resource utilization enterprise, the company has a robust capacity for iodine recycling and complies with environmental regulations, enhancing collaboration with clients [4][5] - Technological Innovation: The company emphasizes continuous technological advancement and has established a comprehensive R&D and talent incentive system, leading to industry-leading processes and patented technologies [5] - Quality Control and Client Relationships: A thorough quality control system ensures product quality, with core products certified by authoritative bodies, fostering long-term trust with major clients [5] Shareholder Information - The company plans to release 19,630,000 shares from lock-up on December 11, 2025, with no current plans for shareholder reductions communicated [5]
博苑股份(301617) - 2025年11月12日投资者关系活动记录表