Group 1 - The core point of the article is that BOE Technology Group Co., Ltd. (京东方精电) experienced a decline of over 4%, specifically a drop of 4.2%, trading at 7.3 HKD with a transaction volume of 123 million HKD [1] - The decline is attributed to the announcement made by the Hang Seng Index Company on August 22 regarding its semi-annual index adjustments, which will take effect after the market closes on September 5 and will be effective from September 8 [1] - BOE Technology Group has previously announced that it will hold a board meeting today to approve its interim results for the six months ending June 30, 2025, consider the distribution of an interim dividend (if any), and address other matters [1]

Core Viewpoint - BOE Technology Group Co., Ltd. (京东方精电) experienced a decline of over 4% in its stock price, attributed to its removal from the Hang Seng Composite Index, with significant implications for investor sentiment and market positioning [1] Group 1: Stock Performance - BOE Technology's stock fell by 4.2%, trading at 7.3 HKD, with a transaction volume of 123 million HKD [1] Group 2: Index Adjustment - The Hang Seng Index Company announced its semi-annual index adjustments on August 22, with changes effective after market close on September 5 and in effect from September 8 [1] - BOE Technology was removed from the Hang Seng Composite Index as part of these adjustments [1] Group 3: Upcoming Financial Disclosure - The company is set to hold a board meeting today to approve its interim results for the six months ending June 30, 2025, and to consider the distribution of an interim dividend, if applicable, along with other matters [1]

Group 1 - The core point of the article is that BOE Technology Group Co., Ltd. (京东方精电) experienced a decline of over 4%, specifically a drop of 4.2%, trading at 7.3 HKD with a transaction volume of 123 million HKD [1] - On August 22, the Hang Seng Index Company announced its semi-annual index adjustment results, which will take effect after the market closes on September 5 and will be effective from September 8 [1] - BOE Technology was removed from the Hang Seng Composite Index as part of the adjustments [1] Group 2 - The company announced that it would hold a board meeting today to approve its interim results for the six months ending June 30, 2025, consider the distribution of an interim dividend (if any), and address other matters [1]

Core Viewpoint - Apple is entering mass production of the iPhone 17, with significant upgrades expected in various components, which may enhance its market value and sales potential [1][3]. Group 1: Product Launch and Features - The iPhone 17 series is expected to be officially announced on September 9, with pre-orders starting on September 12 and sales commencing on September 19 [1]. - The iPhone 17 lineup will include the iPhone 17 Air, iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max, replacing the Plus model with the Air variant [1]. - The flagship iPhone 17 Pro will feature seven core upgrades, including the new A19 Pro chip, enhanced camera systems, and increased RAM to 12GB, which is a 50% increase from the previous model [2]. Group 2: Pricing and Market Expectations - The iPhone 17 series is expected to see an overall price increase of approximately $50 compared to the previous generation, with the iPhone 17 Pro starting at $1,049 and the Pro Max at around $1,249 [3]. - Analysts predict that if the iPhone 17 series performs well at launch, the total iPhone shipments could reach 78 million units during the 2025 shopping season [3]. Group 3: Related Companies and Supply Chain - BOE Technology Group (京东方精电) has entered the iPhone 17 Pro supply chain, exclusively providing OLED panels for the Chinese market, with an annual capacity of 100 million units [4]. - GoerTek (高伟电子) is a key supplier for Apple, providing front camera modules for iPhones and iPads, with over 90% of its revenue coming from Apple [4]. - BYD Electronics (比亚迪电子) is a leading high-end manufacturing company providing casings and assembly services for Apple products [4]. - Lens Technology (蓝思科技) is a major supplier of glass covers and metal casings for Apple, benefiting from increased average selling prices and market share expansion [4]. - AAC Technologies (瑞声科技) will supply thermal management modules for the iPhone 17 Pro series, enhancing heat dissipation performance [4]. - Hon Teng Precision (鸿腾精密), a subsidiary of Foxconn, is an important part of Apple's supply chain, providing connectors and charging modules, and has also entered the AirPods assembly business [4].

Group 1 - The core viewpoint of the article highlights the recent decline in the stock price of BOE Technology Group Co., Ltd. (京东方精电), which fell by 5.14% to 7.93 CNY per share, with a trading volume of 43.29 million CNY [1] - BOE Technology is a leading developer of TFT LCD displays, focusing on automotive and industrial display sectors, and serves as the sole sales platform for BOE Group's global automotive business [1] - The company has established strategic partnerships with several major tier-one clients and has been operating globally since its listing on the Hong Kong Stock Exchange in 1991, with BOE Group becoming its major shareholder in 2016 [1] Group 2 - As of the 2024 annual report, BOE Technology reported a total revenue of 12.454 billion CNY and a net profit of 362 million CNY [2] - The company is scheduled to disclose its mid-year report for the fiscal year 2025 on August 25 [3]

Core Viewpoint - BOE Technology Group's subsidiary, BOE Precision Electronics, experienced a significant stock price increase of 20.23% on August 18, reaching 8.44 HKD per share with a trading volume of 1.74 billion HKD [1] Company Overview - BOE Precision Electronics is a leading global developer of TFT LCD displays, focusing primarily on automotive and industrial display sectors [1] - The company serves as the sole sales platform for BOE Group's global automotive business and has established strategic partnerships with several major tier-one clients [1] - Since its listing on the Hong Kong Stock Exchange in 1991, BOE Group became the main shareholder in 2016, facilitating sustainable development in business, innovation, technology, capital, and resource utilization [1] Financial Performance - As of the 2024 annual report, BOE Precision Electronics reported total revenue of 12.454 billion HKD and a net profit of 362 million HKD [1] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 25 [1]

Core Viewpoint - BOE Technology Group (京东方精电) will hold a board meeting on August 25, 2025, to approve the interim results for the six months ending June 30, 2025, consider the distribution of an interim dividend (if any), and address other matters [1] Group 1 - The board meeting is scheduled for August 25, 2025 [1] - The meeting will focus on the approval of the company's interim results for the first half of 2025 [1] - The board will also consider the potential distribution of an interim dividend [1]

董事會會議通知 京 東 方 精 電 有 限 公 司 (「本公司」 )董事會 (「董事會」 )謹 此 公 佈 ， 董 事會 將 於二 零 二五 年八 月 二十 五 日(星 期一 )舉行 董 事會 會 議，以 批 准 (其 中 包 括 )本 公 司 及 其 附 屬 公 司 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月之 中 期業 績 、考 慮派 發 中期 股 息 (如 有)及 處理 其 他事 項 。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 京東方精電有限公司 (於百慕達註冊成立之有限公司) (股份代號：710) 主席 高文寶 香港 ， 二零 二 五年 八月 十 三日 於本 公 告日 期，董 事會 由 九位 董 事組 成，其 中高 文 寶先 生、高 頴欣 女 士及 蘇 寧先 生 為執 行董 事，邵喜 斌 先 生、金 浩 先生 及 孟 超先 生 為非 執 行董 事，而 馮 育勤 先 生、朱 賀華 先 生及 龐 春霖 先 生為 獨 立 ...

Core Viewpoint - BOE Technology Group (京东方精电) has seen its stock price increase by 7.72% to HKD 6.56, with a trading volume of HKD 77.41 million, following news that it will supply OLED panels for the iPhone 17 Pro series, specifically for the domestic market in China [1]. Group 1: Company Performance - BOE Technology's stock rose over 7% amid reports of its involvement in the iPhone 17 series supply chain [1]. - The company has established an OLED product line for the iPhone, although its supply volume is the lowest among the three suppliers [1]. Group 2: Market Position - The three suppliers for the iPhone 17 series screens are Samsung, LG, and BOE, with Samsung being the primary supplier expected to provide 70 million OLED panels, while LG is set to supply 43 million [1]. - In the second quarter, LG held a 21.3% market share in Apple's OLED supply, BOE had 22.7%, and Samsung dominated with 56.0% [1]. - BOE previously supplied about 20% of the OLED displays for the iPhone 16 series, with an annual production capacity of 100 million panels [1].

Core Viewpoint - BOE Technology Group (京东方) has seen a significant stock price increase of 7.72%, reaching HKD 6.56, driven by news of its involvement in supplying OLED panels for the iPhone 17 series, specifically for the domestic version [1] Group 1: Company Involvement - BOE is one of three suppliers for the iPhone 17 series OLED panels, alongside Samsung and LG, with a focus on the iPhone 17 Pro series for the domestic market [1] - The company has recently established an OLED product line for the iPhone, although its supply volume is the lowest among the three suppliers [1] Group 2: Market Share and Production Capacity - Samsung is the primary supplier for the iPhone 17 series, expected to provide 70 million OLED panels, while LG is set to supply 43 million panels [1] - In the second quarter, market share for OLED panels supplied to Apple was as follows: Samsung 56.0%, LG 21.3%, and BOE 22.7% [1] - BOE previously supplied approximately 20% of the OLED displays for the iPhone 16 series, with an annual production capacity of 100 million panels [1]