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]

格隆汇8月13日丨京东方精电(00710.HK)公布，董事会将于2025年8月25日(星期一)举行董事会会议，以 批准(其中包括)公司及其附属公司截至2025年6月30日止六个月的中期业绩、考虑派发中期股息(如有)及 处理其他事项。 ...

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 ...

智通财经获悉，京东方精电(00710)午前涨超7%，截至发稿，涨7.72%，报6.56港元，成交额7741.09万 港元。 消息面上，近日，据供应链消息，iPhone 17系列有三家屏幕供应商，分别是三星、LG和京东方，京东 方也将为iPhone 17 Pro系列供应OLED面板，但仅限于国行版本。消息称，京东方最近建立了iPhone OLED产品线，相较三星和LG，京东方的供应量是最少，其中三星是iPhone 17系列的主要供应商，预 计三星今年将会为iPhone 17系列供应7000万块OLED面板，LG将供应4300万块OLED面板。 相关数据显示，今年第二季度LG在苹果OLED份额中的占比是21.3%，京东方占22.7%，三星占56.0%， 值得注意的是，这是第二季度的份额分布情况，iPhone 17系列OLED面板会在第三季度开始量产。据了 解，京东方此前为iPhone 16系列供应约20%的OLED显示屏，其年产能可达1亿块。 本文源自：智通财经网 ...

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]

相关数据显示，今年第二季度LG在苹果OLED份额中的占比是21.3%，京东方占22.7%，三星占56.0%， 值得注意的是，这是第二季度的份额分布情况，iPhone 17系列OLED面板会在第三季度开始量产。据了 解，京东方此前为iPhone 16系列供应约20%的OLED显示屏，其年产能可达1亿块。 智通财经APP获悉，京东方精电(00710)午前涨超7%，截至发稿，涨7.72%，报6.56港元，成交额7741.09 万港元。 消息面上，近日，据供应链消息，iPhone 17系列有三家屏幕供应商，分别是三星、LG和京东方，京东 方也将为iPhone 17 Pro系列供应OLED面板，但仅限于国行版本。消息称，京东方最近建立了iPhone OLED产品线，相较三星和LG，京东方的供应量是最少，其中三星是iPhone 17系列的主要供应商，预 计三星今年将会为iPhone 17系列供应7000万块OLED面板，LG将供应4300万块OLED面板。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 京東方精電有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00710 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.25 | HKD | | 1,250,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.25 | HKD | | 1,250,000,000 | | 1. ...

Core Viewpoint - The transfer of 30% equity of Rainbow Optoelectronics to BOE is aimed at optimizing business structure and focusing on growth opportunities in the new display industry while maintaining control over Rainbow Optoelectronics [1][3]. Group 1: Equity Transfer Details - On July 25, Rainbow Co., Ltd. announced the completion of the transfer of 30% equity of its subsidiary Rainbow Optoelectronics to BOE, resulting in Rainbow Co., Ltd. holding 69.79% of the equity [1]. - Rainbow Optoelectronics operates a G8.6 TFT-LCD panel production line, which was built with an investment of 28 billion yuan, primarily producing LCD TV panels ranging from 32 inches to 100 inches with ultra-high resolutions (8K, 4K) [1]. Group 2: Financial Projections - Rainbow Co., Ltd. forecasts the operating revenue of Rainbow Optoelectronics from 2025 to 2031 as follows: 10.22 billion yuan, 10.83 billion yuan, 10.84 billion yuan, 10.85 billion yuan, 10.85 billion yuan, and entering a perpetual revenue of 10.85 billion yuan in 2031 [3]. Group 3: Industry Context and Strategic Intent - The LCD display panel industry has reached a stable market structure, with manufacturers in mainland China dominating the sector, leading to a dynamic balance of supply and demand [3]. - The equity transfer is part of a strategy to enhance the company's resilience to risks by reallocating resources towards the more promising substrate glass business [3]. - BOE's acquisition aligns with its strategic goals to strengthen its competitive advantage and overall business capabilities in the industry [3].