去年10月国庆长假的控产效果明显，今年中国大陆液晶电视面板厂商在国庆放假，预计将使10月相关面板价格环比维持稳定。 第一财经记者9月22日从面板厂商和调研机构获悉，中国面板龙头企业的液晶电视面板生产线计划国庆放假约一周左右，这将有利于稳定10月液晶电视面板 价格。 三年前，液晶电视面板行业国庆是不放假的。群智咨询（Sigmaintell）大尺寸显示事业部副总经理张虹告诉记者，2021年10月的液晶电视面板产能利用率为 88%。2022年下半年行业开始减产，当年10月相关生产线整个月投片量下调、液晶电视面板产能利用率为68%。国庆放假从2023年开始。2023年10月的液晶 电视面板产能利用率为77%，2024年10月为79%，今年10月预计也是79%。放假也是不停机，只是不投料。 张虹说，今年国庆假期，中国大陆液晶电视面板厂商针对不同的生产线有不同的休假计划，放假时间约3~7天不等。为了防范四季度电视面板采购需求回落 对面板价格形成压力，面板厂商在国庆假期选择主动控产，将对10月液晶电视面板价格维持稳定起积极作用。 TCL华星相关人士向记者确认，10月第一周，TCL华星预计部分生产线放假。京东方相关人士也透露 ...

Group 1 - The core point of the article is that BOE Technology Group Co., Ltd. announced the election of Mr. Li Yang as the employee director of the company's 11th board of directors during the employee representative meeting held on September 22, 2025 [2]

第四季节目通过LCD/UB CELL、OLED、MLED等前沿显示 技术，在古早电视修复、故宫文物数字化、智慧车载等场景的 应用，让观众意识到科技与人文之间正在深度交融。 作者： 冯科翰 封图：图片资料室 科技解忧，正在发生。夏日 热血综艺《 BOE解忧实验室》第四季 ，日前迎来收官时刻。 曾经外界总在问京东方缘何要主导推出一个综艺节目？如今经历了连续四季的热血追更，越来越多的人感知到， 《 BOE解忧实验室》 早已不仅仅是 一档综艺节目，而是一个承载着普通大众亲密接触科技创新温柔底色的平台。 在这里，观众纷纷化身热血少年，深度体验了一场场科技解忧时代的治愈之旅。 "科技解忧"正当时 "京东方试图搭建一个平台， 把在实验室里、在生产线上的技术，用大家看得懂、感兴趣的方式呈现出来，致力于让科技真正走进千家万户 "，在 京 东方科技集团高级副总裁、首席技术官刘志强的解读下， 京东方与大众的诉求颇为契合。 作为已延续四季的科普综艺节目， 《 BOE解忧实验室》 正在成为一个 链接企业与消费者的 符号 。其以 "科技+人文"的独特模式和风格，至今吸引 到大批的"拥趸者"。尤其是刚收官的第四季，相较于前三季，有了更多元 ...

特此公告。 附件：职工董事简历 京东方科技集团股份有限公司 董 事 会 | 证券代码：000725 | 证券简称：京东方 | A | 公告编号：2025-071 | | --- | --- | --- | --- | | 证券代码：200725 | 证券简称：京东方 | B | 公告编号：2025-071 | 京东方科技集团股份有限公司 关于选举产生职工董事的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 京东方科技集团股份有限公司（以下简称"公司"）工会于 2025 年 9 月 22 日召开了公司职工代表大会，选举李洋先生为公司第十一 届董事会职工董事。 李洋先生将与公司 2025 年第一次临时股东大会选举产生的七名 非独立董事、四名独立董事共同组成公司第十一届董事会，任期自公 司职工代表大会选举通过之日起至公司第十一届董事会任期届满之 日止。 本次选举完成后，公司董事会中兼任公司高级管理人员以及由职 工代表担任的董事人数，总计不超过公司董事总数的二分之一。 现任公司第十一届董事会职工董事、首席人事官。 李洋先生与本公司控股股东、实际控制人不存在关联关 ...

Core Viewpoint - The article highlights the successful conclusion of the fourth season of "BOE Relief Laboratory," emphasizing its evolution from a mere variety show to a platform that connects technology innovation with the public, showcasing how technology can improve everyday life [1][3][5]. Group 1: Program Overview - "BOE Relief Laboratory" has become a symbol linking enterprises and consumers, utilizing a unique "technology + humanities" approach to attract a large audience [3][4]. - The fourth season featured a diverse range of innovative formats, focusing on five key areas: LCD, OLED, automotive technology, digital art, and sustainable development, with each episode presenting a different technological theme [4][6]. - The program's narrative style combined on-site revelations with expert explanations, creating a deep connection between technology, culture, and humanity [3][4]. Group 2: Technological Integration - The fourth season showcased advanced display technologies such as LCD/UB CELL, OLED, and MLED, applied in various cultural contexts, highlighting the integration of technology and cultural heritage [6][7]. - Each episode demonstrated how technology can enhance cultural storytelling, with specific examples including the restoration of classic films and the digitalization of cultural artifacts [7][8]. - The program effectively communicated the unique advantages of BOE's display technologies, transforming public perception of screens from mere hardware to interactive emotional interfaces [8][9]. Group 3: Corporate Strategy and Innovation - BOE aims to reshape its brand perception from a "display supplier" to a "global leading IoT innovation enterprise," focusing on consumer needs and technological advancements [9][12]. - The company has committed approximately 7% of its annual revenue to research and development, leading to significant technological breakthroughs in areas like eye-care displays and smart cockpit solutions [10][11]. - BOE's sustainable development initiatives include the establishment of 18 national-level green factories and a commitment to achieving carbon neutrality by 2050, reflecting its dedication to environmental responsibility [11][12].

Core Insights - BOE's self-produced technology popular science variety show "BOE's Worry-Free Laboratory" Season 4 has achieved a cumulative exposure of over 479 million across all platforms, setting a benchmark for marketing in the tech industry [2][4] - The show combines "Chinese landmarks + major technological events," collaborating with Beijing Broadcasting Television Station and various celebrities to illustrate how BOE's innovations in LCD, OLED, automotive, digital art, and sustainable development integrate into daily life [2][5] - The program has garnered significant viewership, with the highest single-episode rating on Beijing TV reaching 35 cities, ranking third nationally, and topping the cultural new releases chart on Youku [4] Marketing Innovation - "BOE's Worry-Free Laboratory" has established a new marketing paradigm for tech companies, transitioning from "technology output" to "value resonance" [4] - The show has received multiple prestigious awards for its social significance and innovative format, pushing the vision of "display technology empowering a better life" to new heights [5] - The narrative strategy of "landmarks as the scroll, technology as the pen" creates a chemical reaction between technology and Chinese civilization, enhancing cultural memory [5] Cross-Industry Collaboration - Industry leaders from companies like Hisense, Vivo, and Geely participated as "technology enablers," providing insights into the innovation logic behind the technology [7] - These cross-industry dialogues add professional depth to the program and demonstrate BOE's collaboration with upstream and downstream partners to integrate technology into everyday scenarios [7] Brand Engagement - BOE continuously explores innovative marketing paths to communicate technology knowledge to the public, establishing deep interactions with consumers through the show [8] - "BOE's Worry-Free Laboratory" has become a crucial online platform for communication between BOE and consumers, significantly enhancing brand promotion [8] - The company aims to uphold its vision of becoming "the most respected great enterprise on Earth" while pursuing a development strategy that integrates "technology + humanity" [8]

19 September 2025 | 10:47PM HKT BOE (000725.SZ): Mini / Micro LED update: B6 plant enhancement to capture rising end applications; Neutral BOE plans to transform the Gen-5.5 B6 plant in Inner Mongolia from LCD / OLED to Mini / Micro LED (link), reflecting the company's commitments in advanced technology in panel to capture rising end applications. Apart from the B6 plant, BOE's Zhuhai Micro LED plant started mass production in 2024, which covers the end applications of AR / VR headsets and smart wearables; ...

Group 1 - The outdoor brand Arc'teryx and artist Cai Guoqiang faced backlash for an art fireworks display in the Himalayas, raising concerns about ecological impact despite claims of using biodegradable materials and taking measures to protect local wildlife [2][3] - Arc'teryx issued an apology and committed to cooperating with third-party assessments regarding the ecological effects of the event, promising to take corrective actions based on the evaluations [3] Group 2 - Luo Yonghao discussed the concept of pre-prepared meals, emphasizing the importance of consumer awareness and the need for clear definitions within the industry [5] - A classification system for pre-prepared meals was outlined, ranging from ready-to-eat dishes to those requiring significant cooking steps, indicating a structured approach to understanding meal preparation levels [6] Group 3 - Xibei denied allegations regarding a conversation about returning pre-prepared products, asserting that the claims were unfounded and that no such employee existed [8] Group 4 - Sam's Club responded to consumer concerns about frozen broccoli with a two-year shelf life, explaining that the freezing process preserves nutritional value and prevents spoilage [8] Group 5 - A conflict escalated between Huiyuan and its controlling shareholder, with allegations of unauthorized payments exceeding normal contract amounts, amounting to over 600 million yuan [11] Group 6 - Apple faced complaints regarding the iPhone Air's camera fogging issue shortly after its release, raising concerns about quality control for a high-end product priced at 7999 yuan [11] Group 7 - Elon Musk's AI startup xAI was reported to be seeking $10 billion in funding, with a valuation of $200 billion, although Musk later refuted these claims [14] Group 8 - The market share of Honor in China has rebounded, ranking fifth in the market, with only a 1% gap from the second, third, and fourth competitors, driven by new product strategies [17] - Lenovo reported that AI PCs now account for over 30% of its total PC shipments, indicating a growing demand for AI-integrated devices [18] Group 9 - JD.com announced plans to open its first mall in Hong Kong by 2026, expanding its retail footprint in key urban areas [18] Group 10 - The number of Chinese tourists traveling during the National Day holiday surged by 130% year-on-year, with significant interest in both domestic and international destinations [25] Group 11 - The market share of domestic flexible OLED smartphone screens exceeded 60%, with significant growth in shipments from Chinese manufacturers [26] Group 12 - The film "731" achieved a total box office of over 900 million yuan shortly after its global premiere [28]

Core Viewpoint - The article discusses the "N Curve" theory proposed by BOE Technology Group, emphasizing the need for continuous innovation and adaptation in the face of technological advancements, particularly in AI, to drive sustainable growth and industry evolution [4][6][13]. Group 1: N Curve Theory - The "N Curve" concept is introduced as a system that encourages technology companies to innovate and find new growth points, evolving from a foundation of "human power" to "human power + AI computing power" [4][6]. - BOE's CEO outlines the strategic direction under the "N Curve," extending beyond display technology into fields like perovskite photovoltaics and robotics, leveraging its semiconductor display and manufacturing capabilities [6][7]. - The company has already made significant progress in its "N Curve" initiatives, with perovskite photovoltaic products achieving IEC certification and initial setups for glass-based packaging lines [6][11]. Group 2: AI Integration and Strategic Development - The article highlights the importance of AI in driving strategic advancements, with BOE's "1+4+N+ ecosystem" framework focusing on integrating AI into manufacturing, products, and operations [13][14]. - AI is seen as a catalyst for innovation across various sectors, with BOE actively seeking opportunities to enhance its product offerings and operational efficiency through AI technologies [14][20]. - The collaboration with partners in the AI space is emphasized, showcasing how AI can enhance user interaction and data analysis in products [16][20]. Group 3: Globalization and Product Innovation - BOE is positioning itself to navigate global markets by establishing smart factories in regions like Vietnam and Mexico, aiming to shorten supply chains and enhance local operations [22][23]. - The company is focused on transitioning from price competition to value competition within the display industry, driven by product innovation and technological advancements [22]. - Partnerships with other companies, such as Hisense and Lenovo, are highlighted as key to enhancing global competitiveness and product offerings [23][25]. Group 4: Sustainable Development and Industry Collaboration - The article underscores the importance of sustainable development discussions among industry partners, with BOE initiating events like the IPC night to foster collaboration [29]. - The ongoing dialogue around strategic elevation and sustainability is seen as crucial for navigating the challenges posed by globalization and technological disruption [29].

Group 1 - Xiaomi has officially open-sourced its first native end-to-end voice model, Xiaomi-MiMo-Audio, which is based on an innovative pre-training architecture and over one billion hours of training data, achieving few-shot generalization based on ICL in the voice domain for the first time [1] - The improvement in Xiaomi's AI capabilities is expected to enhance the user experience of related consumer electronics products [1] - As of September 19, 2025, the CSI Consumer Electronics Theme Index (931494) surged by 1.53%, with notable increases in component stocks such as Lixun Precision (002475) up by 4.97% and Industrial Fulian (601138) up by 5.95% [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index (931494) include Cambricon (688256), Lixun Precision (002475), and SMIC (688981), collectively accounting for 54.8% of the index [2] - The CSI Consumer Electronics Theme Index consists of 50 listed companies involved in component production and complete brand design and manufacturing, reflecting the overall performance of consumer electronics-related securities [1][2] - The performance of the Consumer Electronics ETF (561600) closely tracks the CSI Consumer Electronics Theme Index, which has recently seen an eight-day consecutive rise [1]