国家知识产权局信息显示，京东方科技集团股份有限公司取得一项名为"显示组件及显示装置"的专利， 授权公告号CN116469311B，申请日期为2023年3月。 天眼查资料显示，京东方科技集团股份有限公司，成立于1993年，位于北京市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3741388.0464万人民币。通过天眼查大数据分 析，京东方科技集团股份有限公司共对外投资了73家企业，参与招投标项目303次，财产线索方面有商 标信息775条，专利信息5000条，此外企业还拥有行政许可47个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 成都京东方光电科技有限公司，成立于2007年，位于成都市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本2500000万人民币。通过天眼查大数据分析，成都京东方光电科技有限公司参与招投 标项目921次，专利信息5000条，此外企业还拥有行政许可522个。 ...

Group 1 - The core point of the article is that BOE Technology Group Co., Ltd. has obtained a patent for "Display Motherboard and Its Detection Method, Display Substrate, and Display Device," with the authorization announcement number CN115312577B, and the application date is September 2022 [1] Group 2 - BOE Technology Group Co., Ltd. was established in 1993 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices. The registered capital is approximately 37.41 billion RMB [1] - The company has invested in 73 enterprises, participated in 303 bidding projects, and has 775 trademark records and 5000 patent records, along with 47 administrative licenses [1] Group 3 - Chengdu BOE Optoelectronics Technology Co., Ltd. was established in 2007 and is located in Chengdu, primarily engaged in the manufacturing of instruments and meters. The registered capital is approximately 2.5 billion RMB [1] - Chengdu BOE has participated in 921 bidding projects, holds 5000 patent records, and has 522 administrative licenses [1]

Core Viewpoint - BOE Technology Group Co., Ltd. (京东方A) has shown positive stock performance and financial growth, with significant increases in revenue and net profit year-on-year, indicating a strong market position in the display technology sector. Financial Performance - As of September 30, 2025, BOE achieved operating revenue of 154.55 billion yuan, a year-on-year increase of 7.53% [2] - The net profit attributable to shareholders reached 4.60 billion yuan, reflecting a substantial year-on-year growth of 39.03% [2] Stock Performance - On January 23, BOE's stock price increased by 2.05%, reaching 4.49 yuan per share, with a trading volume of 1.974 billion yuan and a turnover rate of 1.22% [1] - Year-to-date, the stock price has risen by 6.65%, with a 10.59% increase over the past 20 days and a 10.32% increase over the past 60 days [1] Shareholder Information - As of September 30, 2025, the number of BOE shareholders was 1.0459 million, a decrease of 4.36% from the previous period [2] - The average number of circulating shares per shareholder increased by 4.60% to 36,118 shares [2] Dividend Distribution - Since its listing, BOE has distributed a total of 22.088 billion yuan in dividends, with 5.297 billion yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 2.705 billion shares, an increase of 658 million shares from the previous period [3] - Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF have seen reductions in their holdings, while Huaxia CSI 300 ETF is a new entrant among the top ten circulating shareholders, holding 337 million shares [3]

成都京东方光电科技有限公司，成立于2007年，位于成都市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本2500000万人民币。通过天眼查大数据分析，成都京东方光电科技有限公司参与招投 标项目920次，专利信息5000条，此外企业还拥有行政许可522个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，京东方科技集团股份有限公司取得一项名为"柔性显示面板及其制备方法、 显示装置和拼接显示装置"的专利，授权公告号CN114361204B，申请日期为2020年9月。 天眼查资料显示，京东方科技集团股份有限公司，成立于1993年，位于北京市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3741388.0464万人民币。通过天眼查大数据分 析，京东方科技集团股份有限公司共对外投资了73家企业，参与招投标项目303次，财产线索方面有商 标信息775条，专利信息5000条，此外企业还拥有行政许可47个。 来源：市场资讯 ...

Core Viewpoint - BOE Technology Group has reported positive developments in its LCD and AMOLED production lines, with increased demand and pricing in the TV segment, alongside advancements in perovskite solar cell technology and glass-based packaging substrates. Group 1: LCD and AMOLED Production - Since December 2025, the demand for TV products has surged due to preparations for upcoming sports events, leading to increased procurement by brand manufacturers and higher TV product shipment volumes [1][3] - The industry maintains a "just-in-time production" strategy, resulting in high overall utilization rates, with mainstream TV product prices rising across all sizes in January 2026 [3] - The 8.6-generation AMOLED production line was successfully lit up on December 30, 2025, five months ahead of schedule, and is expected to enter mass production in the second half of 2026, enhancing the company's competitiveness in the display industry [4] Group 2: Depreciation and Capital Expenditure - The depreciation of existing production lines is continuously decreasing, with the depreciation amount expected to peak in 2025 [5] - 2025 marks the peak year for capital expenditures, primarily for the 8.6-generation AMOLED production line in Chengdu and the 6th generation LCD LTPO/LTPS production line in Beijing, with continued investment in the Chengdu project in 2026 and a significant decline in capital expenditures anticipated starting in 2027 [6] Group 3: Perovskite Solar Cell and Glass-Based Packaging - The company is leveraging its technological and manufacturing advantages in the display industry to develop perovskite solar cells, achieving industry-leading efficiency levels and setting four world records in component efficiency through third-party testing [2][8] - The company has completed the construction of a pilot line for large glass substrates and is initiating technical and product development collaborations with leading domestic and international clients [8]

京东方A在机构调研时表示，公司第8.6代AMOLED生产线已于2025年12月30日成功提前5个月点亮，标 志着公司在中尺寸OLED技术研发、工艺调试与量产准备方面率先取得关键性突破。该产线预计将于 2026年下半年进入量产阶段，量产后，公司将能够更好地匹配IT客户高端产品需求，强化公司在显示产 业的整体竞争力。 （文章来源：第一财经） ...

Core Viewpoint - BOE Technology Group (京东方Ａ) indicates a positive outlook on the LCD production line product price trends and operating rates, driven by upcoming sports events and increased procurement from brand manufacturers [1] Demand Side - Since December 2025, demand has been boosted by preparations for upcoming sports events, leading to active procurement from brand manufacturers and an increase in TV product shipments [1] Supply Side - The industry maintains a "production based on demand" strategy, allowing for flexible adjustments in operating rates to match demand, with overall operating rates currently at a high level [1] Price Trends - According to third-party consulting data, TV product prices across all mainstream sizes have risen in January 2026 [1] - Additionally, MNT products are expected to see price increases due to the rise in TV panel prices and capacity constraints [1]

格隆汇1月23日｜京东方A在投资者关系活动中表示，公司第8.6代AMOLED生产线已于2025年12月30日 成功提前5个月点亮，标志着中尺寸OLED技术研发、工艺调试与量产准备取得关键性突破；该产线预 计于2026年下半年进入量产阶段，将更好匹配IT领域高端客户需求，强化公司在显示产业的整体竞争 力。 ...

Core Viewpoint - BOE Technology Group is advancing the parallel research and development of rigid, flexible, and stacked perovskite components, leveraging its capabilities in glass-based processing, film preparation, packaging, and intelligent manufacturing [1] Group 1: Performance Metrics - Rigid single-junction component achieved a champion efficiency of 27.61% in third-party laboratory tests, while the pilot line champion efficiency reached 20.11% [1] - Flexible single-junction component recorded a champion efficiency of 21.39% in the experimental line and 16.6% in the pilot line, with all four metrics setting new world records in the industry [1]

Group 1: LCD TV Product Price Trends - The demand for TV products has increased due to preparations for upcoming sporting events, leading to higher procurement by brand manufacturers since December 2025 [1] - The overall production rate in the industry remains high as manufacturers adopt a "production based on demand" strategy [1] - As of January 2026, prices for mainstream TV products across various sizes have risen significantly [1] Group 2: OLED Technology Development - AMOLED technology is becoming a key choice for high-end IT products due to its high picture quality and lightweight characteristics [2] - The company's 8.6 generation AMOLED production line was successfully lit up five months ahead of schedule on December 30, 2025, marking a significant breakthrough in mid-size OLED technology [2] - Mass production of this line is expected to begin in the second half of 2026, enhancing the company's competitiveness in the display industry [2] Group 3: Depreciation and Capital Expenditure Trends - The depreciation of existing production lines is continuously decreasing, with capital expenditures expected to peak in 2025 [3] - From 2027 onwards, a significant decline in capital expenditures is anticipated [3] Group 4: Perovskite Project Progress - The company is leveraging its long-term experience in the display industry to advance the research and production of perovskite solar cells [4] - The efficiency of perovskite photovoltaic components has reached industry-leading levels, with rigid single-junction components achieving a champion efficiency of 27.61% [4] - The company is focused on improving the efficiency and lifespan of perovskite products to address industrialization challenges [5] Group 5: Glass-Based Packaging Technology - The company has completed the construction of a pilot line for large glass-based packaging boards and has initiated technical and product development collaborations with leading domestic and international clients [5] Group 6: Shareholder Return Planning - In May 2025, the company completed the cancellation of inventory shares valued at nearly 1 billion yuan and distributed approximately 1.87 billion yuan in cash dividends in June 2025 [5] - The company plans to execute a share repurchase scheme exceeding 1.5 billion yuan within the year and is committed to its shareholder return plan for 2025-2027 [5]