证券日报网讯京东方A11月21日发布公告，在公司回答调研者提问时表示，在新能源汽车领域，公司主 要专注于安全控制系统、传感器系统、辅助功能部件等磁性器件的应用，目前量产项目已切入雨刮电 机、汽车雷达、汽车充电桩、磁吸仓储盒等。在汽车智能化趋势下，车载消费电子功能模块的不断丰富 也为公司带来了新的产品渗透空间。同时，公司也在积极进行新客户和新项目的拓展。目前已与多家国 内外汽车及零部件厂商进行业务接洽与技术验证，部分新项目已进入样品测试与验证阶段。 （文章来源：证券日报） ...

Core Viewpoint - BOE Technology Group announced the completion of three sixth-generation flexible OLED production lines and plans for phased stabilization of its Chengdu 8.6-generation AMOLED production line and Beijing 6th-generation LCD LTPO/LTPS production line based on ramp-up conditions [1] Group 1 - The company expects depreciation to peak in 2025, after which it will gradually decline [1] - Continuous optimization of product line positioning is planned to enhance operational efficiency and improve profitability [1]

Core Viewpoint - BOE Technology Group (京东方A) anticipates growth in both shipment volume and area for LCD products in 2023, despite a temporary slowdown in large-size TV product trends due to increased demand for small-size TVs in emerging markets [1] Group 1: LCD Product Performance - TV product shipments are benefiting from national subsidies and export demand, leading to significant fluctuations in demand throughout the year [1] - IT product shipments are expected to grow rapidly due to replacement demand, while MNT product shipments are projected to remain flat year-on-year [1] - The industry is adopting a "demand-driven production" strategy, adjusting production line utilization rates based on market demand elasticity [1] Group 2: Market Trends and Projections - The average utilization rate in the industry improved in Q3, but is expected to drop below 80% in Q4 [1] - Price differentiation for LCD products is anticipated, with a slight price adjustment for TV products in Q4 while IT product prices are expected to remain stable [1] - Looking ahead to next year, the replacement cycle and AI integration are expected to drive IT product demand growth, while upcoming sports events like the World Cup are likely to boost TV product demand in Q1 [1]

（文章来源：证券日报） 证券日报网讯京东方A11月21日发布公告，在公司回答调研者提问时表示，公司2025年的研发项目重点 专注于无重稀土的开发与应用，以降低对中重稀土的依赖；在生产环节，公司持续开展新项目的工艺优 化和技术开发，提高生产效率和产品性能；在终端应用方面，公司持续深耕消费电子领域，同时聚焦新 能源汽车、高端电机和机器人领域，加强相关技术储备和客户拓展，进一步巩固和扩大在细分市场的竞 争优势。 ...

（编辑 袁冠琳） 证券日报网讯 京东方A11月21日发布公告，在公司回答调研者提问时表示，京东方与三星显示经多轮沟 通协商，双方已就显示领域知识产权方面的争议达成和解，并已向ITC提交了共同中止并终止调查申 请，后续将尽快撤销美国337调查及其他关联案件。此次双方和解将有助于推动全球显示产业的健康有 序发展，并为行业实现高价值增长发挥关键作用。公司注意就此次和解出现了一些基于第三方推测的报 道。京东方认为，任何脱离这一积极共识、片面解读和解细节的行为，都无法准确反映此次合作的根本 价值与重要意义。行业的健康发展，依赖于所有参与者对契约精神的遵守和对事实本身的尊重。京东方 一贯主张合作共赢的竞合态度，并在创立30余年来建立了完善的知识产权保护体系，这是公司参与全球 竞争、与业界伙伴共赢合作的基石。京东方期待与全球伙伴一道，将精力聚焦于未来，共同推动OLED 产业的良性健康发展。 ...

Core Viewpoint - BOE Technology Group announced a noticeable seasonal variation in the order volume of magnetic components in the consumer electronics sector, which is linked to the product release cycles of end customers [1]. Group 1 - The business rhythm is associated with the timing of product launches by clients [1]. - If clients plan to launch new products in the first half of the year, mass production for related projects typically occurs in the fourth quarter of the previous year or the first quarter of the current year [1]. - For new product launches scheduled in the second half of the year, mass production is more likely to take place in the second and third quarters of the current year [1].

Core Viewpoint - BOE Technology Group announced that while the OLED market is entering a traditional peak season in the second half of the year, the overall industry still faces an oversupply situation [1] Industry Summary - In the third and fourth quarters, both year-on-year and quarter-on-quarter shipment volumes for OLED products are expected to increase [1] - The shipment volume of foldable products is anticipated to decline in the second half of the year [1] - The demand for LTPO (Low-Temperature Polycrystalline Oxide) from overseas brands is expected to increase, while the shipment of low-end Ramless products is growing rapidly [1] - Competition in the domestic OLED market is becoming increasingly intense [1]

（编辑 袁冠琳） 证券日报网讯 京东方A11月21日发布公告，在公司回答调研者提问时表示，消费电子领域磁性器件产品 的毛利率差异主要受产品种类、工艺设计以及材料价格等多重因素影响，与终端产品类型无绝对关系。 ...

Market Overview - The Shenzhen Leading Index (399653) closed at 2908.89 points, down 2.13%, with a trading volume of 105.46 billion yuan and a turnover rate of 1.31% [1] Stock Performance - Among the index constituents, 5 stocks rose while 43 stocks fell, with Sanhua Intelligent Control leading the gainers at 1.77%, and Ruida Futures leading the decliners at 6.28% [1] - The top ten constituents of the Shenzhen Leading Index are as follows: - Contemporary Amperex Technology Co., Ltd. (Ningde Times) holds a weight of 20.44% with a latest price of 370.00 yuan, down 2.48%, and a total market value of 1688.52 billion yuan [1] - Zhongji Xuchuang has a weight of 8.35%, latest price of 464.01 yuan, down 5.69%, and a market value of 515.57 billion yuan [1] - Midea Group has a weight of 7.67%, latest price of 78.75 yuan, up 1.04%, and a market value of 661.51 billion yuan [1] - Luxshare Precision has a weight of 6.06%, latest price of 52.85 yuan, down 5.20%, and a market value of 384.86 billion yuan [1] - Sungrow Power Supply has a weight of 5.67%, latest price of 167.89 yuan, down 5.34%, and a market value of 348.07 billion yuan [1] - BYD has a weight of 5.25%, latest price of 92.70 yuan, down 0.97%, and a market value of 845.16 billion yuan [1] - Wrigley has a weight of 4.41%, latest price of 119.68 yuan, down 0.47%, and a market value of 464.55 billion yuan [1] - Gree Electric Appliances has a weight of 3.53%, latest price of 40.25 yuan, down 0.25%, and a market value of 225.46 billion yuan [1] - ZTE Corporation has a weight of 2.83%, latest price of 38.07 yuan, down 2.86%, and a market value of 182.11 billion yuan [1] - BOE Technology Group has a weight of 2.75%, latest price of 3.83 yuan, down 1.79%, and a market value of 143.30 billion yuan [1] Capital Flow - The net outflow of main funds from the Shenzhen Leading Index constituents totaled 7.45 billion yuan, while the net inflow from speculative funds was 2.39 billion yuan, and the net inflow from retail investors was 5.06 billion yuan [1]

证券日报网讯 京东方A11月21日发布公告，在公司回答调研者提问时表示，公司与现有核心客户的合作 持续深化，合作的广度和深度持续拓展。公司将会积极配合其产能规划、参与新项目的开发并承接相应 订单。根据行业发展趋势，折叠屏等创新形态产品的普及，通常会为上游核心零部件带来价值提升的机 会，公司凭借快速响应的研发体系和稳定可靠的产品质量，有望在现有合作基础上进一步扩大供应品类 和规模。 ...