| 注册金额 | 100 亿元 | | --- | --- | | 本期发行金额 | 不超进16亿元(含10亿元) | | 増信情况 | 元担保 | | 发行人主体信用等级 | AAA | | 牵头主承销商、簿记管理 人、受托管理人 | 中信建投证券股份有限公司 | | 联席主承销商 | 国联民生证券承销保荐有限公司 东兴证券股份有限公司 | | | 华泰联合证券有限责任公司 | | | 第一创业证券承销保荐有限责任公司 | 声明 主承销商已对募集说明书进行了核查，确认不存在虚假记载、误导性陈述和 重大遗漏，并对其真实性、准确性和完整性承担相应的法律责任。 发行人承诺在本期债券发行环节，不直接或者间接认购自己发行的债券。债 券发行的利率或者价格应当以询价、协议定价等方式确定，发行人不会操纵发行 定价、暗箱操作，不以代持、信托等方式谋取不正当利益或向其他相关利益主体 输送利益，不直接或通过其他利益相关方向参与认购的投资者提供财务资助、变 相返费，不出于利益交换的目的通过关联金融机构相互持有彼此发行的债券，不 实施其他违反公平竞争、破坏市场秩序等行为。 发行人如有董事、高级管理人员、持股比例超过 5%的股东及其他 ...

营建投证券股份有限公司 A SECURITIES CO.,LTD. (住所:北京市朝阳区安立路 66号4号楼) 京东方科技集团股份 RA 公司 (住所:北京市朝阳区 酉仙桥路 2025 年面向专业投资者公开发行科技创新 公司债券(第二期)发行公告 牵头主承销商/簿记管理人/债券受托管理人 联席主承销商 | 国联民生承销保存 (住所:中国(上海)自由贸易 试验区浦明路 8 号) (住所:北京市西城区金融大街 5 号(新盛大厦)12、15层) (住所:深圳市前海深港合作区 南山街道桂湾五路 128 号前海深 港基金小镇 B7 栋 401) 一创投行 (住所:北京市西城区武定侯街 6 号卓著中心 10 层) 签署日期: 2025年 = 月 3 日 01051013 乐兴证券股份有限公司 DONGXING SECUR厅IS CO.,LTD. 品 华泰联合证券 2、本次债券采取分期发行的方式，其中京东方科技集团股份有限公司 2025 年面向专业投资者公开发行科技创新公司债券（第二期）（以下简称"本期债券"） 为注册文件项下第二期发行，本期债券发行规模为不超过人民币 10 亿元（含 10 亿元）。每张面值为 100 元， ...

Core Viewpoint - BOE Technology Group Co., Ltd. (京东方A) announced a share repurchase plan, indicating a commitment to enhancing shareholder value through the buyback of its own shares [1] Summary by Categories Share Repurchase Details - As of October 31, 2025, the company has repurchased a total of 174,762,200 A-shares [1] - The repurchased shares account for approximately 0.4759% of the company's A-shares and about 0.4671% of the total share capital [1]

Core Viewpoint - Kailun Co., Ltd. announced that its subsidiary, Suzhou Jiazhi Color Optoelectronics Technology Co., Ltd., has signed an equipment procurement contract with Chengdu BOE Display Technology Co., Ltd., a subsidiary of BOE Technology Group, with a total contract value of 198.4054 million RMB [1] Group 1 - The contract is significant for the company as it indicates a strategic partnership with a major player in the display technology industry [1] - The total amount of the contract is approximately 19.84 million USD, reflecting the company's investment in expanding its operational capabilities [1]

Group 1 - The 2025 World Display Industry Innovation Development Conference opened in Chengdu, showcasing three high-end equipment for 8.6 generation large-size OLED production lines, attracting industry attention [1] - The Kediwa G8.6 OLED mass production-level multi-application inkjet film deposition platform fills the gap in domestic high-generation OLED core manufacturing equipment, achieving international leading levels in printing precision and production efficiency [1] - Shenzhen LianDe Automation Equipment Co., Ltd. launched two domestically produced devices, including the G8.6 OLED large-area bonding equipment, which effectively reduces the risk of panel processing damage [1] Group 2 - TCL Huaxing's T8 project, the world's first large-scale production line for 8.6 generation printed OLEDs, officially commenced in Guangzhou with a total investment of 29.5 billion yuan and a designed monthly capacity of 22,500 glass substrates [2] - BOE and Visionox have also initiated their respective 8.6 generation OLED projects, creating a competitive landscape in the industry [2] - Visionox is betting on its self-developed ViP technology, aiming to combine the maturity of evaporation with some advantages of printing [2] Group 3 - The total investment in 8.6 generation OLED production lines by Samsung Display, BOE, Visionox, and TCL Huaxing has approached 170 billion yuan, indicating a strong trend for other manufacturers to actively enter the market [3]

Core Viewpoint - BOE Technology Group Co., Ltd. (referred to as "BOE A" or "the company") has disclosed its share repurchase progress, indicating a total payment of 703.9 million yuan for repurchased shares, representing approximately 0.4671% of the total share capital, in line with the established plan and regulatory requirements [1][3]. Summary by Sections Share Repurchase Background and Price Adjustment - The company approved a share repurchase plan on April 18 and May 23, 2025, with a maximum repurchase price set at 6.11 yuan per share. Following the 2024 annual equity distribution, the maximum repurchase price was adjusted to not exceed 6.06 yuan per share [2]. Specifics of the Repurchase Implementation - As of the end of last month, BOE A has repurchased shares amounting to approximately 0.4759% of its A-shares and 0.4671% of the total share capital. The highest transaction price was 4.25 yuan per share, and the lowest was 3.94 yuan per share, with a total payment of 703,895,957.62 yuan (excluding transaction fees) [3]. Compliance Explanation - The company emphasized that the timing, quantity, price, and trading periods for the share repurchase comply with the regulations. The repurchase did not occur during sensitive periods that could significantly impact the stock price. The company will continue to implement the repurchase plan based on market conditions and disclose progress within three trading days of each month-end [4].

| 证券代码：000725 | 证券简称：京东方 | A | 公告编号：2025-082 | | --- | --- | --- | --- | | 证券代码：200725 | 证券简称：京东方 | B | 公告编号：2025-082 | 京东方科技集团股份有限公司 关于回购部分社会公众股份事项的进展公告 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"）分别于 2025 年 4 月 18 日、2025 年 5 月 23 日召开第十一届董事会第四次会议和 2024 年度股东大会，审议通过了《关于回购公司部分社会公众股份 的议案》（内容详见公司于 2025 年 4 月 22 日披露的《关于回购公司 部分社会公众股份方案的公告》，公告编号：2025-029）。并于 2025 年 6 月 10 日披露了《关于回购公司部分社会公众股份的报告书》（公 告编号：2025-045）。 根据《京东方科技集团股份有限公司关于回购公司部分社会公众 股份方案的公告》，若公司在回购期内实施派息、送股、资本公积金 转增股本、股票拆细、缩股、配 ...

Core Viewpoint - The company has adjusted the maximum repurchase price for its shares from 6.11 CNY to no more than 6.06 CNY due to the implementation of the 2024 annual equity distribution [1] Summary by Relevant Sections - **Share Repurchase Details** - As of October 31, 2025, the company has repurchased a total of 174,762,200 A-shares, which accounts for approximately 0.4759% of the company's A-shares and about 0.4671% of the total share capital [1] - The highest transaction price during the repurchase was 4.25 CNY per share, while the lowest was 3.94 CNY per share [1] - The total amount paid for the repurchase, excluding transaction fees, is 704 million CNY [1] - **Future Plans** - The company will continue to implement the repurchase plan within the designated timeframe and will disclose updates in a timely manner [1]

Core Insights - The 2025 World Display Industry Innovation Development Conference opened in Chengdu, Sichuan, with 13 new display industry cooperation projects signed, totaling an investment of 15.74 billion yuan [1] - Since the last conference, Sichuan has attracted 103 new display industry projects with a total investment exceeding 130 billion yuan, including 57 projects in Chengdu alone, amounting to over 50 billion yuan [1] - As of the first half of 2025, Sichuan has 47 ongoing projects in the new display industry worth over 100 million yuan, representing a nearly 50% increase compared to the same period last year [1] - Sichuan's new display industry chain completeness exceeds 70%, with an industry matching rate over 45%, positioning it among the top three in national competitiveness [1] Company Highlights - BOE Technology Group showcased new products focusing on eye protection, AI, and VR at the conference, including an infrared eye protection tablet that integrates multiple BNL technologies [2] - BOE also introduced various AI application products tailored for work, home, and entertainment scenarios, such as intelligent office solutions and AI high-quality image generation platforms [2] - Chenxian Optoelectronics presented its 8K TFT-based Micro-LED display screen, noted for its energy efficiency, eye comfort, and seamless splicing capabilities [2]

Core Points - The Shenzhen State-owned Enterprises ESG Index (970055) closed at 1399.95 points, up 0.18%, with a trading volume of 40.636 billion yuan and a turnover rate of 1.2% [1] - Among the index constituents, 29 stocks rose, led by Newland Technology with a 10.01% increase, while 19 stocks fell, with China National Materials Technology leading the decline at 8.51% [1] Index Constituents Summary - The top ten constituents of the Shenzhen State-owned Enterprises ESG Index are as follows: - Hikvision (sz002415) holds a weight of 10.20%, latest price at 32.60 yuan, down 0.82%, with a market cap of 298.775 billion yuan, in the computer industry [1] - BOE Technology Group (sz000725) has a weight of 9.22%, latest price at 4.06 yuan, unchanged, with a market cap of 151.9 billion yuan, in the electronics sector [1] - Wuliangye Yibin (sz000858) has a weight of 8.57%, latest price at 118.98 yuan, down 0.01%, with a market cap of 461.834 billion yuan, in the food and beverage industry [1] - Weichai Power (sz000338) has a weight of 7.34%, latest price at 15.46 yuan, up 3.34%, with a market cap of 134.712 billion yuan, in the automotive sector [1] - Inspur Information (sz000977) has a weight of 6.49%, latest price at 63.78 yuan, down 2.22%, with a market cap of 93.893 billion yuan, in the computer industry [1] - Yun Aluminum (sz000807) has a weight of 4.62%, latest price at 24.29 yuan, up 5.65%, with a market cap of 84.237 billion yuan, in the non-ferrous metals sector [1] - Shenwan Hongyuan (sz000166) has a weight of 4.31%, latest price at 5.47 yuan, unchanged, with a market cap of 136.968 billion yuan, in the non-banking financial sector [1] - AVIC Optoelectronics (sz002179) has a weight of 3.87%, latest price at 35.01 yuan, down 0.26%, with a market cap of 74.161 billion yuan, in the defense and military industry [1] - Changchun High & New Technology (sz000661) has a weight of 3.27%, latest price at 108.22 yuan, down 3.60%, with a market cap of 44.147 billion yuan, in the pharmaceutical and biotechnology sector [1] - China Merchants Shekou (sz001979) has a weight of 3.13%, latest price at 9.36 yuan, down 0.95%, with a market cap of 84.809 billion yuan, in the real estate sector [1] Capital Flow Analysis - The index constituents experienced a net outflow of 1.386 billion yuan from institutional investors, while retail investors saw a net inflow of 1.387 billion yuan [1] - Specific stock capital flows include: - XJ Electric (000400) saw a net inflow of 259 million yuan from institutional investors, while retail investors had a net outflow of 167 million yuan [2] - Oriental Electronics (000682) had a net inflow of 207 million yuan from institutional investors, with retail investors experiencing a net outflow of 129 million yuan [2] - Yun Aluminum (000807) recorded a net inflow of 107 million yuan from institutional investors, while retail investors had a net outflow of 597,210 yuan [2] - Newland Technology (002912) had a net inflow of 86.2 million yuan from institutional investors, with retail investors seeing a net outflow of 54.581 million yuan [2]