Core Viewpoint - BOE Technology Group announced the investment in an 8.6-generation AMOLED production line to meet the growing demand for flexible AMOLED displays in high-end IT products, enhancing its competitiveness in the semiconductor display industry [1] Group 1: Investment and Production Plans - The company plans to invest in the construction of an 8.6-generation AMOLED production line, which will primarily produce high-end touch OLED displays for laptops and tablets [1] - The project is set to break ground in March 2024 and is expected to be completed by the end of 2026, allowing the company to synchronize with international peers and capture the high-end market [1] Group 2: Market Trends and Product Advantages - Flexible AMOLED products are expected to see increased penetration in various applications, including NB (notebooks), TPC (tablet PCs), and automotive products, due to their superior display quality and lightweight form factor [1] - The unique advantages of flexible AMOLED technology, such as foldability and curvability, position it as a significant choice for high-end IT products [1]

证券日报网讯 京东方A9月29日发布公告，在公司回答调研者提问时表示，行业内厂商持续践行"按需生 产"的经营策略，根据市场需求变化，灵活调整产线稼动率。根据咨询机构数据及分析，一季度，得益 于出口需求高涨和"以旧换新"政策刺激，终端需求整体旺盛，行业内企业普遍保持高稼动率，LCDTV 主流尺寸面板价格全面上涨；二季度，国际贸易环境和政策边际效应发生变化，面板采购需求有所降 温，行业内企业快速调整稼动率，应对需求变化；三季度以来，随着厂商去库存趋势结束，旺季面板备 货需求逐步恢复，行业稼动率有所恢复的同时，LCDTV部分尺寸价格经历小幅下降后，部分LCDTV面 板价格企稳；LCDIT方面，MNT、NB面板价格整体维持稳定。 ...

Core Viewpoint - BOE Technology Group announced its revenue distribution for display components in the first half of 2025, highlighting the contributions from various product categories [1] Revenue Breakdown - The revenue share for TV products is projected to be 27% [1] - The revenue share for IT products is projected to be 37% [1] - The revenue share for LCD mobile phones and other products is projected to be 12% [1] - The revenue share for OLED products is projected to be 24% [1]

Core Viewpoint - BOE Technology Group announced that all four 8.5-generation production lines in Beijing, Hefei, Chongqing, and Fuzhou have fully depreciated as of now [1] Group 1: Production Lines and Depreciation - The company has completed the fixed asset transition for the sixth-generation AMOLED production lines in Chengdu (B7), Mianyang (B11), and Chongqing (B12) [1] - The depreciation is expected to peak in 2025 as new projects transition to fixed assets and mature production lines reach the end of their depreciation period [1] Group 2: Operational Efficiency - The company will continue to optimize product line positioning to enhance operational efficiency and improve profitability [1]

Core Viewpoint - BOE Technology Group announced on September 29 that its LCD production lines have transitioned from a phase of rapid expansion to a mature stage, with future capital expenditures aligning with the company's strategic planning [1] Group 1: Strategic Focus - The company is committed to its "Screen IoT" strategy, focusing on its core business and directing capital expenditures primarily towards semiconductor display operations [1] - The company aims to extend its value chain and core capabilities by investing in four high-potential areas: IoT innovation, sensing technology, MicroLED (MLED), and smart medical engineering [1] Group 2: Capital Expenditure Direction - Future capital expenditures will include new projects, payments for existing projects, and maintenance of current production lines [1]

（编辑 袁冠琳） 证券日报网讯 京东方A9月29日发布公告，在公司回答调研者提问时表示，公司在柔性AMOLED领域多 年布局，已经构建起产能规模和技术优势，并积累了较好的客户资源，在柔性AMOLED领域全面覆盖 手机主要Top品牌客户，同时积极布局车载、IT等中尺寸创新应用，抢抓市场机遇，匹配下游客户需 求。公司OLED市场份额持续提升，2025年上半年出货量超7100万片，同比增长7.5%，出货量稳居国内 第一、全球第二，但受市场环境竞争及短期折旧压力影响，盈利能力有待持续提升。 ...

此外，李锐升已获委任为首席财务官；陈家杰已获委任为公司秘书及授权代表，均自2025年9月29日起 生效。 格隆汇9月29日丨京东方精电(00710.HK)发布公告，因钟启昌个人原因，已请辞公司首席财务官、公司 秘书及授权代表，自2025年9月29日起生效。 ...

智通财经APP讯，京东方精电(00710)发布公告，因钟启昌个人原因，彼已请辞公司首席财务官、公司秘 书及香港联合交易所有限公司证券上市规则第3.05条项下规定的公司的授权代表，自2025年9月29日起 生效。 陈家杰已获委任为公司秘书及授权代表，自2025年9月29日起生效。 李锐陞已获委任为首席财务官，自2025年9月29日起生效。 ...

陈家杰已获委任为公司秘书及授权代表，自2025年9月29日起生效。 李锐陞已获委任为首席财务官，自2025年9月29日起生效。 京东方精电(00710)发布公告，因钟启昌个人原因，彼已请辞公司首席财务官、公司秘书及香港联合交 易所有限公司证券上市规则第3.05条项下规定的公司的授权代表，自2025年9月29日起生效。 ...

Group 1 - Beijing BOE Robot Co., Ltd. was established on September 25 with a registered capital of 200 million yuan, focusing on industrial robot manufacturing, sales, and intelligent robot R&D, fully owned by BOE [2] - At the BOE IPC 2025 conference, BOE's chairman announced the formation of a specialized robot R&D team aimed at developing smart equipment for factory scenarios, alongside the launch of their AI factory strategy [2] - The first batch of AI factories has entered a substantial implementation phase [2] Group 2 - Other panel manufacturers like Huike and Samsung Display are also venturing into the robotics field [3] - On September 11, Huike signed a strategic cooperation agreement with Zhifang, planning to deploy over 1,000 embodied intelligent robots across global production bases within three years, with an order value close to 500 million yuan [3] - Huike aims to integrate AI edge models into production line control systems for real-time decision-making and energy management [3] Group 3 - Earlier reports indicated that Samsung Display plans to supply 8-inch OLED panels to Tesla starting in 2027 for the Optimus humanoid robot, with mass production expected in 2026 [5] - The robot's design requires a curved display, which OLED panels can provide due to their lightweight and low-power characteristics, making them suitable for the robot's upper body balance [5]