BOE(SZ:000725) Xin Hua Cai Jing·2025-09-14 02:45Core Viewpoint - BOE (京东方) is leveraging AI technology to transform its operations and drive high-quality development across various industries, establishing itself as a leader in the "screen and IoT" strategy [1][4]. Group 1: AI Development and Investment - BOE plans to allocate 0.5% of its revenue annually towards AI research and development, with a total investment of 500 billion yuan over the next three years [4][6]. - The company has established a robotics team focused on developing and manufacturing robots for factory settings [4]. Group 2: AI Factory and Applications - The newly launched AI factory utilizes advanced AI to enhance production planning, material supply, manufacturing, quality management, energy optimization, and environmental safety [6]. - BOE's AI applications include an AI defect management system and an AI yield management system, which have significantly improved efficiency and accuracy in production [9][10]. Group 3: Innovation and Growth Strategy - The "N Curve" theory proposed by BOE emphasizes the integration of AI technology to drive deep transformations across the entire industry chain [7][10]. - The company is focusing on four innovative directions: glass-based innovations, perovskite photovoltaic devices, large-scale integrated intelligent manufacturing, and supply chain upgrades [11]. Group 4: Market Position and Future Outlook - BOE's innovative business has achieved a revenue scale exceeding 50 billion yuan, maintaining a rapid growth momentum [10]. - The company aims to respond to new technologies and consumer trends while actively promoting its "screen and IoT" core strategy to enhance technological innovation and application development [11].