BOE(SZ:000725) Tai Mei Ti A P P·2025-09-14 06:53Group 1 - BOE plans to invest 50 billion yuan in R&D and 500 billion yuan in procurement over the next three years to support technological breakthroughs and industry upgrades [1][6] - The Chinese display industry has transitioned from a period of significant fluctuations to a weak cycle of minor adjustments, prompting companies to adapt to market changes and leverage new technologies [1][4] - AI is integrated into BOE's overall development strategy, with a commitment to allocate 0.5% of revenue for AI R&D [4][6] Group 2 - The "N Curve" theory proposed by BOE aims to identify new growth points amid fluctuating cycles, emphasizing the dual explosion of technological leaps and industry penetration driven by AI [4][5] - AI's integration into manufacturing processes is expected to reduce testing costs, shorten R&D cycles, and enhance product quality through automated detection systems [5][6] - BOE has invested over 40 billion yuan in R&D and 370 billion yuan in procurement over the past three years, with over 250 collaborative projects launched [6][7] Group 3 - The company plans to establish marketing and R&D institutions globally to explore market opportunities and strengthen its international service capabilities [7] - The focus on AI is not just an internal initiative but also involves collaboration with numerous partners to drive industry transformation [7] - The projected annual investment in AI, based on 2024 revenue of 198.38 billion yuan, will be approximately 1 billion yuan [7]