BOE(SZ:000725) IT之家·2024-04-18 11:14Group 1 - BOE (京东方) has commenced the second phase of its smart terminal project in Vietnam with a total investment of 2.02 billion RMB, focusing on the production of TVs, displays, and electronic paper [1] - The Smart GOAL strategy was unveiled, emphasizing technological innovation, global service, smart manufacturing, supply chain integration, and green low-carbon initiatives [1] - The project aims to produce 3 million TVs, 7 million displays, and 40 million electronic papers annually, with mass production expected by 2025 [1] Group 2 - The project is strategically located in the Ho Chi Minh industrial zone and is expected to enhance BOE's global industrial layout and service optimization [1] - It will create approximately 4,000 jobs and promote the development of local upstream and downstream industries in Vietnam [1] - BOE's smart terminal business has achieved over 10 million unit sales in various applications, including TVs and displays, and has adopted a new ODM model for tablets and laptops [1] Group 3 - BOE's Q1 2024 profit forecast indicates a net profit of 800 million to 1 billion RMB, representing a year-on-year increase of 223% to 304% [3][4] - The expected net profit after deducting non-recurring gains and losses is between 460 million and 660 million RMB, compared to a loss of 1.67 billion RMB in the same period last year [4] - Basic earnings per share are projected to be approximately 0.021 to 0.026 RMB, up from 0.003 RMB per share in the previous year [4]