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【京东方A(000725.SZ)】拟收购彩虹光电30%股权,面板龙头地位进一步夯实——跟踪报告之六(刘凯/朱宇澍)
光大证券研究· 2025-07-16 13:35
Group 1 - The core viewpoint of the article highlights the strategic acquisition of a 30% stake in Rainbow Optoelectronics by BOE Technology Group, which is expected to enhance its competitive advantage and industry influence [4] - The company announced a buyback of minority shareholder equity in its subsidiary Wuhan BOE Optoelectronics, increasing its ownership from 47.14% to 58.36%, which is anticipated to positively impact the company's financial performance [5] - The company's depreciation is projected to peak in 2025, with a subsequent decline expected to provide significant profit elasticity, as the company continues to optimize production lines and improve operational efficiency [6]