12月22日，BOE（京东方）"焕新2026"年终媒体智享会收官站在武汉圆满落地。作为贯穿上海、成都、深圳三站后的压轴活动，本次会议以"焕新·向远而 行"为核心主题，聚焦显示产业的可持续发展路径，全面展示BOE（京东方）在绿色技术、低碳运营与社会责任方面的丰硕实践成果，以及在钙钛矿光伏、 智慧能源等领域的关键布局，为行业迈向可持续发展提供战略指引。BOE（京东方）副总裁、首席品牌官司达，京东方能源科技股份有限公司董事长马亮， BOE（京东方）新材料业务首席运营官、合肥京东方光能科技有限公司总经理寇建龙，武汉京东方光电科技有限公司常务副总经理刘子源等领导出席活动， 共话产业绿色未来。 四大维度协同 绘就"焕新2026"产业蓝图 面对全球市场新趋势，BOE（京东方）正积极将技术实力转化为更具感知度的品牌价值主张。此次年终媒体智享会，BOE（京东方）从AI、技术、生态、 可持续四大维度全面勾勒"焕新2026"的完整蓝图。在"AI焕新"方面，BOE（京东方）AI+战略，为"屏之物联"战略注入核心动能；在"技术焕新"方面，BOE （京东方）依托ADS Pro、f-OLED、α-MLED三大技术品牌，不断驱动技术持续升级 ...

Group 1 - The core viewpoint of the article highlights BOE Technology Group as a leading enterprise in the global display industry, emphasizing its role in advancing China's display sector from inception to a strong position in the market [1] - BOE has established a comprehensive service system across nearly 20 countries, including the USA, Germany, and Japan, showcasing its global reach and influence [1] - The company is committed to innovation in the Internet of Things (IoT), providing smart interface products and professional services that enhance information interaction and human health [1] Group 2 - The "Screen IoT" strategy aims to leverage the ubiquitous growth opportunities of screens, integrating more functionalities and applications to empower various industries through IoT [5] - The initiative promotes high-quality industrial development by advancing display technology across multiple dimensions, including resolution, color gamut, and energy efficiency, while integrating AI and IoT [6] - BOE emphasizes green and low-carbon practices as a key direction, implementing six action paths for sustainable operations throughout the entire value chain [6] Group 3 - As a leader in the display industry, BOE collaborates with global partners to provide customized solutions that enhance their competitive edge [7] - The company has developed a "1+4+N+ ecosystem" framework, where "1" represents its core competency in semiconductor displays, and "4" refers to four main strategic directions in IoT innovation, sensing, MLED, and smart medical engineering [8] - The "N" signifies the various IoT application scenarios that BOE is actively exploring, while the ecosystem involves collaboration with numerous partners to build a robust industrial ecosystem [9][10]

Core Viewpoint - Beijing Bank has successfully positioned itself as a key player in supporting innovation and the real economy over the past thirty years, focusing on nurturing new productive forces and fostering a symbiotic relationship with enterprises [1][12]. Group 1: Nurturing Innovation - The bank's long-term strategy in the technology innovation sector has allowed it to cultivate "seeds" of future productive forces, providing essential financial support to innovative SMEs and contributing to China's modernization [1][12]. - Beijing Bank acts as a financial intermediary, unlocking potential value in future industries while safeguarding the production value of traditional sectors [2][6]. Group 2: Supporting Emerging Industries - The bank emphasizes the importance of investing in "seeds" that can generate future growth momentum, accepting short-term uncertainties for long-term value [4][5]. - Beijing Bank has supported numerous seed enterprises in future industries, such as Digital Huaxia, which focuses on humanoid robots and intelligent hardware, by providing tailored financial products like "Lianchuang e-loan" [5][12]. Group 3: Partnership with Leading Enterprises - Beijing Bank has a long-standing partnership with leading companies like BOE Technology Group, providing comprehensive financial services that have supported the company's growth over two decades [8][9]. - The bank has actively participated in financing BOE's technological innovations, including issuing technology innovation bonds totaling over 1 billion yuan [9][12]. Group 4: Revitalizing Traditional Industries - Traditional industries serve as the foundation for future technological advancements, and financial support for their upgrade is crucial for maintaining their core value [11][12]. - Beijing Bank has provided significant financial backing to companies like Shenwan Innovation, facilitating their expansion and technological upgrades through products like "Kechuang e-loan" [12]. Group 5: Future Outlook - With the Chinese government's focus on high-level technological self-reliance and the development of new productive forces, Beijing Bank aims to deepen the integration of finance and technology, offering more flexible products and intelligent services [13].

证券日报网12月8日讯京东方A在12月5日回答调研者提问时表示，公司在"第N曲线"理论指导下，持续 落实"屏之物联"发展战略，重点布局钙钛矿光伏、玻璃基封装载板、机器人等创新业务。以钙钛矿光伏 业务为例，通过公司在显示产业长期积累的玻璃基加工能力、薄膜制备工艺能力、封装和设备优势及大 规模智能制造能力，深度赋能业务发展，完成从手套箱（2.5*2.5cm）到实验线（30*30cm）再到中试线 （120*240cm）三大平台全工艺流程布局，转换效率实现行业第一梯队水平。 （文章来源：证券日报） ...

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2025-033 | 投资者关系活动类别 | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 永赢基金：王乾、郑奇波 | | | 长江证券：谢尔曼 | | 时间 | 2025 年 12 月 5 日 | | 地点 | 京东方核心能力大楼 | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | 罗文捷 证券事务代表 | | | 吴易霖 董事会秘书室工作人员 | | | 讨论的主要内容为回答投资者提问，问答情况如下： | | | 1、公司如何看待 LCD 产线稼动率情况及产品价格趋势？ | | | 答：回顾今年，年初 TV 产品出货受国补、抢出口刺激需 | | 投资者关系活动主要内 | 求前移，全年出货量、出货面积均有望实现增长；但受新兴市 | | 容介绍 | 场需求带动中小尺寸 TV 产品出货量提升影响，大尺寸化趋势 | | | 阶段性放缓。 | | | IT 产品受换机需求带动，全年出 ...

Market Overview - The A-share market experienced a slight rebound last week, with major indices showing a small increase in trading volume, and the 每经品牌100 index rising by 1.10% [1][2] - As of December 5, the Shanghai Composite Index rose by 0.37%, the Shenzhen Component Index by 1.26%, and the ChiNext Index by 1.86%, while the Sci-Tech 50 Index fell by 0.08% [2] - Notable stocks such as Jiangxi Copper, China National Heavy Duty Truck Group, and BOE Technology Group saw weekly gains exceeding 10% [2] Policy Impact - The upcoming important policy window is expected to influence market trends, with regulatory adjustments aimed at increasing insurance capital market participation [2] - The China Securities Regulatory Commission (CSRC) has proposed measures to enhance the inclusivity and adaptability of capital market systems [2] Stock Performance - Jiangxi Copper's stock surged by 15.74% due to rising copper prices, while BOE Technology and TCL Electronics benefited from the anticipation of the 2026 FIFA World Cup, with gains of 10.36% and 8.51% respectively [3] - The market is expected to see increased demand for IT and TV products driven by the World Cup and a shift in consumer purchasing patterns [3] BOE Technology's Strategic Initiatives - BOE Technology held a media event focusing on its advancements in display technology and future industry outlook, emphasizing its commitment to innovation and quality [4] - The company is diversifying into perovskite solar technology, which is seen as a key growth area, with the establishment of Hefei BOE Energy Technology Co., Ltd. dedicated to this field [5][6] - BOE's long-standing expertise in glass processing and manufacturing is expected to accelerate the development and production of perovskite solar cells [6] Future Outlook - Analysts suggest that if future policies exceed expectations, the market may experience a significant rebound [3] - The upcoming peak demand period before the 2026 Spring Festival and the World Cup is anticipated to drive substantial sales in consumer electronics, particularly large-screen TVs [3]

Core Insights - The forum themed "Brilliant Vision, Healthy Together" was held by BOE (京东方) to discuss future trends and opportunities in health display technology [1][2] - BOE showcased its leading "Natural Light" display technology (BNL) and various innovative products during the event [1] Group 1: Technology and Innovation - BOE's Senior Vice President and CTO Liu Zhiqiang emphasized the importance of the "Natural Light" display technology as part of the company's strategy to transition display technology from "clear visibility" to "comfortable and healthy viewing" [1] - The company aims to build an internationally influential health display innovation hub through five resource platforms: funding, experimental platforms, incubation services, creative collisions, and talent exchange [1] Group 2: Industry Collaboration - BOE initiated the "Brilliant Vision, Healthy Together" action proposal in collaboration with hospitals, universities, and industry partners to enhance the health display ecosystem [2] - The BNL technology is being gradually applied across various product categories, including monitors, tablets, and smartphones, covering multiple application scenarios such as home use, commercial displays, esports, and education [2] Group 3: Future Outlook - Looking ahead, BOE plans to continue exploring cutting-edge display technology in partnership with global ecosystem partners, aiming to advance the industry towards "natural light health displays" and benefit millions of users with eye-care technology [2]

京东方近日披露的2025年三季报显示，公司三季度单季营收532.7亿元，净利润13.55亿元，同比增长32.07%；前三季度累计实现营业收入1545.48亿元，同比 增长7.53%，归母净利润更是达到46.01亿元，同比大幅增长39.03%，折算下来相当于每天净赚1685万元。 京东方强劲的业绩表现让多家券商机构纷纷给出"增持"或"买入"评级。国盛证券分析师郑震湘在三季报点评中表示，面板整体需求回暖推动收入增长，京东 方出货量持续领跑全球，在"屏之物联"战略指导下，京东方深化"1+4+N+生态链"战略实施路径，创新业务不断取得突破。 行业人士分析认为，京东方三季度的业绩表现，标志着其在全球显示产业"库存去化+需求复苏"的关键转型阶段，已率先实现盈利能力的稳健回升。值得关 注的是，这份业绩韧性的背后，是行业发展逻辑的深刻变革。过去十年，显示面板产业一直被贴上"重资产+周期波动"的标签，行业内企业内卷式"价格 战"频发，严重影响了行业整体盈利能力。但如今，以京东方为代表的头部企业已达成"动态控产"的理性共识，取代了以往单纯追求市场份额的竞争逻辑。 新华财经上海12月5日电（谈瑞、周子涵）在本周A股市场整体震荡背景 ...

12月3日，京东方披露最新投资者活动记录表。文件主要内容为回答投资者提问，具体情况如下： 2. 公司如何看待OLED产品结构情况？ 答：下半年折叠产品出货量预计回落，海外品牌LTPO需求占比进一步提升，低端Ramless产品出 货量快速增长，国内OLED市场竞争日趋激烈，产品结构带来短期经营压力。 未来，公司将不断强化技术能力，持续推动产品结构的优化，改善经营业绩。 1.公司如何看待LCD产线稼动率情况及产品价格趋势？ 答：回顾今年，年初TV产品出货受国补、抢出口刺激需求前移，全年出货量、出货面积均有望实 现增长；但受新兴市场需求带动中小尺寸TV产品出货量提升影响，大尺寸化趋势阶段性放缓。IT 产品受换机需求带动，全年出货量有望实现较快增长，MNT产品出货量预计同比持平。 展望未来，IT产品和TV产品需求有望分别受益于换机周期和AI赋能与体育赛事需求拉动。 12月， 因备货需求的释放，根据咨询机构预测，行业有望实现较高的稼动率水平，产品价格有望企稳回 升 。 【集邦Display显示产业交流群】 图片来源：京东方 3. 公司未来的折旧趋势如何？ 答：截至目前公司三条第六代柔性OLED产线已全部完成转固，成都第 ...

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2025-032 | 投资者关系活动类别 | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 国联基金：郑玲、戎凯、杨大志 | | 时间 | 2025 年 12 月 2 日 | | 地点 | 京东方核心能力大楼 | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | 罗文捷 证券事务代表 | | | 于含悦 董事会秘书室工作人员 讨论的主要内容为回答投资者提问，问答情况如下： | | | 1、公司如何看待 LCD 产线稼动率情况及产品价格趋势？ | | | 答：回顾今年，年初 TV 产品出货受国补、抢出口刺激需 | | | 求前移，全年出货量、出货面积均有望实现增长；但受新兴市 | | 投资者关系活动主要内 | 场需求带动中小尺寸 TV 产品出货量提升影响，大尺寸化趋势 | | 容介绍 | 阶段性放缓。 | | | IT 产品受换机需求带动，全年出货量有望实现较快增长， | | | ...