Core Viewpoint - BOE and OnePlus jointly launched the world's first native 165Hz OLED high-refresh screen, named "Oriental Screen 3.0," which boasts a 37.5% increase in frame rate compared to the mainstream 120Hz screens [2]. Group 1: Product Features - The Oriental Screen 3.0 features a display capability of 1 nit at ultra-low brightness, ensuring consistent and accurate color and brightness in any scenario, promoting eye comfort [2]. - The screen utilizes a new X3 light-emitting material co-developed by OnePlus and BOE, enhancing display performance in terms of brightness, color deviation, power consumption, and lifespan [5]. - Compared to the previous generation, the Oriental Screen 3.0 has a lifespan increase of 30%, a power consumption reduction of 10%, and a 12% improvement in color accuracy reliability [5]. Group 2: Technological Innovations - The screen is equipped with the latest "Mingmou Eye Protection" technology, which supports hardware-level low brightness, low flicker, and low blue light, along with seven active AI eye protection features [5]. - The OnePlus 15 will be the first device to feature the Oriental Screen 3.0, powered by the Snapdragon 8 Gen 2 mobile platform and featuring a 1.15mm ultra-narrow bezel [6]. Group 3: Market Context - Lenovo's recently launched Moto Razr 60 Pro/Ultra also supports a 165Hz refresh rate, utilizing LTPO screens supplied by TCL Huaxing, indicating a competitive landscape in high-refresh-rate displays [7].

Core Viewpoint - Longteng Optoelectronics experienced a decline of 1.55% in stock price on October 14, with a trading volume of 31.24 million yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On October 14, Longteng Optoelectronics had a financing buy-in amount of 1.68 million yuan and a financing repayment of 2.44 million yuan, resulting in a net financing buy of -0.76 million yuan [1] - As of October 14, the total balance of margin trading for Longteng Optoelectronics was 64.81 million yuan, with the financing balance of 64.76 million yuan accounting for 0.51% of the circulating market value, which is above the 60th percentile level over the past year [1] - The company had no shares sold short on October 14, with a short selling balance of 0.05 million yuan, indicating a high level of short selling activity compared to the past year [1] Business Performance - As of June 30, Longteng Optoelectronics reported a total of 20,800 shareholders, a slight increase of 0.01% from the previous period, with an average of 160,287 circulating shares per shareholder, a decrease of 0.01% [2] - For the first half of 2025, the company achieved an operating income of 1.29 billion yuan, a year-on-year decrease of 27.91%, while the net profit attributable to shareholders was -121 million yuan, showing a year-on-year increase of 0.74% [2] Dividend and Shareholding Information - Longteng Optoelectronics has distributed a total of 159 million yuan in dividends since its A-share listing, with 33.33 million yuan distributed over the past three years [3] - As of June 30, 2025, the third-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 3.41 million shares, a decrease of 774,500 shares from the previous period [3] - The seventh-largest circulating shareholder, Bosera SSE STAR 50 ETF Fund, held 2.60 million shares, down by 132,600 shares, while the eighth-largest shareholder, STAR 100 ETF Fund, increased its holdings by 75,200 shares to 2.24 million shares [3]

Core Viewpoint - The company, Kunshan Longteng Optoelectronics Co., Ltd., is set to hold a half-year performance briefing on October 22, 2025, to discuss its operational results and financial status for the first half of 2025, following the release of its semi-annual report on August 27, 2025 [2][3]. Group 1: Meeting Details - The investor briefing will take place on October 22, 2025, from 16:00 to 17:00 [5][6]. - The meeting will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [5][6]. - Participants will include the company's Vice General Manager, Secretary of the Board, Chief Financial Officer, and other senior management [4]. Group 2: Investor Participation - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [4][5]. - A pre-question submission period is available from October 15 to October 21, 2025, allowing investors to submit questions via the Roadshow Center or the company's investor relations email [2][4]. - The company will address commonly asked questions during the briefing [3][4].

Core Viewpoint - The article discusses the launch of the vivo X300 and X300 Pro smartphones, highlighting their advanced display technology, camera capabilities, and pricing structure. Display Technology - The vivo X300 series features LTPO screens produced by BOE, supporting full brightness DC dimming and 2160Hz PWM dimming, with a peak brightness of 4500 nits and a minimum brightness of 1 nit [2] - The X300 has a 6.31-inch OLED display with a resolution of 2640×1216 and a refresh rate of 120Hz, while the X300 Pro has a 6.78-inch OLED display with a resolution of 2800×1260 [4] Performance and Hardware - Both models are powered by the Dimensity 9500 flagship platform and include vivo's V3+ imaging chip. The X300 features LPDDR5X memory and UFS 4.0 storage, while the X300 Pro introduces four-channel UFS 4.1 storage and advanced cooling technology [6] Camera Features - The X300 series debuts a 200MP sensor co-developed with Samsung and includes various camera configurations, such as a 50MP front camera and multiple rear cameras with advanced specifications [7] Pricing Structure - The pricing for the vivo X300 ranges from 4399 yuan for the 12GB+256GB model to 5799 yuan for the 16GB+1TB model [8] - The vivo X300 Pro is priced from 5299 yuan for the 12GB+256GB model to 8299 yuan for the 16GB+1TB photographer's kit [9]

Group 1 - The core point of the article is that BOE Technology Group Co., Ltd. (京东方Ａ) has filed an international patent application for a new technology related to display panels and temperature measurement methods, indicating ongoing innovation efforts [1] - The patent application number is PCT/CN2025/080702, with an international publication date set for October 9, 2025 [1] - In 2023, BOE has filed a total of 828 international patent applications, representing an increase of 8.52% compared to the same period last year [3] Group 2 - The company invested 6.046 billion yuan in research and development in the first half of 2023, which is a year-on-year increase of 4.13% [3]

Core Insights - BOE Technology Group Co., Ltd. (京东方Ａ) has filed an international patent application titled "Splicing Display Module and Display Device" with application number PCT/CN2025/084806, which is set to be published internationally on October 9, 2025 [1] Group 1: Patent Information - The company has announced a total of 828 international patent applications this year, representing an increase of 8.52% compared to the same period last year [4] - The recent patent application is part of the company's ongoing innovation efforts in the display technology sector [1] Group 2: R&D Investment - In the first half of 2025, the company invested 6.046 billion yuan in research and development, which is a year-on-year increase of 4.13% [4]

Group 1 - The core point of the article highlights that BOE Technology Group has increased its international patent applications to 828 this year, representing an 8.52% increase compared to the same period last year [3] - The company invested 6.046 billion yuan in research and development in the first half of the year, which is a 4.13% year-on-year increase [3]

Core Viewpoint - The OLED industry is experiencing rapid development in both upstream and downstream supply chains, with significant investments exceeding 13.4 billion RMB in various projects during the first three quarters of 2025, focusing on materials, equipment, and key components [2][13]. Investment Projects Overview - Numerous OLED supply chain projects have entered the stages of signing, construction, or production, with a total investment exceeding 13.4 billion RMB [2]. - Key areas of investment include materials, equipment, and mask plates, highlighting the collaborative development and vertical integration within the industry [13]. Materials Sector - The materials sector has seen a surge in project activity, particularly in optical films, structural/barrier materials, and process consumables [4]. - Notable projects include: - Nitto Denko's 2 billion RMB OLED polarizer production base, which commenced production in September [6]. - Wida Optoelectronics' 499 million RMB project for dye-based polarizers, currently in equipment installation [6]. - Hongmao Optoelectronics' 2.2 billion RMB high-end polarizer project, expected to produce 24.6 million square meters annually [6][7]. Equipment Sector - Domestic equipment for OLED production is being delivered as the construction of 8.6-generation AMOLED panel lines progresses [11]. - Key equipment projects include: - Aolai's delivery of the first batch of 8.6-generation linear evaporation source equipment to BOE [11]. - Huaxing's development of the first domestic G8.6 AMOLED touch screen detection equipment [11]. - Jiazhi's delivery of the first 8.6-generation OLED De-mura equipment [11]. Mask Plates Sector - The mask plate sector has also seen significant project advancements: - Lu Wei Optoelectronics' 2 billion RMB high-precision mask project, which will establish 11 high-end mask production lines [10]. - Quanyan Optoelectronics' G8.6 metal mask project, with an expected annual output value of 600 million RMB upon completion [10]. - Qingyi Optoelectronics' high-precision mask production base, with a total investment of 2 billion RMB [10]. Conclusion - The OLED industry is transitioning from merely expanding panel production capacity to systematically constructing and strengthening the entire supply chain ecosystem, with capital flowing into core materials, mask plates, and equipment [13].

Core Viewpoint - The company is focusing on its display business while actively exploring non-display application technologies based on panel processes and TFT driving technology [1] Group 1 - The company has technical reserves in flexible oxide active muscle electrical sensing technology [1] - The company will continue to closely monitor the development and application of this technology [1]

Core Viewpoint - The company, Deep Tianma A (000050.SZ), is focusing on its display business while actively exploring non-display application technologies based on panel processes and TFT driving technology [1] Group 1: Company Focus - The company is concentrating on its core display business [1] - It is also making strategic investments in non-display application technologies [1] Group 2: Technological Development - The company has developed technical reserves in flexible oxide active muscle electrical sensing [1] - It will continue to closely monitor the development and application of this technology [1]