Core Viewpoint - BOE (京东方) is leveraging AI technology to drive innovation and transformation across its operations, aiming to establish itself as a leader in the "screen and IoT" strategy while enhancing high-quality development in various industries [1][2][4]. Group 1: AI Development and Investment - BOE plans to allocate 0.5% of its revenue annually towards AI research and development, with a total investment of 500 billion yuan over the next three years [2][3]. - The company has established a robotics team focused on developing and manufacturing robots for factory scenarios [2]. Group 2: AI Factory and Applications - The newly launched AI factory by BOE integrates advanced AI technologies across six key operational areas, enhancing overall production efficiency [3]. - BOE's "Blue Whale Display Model" is designed for the display industry, featuring high precision and strong reasoning capabilities, providing intelligent solutions across manufacturing, product services, and enterprise operations [3]. Group 3: "N Curve" Theory and Strategic Focus - The "N Curve" theory has been redefined to emphasize the combination of human intelligence and AI capabilities as the driving force for new growth opportunities [4][5]. - BOE is focusing on four innovative directions: glass-based products, perovskite photovoltaic devices, large-scale integrated intelligent manufacturing, and supply chain enhancement [7]. Group 4: Business Performance and Innovation - BOE has achieved significant milestones in its traditional display business, including the mass production of the 6th generation LTPS/LTPO LCD production line and advancements in OLED and other technologies [6]. - The company’s innovative business segment has consistently surpassed 50 billion yuan in revenue, indicating robust growth [6].

Core Viewpoint - BOE (京东方) is leveraging AI technology to transform its operations and drive high-quality development across various industries, establishing itself as a leader in the "screen and IoT" strategy [1][4]. Group 1: AI Development and Investment - BOE plans to allocate 0.5% of its revenue annually towards AI research and development, with a total investment of 500 billion yuan over the next three years [4][6]. - The company has established a robotics team focused on developing and manufacturing robots for factory settings [4]. Group 2: AI Factory and Applications - The newly launched AI factory utilizes advanced AI to enhance production planning, material supply, manufacturing, quality management, energy optimization, and environmental safety [6]. - BOE's AI applications include an AI defect management system and an AI yield management system, which have significantly improved efficiency and accuracy in production [9][10]. Group 3: Innovation and Growth Strategy - The "N Curve" theory proposed by BOE emphasizes the integration of AI technology to drive deep transformations across the entire industry chain [7][10]. - The company is focusing on four innovative directions: glass-based innovations, perovskite photovoltaic devices, large-scale integrated intelligent manufacturing, and supply chain upgrades [11]. Group 4: Market Position and Future Outlook - BOE's innovative business has achieved a revenue scale exceeding 50 billion yuan, maintaining a rapid growth momentum [10]. - The company aims to respond to new technologies and consumer trends while actively promoting its "screen and IoT" core strategy to enhance technological innovation and application development [11].

9月11日，以"屏之物联AI焕新"为主题的京东方全球创新伙伴大会2025（以下简称"本届IPC大会"）在北 京中关村国际创新中心开幕。 值得关注的是，在本届IPC大会上京东方科技集团股份有限公司（以下简称"京东方"）深刻解读了企业 战略升维"第N曲线"理论内涵。京东方董事长陈炎顺、京东方首席执行官冯强联合上下游生态合作伙伴 及外部行业专家共同发布可持续发展联合倡议，为行业绿色转型注入全新动能。 此外，京东方还联合创维、联想、红魔、Eink等十余家知名品牌，在现场展示了多款搭载京东方智能终 端产品，体现产业价值创新生态。 陈炎顺在"屏之物联AI焕新"主题演讲中表示，过去的一年，AI迎来了技术跃迁与产业渗透的双重爆发。 在AI赋能持续深化的趋势下，京东方进一步阐释了"第N曲线"的深层内涵："第N曲线"理论是指导企业 穿越周期、跳出企业兴衰命运的普适规律，是基于企业核心优势，并与市场机遇契合的自我进化系统， 是企业不断进取，迭代增长，实现生态化发展的必由之路。 （文章来源：证券日报） 在"第N曲线"指导下，京东方"屏之物联"战略发展体系日益完善，为企业穿越周期、高质量发展指明航 向。 陈炎顺还发布了集团可持续发展战 ...