本报讯 （记者向炎涛）10月30日，京东方科技集团股份有限公司（以下简称"京东方"）发布2025年第 三季度报告，前三季度公司实现营业收入1545.48亿元，同比增长7.53%；归属于上市公司股东净利润 46.01亿元，同比增长39.03%。其中，第三季度实现营业收入532.70亿元，同比增长5.81%；归属于上市 公司股东净利润13.55亿元，同比增长32.07%。 在"第N曲线"理论指导下，京东方持续深化"屏之物联"发展战略，推动传统业务与创新生态同频共振， 实现从技术领先向可持续引领的跨越式升级。 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。N曲线 中的钙钛矿光伏业务，光伏组件效率不断攀升，中试线刚性及柔性分别突破18.6%、15.1%。N业务中的 车载领域，京东方精电越南车载显示基地首个全流程产品成功点亮。 京东方以AI技术为核心驱动力，推动全产业链深度变革。2025年第三季度，京东方在行业内率先发布 AI工厂，首批规划的AI工厂已在生产计划、物料供应、生产制造、品质管理、能源优化、环境安全等 场景实现质效全面提升。同时，京东方已在智能排产、市场洞察、 ...

Core Viewpoint - The 2025 BOE Global Innovation Partner Conference highlighted BOE's leadership in the display industry with the launch of the Blue Whale Display Model, showcasing its advanced capabilities and broad application prospects [1] Group 1: Blue Whale Display Model Features - The Blue Whale Display Model is characterized by multimodal, multi-scenario, high precision, and strong reasoning capabilities, acting as a "smart brain" for the display industry [1] - It is built on high-quality datasets, high-performance intelligent computing platforms, and a comprehensive AI security system [1] Group 2: Manufacturing Sector Impact - The upgraded Blue Whale Display Industrial Model covers key areas such as production planning, material supply, manufacturing, quality management, energy optimization, and environmental safety, facilitating the implementation of AI factories [2] - The model has introduced a visual reasoning-based intelligent defect handling technology, achieving a full-loop AI execution from defect detection to repair operations, significantly enhancing production efficiency [2] Group 3: Product Service Enhancements - The newly launched Blue Whale Display Port Model offers unique advantages across various product scenarios, enhancing user interaction through deep understanding and analysis of user needs [2] - It provides precise data support and innovative ideas in display R&D, including material research, simulation design, and process innovation, pushing product development to higher levels [2] Group 4: Operational Efficiency and Strategic Insights - The Blue Whale Display Operation Model aids in strategic planning, operational analysis, business processes, and risk management, enabling BOE to accurately perceive industry trends and adjust strategies accordingly [3] - It enhances operational efficiency by analyzing real-time business data and provides early warnings for potential risks, supporting stable corporate development [3] Group 5: Vision and Industry Leadership - The Blue Whale Display Model embodies BOE's vision of becoming "the most respected great enterprise on Earth," reinforcing its position as a global leader in semiconductor displays [3] - It continuously injects intelligent momentum into the high-quality development of the display industry, leading the sector towards a new phase of intelligent development [3]

近日，京东方在以"屏之物联 AI焕新"为主题的BOE（京东方）全球创新伙伴大会2025（BOE IPC 2025）上发布AI工厂、京东方蓝鲸显示大模型等多款AI创新应用，并宣布将营收的0.5%用于AI研发， 未来三年将支出采购资金5000亿元，推动产业链技术突破和产业升级。 视频策划：郝菁、张舵 AI创新应用带来哪些改变？AI如何赋能京东方可持续发展？记者采访了京东方董事长陈炎顺，带你现 场一探究竟。 记者：刘玉龙 视频剪辑：陈兆国 ...

Group 1 - BOE (京东方) held the BOE Global Innovation Partner Conference 2025 with the theme "Screen IoT AI Renewal" [1] - The company introduced several AI innovations, including AI factories and the BOE Blue Whale Display Model [1] - BOE announced that it will allocate 0.5% of its revenue for AI research and development [1] Group 2 - Over the next three years, BOE plans to invest 500 billion yuan in procurement to drive technological breakthroughs and industry upgrades [1] - The interview with BOE Chairman Chen Yanshun explored how AI innovations will impact the company's sustainable development [1]

Group 1 - BOE plans to invest 50 billion yuan in R&D and 500 billion yuan in procurement over the next three years to support technological breakthroughs and industry upgrades [1][6] - The Chinese display industry has transitioned from a period of significant fluctuations to a weak cycle of minor adjustments, prompting companies to adapt to market changes and leverage new technologies [1][4] - AI is integrated into BOE's overall development strategy, with a commitment to allocate 0.5% of revenue for AI R&D [4][6] Group 2 - The "N Curve" theory proposed by BOE aims to identify new growth points amid fluctuating cycles, emphasizing the dual explosion of technological leaps and industry penetration driven by AI [4][5] - AI's integration into manufacturing processes is expected to reduce testing costs, shorten R&D cycles, and enhance product quality through automated detection systems [5][6] - BOE has invested over 40 billion yuan in R&D and 370 billion yuan in procurement over the past three years, with over 250 collaborative projects launched [6][7] Group 3 - The company plans to establish marketing and R&D institutions globally to explore market opportunities and strengthen its international service capabilities [7] - The focus on AI is not just an internal initiative but also involves collaboration with numerous partners to drive industry transformation [7] - The projected annual investment in AI, based on 2024 revenue of 198.38 billion yuan, will be approximately 1 billion yuan [7]

Group 1 - The core strategy of BOE is the "Screen IoT" development system and sustainable development strategy, with a planned investment of 500 billion yuan in R&D and 5000 billion yuan in procurement over the next three years [2][6] - In the first half of 2025, BOE reported a revenue of 101.278 billion yuan, an increase of 8.45% year-on-year, and a net profit attributable to shareholders of 3.247 billion yuan, up 42.15% year-on-year [2][6] Group 2 - BOE is leveraging AI technology to enhance production efficiency and management models, establishing itself as a benchmark for "AI+" applications in the industry [3][4] - The company has launched its first AI factories, focusing on six application areas: production planning, material supply, manufacturing, quality management, energy optimization, and environmental safety [3][4] Group 3 - At the IPC conference, BOE showcased over 200 cutting-edge display technologies and collaborated with more than 20 ecosystem partners to present new products [5] - The company has established six strategic pillars for sustainable development, including open innovation, environmental sustainability, and win-win ecology [5] Group 4 - BOE maintains an operating cash flow of approximately 50 to 60 billion yuan annually, with capital expenditures and depreciation expected to peak in 2025 [6] - Since 2015, BOE has implemented cash dividends for ten consecutive years, with a total amount of nearly 22 billion yuan, and plans to distribute at least 35% of net profit as cash dividends annually [6][7]