Core Viewpoint - BOE Technology Group reported strong financial performance in the first half of 2025, with revenue of 101.28 billion yuan, a year-on-year increase of 8.45%, and a net profit attributable to shareholders of 3.25 billion yuan, up 42.15%, reflecting its strategic focus on "screen-based IoT" and high-quality development [1][5]. Group 1: Display Industry Performance - BOE maintained its leading position in the global display industry, ranking first in shipment volume across five major applications: smartphones, tablets, laptops, monitors, and TVs [1]. - The company launched its sixth-generation semiconductor display production line in May 2025, marking a transition from construction to operational phase [1]. Group 2: Flexible Display and Sensor Business - In the flexible display sector, BOE introduced various high-end solutions such as foldable and rollable screens, while also expanding into automotive and IT applications [2]. - The sensor business saw significant growth, with revenue increasing by 36.8% year-on-year, driven by successful product launches and partnerships [2]. Group 3: MLED and Smart Medical Services - The MLED business experienced explosive growth, with backlight device revenue rising by 144% year-on-year, focusing on TV, automotive, and gaming markets [3]. - In the smart medical sector, BOE's hospitals reported 688,000 outpatient visits and 33,000 discharges, showcasing enhanced medical service capabilities [3]. Group 4: Diverse Sector Development - BOE's "1+4+N+ ecosystem" strategy has yielded significant results across various sectors, including automotive displays, digital cultural tourism, and energy solutions [4]. - The company is investing in solar power stations, achieving a reduction of approximately 400,000 tons of CO2 emissions [4]. Group 5: Future Strategy - Looking ahead, BOE plans to continue its market-oriented, international, and professional development path, focusing on innovation and sustainable growth in the semiconductor display and IoT industries [5].

Core Viewpoint - Beijing BOE Sensor Technology Co., Ltd. has increased its registered capital from approximately 4.786 billion RMB to about 5.779 billion RMB, indicating a capital increase of nearly 1 billion RMB, which reflects the company's commitment to expanding its sensor business [1]. Group 1: Business Overview - Beijing BOE Sensor focuses on sensor devices and solutions in various fields, including medical biology, smart windows, industrial sensors, and consumer electronics [2]. - The medical sector has seen the application of BOE's X-ray flat panel detector backplane products in medical device companies across Europe, the United States, Japan, and South Korea [2]. - Smart windows leverage display and sensing technology innovations to provide sensor devices and solutions for transportation and construction sectors [2]. - Industrial sensors are applicable in industries such as 3C electronics, semiconductors, logistics, transportation, new energy, pharmaceuticals, food, and automotive [2]. Group 2: Financial Performance - In 2024, the revenue from BOE's sensor business reached 386 million RMB, accounting for 0.19% of the company's total revenue [3]. - The company has deepened cooperation with key clients in the FPXD field, resulting in a year-on-year increase in sales [3]. - Revenue from smart windows has doubled year-on-year, with the successful launch of flexible LC smart light curtains and intelligent dimming for flagship models of core customers in passenger vehicles [3]. - The Suzhou sensor division has successfully onboarded several leading clients in the photovoltaic and lithium battery industries [3]. - MEMS technology is focusing on the pressure sensor field, promoting productization and expanding into new application scenarios with multiple products [3].