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 - BOE Technology Group achieved a net profit attributable to shareholders of 3.247 billion yuan in the first half of the year, representing a year-on-year increase of 42.15% [1] Financial Performance - In Q2 2025, the company reported a net profit of 1.633 billion yuan, which is a year-on-year increase of 25.58% and a quarter-on-quarter increase of 1.17% [1] Market Position - As of mid-2025, BOE maintained the highest shipment volume globally in five major application areas: smartphones, tablets, laptops, monitors, and televisions [1] Product Development - The company is focusing on high-end LCD solutions, particularly in the large-size display sector, and has empowered several leading global TV manufacturers such as Skyworth [1] - In the flexible display sector, BOE is actively developing high-end markets with products like foldable screens, rollable screens, and full-screen solutions, while also advancing its high-end LTPO technology [1] Shareholder Returns - BOE has been committed to returning value to shareholders through dividends and share buybacks, having repurchased 86.72 million A-shares for a total amount of 349 million yuan (excluding transaction fees) as of July 31, 2025 [1]

撰文 / 郑 浩 钧 设计 / 师 超 当大语言模型带来了更优秀的语音交互后，车载显示系统也走到了变革的时间点。 在刚刚结束的CES 2025上，京东方、TCL华星、天马等显示技术厂商都展出了其在汽车显示领域的最新成果，最大的亮点是各类HUD产品。 其中，京东方展出的智能座舱中采用44.8英寸PHUD（全景抬头显示）贯穿式大屏，可实现9k分辨率、7000nits峰值亮度。 TCL华星展出的11.98英寸P-HUD抬头显示屏用3块LCD投影显示取代传统仪表盘，出屏亮度达11,000nits，单屏功耗仅15W；其3D AR-HUD PGU采用5.5 英寸LCD显示屏，能够实现裸眼3D效果，产品总成体积仅不到12L。 天马微电子自主研发的IRIS HUD，可将成像投影至车辆风挡底部边缘，拥有从A柱到A柱的超宽画幅显示能力；现代摩比斯也首次公开展示与蔡司合作 的全息宽幅挡风玻璃显示器。 在HUD之外，上述厂商还在CES 2025上拿出了新一代车载折叠屏、滑卷屏、超宽屏等产品。 在柔性OLED领域，京东方展出了当前最大的拼接滑卷车载显示屏，能够灵活地在31.6英寸至17.6英寸之间切换。同时，京东方还全球首发了集电动折 ...