Group 1 - The core viewpoint of the article highlights the current business status of BOE in the LCD, AMOLED, perovskite, and glass-based semiconductor sectors, emphasizing the company's proactive adjustments in production to meet market demands [1][3] Group 2 - In the LCD industry, BOE indicated that the average operating rate is expected to recover to over 80% by Q1 2025, following a decline in Q2 due to cooling terminal demand [1] - The company plans to continue flexible adjustments in production lines in Q3, adhering to a "demand-driven production" strategy to navigate fluctuations in international trade and policy effects [1] Group 3 - In the flexible AMOLED sector, BOE has achieved full coverage of top mobile brands, with a rapid increase in the proportion of high-end products such as LTPO and foldable displays [1] - The Chengdu 8.6-generation AMOLED production line commenced operations four months ahead of schedule on May 20 [1] Group 4 - In addition to its main display business, BOE's perovskite pilot line produced the industry's first 2.4m×1.2m photovoltaic cell sample with leading conversion efficiency in 2024 [3] - The company has also delivered high aspect ratio board-level samples using glass-based packaging technology [3] Group 5 - Financially, BOE expects a depreciation expense of approximately 38 billion yuan in 2024, continuing to increase due to the completion of three 6th generation AMOLED production lines [3] - The company anticipates that depreciation will peak in 2025, leading to improved operational efficiency and profitability as new projects stabilize and mature production lines finish depreciation [3] Group 6 - Looking ahead, BOE's capital expenditure will focus on the "screen IoT" strategy, concentrating on the semiconductor display business while extending into four high-potential areas: IoT innovation, sensing, MLED, and smart medical engineering [3]