4、公司未来折旧和资本开支的趋势如何？ 答：目前，公司存量产线折旧持续减少，在建产线项目将 综合考虑爬坡情况进行分阶段转固，折旧金额在 2025 年达到 峰值。资本开支同样在 2025 年达到高峰，预计从 2027 年开始 有望大幅下降。 5、存储涨价对显示行业的影响？ 答：受存储涨价对消费电子冲击的影响，预计终端厂商与 面板厂商在部分产品类别将承受一定压力。分产品类别来看， 对笔记本电脑和智能手机终端需求有可能产生一定程度的影 响；综合考虑 TV 面积需求增长等因素，对电视终端需求影响 有限。 京东方科技集团股份有限公司 投资者关系活动记录表 编号：2026-006 | | √特定对象调研 □分析师会议 | | | | | --- | --- | --- | --- | --- | | | □媒体采访 □业绩说明会 | | | | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | □其他 | | | | | 参与单位名称 | 华夏基金：朱熠、张帆、王君正、刘心任、徐恒、史琰鹏 | | | | | 时间 | 2026 年 2 月 25 日 | | ...

聚焦成都"两会时间"，翻阅2025年的发展答卷，"很不平凡"成为最贴切的年度写照。 实现地区生产总值2.48万亿元、增长5.8%，经济运行回升向好；社会消费品零售总额增长5.5%，总量居副省级城市第1位，消费引擎强劲发力……这份成绩 单里，既有经济增长的硬核支撑，也有提振消费的务实行动，勾勒出成都高质量发展的清晰脉络。 GDP连跨6个千亿级台阶，这是"硬实力" 消费再跨1个千亿级台阶，这是"实举措" 创新成都的另一面，是烟火成都，消费可谓是其经济的基础盘。 作为"五中心五地"发展定位的重要组成，国际消费中心城市建设始终是成都高质量发展的核心发力点。 2025年，成都消费市场延续稳中有升、量质齐升的良好态势，社会消费品零售总额增长5.5%、总量居副省级城市第1位。这是自2023年跻身万亿级消费城市 以来，成都消费规模再跨1个千亿级台阶，消费能级实现持续跃升。 这一成绩的背后，是成都以系统思维推进国际消费中心城市建设的务实实践，一系列靶向施策的举措为消费增长注入强劲动能。 服务国省大局，成都努力担重任、挑大梁。 2025年，成都规上工业增加值同比增长7.0%，实现"高开高走"，成为经济回升向好的关键底气。 这一年 ...

▲领克汽车成都工厂 工业是实体经济的重要组成部分，也是经济稳定运行的"压舱石"。1月27日，红星新闻记者从成都市经信局市新经济委了解到，2025年成都工业 展现出强大韧性与内生动力，实现规模与效益同步提升，为成都建设全国先进制造业基地奠定了坚实基础。 据介绍，2025年全市规上工业增加值同比增长7.0%，实现"高开高走"。工业投资同比增长19.7%，高技术制造业投资增长23.4%。重点产业链表 现亮眼，人工智能、新型材料等10条制造业产业链营收实现两位数增长。1—11月份，规模以上工业企业营业收入、利润总额分别增长2.4%、 15.7%，工业营收连续跨越3个千亿级台阶。 推动产业集群能级持续跃升 国家级集群数量居副省级城市第二 前不久，工信部公布了2025年度（第四批）中小企业特色产业集群名单，成都共有3个集群新入选。着眼产业生态与梯队建设，成都推动产业集群能级持续 跃升，形成"国家队"与"特色群"协同发展的良好格局。 据介绍，目前成都已培育形成电子信息、装备制造2个万亿级产业集群，5个国家级先进制造业集群、8个国家级中小企业特色产业集群，国家级集群数量居 副省级城市第二。企业培育体系也持续完善，全年新增制造 ...

格隆汇1月23日｜京东方A在投资者关系活动中表示，公司第8.6代AMOLED生产线已于2025年12月30日 成功提前5个月点亮，标志着中尺寸OLED技术研发、工艺调试与量产准备取得关键性突破；该产线预 计于2026年下半年进入量产阶段，将更好匹配IT领域高端客户需求，强化公司在显示产业的整体竞争 力。 ...

Core Viewpoint - BOE has achieved a significant breakthrough in the research and development of medium-sized OLED technology with the successful lighting of its first product from the newly built 8.6-generation AMOLED production line in Chengdu, laying a solid foundation for future mass production and delivery [1] Investment and Production Capacity - The total investment for the new production line is 63 billion yuan, with a designed capacity of 32,000 glass substrates per month, focusing on high-end touch OLED displays for smart terminals such as laptops and tablets [1] - With the new production line, BOE will operate four AMOLED production lines, continuously enhancing its OLED production capacity [1] Technology and Efficiency - The production line utilizes FMM product technology compatible with flexible OLED and Hybrid OLED, offering significant advantages in yield, production efficiency, product quality, and luminous efficiency compared to other technological routes [1] - The adoption of low-temperature polycrystalline silicon oxide (LTPO) backplane technology and Tandem stacked light-emitting device preparation processes enables the OLED screens to achieve lower power consumption and longer lifespan, driving the iterative upgrade of downstream laptop and tablet products [1] Historical Context and Future Outlook - BOE has already established three 6th-generation flexible AMOLED production lines in Chengdu, Chongqing, and Mianyang, with a cumulative OLED display shipment exceeding 500 million units [1] - The successful lighting of this new production line and its planned mass production next year will further solidify BOE's position in the OLED market [1]

东北证券研报指出，BOE（京东方）中国日前首条第8.6代AMOLED生产线首款产品提前5个月成功点 亮。这是继该产线提前封顶后，项目建设的又一重大里程碑，标志着京东方在中尺寸OLED技术研发、 工艺调试与量产准备方面率先取得关键性突破，为后续产品量产交付奠定坚实基础。该产线采用兼容柔 性OLED与Hybrid OLED的FMM产品工艺，与其他技术路线相比，在良率、生产销量、成品品质和发光 效率上具有明显优势。据相关媒体披露，华硕、OPPO等消费电子厂商已经与BOE敲定首批B16订单， 预计B16将开创全球中尺寸OLED高端化全新里程碑。维持"买入"评级。 ...

Core Insights - The successful lighting of the first product from BOE's 8.6-generation AMOLED production line marks a significant breakthrough in China's high-generation AMOLED sector, expected to drive high-quality development in the regional new display industry [2][3] - The project, with a total investment of 63 billion yuan, is the largest single industrial project in Sichuan province, covering approximately 1,400 acres and designed to produce 32,000 glass substrates per month [2][3] Group 1: Project Overview - The BOE 8.6-generation AMOLED production line is set to achieve mass production by 2026, primarily focusing on high-end touch OLED displays for smart terminals such as laptops and tablets [2][3] - The project will directly promote the collaborative upgrade of over 200 upstream and downstream enterprises, enhancing local supply chain capabilities [3] Group 2: Industry Impact - The production line is expected to enable "Chengdu-made" flexible displays to capture over 20% of the global market and over 50% of the national market share, solidifying Chengdu High-tech Zone's core position in the new display industry [3] - The establishment of a comprehensive industrial ecosystem around leading projects like BOE's is part of Chengdu High-tech Zone's strategy to enhance local industry clusters [4] Group 3: Local Support and Infrastructure - Chengdu High-tech Zone has formed a dedicated service team to ensure the efficient progress of the BOE project, providing comprehensive support in utilities, logistics, and inter-departmental collaboration [2][3] - The region has seen an increase in local supply rates, with over 40 new display-related enterprises established, creating a closed-loop industrial chain from upstream materials to downstream applications [4]