Core Insights - The BOE Global Innovation Partner Conference 2025 was held in Beijing, focusing on the theme "AI Renewal in Screen IoT" [1] - BOE's Chairman Chen Yanshun emphasized the dual explosion of AI technology and industry penetration over the past year, further elaborating on the "N Curve" theory which guides enterprises through cycles and self-evolution [1][2] - The company aims to establish itself as a benchmark for "AI+" applications, leveraging AI to empower high-quality industry development [1] Group 1: Strategic Development - BOE's sustainable development strategy includes six pillars: open innovation, environmental sustainability, win-win ecology, people-oriented approach, ethical management, and future benefits [1][2] - The "ONE" sustainable development brand aims to create an organic system driven by open innovation and sustainable value creation [2] - The AI factory, driven by next-generation AI, focuses on six application areas to enhance operational efficiency and manufacturing processes [2] Group 2: Technological Innovation - The Blue Whale Display Model is designed for the display industry, featuring high precision and strong reasoning capabilities, providing intelligent solutions across various business sectors [3] - The conference showcased numerous AI applications, including digital hosts, AI simultaneous translation, inspection robots, and immersive VR experiences, highlighting BOE's capabilities in AI technology [3] - BOE integrates sustainable development into all aspects of the conference, promoting green development within the industry ecosystem [3][4] Group 3: Industry Collaboration - BOE launched a joint sustainable development initiative with partners like Hisense, Meta, and Lenovo, emphasizing collaboration for ecological win-win outcomes [4] - The conference featured over 200 cutting-edge display technologies and numerous new products, showcasing innovations in fields such as the metaverse and smart transportation [4]

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]

Core Viewpoint - BOE (京东方) is leveraging AI technology to drive innovation and transformation across its operations, aiming to establish itself as a leader in the "screen and IoT" strategy while enhancing high-quality development in various industries [1][2][4]. Group 1: AI Development and Investment - BOE plans to allocate 0.5% of its revenue annually towards AI research and development, with a total investment of 500 billion yuan over the next three years [2][3]. - The company has established a robotics team focused on developing and manufacturing robots for factory scenarios [2]. Group 2: AI Factory and Applications - The newly launched AI factory by BOE integrates advanced AI technologies across six key operational areas, enhancing overall production efficiency [3]. - BOE's "Blue Whale Display Model" is designed for the display industry, featuring high precision and strong reasoning capabilities, providing intelligent solutions across manufacturing, product services, and enterprise operations [3]. Group 3: "N Curve" Theory and Strategic Focus - The "N Curve" theory has been redefined to emphasize the combination of human intelligence and AI capabilities as the driving force for new growth opportunities [4][5]. - BOE is focusing on four innovative directions: glass-based products, perovskite photovoltaic devices, large-scale integrated intelligent manufacturing, and supply chain enhancement [7]. Group 4: Business Performance and Innovation - BOE has achieved significant milestones in its traditional display business, including the mass production of the 6th generation LTPS/LTPO LCD production line and advancements in OLED and other technologies [6]. - The company’s innovative business segment has consistently surpassed 50 billion yuan in revenue, indicating robust growth [6].

Core Viewpoint - BOE (京东方) is leveraging AI technology to transform its operations and drive high-quality development across various industries, establishing itself as a leader in the "screen and IoT" strategy [1][4]. Group 1: AI Development and Investment - BOE plans to allocate 0.5% of its revenue annually towards AI research and development, with a total investment of 500 billion yuan over the next three years [4][6]. - The company has established a robotics team focused on developing and manufacturing robots for factory settings [4]. Group 2: AI Factory and Applications - The newly launched AI factory utilizes advanced AI to enhance production planning, material supply, manufacturing, quality management, energy optimization, and environmental safety [6]. - BOE's AI applications include an AI defect management system and an AI yield management system, which have significantly improved efficiency and accuracy in production [9][10]. Group 3: Innovation and Growth Strategy - The "N Curve" theory proposed by BOE emphasizes the integration of AI technology to drive deep transformations across the entire industry chain [7][10]. - The company is focusing on four innovative directions: glass-based innovations, perovskite photovoltaic devices, large-scale integrated intelligent manufacturing, and supply chain upgrades [11]. Group 4: Market Position and Future Outlook - BOE's innovative business has achieved a revenue scale exceeding 50 billion yuan, maintaining a rapid growth momentum [10]. - The company aims to respond to new technologies and consumer trends while actively promoting its "screen and IoT" core strategy to enhance technological innovation and application development [11].