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 | | ...

Group 1 - The company anticipates a strong demand for LCD TV products as brands prepare for the upcoming Spring Festival, leading to increased shipment volumes. The industry is maintaining a "production on demand" strategy, with overall utilization rates remaining high. Prices for mainstream TV products are expected to rise in January 2026, with further increases anticipated in February [1][2]. Group 2 - AMOLED technology is becoming a key choice for high-end IT products due to its high picture quality and lightweight characteristics. The company's 8.6-generation AMOLED production line was successfully lit up five months ahead of schedule on December 30, 2025, marking a significant breakthrough in mid-size OLED technology development. Mass production is expected to begin in the second half of 2026, enhancing the company's competitiveness in the display industry [2]. Group 3 - The company is advancing its innovative business under the "N-th curve" theory, focusing on perovskite photovoltaics and glass-based packaging substrates. Leveraging its long-term experience in the display industry, the company is effectively supporting the research and production of perovskite solar cells. The construction of a pilot line for large glass substrates has been completed, and these innovative businesses are expected to drive future growth [3]. Group 4 - The company expects a decrease in depreciation of existing production lines, with capital expenditures peaking in 2025. From 2027 onwards, a significant reduction in capital expenditures is anticipated [4].