BOE(SZ:000725)2024-07-09 10:27Group 1: LCD Product Pricing and Market Trends - LCD panel prices saw a narrowing increase in May, with stability in June; desktop monitor prices began to rise in May and continued slight increases in June [1] - LCD industry utilization rates remained high in March and April, but showed a slight decline in May and June due to reduced downstream brand inventory needs [1] Group 2: AMOLED Production Line Investment - The company announced the investment in the 8.6 generation AMOLED production line in November 2023, with groundbreaking completed in March 2024, aiming for mass production by the end of 2026 [2] - This investment is based on the company's long-term cooperation with major global brands and aims to enhance competitiveness in the high-end market [2] Group 3: Depreciation and Cost Competitiveness - The company's depreciation amount for 2023 is approximately 35 billion yuan, with an expected increase in 2024 [2] - As several LCD production lines reach the end of their depreciation period, the cost competitiveness of LCD products is expected to improve [2] Group 4: LCD IT Sector Developments - The company has established a leading advantage in the LCD IT sector, focusing on high-refresh-rate, ultra-high-definition, and curved products to meet diverse customer needs [3] - Continuous advancements in oxide technology have led to improvements in resolution, refresh rate, power consumption, and other key metrics [3] Group 5: AI Technology Integration - The introduction of AI PC concepts is expected to drive demand for IT products, enhancing user experience [3] - The company's oxide technology features low power consumption and high resolution, aligning well with the needs of AI PC display technology [3]