BOE(SZ:000725)2025-12-08 00:34Group 1: Market Trends and Product Demand - The company anticipates growth in TV product shipments due to government subsidies and export demand, with overall shipment volume and area expected to increase for the year [1] - IT product demand is expected to benefit from replacement cycles, with a forecast of rapid growth in shipment volume, while MNT product shipments are projected to remain flat year-on-year [2] Group 2: OLED Product Structure and Competition - The company expects a decline in shipments of foldable OLED products in the second half of the year, with an increasing demand share for overseas LTPO products and rapid growth in low-end Ramless products, leading to intensified competition in the domestic OLED market [3] Group 3: Depreciation Trends - The company has completed the solidification of three sixth-generation flexible OLED production lines, with depreciation expected to peak in 2025 as new production lines are gradually solidified based on ramp-up conditions [4] Group 4: Minority Shareholder Buyback Plans - With a decrease in capital expenditure and improved cash flow, the company plans to repurchase minority shareholder equity based on operational and cash flow conditions, with specific progress to be announced in company announcements [5] Group 5: Innovation and New Business Developments - The company is implementing its "N Curve" strategy, focusing on innovative business areas such as perovskite photovoltaics, glass-based packaging substrates, and robotics, leveraging its long-term capabilities in the display industry [6][7]