京东方A(000725) - 2023年5月22日投资者关系活动记录表
BOEBOE(SZ:000725)2023-06-12 09:20

Group 1: Company Strategy and Development - BOE Technology Group has developed into a global leader in the display field and an innovative enterprise in the IoT sector, driven by deep industry cultivation and market insights [2] - The company has proposed a "Screen IoT" development strategy to leverage its core advantages and integrate more functions, aiming to create a digital era where "screen is the terminal" [2][3] - The "1+4+N+ ecosystem" business development framework includes "1" for semiconductor display, "4" for four main lines of IoT innovation, sensing, MLED, and smart medical engineering, and "N" for various IoT application scenarios [3] Group 2: Business Performance and Growth - In 2022, BOE maintained the global number one position in the shipment volume and area of semiconductor display products, with a nearly 20% global share in flexible OLED shipments [3][4] - The company's system solutions revenue grew by over 41% year-on-year in 2022, with similar growth rates for sensing and MLED businesses, and a 19% increase in smart medical engineering revenue [3] - The flexible AMOLED shipment volume reached nearly 80 million units in 2022, with a target of over 120 million units for 2023, despite short-term pressures from market competition [4]