000725 Boe Technology Group
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Boe Technology Group News
Why is a large Middle Eastern financial consortium buying assets in China?
Traveling back and forth.
China Galaxy Securities: Panel industry continues to decline, while AMOLED phones are in high demand.
The promotion performance of the panel industry fell short of expectations, and the terminal demand was slightly weak, but the large size of TV panels and the increase in the penetration rate of AMOLED mobile phones continue to be the main driving force for the industry's development.
BOE Se Convierte En La Primera Empresa Tecnológica China En Apoyar El IDSSD
Express News | BOE Signs Partnership Agreement With Unesco to Be the First Chinese Tech Company in Support of the Idssd
LGD's Guangzhou factory trade may land, and the consolidation of the panel industry is accelerating. It is expected that the voice of Chinese-funded manufacturers will be further enhanced.
Recently, it has been rumored in the market that the sale of LGD Guangzhou factory has entered the sprint stage. According to the Korean media ETNews, the buyer's due diligence for the project has been completed, and the two parties involved in the transaction have entered the negotiation stage of bargaining and trading terms. All three companies participating in the acquisition are mainland Chinese manufacturers, and the relevant transactions are accelerating. Market analysts believe that although the identity of the final buyer has not been confirmed yet, it is basically certain to be a mainland Chinese manufacturer; the production capacity of LGD Guangzhou factory is considerable, and the sale of this project means that LGD and other Korean enterprises will completely withdraw from the LCD field and accelerate the further integration of global LCD production capacity into mainland Chinese manufacturers.
Investors Still Waiting For A Pull Back In BOE Technology Group Company Limited (SZSE:000725)
Lixiaoxing, Silver Fund's heavy stock changes significantly in the second quarter, increasing military industry, electronics, green energy, etc.
The second quarterly report of the Silverflower Heartwarming Fund managed by well-known fund manager Li Xiaoxing shows that as of the end of the second quarter of 2024, the fund's stock position was 92.39%, a decrease of 1.41 percentage points from the end of the first quarter.
In May and June, the LCD industry utilization rate of jd.com A (000725.SZ) decreased slightly.
On July 18th, BOE Technology Group Co. Ltd. (000725.SZ) stated in an investor relations activity that according to consulting agency data analysis, in March and April, due to downstream brand factory stocking demand, the LCD utilization rate, especially the TV utilization rate, remained at a high level; with the decline of phase-out stocking demand, the LCD industry utilization rate had a small decline in May and June. In the third quarter, it is expected that the industry will continue to operate with the "production on demand" strategy to maintain the healthy development of the industry.
JD.com (000725.SZ): Prices of some laptop products have slightly increased since late April, continuing to rise slightly in June.
On July 18th, Glon Hui reported that JD.com's product prices have shown a narrow increase in May's LCD TV panel prices according to consulting agencies and analysis. In June, the prices remain stable at a high level. Desktop monitors have increased in price partially since March and continue to slightly increase in price in June. Some laptop products have slightly increased since late April and continue to slightly increase in price in June.
BOE Technology Group (000725.SZ): Has applied artificial intelligence technology in many fields.
On July 15th, Glonhui reported that BOE Technology Group (000725.SZ) on the investor interaction platform stated that the company attaches great importance to artificial intelligence technology and adheres to the route of integration with the industry's development. The company has already applied artificial intelligence technology in many fields. In the field of semiconductor display, the company has launched a large model of display industry, covering multiple industrial subdivision business sectors. The first phase results have been put in place first. The "Defect Detection Vision Large Model Technology Scheme" aimed at improving quality control has been running steadily in BOE Technology's Lighthouse Factory, and the application case of the large model has been successfully selected by the China Artificial Intelligence Industry Development Union.
Boe Technology Group: 2024 Interim Performance Forecast
Boe Technology Group (000725.SZ): net income in the first half of the year is expected to increase by 185%-213%.
BOE Technology Group (000725.SZ) released its 2024 interim performance forecast on July 12th, with anticipated net income of 2.1-2.3 billion yuan belonging to the company's shareholders, an increase of 185%-213% compared to the same period of the previous year. Net income excluding non-recurring gains and losses is expected to be between 1.45-1.65 billion yuan, compared to a loss of 1.58444 billion yuan in the same period last year. The basic earnings per share are projected to be 0.05-0.06 yuan/share. During the reporting period, the semiconductor display industry's business climate improved, while the industry structure continued to optimize. The company's operational performance improved year-on-year, belonging to the company's shareholders.
Express News | BOE Sees H1 Net Profit up 185-213% Y/Y
BOE Technology Group (000725.SZ) plans to register and issue corporate bonds with a size not exceeding 10 billion yuan.
Boe Technology Group (000725.SZ) announced the announcement of the issuance plan of csi enterprise bond index. The company intends to register and issue no more than RMB 10 billion (including RMB 10 billion) of bonds. The bonds issued in this issue shall not exceed 15 years (including 15 years). Subject to relevant laws and regulations, the funds raised in this bond issuance are intended to be used for equity participation, supplementing working capital, repayment of corporate debts, and other purposes approved by regulatory authorities.
Express News | BOE Technology Says It Plans to Issue up to 10 Bln Yuan of Bonds
Express News | BOE Technology Says It Plans to Issue Medium-Term Notes, Commercial Paper Worth up to a Combined 10 Bln Yuan
Is It Time To Consider Buying BOE Technology Group Company Limited (SZSE:000725)?
East money information: Panel prices stabilize at high level, and the demand for stocking in the peak season begins.
According to the report released by East Money Information, in June, prices of mobile and tablet panels remained stable, while prices of IT and TV panels slightly increased. With the traditional peak season approaching and large-scale events boosting demand for terminal inventory, the industry is in a period of rising prosperity. It is recommended to pay attention to panel-related companies such as BOE Technology Group (000725.SZ), TCL Corporation (000100.SZ), Visionox Technology Inc. (002387.SZ), Tianma Microelectronics (000050.SZ), and Caihong Display Devices (600...)
Omdia: The OLED material market will resume growth and is expected to exceed 2 billion US dollars in 2024.
According to Omdia's forecast, this year's annual revenue from oled materials (excluding dopant revenue) is expected to exceed $2 billion, and will reach $2.6 billion by 2028.
Boe technology group (000725.SZ) 2023 equity distribution: 0.3 yuan per 10 shares. Record date is June 18th.
Boe Technology Group (000725.SZ) announced that the company's equity distribution plan for 2023 is: based on the existing...
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