Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its growth trend in 2025? | Interpretations

① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.

cls.cnJan 20 10:44 ET

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 16 19:20 ET

BYD's overseas strategy: Brazil is a top priority, ASEAN is the present, Europe is the future.

Morgan Stanley stated that exports remain a key pillar for BYD to achieve sales growth in 2025, until its overseas production bases are fully operational. Amid escalating geopolitical tensions in other regions, ASEAN and the Americas will become major sales markets for BYD.

wallstreetcnJan 16 01:01 ET

Cailian Press Autos Morning Report [January 16]

① The Ministry of Commerce: This week, detailed implementation rules for new purchase subsidies for mobile phones and other digital products will be issued successively; ② Guangdong: The production of New energy Fund vehicles will grow by 43% in 2024, accounting for a quarter of the national total; ③ Chongqing Changan Automobile: It will enter the Europe market in 2025;

cls.cnJan 15 19:39 ET

The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.

According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.

cls.cnJan 14 18:48 ET

Behind the "fast-driving" Electric Vehicles: New forces constantly reaching new heights, Xiaomi successfully takes its place.

In the December retail sales TOP10 list, 9 car companies experienced year-on-year growth, with only GAC Aion showing a decline; Apart from BYD, three other new car-making forces successfully "delivered on their promises" and achieved their sales targets for 2024.

cls.cnJan 13 03:18 ET