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BOE Technology (000725.SZ) posted its Q1 2026 results after the A-share close on Apr 29 (Beijing time), covering the quarter through Mar 2026. Overall results: revenue of RMB 51.0bn (+0.8% YoY).Panel prices were slightly lower YoY (~2%), implying shipments increased YoY. $BOE(000725.SZ) reported Q1 2026 net profit of RMB 1.71bn (-12% YoY)...

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BOE: Capacity curbs collide with the World Cup — will the price hike last?

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Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...

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HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap

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BOE Tech A (000725.SZ) released its Q4 and FY2025 results (to Dec 2025) after the A-share close on Mar 31, 2026 Beijing time. Key takeaways: 1) Overall results:Q4 2025 revenue was RMB 50bn, down 8.4% YoY. Panel ASPs eased ~1% YoY, with lower shipments the primary drag.Q4 2025 net profit attributable to shareholders was RMB 1.26bn, largely shaped by minority-interest effects. Excluding that impact...

BOE VARITRONIX

BOE: Cycle Too Punishing — Even the Leader Only Earning Thin Margins?

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0331 | Dolphin Focus: 🐬 Macro/Industry 1) NBS reported Mar Mfg PMI at 50.4%, up 140bps MoM and back in expansion. The non-manufacturing business activity index was 50.1%, up 60bps MoM, marking a second straight month of recovery.Production and new orders both stayed in expansion, while SME sentiment improved notably. This points to a rapid post-CNY rebound in manufacturing.2) Trump told aides he would be willing to halt military ops against Iran even if the Strait of Hormuz is not fully reopened. He would prioritize the goal of 'degrading Iran's naval and missile capabilities'...

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Tencent ramps up AI agents; BABA unveils Qwen3.5-Omni | Daily News Recap

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BOE Technology Group Co., Ltd. (000725.SZ) released its financial report for the third quarter of 2025 (as of September 2025) after the A-share market closed on the evening of October 30, 2025, Beijing time. The key points are as follows: 1. Overall performance: BOE achieved a revenue of 53.3 billion yuan in the third quarter of 2025, an increase of 5.8% year-on-year. The significant rebound in the company's revenue was mainly driven by the recovery in panel prices. Due to relatively weak downstream demand, prices have started to stabilize, and the company's quarterly revenue remains around 50 billion yuan. BOE's net profit attributable to shareholders for the third quarter of 2025 was 1.36 billion yuan...

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BOE: Panel prices drop again, can a 1% slim profit margin hold up?

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1030 ｜Dolphin Research Focus: 🐬 Macro/Industry 1. On October 29th, Eastern Time, the Federal Reserve announced its second rate cut of the year by 25 basis points, lowering the interest rate range to 3.75%-4%, and scheduled to end the balance sheet reduction on December 1st. However, the decision saw rare dissent, with one vote advocating for a 50 basis point cut and one vote opposing the rate cut. Powell stated that a rate cut in December is 'far from certain.' U.S. stocks rose first and then fell, with increased uncertainty in December's policy, coupled with high valuations in U.S. stocks, sector rotation may intensify. It is necessary to closely monitor subsequent employment and inflation data...

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The US-China meeting ends with market volatility; Google and Meta experience 'two different worlds' after hours | Today's Important News Recap

BOE Technology Group Co., Ltd. (000725.SZ) released its Q2 and mid-year financial report for 2025 (up to June 2025) after the A-share market closed on the evening of August 27, 2025, Beijing time. The key points are as follows: 1. Overall performance: BOE achieved a revenue of 50.7 billion yuan in the second quarter of 2025, a year-on-year increase of 6.7%. The significant rebound in the company's revenue was mainly driven by the recovery in panel prices. Due to the lack of substantial improvement in downstream demand, the price increase faced resistance, and the company's recent quarterly revenue has stabilized around 50 billion yuan...

BOE: Core business slightly exceeds the breakeven point, when will price increases 'come to the rescue' again?

BOE (000725.SZ) released its 2024 annual financial report (as of December 2024) after the A-share market close on April 21, 2025 Beijing time. Key highlights are as follows: 1. Overall performance: Both revenue and profit rebounded. BOE achieved Q4 2024 revenue of 54.6 billion yuan, up 13.8% YoY, mainly driven by increased panel shipments. $BOE(000725.SZ) reported Q4 2024 net profit attributable to shareholders of 2.01 billion yuan, up 32% YoY. As the panel industry recovers from the bottom...

BOE: A 'Tailwind' for Panels, But Tariff Clouds Add Uncertainty?

Once again, it falls back to the breakeven line

BOE Technology Group: Weak demand, waiting for another cycle?

BOE Signs Cooperation Memorandum with Corning to Develop Glass Substrate and Perovskite Businesses

Samsung Considers Adding BOE as OLED Supplier for Galaxy S27

BOE released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 51 B (forecast CNY 48.99 B), actual EPS CNY 0.05 (forecast CNY 0.04)

BOE to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 48.99 B, EPS CNY 0.04

BOE released FY2025 Annual Earnings on March 31 During-Market (BJT), actual revenue CNY 204.59 B (forecast CNY 215.58 B), actual EPS CNY 0.16 (forecast CNY 0.1676)

BOE released FY2025 Q4 earnings on March 31 During-Market (BJT), actual revenue CNY 50.04 B (forecast CNY 53.87 B), actual EPS CNY 0.04 (forecast CNY 0.0305)

BOE to release FY2025 earnings report on April 1, 2026, during market hours (BJT), with forecast revenue of CNY 215.58 B and EPS of CNY 0.1676

Samsung Considers Using BOE OLED Panels for Galaxy S Flagship Phones

BOE released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 154.55 B, actual EPS CNY 0.1229

BOE released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 53.27 B (forecast CNY 55.38 B), actual EPS CNY 0.0315 (forecast CNY 0.0581)

Intel and BOE Collaborate on AI-Driven Notebook Display Energy-Saving Solution

BOE to Release FY2025 Q3 Earnings on October 31 After-Market BJT, Forecast Revenue CNY 55 B, EPS CNY 0.03

BOE released FY2025 Semi-Annual earnings on August 27 After-Market (BJT), actual revenue CNY 101.28 B, actual EPS CNY 0.09

BOE released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue CNY 50.68 B (forecast CNY 53.54 B), actual EPS CNY 0.0513 (forecast CNY 0.0593)

BOE to release FY2025 Semi-Annual earnings report on August 28, 2025, BJT

BOE A Announced International Patent Application

BOE A Obtains New Patent Authorization

BOE Publishes International Patent Application for Display Panels

BOE registers 97 new software copyrights with increased R&D investment

BOE A Filed an International Patent Application

BOE has launched a flagship high-transparency OLED display panel, setting new industry standards for visual experience. The company introduced the first evaluation standard for OLED display transparency, marking a shift from technical specifications to user-centric design. Additionally, BOE unveiled its Beneficial "Natural" Light Technology (BNL), which addresses visual health concerns by mimicking natural light properties. BNL includes innovations in depolarization, spectrum optimization, and glare reduction, aiming to enhance user comfort and protect visual health. BOE plans to continue advancing display technology through research and innovation.

Fidelity

BOE continues to launch new products and solutions in the field of high-end displays

On April 29, BOE and UNESCO launched the Asia-Pacific Science Club Network and the 2026 Science Challenge at BOE Technology Innovation Center in Beijing. The event gathered over 80 representatives from various organizations, marking a significant step in global science education and sustainable development. BOE, as a co-host and technology partner, aims to empower youth innovation through smart devices and comprehensive support for the challenge. This partnership signifies a shift from individual programs to broader cooperation, enhancing science education and sustainability efforts in the region.

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22:51 ETBOE, UNESCO introduce Asia-Pacific Science Club Network & 2026 Science Challenge

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Apple is set to deepen its partnership with BOE Technology Group, with an estimated shipment of 35 million OLED displays by 2026. This supply will include various iPhone models, notably the iPhone 14, iPhone 16e, and iPhone 17e, with the iPhone 17 Pro series expected to account for 8.2 million panels. While Samsung Display and LG Display remain primary suppliers, BOE is expanding its production capacity and improving yield rates, challenging the dominance of Korean manufacturers in Apple's supply chain.

- BOE Technology Group is projected to ship approximately 35 million OLED displays to Apple in 2026, covering multiple iPhone models.  
- The iPhone 17 Pro series is expected to account for about 8.2 million of these panels.  
- As BOE enhances production capacity and yield rates, it poses a growing challenge to the dominance of Samsung Display and LG Display in Apple’s supply chain.

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Apple and BOE reportedly deepen OLED partnership as BOE targets 35 million iPhone display shipments in 2026

BOE showcased over 30 innovative display technologies at SID Display Week 2026 in Los Angeles, marking its twelfth consecutive appearance. The event featured industry-first products, including a Pantone-certified 14-inch OLED display and a groundbreaking 85-inch Ultra TV. BOE's advancements in OLED clarity and crease-free technology set new benchmarks, while its 205-inch Micro LED product offers an ultra-slim design. The company also introduced eye-friendly displays utilizing Beneficial Natural Light technology, enhancing user comfort. Liu Zhiqiang received the Special Contribution Award, underscoring BOE's leadership in high-end display technology.

06:35 ETBOE presents cutting-edge products at SID Display Week 2026: co-creating an AI-powered future of display