Electronic Components

Today’s Key News Recap

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XPEV

SPCK

TSLA

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80941

HCMD

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NTES

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200725

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HTCD

TCEHY

TCTZF

0521 | Dolphin Research Focus: Stock 1, $SpaceX(SpaceX.NA). SpaceX has formally filed an S-1 with the SEC to list on Nasdaq (ticker SPCX).The implied valuation range is $1.75–2.0tn, and the deal could raise up to $75bn, potentially the largest IPO on record. Q1 2026 revenue was $4.69bn, with a net loss of $4.28bn.Its AI biz remains in the investment phase. The company will adopt a dual-class share structure, with Elon Musk holding Class B shares...

XPENG-W

XPeng

SPAC and New Issue ETF

Tesla

Taiwan Semiconductor

CHINA MOBILE

CHINA MOBILE-R

CN Mobile HK SDR 5to1

China Mobile

NTES-S

NetEase

Micron Tech

BOE VARITRONIX

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

SpaceX Files Prospectus; TSLA's Supervised FSD to Enter China | Daily News Recap

Financial Analysis

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)...

Blackrock Enhanced Global Div Trust

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

SONY

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NVDA

TECH

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TOYOF

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GOOG

GOOGL

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BILI

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XIACY

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...

Sony

Sony Group Corporation

Mirae Asset Global Investments Co., Ltd.

NVIDIA

Bio-Techne

TM ADR US

Toyota Motor

Toyota

Blackstone

Sungrow Power Supply

Alphabet - C

Alphabet

BILIBILI-W

Bilibili

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

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

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: 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'...

BABA-W

Alibaba

BABA-WR

EASTROC

EASTROC BEVERAGE

iQIYI

Alibaba HK SDR 5to1

Uber Tech

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...

SSE Index

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

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OpenAI

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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...

CTG DUTY-FREE

BYD COMPANY

Meta Platforms

Apple

HKEX

Microsoft

Amazon

Coinbase

Destiny Tech100

BYD Company Limited

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

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 released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue HKD 57.82 B (forecast HKD 48.99 B), actual EPS HKD 0.0566

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

BOE released FY2025 Q4 earnings on March 31 During-Market (BJT), actual revenue HKD 55.65 B (forecast HKD 53.87 B), actual EPS HKD 0.0444

BOE released FY2025 earnings on March 31 During-Market (BJT), actual revenue HKD 223.61 B (forecast HKD 215.58 B), actual EPS HKD 0.1748

BOE to Release FY2025 Earnings on April 1 During-Market (BJT), Forecast Revenue CNY 215.58 B

BOE released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue HKD 167.89 B, actual EPS HKD 0.1335

BOE released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue HKD 58.23 B (forecast HKD 55.38 B), actual EPS HKD 0.0345

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

Apple Plans to Produce 100 Million iPhone 17 Series, Adjust Supply Chain to Reduce Costs and Improve Quality

BOE released FY2025 Semi-Annual earnings on August 27 After-Market (BJT), actual revenue HKD 109.66 B, actual EPS HKD 0.0974

BOE released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue HKD 55.47 B (forecast HKD 53.54 B), actual EPS HKD 0.0561

BOE to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

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

BOE released FY2025 Q1 earnings during market hours on April 28 (BJT), actual revenue HKD 54.19 B (forecast HKD 49.62 B), actual EPS HKD 0.0428

BOE to release FY2025 Q1 earnings report on April 29 during market hours (BJT), forecast revenue CNY 49.62 B

BOE released FY2024 Q4 earnings on April 15 After-Market (BJT), actual revenue HKD 58.14 B (forecast HKD 52.36 B), actual EPS HKD 0.0519

BOE released FY2024 Annual Earnings on April 15 After-Market BJT, actual revenue HKD 214.74 B (forecast HKD 202.09 B), actual EPS HKD 0.1514

BOE to release FY2024 annual earnings on April 22, after-market (BJT), with forecasted revenue of CNY 202.09 B

BOE Technology Group's Brain-Computer Interface Patent Granted

BOE released FY2024 9 Months Earnings on October 30 After-Market (BJT), actual revenue HKD 156.58 B, actual EPS HKD 0.1022

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BOE signed a memorandum of cooperation with Corning, focusing on areas such as glass-based packaging substrates, with a cooperation period of three years. The consumer electronic ETF E Fund (562950) has attracted over 370 million in the past 5 days, tracking the CSI Consumer Electronic Theme Index, which rose by 1.15% and has an annual increase of 109.99%. The semiconductor field is undergoing a transition from the "silicon-based era" to the "glass-based era," with glass substrates becoming a key material

同壁财经

Corning

E Fund CSI Consumer Electronic Theme ETF

LUXSHARE-ICT

Cambricon

SMIC

GIGADEVICE

Montage Technology

DSBJ

HGTECH

OmniVision Group

Western Securities

SMIC HK SDR 5to1

MONTAGE TECH

OMNIVISION

BOE partners with Corning, AI computing power explosion drives demand for glass substrates; E Fund (562950) with high "chip" content in consumer electronics ETF has raised over 370 million in the past 5 days, with the underlying index rising over 1% during the session

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.

prnewswire

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

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

BOE(200725.SZ)

SpaceX Files Prospectus; TSLA's Supervised FSD to Enter China | Daily News Recap

BOE partners with Corning, AI computing power explosion drives demand for glass substrates; E Fund (562950) with high "chip" content in consumer electronics ETF has raised over 370 million in the past 5 days, with the underlying index rising over 1% during the session

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

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

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