Electronic Components

Financial Analysis

00710

000725

200725

000001

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...

Blackrock Enhanced Global Div Trust

BOE VARITRONIX

SSE Index

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

Today’s Key News Recap

01880

01211

AAPL

00388

MSFT

NVDA

GOOG

GOOGL

AMZN

COIN

OpenAI

DXYZ

601888

BYDDF

81211

HYDD

002594

BYDDY

80388

HKXCY

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

NVIDIA

Alphabet - C

Alphabet

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 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

BOE released FY2024 Q3 earnings on October 30 After-Market (BJT), actual revenue 55.81 BHKD (forecast 50.62 BHKD), actual EPS 0.0332 HKD

BOE Technology to Announce Q3 2024 Earnings on October 31, 2024

JD Display Industry Summit Launches New Generation Display Technology Solution

BOE released FY2024 Semi-Annual earnings on August 27 After-Market (BJT), actual revenue HKD 100.78 B, actual EPS HKD 0.0693

BOE released FY2024 Q2 earnings on August 27 After-Market (BJT), actual revenue HKD 51.04 B (forecast HKD 51.44 B), actual EPS HKD 0.0322