BOE - TechWire

BOE

2025.07.17

18:08

JD.com responds to the "0 Yuan Purchase" war for takeout: It is not involved at all

On July 17, JD.com responded to the First Financial Daily regarding the recent subsidy war in the food delivery industry, saying that the "0 Yuan Purchase" and "18-18" and other vicious subsidies for food delivery are manifestations of serious internal competition and vicious competition, and JD.com has not participated in them at all. JD.com said that it has focused on three aspects since March this year: reducing industry commissions; paying five insurances and one housing fund for riders and signing formal labor contracts; and promoting quality food delivery so that everyone can eat with peace of mind.

2025.07.15

13:15

BOE A: Will submit a review to the ITC regarding the preliminary ruling of the 337 investigation on trade secrets

An investor asked BOE A: According to Korean media reports, the ITC has preliminarily ruled that the company infringed Samsung and banned the sale of some products in the United States. If true, what is the impact on business objectives? BOE responded on the interactive platform on July 15 that in response to the preliminary ruling of the administrative judge of the US International Trade Commission (ITC) on the 337 investigation of trade secrets, BOE will actively request a review from the ITC, and will also actively safeguard the company's rights and interests. BOE has always advocated a cooperative and win-win attitude of competition and actively safeguarded the healthy development of the global semiconductor display industry. Previously, in the final ruling of the patent 337 investigation, the ITC had determined that BOE did not violate the 337 clause.

2025.07.14

21:37

BOE will file a review with the ITC and resolutely counter the preliminary ruling on the US International Trade Commission's 337 trade secrets investigation.

On July 14, it was learned that BOE will file a review with the ITC in response to the preliminary ruling of the administrative judge of the U.S. International Trade Commission (ITC) on the 337 investigation of trade secrets. At the same time, BOE has also filed a patent lawsuit against Samsung Display in the United States to counter Samsung's recent continuous suppression and actively safeguard BOE's rights and interests. Recently, Samsung Display filed a lawsuit against China's BOE for infringement of organic light-emitting diode (OLED) trade secrets with the U.S. International Trade Commission. The ITC's preliminary ruling decided to recognize that BOE infringed Samsung Display's trade secrets and took import ban measures. In response to Samsung's continuous escalation of disputes in the past two years, BOE has also taken corresponding countermeasures, including filing multiple patent infringement lawsuits against Samsung in courts in China and the United States. According to industry insiders, in November 2024, the Chongqing No. 1 Intermediate People's Court of China has made a first-instance judgment, determining that Samsung Display's OLED panel infringed BOE's patent rights.

21:18

BOE will file a review with the ITC and resolutely counter the preliminary ruling of the Section 337 investigation into trade secrets by the U.S. International Trade Commission

In response to the preliminary ruling of the administrative judge of the U.S. International Trade Commission (ITC) on the 337 investigation of trade secrets, BOE will file a review with the ITC. At the same time, BOE has also filed a patent lawsuit against Samsung Display in the United States to counter Samsung's recent continuous suppression and actively safeguard BOE's rights and interests. Recently, Samsung Display filed a lawsuit against China's BOE for infringement of organic light-emitting diode (OLED) trade secrets with the U.S. International Trade Commission. The ITC's preliminary ruling decided to recognize that BOE infringed Samsung Display's trade secrets and took import ban measures. In response to Samsung's continuous escalation of disputes in the past two years, BOE has also taken corresponding countermeasures, including filing multiple patent infringement lawsuits against Samsung in courts in China and the United States. According to industry insiders, in November 2024, the Chongqing No. 1 Intermediate People's Court of China has made a first-instance judgment, determining that Samsung Display's OLED panel infringed BOE's patent rights.

2025.07.07

12:37

Agency: BOE is expected to become the largest supplier of Apple MacBook displays this year

Omdia's latest report said that Apple transferred its MacBook Air display orders to BOE, and BOE's expected share of MacBook panel supply in 2025 is 51%, an increase of 12% over the same period last year. LG Display's share will drop to 35% in 2025, a decrease of 9% from last year.

2025.06.30

19:34

BOE A: Repurchased 20.583 million shares with a total capital of 82.3753 million yuan

BOE A announced that on June 30, 2025, the company repurchased the company's shares for the first time through a dedicated securities account in a centralized bidding manner. The number of A shares repurchased was 20.583 million shares, accounting for approximately 0.056% of the company's A shares and approximately 0.055% of the company's total share capital. The highest transaction price for this repurchase was 4.02 yuan/share, the lowest transaction price was 3.99 yuan/share, and the total payment amount was 82.3753 million yuan (excluding transaction fees).

16:04

Liande Equipment: Won the bid for BOE AMOLED production line project worth RMB 157 million

Liande Equipment announced that the company recently received a "Notice of Winning Bid" from China Electronics Business (Beijing) Co., Ltd., confirming that the company has become the winning bidder for BOE's 8.6th generation AMOLED production line project, with a total bid amount of 157 million yuan. The winning equipment for the project is an automatic laminating machine (D-lami). The implementation of the project will have a positive impact on the company's future operating performance, but it should be noted that the implementation of the project will occupy a certain amount of the company's funds, and there is still uncertainty in the contract terms.

2025.06.26

18:20

Liande Equipment: Becomes the first candidate for BOE's 8.6th-generation AMOLED production line project

Liande Equipment announced that the company has become the first candidate for the 8.6th generation AMOLED production line project of BOE. The winning equipment is the automatic lamination machine (D-lami) with a bid price of 157 million yuan. The public announcement period is from June 23, 2025 to June 26, 2025. If a formal contract can be signed and implemented smoothly, it will have a positive impact on the company's future operating performance.

2025.06.24

18:21

BOE A: Plans to acquire 30% equity of Rainbow Optoelectronics at a transaction price of RMB 4.849 billion

BOE A announced that the company intends to acquire 30% of the equity of Rainbow Optoelectronics held by Rainbow Shares at a price not lower than the listing price. As of the date of disclosure of this announcement, the company has signed the "Equity Transfer Agreement" with Rainbow Shares. According to the agreement, the transfer price of the target equity is RMB 4.849 billion. The payment method is: in the first phase, within 5 working days after the agreement takes effect, pay 30% of the equity transfer price, including the paid deposit of RMB 1.455 billion; in the second phase, within 5 working days from the date of the industrial and commercial change registration of the target equity to the company's name, pay 60% of the equity transfer price of RMB 2.909 billion; in the third phase, within 1 year after the agreement takes effect, pay the remaining price of RMB 485 million.

2025.06.19

11:10

JD.com: Stablecoin is being tested in the Hong Kong Monetary Authority and is expected to be launched in the fourth quarter of this year

According to foreign media reports, Liu Peng, CEO of JD Technology's JD Coin Chain Technology, recently stated that the company is testing compliant stablecoins anchored to the Hong Kong dollar and other currencies in the Hong Kong Monetary Authority's "sandbox". It is planned to be launched as early as the fourth quarter of this year, and will first be used in JD Global's Hong Kong and Macau settlement scenarios. Liu Peng pointed out that JD's stablecoin will focus on the traditional cross-border trade market, connecting the real payment needs in Asia Pacific, the Middle East, Africa and other regions with its compliance, security, and auditability. On June 19, JD responded to reporters that the relevant statement was accurate, but the previous time point had a clear premise: the specific timetable depends on supervision, "We expect to obtain a license in the early fourth quarter of this year and launch JD's stablecoin at the same time. JD's stablecoin will be issued on the public chain, and anyone can publicly view data such as the issuance volume at that time."

00:22

JD.com released 618 data: the number of users placing orders increased by 100% year-on-year, and the order volume exceeded 2.2 billion

JD.com announced that as of 23:59 on June 18, 2025, JD.com's 618 sales hit a new high, with the number of users placing orders increasing by more than 100% year-on-year, and the total number of orders for JD.com's online retail business, offline formats and JD.com's takeaway business exceeded 2.2 billion. At the same time, the DAU of JD.com App hit a record high, and the transaction volume of JD.com's procurement and sales live broadcast increased by 285% year-on-year.

2025.06.17

13:54

BOE and Shanghai Film Group established a joint venture to promote the digital development of the film industry

On June 16, during the Shanghai International Film Festival, BOE and Shanghai Film Group jointly announced that the two parties will jointly invest to establish the "Shanghai Film Oriental" joint venture to jointly explore innovative applications in the fields of immersive experience and smart display terminals, and promote the film industry to accelerate the pace of digital development.

2025.06.12

06:41

Since the second quarter, institutions have been conducting intensive research on Apple industry chain companies

Data shows that since the second quarter, institutions have conducted intensive research on more than 60 companies in the Apple industry chain, including Luxshare Precision, BOE, Lingyi Intelligent Manufacturing, Dongshan Precision, Xinwanda, Lens Technology, Xinwei Communication, and Anjie Technology. Institutional analysis said that in the future, as Apple increases its investment in the field of AI and launches a smarter voice assistant, the iPhone is expected to usher in a new round of replacement cycle, and industry chain companies will benefit.

2025.06.10

20:46

BOE A: Issue no more than 2 billion yuan of technology innovation corporate bonds

BOE A announced that the issuer has obtained the registration approval of the China Securities Regulatory Commission on September 25, 2024 for issuing corporate bonds with a face value of no more than 10 billion yuan to professional investors. This bond is the first issue under the registration document, with an issue size of no more than 2 billion yuan (including 2 billion yuan), a face value of 100 yuan per bond, an issue price of 100 yuan per bond, and a 5-year issue period. As of the end of March 2025, the issuer's net assets were 207.301 billion yuan, and the average annual distributable profit achieved in the last three fiscal years was 5.137 billion yuan, which is expected to be no less than 1 times the annual interest of this bond. The bond coupon rate inquiry range is 1.50%-2.50%, and the final coupon rate will be determined on June 11, 2025.

18:25

BOE Vietnam Smart Terminal Phase II Project Enters Mass Production Ahead of Schedule

On June 10, the mass production and customer delivery ceremony of BOE Vietnam Smart Terminal Phase II Project was held in Vietnam. As BOE's first overseas self-invested smart factory, the Vietnam Phase II project started mass production two and a half months ahead of schedule. The total investment of the project is RMB 2.02 billion, and it mainly produces TVs, monitors, e-paper and other products.

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