China's leading semiconductor display giant is experiencing a "double hit" of technological dividends and industry cycles. On February 27, 2026, BOE (Beijing O-Film) held an investor relations event in Fuzhou, showcasing the strong capabilities of its G8.5-generation advanced display panel production line, and provided an optimistic outlook for market trends in 2026.

Key Highlights: The Hard Power of a Super Large-Sized "Lighthouse Factory"

The Fuzhou production line, as a core asset of BOE, has become a global benchmark for smart manufacturing:

  • Technological Leadership: This G8.5-generation line demonstrates strong technical advantages in areas such as ultra-large-size panels and high-end displays, reinforcing BOE's global market position.

  • Recognition and Honors: In 2022, the factory was rated by the World Economic Forum as a **"Lighthouse Factory"** (the highest level of smart manufacturing globally), and continues to receive multiple national-level honors.

  • AI Empowerment: BOE revealed that its "AI+ Strategy" has been deeply integrated into multiple aspects of production and product applications, accelerating the transformation of the industry from traditional manufacturing to smart manufacturing.

Financial Highlights: Depreciation Peak Has Passed, Profitability Is Promising

BOE also provided a clear timeline for the financial cycle issues that investors are most concerned about:

  • Depreciation and Capital Expenditure Peaks: Depreciation and capital expenditures for the Fuzhou production line are expected to reach their peak in 2025, after which they will gradually decrease. This means that starting from 2026, with reduced spending, the production line's profitability is expected to further increase.

  • Stable Performance: Based on data from the first three quarters of 2025, BOE achieved revenue of 154.548 billion yuan and net profit attributable to shareholders of 4.601 billion yuan, demonstrating strong resilience.

Market Outlook: TV Panel Prices Expected to Rise in March

Regarding the upcoming market situation in March 2026, BOE provided an optimistic industry trend indicator:

  • Price Trends: The company predicts that TV panel prices will continue to rise. This reflects that terminal demand remains strong, driven by the trend of larger sizes and inventory buildup due to expectations of sports events.