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BOE Technology Group Co., Ltd. (000725.SZ): It is expected that LTPO will still remain in oversupply by 2025.
On April 23rd, according to Gelonghui, BOE Technology Group Co., Ltd. (000725.SZ) recently stated in an investor relations activity that the total demand for LTPO panels will see a significant increase by 2025. This is because various panel manufacturers have set up sufficient LTPO production capacity to meet the current panel demand, and it is expected that there will still be an oversupply of LTPO in 2025.
BOE Technology Group Co., Ltd. (000725.SZ): The company’s direct exports to the U.S. are relatively small.
On April 23, Gramercy reported that BOE Technology Group Co., Ltd. (000725.SZ) recently stated in its investor relations that the company's direct export amount to the USA is relatively small, and the impact of USA tariffs on BOE is limited.
BOE A: 2024 Annual Report Summary
BOE A: 2024 ANNUAL REPORT
Express News | BOE 2024 Net Profit up 109.0% Y/Y
Guosen: In February, Global large-sized LCD panel revenue saw a month-on-month and year-on-year growth. Bullish on Boe Technology Group (000725.SZ) and others.
The rise of the LCD industry has strengthened the overseas competitiveness of domestic Television brands and ODMs.