000725 Boe Technology Group
- 4.38
- +0.02+0.46%
Boe Technology Group News
BOE A (000725): LCD & OLED dual-leading semiconductor display leader
Ping An's view: The company's display panel business is leading the world, and fluctuations in the performance cycle are expected to gradually ease. The company is a global leader in display panels. After more than 30 years of development, it has achieved a gorgeous transformation of display panels from scratch, from weak to strong, in order to solve the country
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Express News | Inventory of northbound capital trends: 1,870 shares were increased
Express News | 105 shares were financed and purchased in excess of 100 million yuan, and Changan Automobile was the top of the list with a purchase of 1,229 billion yuan
Express News | Apple's new iPad Pro is equipped with a Tandem screen for the first time. Previously, the Honor Magic6 Porsche Edition was the first to debut
BOE A (000725): First-quarter results continue to improve, and the panel leader is about to take off
On April 30, 2024, the company released its 2024 quarterly report. In the first quarter of 2024, the company achieved operating income of 45.888 billion yuan, an increase of 20.84% over the previous year, and the company achieved net profit of 984 million yuan to mother
BOE A (000725): Strong performance growth is expected to continue to benefit from the recovery in panel sentiment
Incident: The company disclosed the 2024 quarterly report. The company's quarterly performance growth rate was impressive, and revenue growth was steady: the company achieved revenue of 45.89 billion yuan in the first quarter of 2024, an increase of 20.8% over the first quarter of 2023. Follow the line
Express News | Sunshine Private Equity added 259 new shares in the first quarter and increased its position performance to individual stocks
BOE A (000725): Industry sentiment picked up and results increased sharply in the first quarter
Incident: On April 30, the company disclosed its 2024 quarterly report. Revenue for the first quarter of 2024 was 45.888 billion yuan, up 20.84% year on year, and net profit to mother was 984 million yuan, up 297.8 million yuan year on year
BOE A (000725): Excellent 24Q1 performance growth rate, strong momentum for panel price recovery
Incident: BOE releases its 2024 quarterly report. 2024Q1 achieved operating income of 45.89 billion yuan, yoy +20.8%, qoq -4.5%; net profit to mother of 984 million yuan, yoy+29
BOE A: Q1 net profit increased 297.8% year over year
Gelonghui, April 29 | BOE A disclosed its quarterly report. Net profit for the first quarter of 2024 was 980 million yuan, an increase of 297.80% over the previous year.
Express News | BOE: Net profit for the first quarter was 983.8 million yuan.
The rise in mainstream panel prices in April may further expand the industry to welcome structured investment opportunities
① Qunzhi Consulting predicts that with the further increase in panel demand, the price increase of mainstream panels is expected to expand further in April. ② According to the China Galaxy Research Report, there is a clear trend of price rebound in some segments in the panel, and the industry will usher in structured investment opportunities.
BOE A (000725): 1Q24 net profit to mother is close to the upper limit of the guideline
1Q24 net profit to mother is close to the upper limit of the guideline BOE A released 1Q24 results: achieving revenue of 45.9 billion yuan (yoy: +21%), net profit to mother of 980 million yuan (yoy: +299%), deducting net profit from non-return to mother6
China Galaxy Securities: The industry has entered a traditional peak sales season, and the price rebound trend is clear in some segments of the panel
The Zhitong Finance App learned that China Galaxy Securities released a research report saying that the panel industry has entered the traditional peak sales season, and demand is boosted. At the same time, the supply-side competition pattern has improved, and the overall supply and demand situation is gradually improving. The price rebound trend in some segments in the panel is clear. The industry will usher in structured investment opportunities. It is recommended to focus on large LCD & OLED related companies: BOE A (000725.SZ); it is recommended to focus on large-size LCD related companies: Rainbow (600707.SH); it is recommended to focus on OLED-related companies: Vicente (002387.SZ), Shentianma A (000050
Express News | BOE A: TV panel shipments and area are expected to achieve double growth this year
Express News | Northeast Securities resumed tracking BOE and rated purchases.
BOE A (000725.SZ): Maintains good cooperative relationships with thousands of suppliers around the world
Gelonghui, April 22丨An investor asked BOE A (000725.SZ) on the investor interactive platform, “Does your central control screen and magnesium alloy structural parts have business cooperation with Shengli Precision?” The company replied that the company maintains good cooperative relationships with thousands of suppliers around the world, and that it is inconvenient for the company to respond to the progress of cooperation with specific suppliers, so please understand.
Express News | BOE holds shares in Dongfang Juzhi to establish a company in Hefei with a registered capital of 10 million
Express News | Nearly 200 companies disclosed first-quarter results forecasts, and it is expected that more than 80% of the companies will be
Analysis
Price Target
No Data
