BOE - Dolphin Research

BOE

Dolphin ResearchApr 29 at 04:00 PM

BOE: Capacity curbs collide with the World Cup — will the price hike last?

BOE Technology (000725.SZ) posted its Q1 2026 results after the A-share close on Apr 29 (Beijing time), covering the quarter through Mar 2026. Overall results: revenue of RMB 51.0bn (+0.8% YoY).

Panel prices were slightly lower YoY (~2%), implying shipments increased YoY. $BOE(000725.SZ) reported Q1 2026 net profit of RMB 1.71bn (-12% YoY)...

Beijing Oriental Enterprise (000725.SZ) 26Q1 Financial Performance (in CN￥100mil

200 180 F 160 140 120 E 100 上 80 lphinResearch 60 40 20 Large Size Panel Price 0

BOE Total Revenue Total Revenue yoy% 560.00 C 25.0% CC 20.8% 540.00 Research phi

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Dolphin ResearchMar 31 at 02:45 PM

BOE: Cycle Too Punishing — Even the Leader Only Earning Thin Margins?

BOE Tech A (000725.SZ) released its Q4 and FY2025 results (to Dec 2025) after the A-share close on Mar 31, 2026 Beijing time. Key takeaways: 1) Overall results:

Q4 2025 revenue was RMB 50bn, down 8.4% YoY. Panel ASPs eased ~1% YoY, with lower shipments the primary drag.

Q4 2025 net profit attributable to shareholders was RMB 1.26bn, largely shaped by minority-interest effects. Excluding that impact...

Beijing Oriental Enterprise (000725.SZ) 25Q4 Financial Performance (in CN￥100mil

200 180 160 140 120 100 F 80 上 60 110 lphinResearch 40 85 20 Large Size Panel Pr

Market share of large-size panel (%) (2025) DolphinResearch c esearch Dolp BOE O

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Blackrock Enhanced Global Div Trust

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Dolphin ResearchOct 30, 2025 at 03:53 PM

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

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...

Beijing Oriental Enterprise (000725.SZ) 25Q3 Financial Performance (in CN￥100mil

200 180 160 CCF 140 120 100 80 60 olphinResearch 40 Large Size Panel Price 20 10

BOE Total Revenue Total Revenue yoy% 600.00 L 30.0% 500.00 IphinResearch 20.8% R

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Blackrock Enhanced Global Div Trust

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Dolphin ResearchAug 27, 2025 at 03:43 PM

BOE: Core business slightly exceeds the breakeven point, when will price increases 'come to the rescue' again?

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...

Beijing Oriental Enterprise (000725.SZ) 25Q2 Financial Performance (in CN￥100mil

200 180 1 160 140 120 投研 100 80 IphinResearch 60 上 40 Large Size Panel Price 20

BOE Total Revenue Total Revenue yoy% 600.00 L 500.00 phinResearch 30.0% 20.8% 12

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Dolphin ResearchApr 23, 2025 at 09:20 AM

BOE: A 'Tailwind' for Panels, But Tariff Clouds Add Uncertainty?

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...