On July 2, 2026, BOE (A-share: 000725; B-shares: 200725) held the 2026 BOE Investor Day themed event "Building a New Foundation with IoT Light on the Screen" in Shanghai, showcasing BOE's new strategic vision and growth logic from its main display business to a high value-added new track to the capital market. The three innovative businesses of glass based encapsulation loading board, perovskite, and optical interconnect, centered around the "Nth curve" layout, made their debut on the capital market. As the annual capital market event held for three consecutive years, BOE Chairman Chen Yanshun, listed company Huacan Optoelectronics Chairman Zhang Zhaohong, BOE Precision Electric Chairman and CEO Su Ning, Corning Display Technology China President and General Manager Zeng Chongkai, and BOE's management team responsible for strategy, technology, and various highlight businesses all attended, demonstrating the company's emphasis on investors.

In his speech, Chairman Chen Yanshun stated, "The 'Internet of Things for Screens, Building a New Foundation with Light' is not only our persistent pursuit of deepening the display industry, but also a true reflection of building a new foundation for the Internet of Things based on our core advantages. In the future, relying on the 'Internet of Things for Screens' strategy and the' Nth Curve 'theory, we will continue to use glass based processing as the core carrier, extending decades of display industry heritage to AI applications and empowerment, optoelectronic interconnection, high-end advanced manufacturing and other scenarios. We will also work together with industry partners to continuously promote the implementation of technology verification, integration and upgrading of the industrial chain, and strive to extend, deepen and penetrate the lifecycle of the glass based industry, empowering enterprises to achieve new growth in the next thirty years. "

In the era of AI, the display industry is undergoing multiple changes such as pattern reshaping, technological iteration, and product upgrading. BOE (BOE) continues to consolidate its leading advantage with more than 30 years of deep industry accumulation. In the LCD field, industry consolidation is nearing completion, and BOE (BOE) has consistently ranked first in the world in terms of display screen shipments in the five mainstream application areas for 8 consecutive years (Omdia data). Product structure upgrades have driven steady growth in the LCD business, making it a solid "moat" for the company; In the field of OLED, the supply and demand of the industry are continuously improving, with BOE (BOE) flexible OLED shipments ranking first in China and second globally (Omdia data). With leading technologies and products such as LTPO, Tandem, and foldable screens, BOE continues to seize the high-end mobile phone and IT markets. The first 8.6th generation OLED production line invested and built by BOE (BOE) in China has been put into mass production in June 2026, empowering new generation intelligent terminals such as AI PCs, locking in the mid size high-value blue ocean market, and opening up medium - to long-term development space; BOE (BOE) has also completed cutting-edge technology reserves and industrial layout in new display directions such as MLED.At the same time, BOE's BOE subsidiary BOE Jingdian (0710. HK) has ranked first in the world in terms of vehicle display shipment volume and area for three consecutive years (according to Omdia data), and its intelligent cockpit display solutions are deeply integrated into the AI interactive ecosystem.

While continuously consolidating its main business, BOE (BOE) is accelerating the layout of three innovative businesses: glass based packaging and loading boards, perovskite, and optical interconnects, focusing on its three core advantages of display technology, glass based processing capabilities, and large-scale integrated intelligent manufacturing capabilities.

BOE (BOE) has the complete process capability for manufacturing glass based packaging carrier boards in the field of glass based packaging carrier boards. It has achieved technological breakthroughs in core processes such as TGV drilling, deep hole copper filling, and layer routing, and can achieve full process pull through. The board level glass based sealing loading board test line with a designed monthly production capacity of 1000 pieces has achieved fully automated equipment connection in the first half of 2026, and has produced and sent samples of large-sized high-rise glass based sealing loading boards;

In the field of perovskite, BOE (BOE) adopts a parallel development of rigid/flexible/stacked module technology route, realizing the alignment of the entire process flow from the glove box (2.5 * 2.5cm) to the experimental line (30 * 30cm) and then to the pilot line (120 * 240cm). By December 2025, the steady-state efficiency of the glove box will be 27.61%, the flexibility of the experimental line will be 21.39%, the rigidity of the pilot line will be 20.11%, and the flexibility will be 16.6%. Through third-party authoritative laboratory testing, the efficiency of perovskite photovoltaic modules has achieved four world records;

In terms of optical interconnection, BOE (BOE) has established a Micro LED optical interconnection system and glass carrier CPO technology research and development project team, and is conducting forward-looking technology research with ecological partners to accelerate technological breakthroughs. Huacan Optoelectronics (300323. SZ) has laid out Micro LED epitaxial, chip, and light-emitting module businesses, and built the world's first 6-inch Micro LED chip mass production line. The Micro LED communication application chip has produced samples and delivered them to customers for verification in the second half of 2025.

While the three major innovative businesses are advancing simultaneously, BOE (BOE) has also strengthened industrial cooperation and signed a memorandum of cooperation with global materials giant Corning in May this year. Both parties will cooperate based on their respective advantages in areas such as glass based encapsulation loading plates, foldable glass, perovskite glass substrates, and optical interconnect related applications. Corning's Zeng Chongkai said, "Over the past 20 years, Corning and BOE have started with a single order, gradually implemented supporting facilities, and jointly built a solid research and operation platform. In the future, Corning looks forward to working with BOE, focusing on innovation, and jointly creating the next billion dollar growth space

With the continuous consolidation of its global leading position in the display industry and the acceleration of its three major innovation tracks, BOE's profitability continues to strengthen. From 2023 to 2025, BOE (BOE) will maintain steady growth in operating revenue, total profit, and net operating cash flow. At the same time, BOE (BOE) has experienced a "double peak" in depreciation and capital expenditures, with both scales steadily declining.

The stable profitability has created favorable conditions for BOE (BOE) to continue practicing shareholder returns. BOE (BOE) has implemented nearly 2.1 billion yuan in cash dividends for the year 2025, accounting for 35.3% of the net profit attributable to the parent company for that year. Since 2015, BOE (BOE) has implemented cash dividends for 12 consecutive years, with a cumulative cash dividend amount exceeding RMB 24 billion. In 2026, BOE (BOE) will also launch write off style repurchases for A-shares worth 500-1 billion yuan and B-shares worth 500-1 billion Hong Kong dollars. If the repurchases are completed, the cumulative payment amount for BOE (BOE) A-shares repurchases since 2020 will exceed 11.8 billion yuan, and the cumulative payment amount for B-shares repurchases will exceed 1.5 billion Hong Kong dollars.

The recent market attention to BOE (BOE) is a recognition of the company's over 30 years of industrial accumulation and clear strategy. This investor day has sent a clear value signal to the capital market - BOE (BOE) is achieving a leap from "industrial value accumulation" to "capital value release", and will continue to create continuous, stable, and predictable value returns for investors through technological innovation and stable operation in the future.