On July 8, 2026, BOE (A-share: 000725; B-shares: 200725) released its 2026 semi annual performance forecast, expecting to achieve a net profit attributable to shareholders of the listed company of RMB 5-5.5 billion in the first half of 2026, a year-on-year increase of 54% -69%; The expected net profit after deducting non recurring gains and losses is 3.08 billion yuan to 3.31 billion yuan, a year-on-year increase of 35% to 45%. Against the backdrop of global consumer electronics terminal demand pressure, BOE (BOE) is leveraging its main business segments such as LCD and OLED to promote the deepening and implementation of the "Internet of Things" strategy, with strong endogenous growth momentum.

In the LCD field, the industry continues to practice "on-demand production" and the supply-demand relationship continues to improve. BOE (BOE) continues to maintain its global top position in LCD panel shipments for its five mainstream applications (according to Omdia data). In the first half of 2026, BOE (BOE) saw a year-on-year increase in shipment area due to the acceleration of the trend towards larger sizes. In the first half of the year, BOE (BOE) fully leveraged its technological and production advantages, adhered to innovation leadership, continuously optimized its product structure, and saw a sustained increase in the shipment of high-end products such as high refresh rate, high contrast, and high resolution, driving significant year-on-year growth in LCD business performance and consolidating its leading advantage in the industry.

In the field of flexible AMOLED, facing the challenge of declining demand in the mobile phone market, BOE (BOE) continues to deepen customer cooperation, focusing on promoting the shipment of high-end products such as LTPO, Tandem, and foldable screens. In the first half of the year, AMOLED product shipments exceeded 80 million pieces, maintaining year-on-year growth. In recent years, BOE's flexible OLED shipments have consistently ranked first in China and second globally (according to Omdia data). The first 8.6th generation OLED production line in China, invested and built by BOE (BOE), will begin mass production in June 2026, empowering new generation intelligent terminals such as AI PCs. Relying on the large-scale production capacity and leading technological advantages of this production line, BOE (BOE) will continue to promote the upgrading of mid size high-end OLED products and steadily enhance the overall competitiveness of flexible OLED display business.

While the main business continues to improve, BOE's "1+4+N+ecological chain" pattern shows an orderly development trend in all businesses. In the future, BOE (BOE) will continue to follow the "Screen IoT" strategy and the "Nth Curve" theory as guidance, increase research and development investment, strengthen the reuse of core capabilities such as new display technology, glass based processing, and large-scale integrated intelligent manufacturing, accelerate the landing of innovative businesses, and provide stronger growth momentum for enterprise development.