机构：预计7月份整体面板市场需求将环比收缩

Core Insights - The overall panel market demand is expected to contract month-on-month in July according to Sigmaintell's forecast [1] Group 1: Domestic Market - The sales performance of monitors during the "618" shopping festival exceeded expectations, but the domestic market is entering a demand adjustment period following the end of promotions [1] - Continuous tightening of national subsidy policies is further suppressing consumer spending [1] Group 2: North American Market - In North America, manufacturing costs are being passed on to retail prices, leading to weak performance in the end market [1] - Brand manufacturers are focusing on inventory control as a core strategy, with a strong sense of caution regarding panel procurement [1] - The impending end of tariff exemption periods may lead to supply chain fluctuations, increasing the uncertainty in the market [1]