Omdia谢勤益：面板价格止跌 双虎H2可获利

Core Viewpoint - The reduction in production and sales by mainland Chinese panel manufacturers has effectively stabilized TV panel prices in the third quarter, with expectations for balanced supply and demand in the fourth quarter, leading to minimal price fluctuations, particularly for TV panels [1] Group 1: Production and Pricing - Mainland Chinese panel manufacturers have successfully implemented production and sales controls, resulting in a significant reduction in output during June, July, and August [1] - The measures taken have led to a halt in the decline of TV panel prices, with projections indicating stability in the fourth quarter [1] Group 2: Profitability - Panel manufacturers are expected to achieve profitability under the current conditions, although they will not see excessive profits [1] - Taiwanese panel manufacturers, including AUO and Innolux, are also anticipated to be profitable, with a stable customer base that includes Korean brands and Chinese TV manufacturers [1]