Di Yi Cai Jing·2025-09-23 00:36Core Viewpoint - The planned production halt by major Chinese LCD TV panel manufacturers during the National Day holiday is expected to stabilize panel prices in October, following a similar effect observed last year [1][3][4]. Group 1: Production Plans and Capacity Utilization - Major Chinese LCD TV panel manufacturers will take a holiday break of approximately 3 to 7 days for different production lines during the National Day holiday [4]. - The capacity utilization rate for LCD TV panels is projected to decrease from around 90% in September to below 80% in October due to the holiday [3][4]. - The capacity utilization rates for October 2023 and 2024 are expected to be 79% [3]. Group 2: Market Impact and Price Stability - The production halt is a strategic move to prevent a decline in panel prices due to reduced demand in the fourth quarter [4]. - The shipment volume of LCD TV panels from major Chinese manufacturers is expected to reach a peak in September, with the National Day holiday serving as a critical preparation period for the upcoming "Double 11" sales event [4]. - The global LCD TV panel prices have stabilized in August and remained flat in September, with expectations for October prices to hold steady as well [5].