群智咨询：10月上旬全球LCD TV面板市场供需平衡格局趋于脆弱

Group 1 - The global LCD TV panel market is experiencing a fragile supply-demand balance due to cooling demand and narrowing supply after the National Day holiday [1] - Panel demand from manufacturers is rationally converging in Q4, as the peak stocking season has passed and brand procurement drivers are weakening [1] - Major manufacturers are implementing production control mechanisms to stabilize supply-demand in the short term, supported by healthy inventory levels [1] Group 2 - For 32-inch panels, demand is cooling but inventory remains healthy, with expected stable average prices from September to October [2] - The 50-inch segment is seeing weakening demand alongside a decline in supply, with average prices expected to remain flat [2] - The 55-inch segment is experiencing rational procurement demand and concentrated supply, with average prices also expected to hold steady [2] Group 3 - The G10.5 production control is significantly impacting supply-demand balance for large-sized panels, with average prices anticipated to remain unchanged [2] - Price ranges for various sizes and resolutions are stable, with no expected changes from September to October [3]