TCL科技：2026年是体育赛事大年 电视面板需求量有望增加1—2%

Core Viewpoint - TCL Technology indicates that global trade frictions have significantly disrupted the supply chain stocking rhythm and consumer expectations this year, but recent easing of these frictions and improved global layout of the supply chain enhance delivery capabilities, setting a favorable condition for orderly industry development by 2026 [1] Group 1: Industry Outlook - The easing of global trade frictions is expected to positively impact the industry, allowing for better supply chain management and delivery capabilities [1] - The year 2026 is highlighted as a significant year for sports events, including the Winter Olympics and the North America World Cup, which are anticipated to boost television consumption, particularly for large-sized TVs [1] Group 2: Demand Projections - It is projected that the demand for television panels will increase by 1-2% next year, with demand area expected to grow by over 5% due to the trend towards larger sizes [1]