京东方A：行业整体供需存在压力，下半年折叠产品出货量预计回落

Core Insights - The overall supply and demand in the industry is under pressure [2] - The shipment volume of foldable products is expected to decline in the second half of the year [2] - The demand for LTPO from overseas brands is increasing, while the shipment of low-end Ramless products is growing rapidly [2] - Competition in the domestic OLED market is becoming increasingly intense [2]