12月电视面板行情: 价格走势分化，中小尺寸企稳大尺寸续跌

Core Viewpoint - The LCD TV panel market is experiencing a mixed demand environment, with domestic demand slowing down while overseas markets show resilience due to upcoming sports events and year-end purchases by leading brands [2][9]. Demand Side Summary - Since December, domestic market demand has weakened due to the end of seasonal stocking, while overseas demand is supported by anticipated international sports events and brand purchases [2][9]. - In November, overall demand showed signs of fatigue, with prices for most panel sizes continuing to decline, except for 32" and 43" panels which remained stable [2][9]. - For December, mid-sized panel demand is expected to stabilize due to early procurement by brands for upcoming events, while large-sized panels are anticipated to continue their downward price trend due to weak demand [2][9][10]. Supply Side Summary - In November, the industry saw a mixed approach to capacity control among panel manufacturers, leading to an average utilization rate of approximately 80.5%, a year-on-year increase of 2.5 percentage points [2][9]. - The supply environment remains relatively loose, which has further pressured panel prices, with manufacturers expected to maintain high production levels in December to meet North American market orders [2][9]. Price Trends Summary - Price forecasts for December indicate a divergence in trends: 32" and 43" panels are expected to remain at $32 and $64 respectively, while 50" and 55" panels are projected to stabilize at $86 and $107 [3][10]. - Conversely, prices for 65", 75", and 85" panels are expected to decline slightly by $1-2, reaching $161, $216, and $282 respectively, while the price for 98"/100" panels is anticipated to drop by $10 to $430 due to insufficient demand [3][10].