Group 1 - The core viewpoint is that the TV panel market is transitioning from a demand-driven to a supply-driven environment, with prices stabilizing in December and a mild increase expected in January [1] - The global TV panel market is moving towards a balanced supply-demand situation as the year ends, with demand supported by event-driven stocking and cost-risk stocking [1] - International brands show stable procurement demand in Q4 to Q1, driven by healthy inventory levels and support from events like the World Cup and the North American tax refund season [1] Group 2 - For the 32" panels, rising storage costs are pushing demand risks while supply is being squeezed, leading to stable prices in December [2] - The 50" panels exhibit limited demand elasticity, but supply capacity is also contracting, resulting in stable prices for December [2] - The 55" panels are gradually reaching a balance between supply and demand, with prices expected to stabilize in December [2] Group 3 - In the large-size panel segment, high supply concentration and recovering stocking demand are leading to price stabilization in December [3]
群智咨询：12月面板价格全面企稳 预计1月价格或将温和上涨
Zhi Tong Cai Jing·2025-12-26 11:37