机构：受春节减产影响，预估2026年一季度LCD电视面板供需转紧

Core Viewpoint - The upcoming Chinese Lunar New Year has prompted major LCD TV panel manufacturers, including BOE, TCL CSOT, and HKC, to plan production halts of five to ten days for backend module factories to reduce labor costs and mitigate the risk of increased inventory levels [1] Group 1: Production Adjustments - BOE, TCL CSOT, and HKC are implementing production halts to manage costs and inventory risks [1] - Front-end production lines will also undergo reductions in output [1] Group 2: Market Impact - The overall LCD TV panel utilization rate is expected to decrease by 3.5 percentage points in the first quarter, reaching 87.7% [1] - The supply-demand dynamics are shifting towards a tighter market condition [1]