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 is expected to lead to a tighter supply-demand situation for LCD TV panels in Q1 2026 due to production cuts by major manufacturers [1] Group 1: Industry Impact - Major LCD TV panel manufacturers, including BOE, TCL CSOT, and HKC, plan to implement production halts of five to ten days to reduce labor costs and mitigate the risk of increased inventory [1] - The overall LCD TV panel utilization rate is projected to decrease by 3.5 percentage points to 87.7% in the first quarter, indicating a shift towards a tighter supply-demand balance [1]