BOE(SZ:000725) Ge Long Hui A P P·2026-02-26 00:59Core Viewpoint - BOE Technology Group (京东方A) reported strong demand for TV products driven by factors such as sports events and the Spring Festival, leading to increased shipment volumes in the first quarter of 2025 [1] Group 1: Demand Side - The demand for TV brands has remained robust since the fourth quarter of 2025, with continued strong stocking needs [1] - The shipment volume of TV products is expected to keep rising due to these demand factors [1] Group 2: Supply Side - Industry players are adhering to a "production based on demand" strategy, flexibly adjusting their operating rates to match market needs [1] - Overall operating rates are anticipated to remain high in March [1] Group 3: Pricing Trends - According to third-party consulting data, prices for mainstream TV products have shown a comprehensive increase as of February 2026, with the rate of price increase expanding [1] - TV panel prices are expected to continue rising in March [1]