群智咨询：预计面板价格将维持上行周期

Group 1 - The core viewpoint of the articles indicates that the global TV panel market is moving towards a balanced supply-demand situation, with panel prices expected to maintain an upward trend due to stronger-than-expected demand and weakened production control by manufacturers [1][2]. - The demand side is driven by pre-event stocking and rising costs, leading to robust procurement from brands, which in turn influences the gradual return to balance in the global LCD TV panel supply-demand [1]. - On the supply side, the marginal improvement in demand has led to a slight relaxation in production control by leading manufacturers during the Spring Festival, but the overall supply level of TV panels is still expected to decline quarter-on-quarter in Q1 [1]. Group 2 - For specific panel sizes, the following price changes are anticipated: - 32" panels are expected to see an increase of $1 in February due to rising circulation demand [1]. - 50" panels are projected to continue rising by $1 in February, with stable demand and supply [2]. - 55" panels are also expected to rise by $1 in February, benefiting from a balanced supply-demand situation [2]. - Large-size panels are forecasted to increase by $2 in February, driven by recovering demand and high supply concentration [2].