显示行业观察：面板周跟踪

Investment Rating - The report indicates a positive outlook for the panel industry, suggesting to pay attention to companies like BOE Technology Group, TCL Technology, and Visionox in the panel supply chain [6]. Core Insights - The panel sector index increased by 2.52% this week, while the SW electronics index rose by 9.65%, indicating that the panel industry underperformed relative to the electronics sector by 7.13% but outperformed the CSI 300 by 1.54% [5]. - The top three gainers in the panel industry this week were Jingwei Huikai (up 105.35%), Weida Optoelectronics (up 31.00%), and Woge Optoelectronics (up 19.75%), while the biggest losers were Aorui De (down -4.12%), Shenhua Fa A (down -3.78%), and Honghe Technology (down -2.88%) [5]. - In terms of pricing, the report notes that TV panel prices continued to decline in September, with prices for 32/43/50/55/65-inch panels at $36/$62/$101/$126/$172 respectively. Monitor panel prices also saw a slight decrease, while notebook panel prices remained stable [5]. - Looking ahead, the report anticipates that LCD TV panel prices may stabilize due to production control and partial demand recovery. However, monitor panel prices are expected to continue a slight downward trend, and smartphone panel prices may see a slight decrease despite increased demand during promotional seasons [5]. Summary by Sections Panel Sector Performance - The panel sector index rose by 2.52% this week, underperforming the electronics sector by 7.13% but outperforming the CSI 300 by 1.54% [5]. - The top gainers included Jingwei Huikai, Weida Optoelectronics, and Woge Optoelectronics, while the biggest losers were Aorui De, Shenhua Fa A, and Honghe Technology [5]. Pricing Trends - September TV panel prices showed a continued decline, with specific prices for various sizes detailed [5]. - Monitor panel prices experienced a slight decrease, while notebook panel prices remained stable [5]. Future Price Expectations - LCD TV panel prices are expected to stabilize due to production control and demand recovery [5]. - Monitor panel prices are projected to continue a slight decline, while smartphone panel prices may decrease despite increased demand during promotional seasons [5].