10月电视面板行情: 控产成效显现，LCD TV面板价格预计持稳

Core Viewpoint - The demand for LCD TV panels remains high due to brand manufacturers preparing for the year-end peak season, with panel prices stabilizing as supply and demand strategies align [4][5][6]. Group 1: Market Demand - In Q3, brand manufacturers increased procurement to meet year-end demand, leading to a rise in panel prices, which approached stabilization by September [5][6]. - Despite a forecasted slowdown in demand as inventory adjustments occur, promotional events like "Double Eleven" and "Black Friday" are expected to support demand in October [6][8]. - The overall demand for panels in October is projected to remain stable, with most panel prices expected to hold steady compared to September [8]. Group 2: Supply Side Dynamics - Panel manufacturers increased production capacity utilization to 82% in Q3, a nearly 3% increase from the previous quarter, resulting in a 7.6% year-on-year growth in LCD TV panel shipments [8]. - To address the anticipated demand decline, many panel manufacturers are adjusting production capacity in early October, expecting utilization to drop below 80% [8]. - This production adjustment strategy aims to control inventory and operational costs while alleviating potential supply-demand imbalances in the TV market [8]. Group 3: Price Stability - Price stability is expected for most panel sizes in October, with specific prices remaining unchanged from September: 32" at $32, 43" at $64, 50" at $88, 55" at $110, 65" at $165, and 75" at $221 [4][8]. - However, larger panel sizes like 85" and 98" may experience slight price declines due to insufficient demand, projected to drop to $290 and $455 respectively [8].