12月电视面板行情: 价格走势分化，中小尺寸企稳大尺寸续跌

Core Viewpoint - The panel market is experiencing a decline in demand following the end of the peak stocking period, with supply remaining relatively loose, leading to a continued decrease in panel prices [2][5][6]. Demand Analysis - In November, overall demand in the panel market showed signs of fatigue, with prices for most sizes continuing to decline, except for the 32" and 43" panels which remained stable [5][6]. - Entering December, demand for small to medium-sized panels received temporary support due to early procurement by brands in anticipation of international sports events, while large-sized panels continued to face weak demand [5][6]. - The domestic market remains cautious due to unclear policies regarding "national subsidies," leading to conservative stocking expectations for the first quarter of the next year [5][6]. Supply Analysis - In November, the industry saw a rebound in average utilization rates to approximately 80.5%, an increase of 2.5 percentage points year-on-year, as panel manufacturers adjusted production in response to demand fluctuations [6]. - Despite the overall supply environment being relatively loose, major panel manufacturers are expected to maintain high production levels in December to meet orders from the North American market, keeping utilization rates above 80% [6][7]. Price Trends - Price forecasts for December indicate a divergence in the LCD TV panel market, with 32" and 43" panels expected to remain at $32 and $64 respectively, while prices for 50" and 55" panels are projected to stabilize at $86 and $107 [7]. - Larger panels, such as 65", 75", and 85", are anticipated to see slight declines of $1 to $2, with prices expected to reach $161, $216, and $282 respectively; the 98"/100" panels are expected to drop by $10 to $430 due to insufficient demand [7].