1月电视面板行情: 短期需求持续回暖，预计面板价格稳中有升

Core Viewpoint - The article highlights the recovery of demand in the TV display panel market due to the impact of U.S. tariff policies and domestic subsidy measures, leading to a stabilization and potential increase in panel prices in early 2023 [5][6]. Demand Side Summary - In late 2022, demand for TV panels increased as brands prepared for international events like the World Cup, resulting in a narrowing of price declines for 32" to 85" panels, while prices for 98"/100" panels continued to decline due to weak demand [6]. - In January 2023, the continuation of the domestic subsidy policy for consumer electronics, particularly for energy-efficient products, is expected to support the market and lead to a gradual price recovery for 32" to 65" panels [6][9]. Supply Side Summary - Panel manufacturers are responding to the increased demand by raising production capacity utilization rates, with global high-generation line utilization reaching an estimated 82.4% in December 2022, a significant year-on-year increase of over 5 percentage points [7]. - In January 2023, the average utilization rate is expected to remain above 82%, driven by the need to fulfill concentrated orders and prepare inventory ahead of the upcoming Chinese New Year [8]. Price Dynamics Summary - In January 2023, the overall price of LCD TV panels is expected to stabilize and rise slightly, with most mainstream sizes projected to increase by $1, while prices for 75" and 85" panels are expected to remain stable at $218 and $285, respectively [9]. - The price for 98"/100" panels is anticipated to decrease further, but the decline is expected to narrow to $5, bringing the price down to $425 [9].