面板价格反弹
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面板双虎逆势大涨 原来是这个原因
Jing Ji Ri Bao· 2025-09-27 23:04
Core Viewpoint - The report from Morgan Stanley indicates that TV panel prices are nearing a short-term bottom and are poised for a rebound, which has positively influenced the stock prices of major panel manufacturers on September 25 [1] Group 1: Market Performance - On September 25, the stock prices of major panel manufacturers, including Innolux and AU Optronics, surged despite market trends, with Innolux hitting the upper limit and closing up 4.2% at NT$14.8, while AU Optronics approached the upper limit, closing up 3.6% at NT$14.1 [1] - This price increase marks a peak in the recent stock price rebound for both companies [1] Group 2: Price Trends and Expectations - Morgan Stanley noted that the prices of mainstream TV panels (32-inch, 43-inch, 55-inch, 65-inch, and 75-inch) remained stable from August to September, aligning with expectations [1] - The report anticipates a slight increase in TV panel shipment volumes compared to August, driven by TV brands adjusting their procurement for year-end promotional activities [1] - Despite an expected quarter-over-quarter decline of approximately 2% in TV panel prices for Q3, the sentiment around panel stocks has turned positive as prices approach a bottom, which may help drive stock prices upward [1]