面板价格回升
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天禄科技:TV及MNT面板价格有望回升,行业稼动率维持高位
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-14 09:33
Core Viewpoint - Tianlu Technology indicates that since December 2025, the demand for TV panels has increased due to factors such as inventory preparation for sports events, leading to a rise in panel shipments and potential price increases in the context of manufacturers adopting a "just-in-time production" strategy [1] Group 1: TV Panel Market - Brand manufacturers are actively purchasing, which is driving up TV panel shipment volumes [1] - The price of TV panels is expected to rise due to the current production strategy and increased demand [1] Group 2: MNT Panel Market - Some brand clients are releasing inventory replenishment demands, contributing to structural supply tightness for certain panel sizes [1] - Price increases have been observed on a month-over-month basis due to capacity constraints from TV and other products, as well as a contraction in overseas production [1] Group 3: Overall Panel Production - The overall panel utilization rate is expected to maintain a high level, driven by advanced demand and inventory preparation, continuing from the high levels seen in December 2025 [1]