每经AI快讯，2月24日，TrendForce集邦咨询报告称，2026年2月，电视面板价格上涨，显示器面板部分 尺寸价格微幅变动，笔电面板价格下跌。2月份电视面板需求维持稳定，且在面板厂规划于农历春节期 间进行5~7天不等的产能调节下，整体供需维持稳定，预估春节连假结束后，买卖双方在价格的议定上 变化不大，电视面板价格仍维持上涨态势。目前观察2月份电视面板价格涨幅，预估32英寸、43英寸与 50英寸上涨1美元，55英寸上涨2美元，65英寸因需求较好，上涨3美元，75英寸上涨2美元。 ...

在近7天(2026年2月5日至2月10日)，美国像素股价呈现区间波动，收盘价从6.00美元微跌至5.97美元， 区间跌幅1.16%，振幅达7.45%，最高触及6.25美元。成交活跃度保持稳定，区间累计成交额约106万美 元，换手率日均约0.7%。 行业政策与环境 2026年2月6日，TrendForce集邦咨询预测2月电视面板价格全面上涨(如55英寸涨2美元)，显示器面板部 分尺寸跟涨，但笔电面板价格承压下行。这一趋势可能间接影响显示技术及半导体供应链需求，需关注 其对相关企业的传导效应。 以上内容基于公开资料整理，不构成投资建议。 经济观察网根据截至2026年2月14日的公开信息，美国像素(股票代码：PXLW.OQ)近期值得关注的事件 如下： 机构观点 2026年2月11日，有机构发布观点，对美国像素维持买入或增持评级，目标均价为12.00美元，较2月10 日收盘价5.97美元存在显著差异。机构预测显示，公司2025年第三季度每股收益同比增幅达52.08%，基 本面改善预期受到市场关注。 股票近期走势 ...

Group 1 - The panel market is experiencing a "not dull off-season" with demand front-loading and supply-side adjustments, creating conditions for price increases [1][2] - The average price forecast for large-size panels in February 2026 shows an upward trend, with 65-inch TV panels expected to reach $171, a $2 increase from January, representing a 1.2% rise [1] - Major panel manufacturers are effectively stabilizing prices through capacity adjustments, which positively impacts profitability [1][2] Group 2 - The supply of medium and large-size panels is highly concentrated among leading companies, which are likely to adopt a unified pricing strategy, further reduced supply during the Chinese New Year [2] - The overall price trend for panels is expected to stabilize, with 65-inch TV panels projected to fluctuate between $168 and $177 throughout 2025, indicating reduced volatility [2] - Chinese panel manufacturers have increased their global market share to over 70% through continuous technological advancements and scale advantages, enhancing their pricing power [2][3] Group 3 - TCL Technology's subsidiary, TCL Huaxing, is maintaining competitive advantages in large-size products while rapidly growing in the small and medium-size segments, with a projected revenue exceeding 100 billion yuan and net profit over 8 billion yuan for 2025 [3] - BOE Technology Group is optimizing its product structure, with significant advancements in OLED technology, including the early activation of its 8.6-generation AMOLED production line, expected to enter mass production in the second half of 2026 [3] - The panel price is anticipated to remain moderately volatile in 2026, with major events like the World Cup expected to drive market demand [3]

Core Viewpoint - In January 2026, TV panel prices are expected to rise, monitor panel prices remain stable, and laptop panel prices are projected to decline due to various market dynamics [1][3][6]. TV Panels - Despite the impact of rising memory and component prices, major TV brands are actively increasing inventory to gain market share, leading to a balanced supply-demand situation for TV panels [3]. - January is expected to see a price increase for TV panels, with specific sizes like 32-inch, 43-inch, 55-inch, and 65-inch projected to rise by $1 [3]. Monitor Panels - In January, although it is traditionally a slow season for LCD monitor panels, some brands are preemptively increasing orders to avoid higher future procurement costs due to ongoing price increases in components [4]. - The demand for LCD monitor panels is showing signs of improvement, with expectations for price increases in Open Cell panels, particularly for mainstream sizes like 23.8-inch IPS and 27-inch IPS, which are anticipated to rise by $0.1 to $0.2 [5]. Laptop Panels - January is typically a slow season for laptop demand, but rising memory prices are prompting brands to stock up on laptop panels to maximize shipments while they still have component inventory [6]. - Despite the increased demand, panel manufacturers are softening their pricing stance due to customer relationships and uncertainty in demand for the second quarter, with TN models expected to decrease by $0.1 and IPS models by $0.2 [6].

Group 1: Financial Performance - In 2024, the company achieved revenue of 58.53 billion, a year-on-year increase of 9.2%, and a net profit attributable to shareholders of 2.25 billion, up 7.2% year-on-year [1] - For Q4 2024, the company reported revenue of 17.88 billion, a significant year-on-year increase of 24.3%, and a net profit attributable to shareholders of 0.94 billion, up 100.1% year-on-year [1] - The overall gross margin for 2024 was 15.7%, a decrease of 0.6 percentage points year-on-year, while Q4 gross margin improved to 16.4%, a year-on-year decrease of 0.3 percentage points [2] Group 2: Business Segments - The television segment generated revenue of 46.63 billion in 2024, reflecting a year-on-year growth of 13.0%, with the company maintaining a leading position in the market [1] - The new display business reported revenue of 6.77 billion, a year-on-year increase of 3.9%, with significant growth in overseas markets, where revenue increased by 63% year-on-year [1] Group 3: Market Position and Strategy - The company holds a market share of 29.8% in domestic sales and 26.3% in volume, leading the industry, with notable increases in Mini LED retail market share [1] - The company is expected to benefit from national subsidies and major sporting events, which will drive channel expansion and market share growth [2] Group 4: Future Outlook - The company forecasts net profit attributable to shareholders of 2.63 billion, 2.93 billion, and 3.26 billion for 2024, 2025, and 2026, respectively, indicating year-on-year growth rates of 16.9%, 11.6%, and 11.1% [2] - The current stock price corresponds to a PE valuation of 11, 10, and 9 times for the years 2024, 2025, and 2026 [2]