【机构：受春节减产影响 预估2026年一季度LCD电视面板供需转紧】智通财经1月6日电，根据 TrendForce集邦咨询最新调查，由于中国农历春节将于二月来临，BOE（京东方）、TCL CSOT（华 星）和HKC（惠科）等三大LCD电视面板厂均规划针对后端模组厂实施五至十天的停产，以降低人力 成本及后续库存升高风险，前端产线将同步进行减产。预估第一季整体LCD电视面板稼动率将季减3.5 个百分点至87.7%，供需转为偏紧格局。 转自：智通财经 ...

Core Viewpoint - The panel prices for TVs and laptops remained stable in early April 2025, while monitor panel prices increased. The demand for TV panels showed signs of correction due to increased inventory levels among brand customers and uncertainties in external policy environments, leading to a downward adjustment in orders from most brand clients starting in April [3][5]. Group 1: TV Panel Market - The demand for TV panels has begun to correct, with brand customers increasing their inventory to a certain level, resulting in a downward adjustment of orders starting in April [3]. - The estimated procurement volume for major brand customers in the second quarter is expected to increase by 2% compared to the previous quarter, but this is a significant downward revision from earlier forecasts [3]. - Overall, the TV panel prices are expected to stabilize in April, reflecting a cautious attitude from panel manufacturers aiming to manage supply and demand effectively [3]. Group 2: Monitor Panel Market - The monitor panel prices are benefiting from a temporary exemption from tariffs, prompting some brand customers to actively stock up before the exemption period ends, which supports upward price momentum [5]. - The price increase for monitor panels in April is similar to the growth seen in March, with Open Cell panels rising by approximately $0.2 to $0.3 [5]. - Specific monitor panel sizes, such as 21.5 inches, 23.8 inches, and 27 inches, also experienced price increases of around $0.2 to $0.3 [5]. Group 3: Notebook Panel Market - Despite receiving a temporary tariff exemption, brand customers in the notebook segment have not shifted to an aggressive stocking strategy due to incomplete assembly capacity in Southeast Asia and uncertainties regarding future tariff changes [6]. - The cautious attitude of brand customers is reflected in the overall stability of notebook panel prices in April, with no significant changes expected [6]. - The supply chain remains cautious, as any sudden demand spikes may be constrained by insufficient component supplies [6].