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面板备货需求恢复
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京东方A:三季度以来面板备货需求逐步恢复 行业稼动率有所恢复
Xin Lang Cai Jing· 2025-09-29 03:33
Group 1 - The core viewpoint is that BOE A indicates a recovery in panel inventory demand as the destocking trend among manufacturers comes to an end since the third quarter [1] - The industry operating rate has shown signs of recovery alongside the stabilization of LCD TV panel prices after a slight decline in certain sizes [1] - For LCD IT, the prices of MNT and NB panels have remained stable overall [1]
京东方A:三季度以来面板备货需求逐步恢复 行业稼动率有所恢复
Group 1 - The core viewpoint is that BOE A (000725) has observed a recovery in panel inventory demand as the destocking trend among manufacturers comes to an end since the third quarter [1] - The industry operating rate has shown signs of recovery alongside the stabilization of LCD TV panel prices after a slight decline in certain sizes [1] - For the LCD IT segment, prices for MNT and NB panels have remained stable overall [1]