7月液晶电视面板价格跌幅扩大，面板龙头正通过并购、加码高附加值业务，谋求从价格竞争转向价值驱动。 今年上半年面板上市公司业绩分化，7月液晶电视面板价格跌幅扩大。面板龙头企业正通过控产、并购、加码高附加值业务等方式，谋求从价格竞争转向价 值驱动，能否转型成功是新的考验。 深天马（000050.SZ，简称天马）7月14日晚发布业绩预告透露，天马今年上半年归母净利润预计为1.9亿-2.2亿元，同比扭亏为盈，原因是提升高端旗舰项目 份额，加快推进新项目建设；今年上半年预计实现营业收入同比增长约10%。 有人欢喜有人愁，也有面板公司业绩下滑或继续亏损。彩虹股份（600707.SH）预计其今年上半年归母净利润4.1亿-4.8亿元，同比减少47.59%到55.23%。原 因是TV（电视）面板价格同比下降，导致面板业务毛利下降；其6代基板玻璃产销量受市场因素影响而大幅下降。 据华映科技（000536.SZ）的业绩预告，其今年上半年归母净利润虽同比上升，但预计仍亏损4.66亿元至4.86亿元，因为显示面板行业竞争依然激烈。 上周TCL科技（000100.SZ）也发布业绩预告透露，今年上半年公司整体营收826亿-906亿元，同比 ...

Core Viewpoint - Japan's chemical industry is undergoing significant restructuring, with major companies exiting low-margin businesses and focusing on high-value-added materials and sustainable practices to enhance competitiveness in a challenging market environment [1][5][6]. Group 1: Industry Position and Market Dynamics - Japan's new materials industry holds a leading position globally, particularly in semiconductor materials, specialty chemicals, and carbon fiber, with companies like Toray and Mitsubishi Chemical being key players [1]. - Recent trends show a withdrawal from certain sectors, with major companies like Kuraray and Mitsui Chemicals announcing production halts and business exits, indicating a strategic shift in response to market pressures [2][3]. Group 2: Strategic Adjustments and Future Focus - Companies are restructuring to focus on high-growth, high-margin sectors, with an emphasis on specialty chemicals and sustainable materials, as seen in Mitsui Chemical's plans for a global specialty chemicals business [5]. - The overarching strategy across major firms includes transitioning towards high-performance materials and green technologies, aligning with global trends in energy transition and environmental regulations [4][5][6]. Group 3: Challenges and Market Pressures - The Japanese chemical sector faces challenges such as declining domestic demand due to population decrease and economic downturn, alongside increased competition from rapidly developing Asian markets [3][4]. - The implementation of carbon border adjustment mechanisms and pressures from global carbon markets are further complicating the operational landscape for traditional chemical businesses [4].