Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Viewpoints - The price of TV panels is expected to rise, with LCD and mid-size OLED likely to lead demand recovery. This is supported by the anticipated increase in demand due to upcoming sports events and government policies promoting trade-in programs for energy-efficient TVs [3][7] - The LCD market is expected to see a rebound in demand, driven by major manufacturers controlling production to improve supply-demand dynamics. The upcoming FIFA World Cup and continued government incentives are expected to boost demand [7] - Mid-size OLED is projected to penetrate the market more rapidly, enhancing demand for OLED technology in personal computers and other devices. The production efficiency and cost reduction in OLED manufacturing are expected to drive this trend [7] Summary by Sections Investment Suggestions and Targets - The report suggests investing in panel manufacturers such as TCL Technology, BOE Technology Group, and others, as well as panel material manufacturers like Lite-On Optoelectronics and others [3][8] Market Dynamics - According to TrendForce, TV panel prices are expected to rise across all sizes in January 2026, with specific increases noted for various dimensions [11] - The report highlights the successful early activation of BOE's 8.6 generation AMOLED production line, indicating strong market confidence among leading manufacturers [12]

"分享的题材方向和题材的研报，旨在为您梳理选股方向，您可以加自选关注，但是不构成投资建议， 不作为买卖依据，您应当基于审慎原则自行参考，如据此操作，风险自担！" 参考文献：东方证券 李晋杰 蒯剑 李晋杰2026-01-06 CES2026前瞻：关注AI端侧的升级与创新突破 本文由投资顾问 ： 何威 ——A1290622100002 撰写 AI创新硬件有望实现突破。部分投资者认为AI创新硬件可能在用户接受度上仍然有限。我们认为，AI 眼镜、AI耳机等创新品类功能日益完善，有望带来人机交互体验的突破。在AI眼镜方面，CES 2026上 雷鸟创新、影目科技、微光科技等AI眼镜厂商将展示光波导AI眼镜、AI+AR眼镜等产品。除AI眼镜 外，出门问问、光帆科技等厂商将会推出AI录音耳机、AI全感穿戴设备等创新人机交互体验的AI原生 产品，其中光帆推出的Lightwear AI全感穿戴设备由全球首款具备视觉感知能力的主动式AI耳机与智能 手表协同构成；日企D.O.N将发布全球首款腰带式传感可穿戴设备VITAL BELT。此外，影石也有望带 来Antigravity A1无人机等新品的展示。 投资观点： 建议关注端侧AI的 ...