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今年第三批国补资金7月下达,8月面板价格将止跌企稳
Di Yi Cai Jing· 2025-07-28 09:17
Group 1 - The price of liquid crystal television panels has stopped declining for the first time in two months, influenced by the release of new national subsidy funds, panel manufacturers controlling production based on demand, increased industry concentration, and a recovery in panel procurement [1][4] - The Ministry of Finance has allocated 69 billion yuan for the third batch of special national bonds to support the consumption of old goods in exchange for new ones [4] - After a rapid destocking by television brands in the second quarter, the demand for television panels is showing signs of weak recovery in the third quarter, with manufacturers adopting a production strategy based on demand [4] Group 2 - The concentration of the liquid crystal television panel industry is increasing, providing more possibilities for manufacturers to produce based on demand and stabilize prices [5] - Following TCL Huaxing's acquisition of LGD's Guangzhou 8.5-generation panel production line, BOE announced plans to acquire a 30% stake in Rainbow Optoelectronics, which may become an important part of BOE's television panel capacity layout [5] - Sigmaintell predicts that the market share of major liquid crystal panel manufacturers, including BOE, TCL Huaxing, and Huike, will expand to over 70% in the global liquid crystal television panel market [5]