格隆汇2月24日｜TrendForce集邦咨询报告称，2026年2月，电视面板价格上涨，显示器面板部分尺寸价 格微幅变动，笔电面板价格下跌。2月份电视面板需求维持稳定，且面板厂规划在农历春节期间进行5— 7天不等的产能调节下，整体供需维持稳定，预估春节连假结束后，买卖双方在价格的议定上变化不 大，电视面板价格仍维持上涨态势。目前观察2月份电视面板价格涨幅，预估32英寸、43英寸与50英寸 上涨1美元，55英寸上涨2美元，65英寸因需求较好，上涨3美元，75英寸上涨2美元。 ...

每经AI快讯，2月24日，TrendForce集邦咨询报告称，2026年2月，电视面板价格上涨，显示器面板部分 尺寸价格微幅变动，笔电面板价格下跌。2月份电视面板需求维持稳定，且在面板厂规划于农历春节期 间进行5~7天不等的产能调节下，整体供需维持稳定，预估春节连假结束后，买卖双方在价格的议定上 变化不大，电视面板价格仍维持上涨态势。目前观察2月份电视面板价格涨幅，预估32英寸、43英寸与 50英寸上涨1美元，55英寸上涨2美元，65英寸因需求较好，上涨3美元，75英寸上涨2美元。 ...

电视面板 TrendForce集邦咨询公布2月面板价格趋势预测指出，2026年2月，在需求表现优于预期下，电视面板价 格预计将延续上涨态势，显示器面板部分尺寸价格上涨；而笔电面板在厂商短期争取订单的稳定之下， 对面板价格的态度上持续放软，价格预期下跌。 具体内容如下： 笔电面板 2月份后，受存储器与其他半导体料件供货吃紧与涨价的影响，笔电品牌客户持续针对笔电面板进行提 前备货，但要求笔电面板价格下跌的力道有增无减。面板厂为了维系与笔电品牌客户的关系，短期争取 订单的稳定之下，在面板价格的态度上持续放软，因此笔电面板呈现与其他两大应用领域不同的价格走 势，目前预估2月份的笔电面板价格全尺寸呈现下跌态势，其中TN机种预估下跌0.1美元，IPS机种预估 下跌0.2美元。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 2月份，电视面板需求仍维持在相对较稳定水平，加上面板厂明确表示将在农历春节期间进行5~7天不 等的产能调控，2月份平均稼动率预期将较1月份调整约10%，可望支撑供需维持在较为平衡的状态，也 有助于电视面板价格的上扬。目前预估2月份电视面板价格有机会呈现全面上涨趋势，32英寸、43英寸 与 ...

智通财经APP获悉，TrendForce集邦咨询公布2月面板价格趋势预测指，2026年2月，在需求表现优于预期下，电视面板价格预计将延续上涨态势，显示器面 板部分尺寸价格上涨；而笔电面板在厂商短期争取订单的稳定之下，对面板价格的态度上持续放软，价格预期下跌。 具体内容如下： 电视面板 | 电视 | es"W | 3840x2160 | | --- | --- | --- | | | 55"W | 3840x2160 | | | 43"W | 1920x1080 | | | 32"W | 1366x768 | | 桌上显示器 | 27"W (IPS) | 1920x1080 | | --- | --- | --- | | | 23.8"W (IPS) | 1920x1080 | | | | Any | | | 17.3'W (TN) | 1600x900 | | | 1 C CHIAL (V-L .. IDC) | 1010. 1000 | 2月份，电视面板需求仍维持在相对较稳定水平，加上面板厂明确表示将在农历春节期间进行5~7天不等的产能调控，2月份平均稼动率预期将较1月份调整 约10%，可望支撑供需维持在较 ...

每经AI快讯，2月6日，TrendForce集邦咨询公布了2月面板价格趋势预测：电视面板价格预计将延续上 涨态势，显示器面板部分尺寸价格上涨，笔电面板价格预期下跌。报告称，2月份，电视面板需求仍维 持在相对较稳定水平，加上面板厂明确表示将在农历春节期间进行5-7天不等的产能调控，2月份平均稼 动率预期将较1月份调整约10%，可望支撑供需维持在较为平衡的状态，也有助于电视面板价格的上 扬。目前预估2月份电视面板价格有机会呈现全面上涨趋势，32英寸、43英寸与50英寸预估上涨1美元， 55英寸、65英寸与75英寸则预计上涨2美元。 ...

TrendForce集邦咨询日前公布2月面板价格趋势预测：2026年2月，电视面板价格预计将延续上涨态势， 显示器面板部分尺寸价格上涨，笔电面板价格预期下跌。目前预估2月份电视面板价格有机会呈现全面 上涨趋势，32英寸、43英寸与50英寸预估上涨1美元，55英寸、65英寸与75英寸则预计上涨2美元。 ...

Group 1 - The core viewpoint of the article is that TrendForce predicts an overall increase in television panel prices in February 2026, while some monitor panel sizes are expected to rise and laptop panel prices are anticipated to decline [1] Group 2 - The forecast indicates that in February, television panel prices are likely to see a comprehensive upward trend, with 32-inch, 43-inch, and 50-inch panels expected to rise by $1, while 55-inch, 65-inch, and 75-inch panels are projected to increase by $2 [1]

Group 1 - The core viewpoint of the article is that the prices of TV panels are expected to continue rising in February 2026, while monitor panel prices for certain sizes are predicted to increase, and laptop panel prices are anticipated to decline [3][6]. - In February, the demand for TV panels remains relatively stable, and panel manufacturers are expected to adjust production capacity during the Lunar New Year, leading to a projected average utilization rate decrease of about 10% compared to January, which will help maintain a balanced supply-demand situation [3][6]. - The forecast indicates that TV panel prices may see a comprehensive upward trend, with 32-inch, 43-inch, and 50-inch panels expected to rise by $1, while 55-inch, 65-inch, and 75-inch panels are projected to increase by $2 [3][6]. Group 2 - For monitor panels, demand is performing better than expected, and brand customers are placing urgent orders, prompting manufacturers to consider raising prices. The 23.8-inch FHD Open Cell panel is expected to increase by $0.3, and the 27-inch FHD Open Cell panel is projected to rise by $0.1 [6][7]. - In the laptop panel segment, due to tight supply of memory and other semiconductor components, laptop brands are stockpiling panels, but there is increasing pressure for prices to decrease. Consequently, laptop panel prices are expected to decline across all sizes, with TN models projected to drop by $0.1 and IPS models by $0.2 [7].

Group 1: ETF Market - The total market size of ETFs has decreased to 5.93 trillion yuan, down from 6.24 trillion yuan [1] - The scale of the CSI A500 ETF has dropped below 300 billion yuan, currently at 285.98 billion yuan, with 8 out of 40 ETFs having a scale of over 10 billion yuan [1] Group 2: Investment Outlook - Bridgewater Associates remains optimistic about the Chinese stock market, projecting a 45% return for its onshore hedge fund in 2025, marking the best performance in five years [1] - The All Weather Plus fund of Bridgewater saw a 9.1% increase in Q4, with an annual return of 44.5%, compared to an 18% rise in the benchmark CSI 300 index [1] Group 3: Energy Storage Market - GGII forecasts that global household energy storage system shipments will reach approximately 35 GWh in 2025, representing a nearly 50% year-on-year growth [2] - The market concentration for household storage systems is significant, with Germany, the US, Australia, and Japan accounting for 57% of the total global installation [2] Group 4: Film Industry - China's film industry chain is projected to reach a value of 817.26 billion yuan in 2025, with a box office multiplier of approximately 1:15.77, ranking among the top globally [3] Group 5: Commercial Aerospace - In 2025, China's commercial aerospace sector is expected to complete 50 launches, accounting for 54% of the total national space launches, with 311 commercial satellites successfully placed into orbit [3] Group 6: Strategic Partnerships - Lianlong has signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricating oil additive supply chain in China and the Asia-Pacific region [8] Group 7: Financial Performance Forecasts - Limin Co. anticipates a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [11] - Guanghui Energy expects a net profit of 1.32 billion to 1.47 billion yuan for 2025, indicating a decline of 50.03% to 55.13% year-on-year [12] - Jiajiayue forecasts a net profit of 198 million to 228 million yuan for 2025, reflecting a growth of 50.06% to 72.79% year-on-year [13] - Xianghe Industrial projects a net profit of 120 million to 148 million yuan for 2025, showing an increase of 59.17% to 96.31% year-on-year [14] - Baiao Intelligent expects a net profit of 90 million to 120 million yuan for 2025, indicating a growth of 228.34% to 337.79% year-on-year [15] - Hekang New Energy anticipates a net profit of 50 million to 75 million yuan for 2025, representing a year-on-year increase of 385.62% to 628.43% [16]

Core Viewpoint - In January 2026, TV panel prices are expected to rise, while monitor panel prices remain stable and laptop panel prices are projected to decline due to various market dynamics [3][5][6]. Group 1: TV Panel Market - Despite being a traditional off-season, TV panel demand remains strong as major brands are actively stocking up to gain market share, leading to a balanced supply-demand situation [3][5]. - January is expected to see price increases for various TV panel sizes, including a $1 increase for 32-inch, 43-inch, 55-inch, and 65-inch panels [3][5]. - Panel manufacturers plan to reduce production in February, which supports the upward price trend for TV panels in the first quarter [3][5]. Group 2: Monitor Panel Market - The demand for LCD monitor panels has shown signs of improvement, with some brands proactively stocking up to mitigate rising procurement costs [5]. - Open Cell panels are anticipated to reflect price increases first, with mainstream sizes like 23.8-inch IPS and 27-inch IPS expected to rise by $0.1 to $0.2 [5][6]. - Overall, the price of LCD monitor panel modules is expected to remain stable [5]. Group 3: Laptop Panel Market - In January, despite being a traditional off-season for laptop demand, brand clients are increasing their orders due to rising component prices, aiming to maximize output before prices rise further [6]. - Laptop panel prices are expected to continue their downward trend, with TN models projected to decrease by $0.1 and IPS models by $0.2 [6].