Workflow
LCDTV面板
icon
Search documents
京东方A:展望三季度,预计行业稼动率有所恢复
Zheng Quan Ri Bao Wang· 2025-08-08 11:41
Core Viewpoint - BOE Technology Group announced on August 8 that industry players are continuously implementing a "demand-driven production" strategy, flexibly adjusting production line utilization rates based on market demand changes [1] Industry Summary - In Q1, driven by strong export demand and the "trade-in" policy, overall terminal demand was robust, leading to high utilization rates across the industry, with mainstream LCD TV panel prices rising [1] - Since Q2, changes in the international trade environment and policy effects have led to a cooling of panel procurement demand, prompting companies to quickly adjust their utilization rates in response to demand fluctuations [1] - As the third quarter progresses, the trend of inventory reduction continues, with some LCD TV panel prices experiencing slight declines; however, in August, with the gradual recovery of peak season panel stocking demand, some LCD TV panel prices have begun to stabilize [1] - Looking ahead to Q3, the industry is expected to see a recovery in utilization rates, and LCD TV panel prices are likely to stabilize or rise again [1]