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京东方A:行业内厂商持续践行“按需生产”的经营策略
证券日报网讯 京东方A9月30日发布公告,在公司回答调研者提问时表示,行业内厂商持续践行"按需生 产"的经营策略,根据市场需求变化,灵活调整产线稼动率。根据咨询机构数据及分析,一季度,得益 于出口需求高涨和"以旧换新"政策刺激,终端需求整体旺盛,行业内企业普遍保持高稼动率,LCDTV 主流尺寸面板价格全面上涨;二季度,国际贸易环境和政策边际效应发生变化,面板采购需求有所降 温,行业内企业快速调整稼动率,应对需求变化;三季度以来,随着厂商去库存趋势结束,旺季面板备 货需求逐步恢复,行业稼动率有所恢复的同时,LCDTV部分尺寸价格经历小幅下降后,部分LCDTV面 板价格企稳;LCDIT方面,MNT、NB面板价格整体维持稳定。 (编辑 袁冠琳) ...
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]