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被某大客户取消LTPO面板订单?京东方回应
Xin Lang Cai Jing· 2025-11-21 13:31
11月21日,针对公司被某大客户取消LTPO面板订单传闻,京东方A在互动平台表示,公司始终与全球 合作伙伴保持着紧密、稳定、互信的合作关系,所有业务项目均在按计划有序推进。对于韩媒基于不实 信息的报道,公司不予置评,并对其引发的市场传闻深表遗憾。公司郑重提醒,所有合作信息请以京东 方及客户的官方发布为准。 ...
京东方A:对于韩媒基于不实信息的报道,不予置评
Ge Long Hui A P P· 2025-11-21 13:26
格隆汇11月21日|有投资者提问"网上多源消息说公司被某大客户取消LTPO面板订单是否属实?",京 东方A在互动平台表示,公司始终与全球合作伙伴保持着紧密、稳定、互信的合作关系,所有业务项目 均在按计划有序推进。对于韩媒基于不实信息的报道,我们不予置评,并对其引发的市场传闻深表遗 憾。我们郑重提醒,所有合作信息请以京东方及客户的官方发布为准。谣言止于智者。让我们共同维护 中国显示产业来之不易的良性竞争环境与健康发展态势。 ...
被某大客户取消LTPO面板订单?京东方A回应
Xin Lang Cai Jing· 2025-11-21 13:19
有投资者在互动平台向京东方A提问:"网上消息说公司被某大客户取消LTPO面板订单是否属实?"对 此,京东方A回复称:"公司始终与全球合作伙伴保持着紧密、稳定、互信的合作关系,所有业务项目 均在按计划有序推进。对于韩媒基于不实信息的报道,我们不予置评,并对其引发的市场传闻深表遗 憾。我们郑重提醒,所有合作信息请以京东方及客户的官方发布为准。谣言止于智者。让我们共同维护 中国显示产业来之不易的良性竞争环境与健康发展态势。"(人民财讯) ...
中信证券:TV面板价格阶段回落 后续供需有望持续改善
Group 1 - The core viewpoint of the article is that TV panel prices are expected to gradually recover after a period of decline, driven by improved supply and demand dynamics in the market [1] - Short-term factors contributing to this recovery include stable tariff policies, inventory reduction by TV manufacturers during mid-year promotions, and low operating rates of TV panels [1] - The mobile phone market is entering a consumption peak season, with Apple adopting LTPO panels across its product line, which is expected to drive structural upgrades in the industry [1] Group 2 - The long-term outlook for the panel industry remains positive, with a favorable competitive landscape and the trend towards larger sizes helping to push the supply-demand balance upwards [1] - Cost reductions through domestic production and the gradual exit of depreciation costs are anticipated to accelerate profit release for leading panel manufacturers [1]