群智咨询:二月TV面板市场供需偏紧 价格呈现小幅上涨

智通财经
Feb 26, 2025

智通财经APP获悉,群智咨询发文称,二月,需求稳健是全球LCD TV面板市场供需保持平衡偏紧的主要支撑点。需求端,关税政策尚未完全落地,促使品牌采购策略维持稳健。美国推迟对墨西哥加征关税至3月初,但关税政策作为美国政府谈判的筹码,其未来执行细则仍存变数。因此短期内,品牌需维持可控的高库存运营为政策的不确定性备货预案,但紧迫性有所缓解。中国以旧换新政策为中国品牌采购需求筑底,但政策边际效应恐减弱。此外,材料缺货问题以及面板成本上涨也推动品牌备货需求释放。综合来看,一季度面板需求维持强劲。供应端,"按需生产、库存可控、大尺寸化"成为面板市场的信心来源。

群智咨询(Sigmaintell)数据显示,供需环境平衡偏紧叠加面板厂商涨价意愿增强,2月面板价格呈现小幅上涨。

各尺寸表现如下:

32",二线市场抄底备货需求释放,1月均价上涨1美金,预计2月维持涨幅。

50",供应被挤压推动供需平衡,1月均价上涨1美金,预计2月均价上涨1美金。

55",品牌备货需求逐步恢复,1月面板均价小幅上涨1美金,预计2月维持小涨1美金。

大尺寸方面,需求持续走强且受上游材料供应影响,1月面板均价小幅上涨2美金,预计2月维持2美金涨幅。

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