中信证券表示短期来看随着关税政策趋于稳定、年中大促推动TV厂商库存去化并开始25H2备货、面板TV稼动率保持低位运行市场

智通财经
Aug 07
中信证券表示短期来看随着关税政策趋于稳定、年中大促推动TV厂商库存去化并开始25H2备货、面板TV稼动率保持低位运行市场供需有望改善TV面板价格有望逐步迎来触底反转同时25H2手机市场进入消费旺季苹果全系采用LTPO面板驱动行业结构性升级看好OLED面板供需及盈利能力持续改善。展望未来坚定看好面板行业的中长期逻辑行业竞争格局良性化大尺寸化推动供需平衡中枢持续上行成本端持续国产化降本、折旧逐步退出下头部面板有望加速释放利润。

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