智通财经APP获悉，群智咨询发文称，三季度，面板供应伴随旺季备货需求同步恢复，全球LCD TV面板市场在量价博弈中维持动态平衡。需求端，当前已进入年度大促的"旺季前哨期"，整机厂商面板采购环比恢复。"促销备货"叠加"库存健康"，是整机厂商采购趋向积极的基础逻辑。同时，份额竞争刺激头部品牌面板需求环比明显增加，而中腰部品牌受经营压力拖累采购策略保守恢复。此外，代工及渠道厂商需求亦有升温。供应端，在需求恢复加持下，面板厂商控产力度松动，群智咨询预计，三季度稼动率提升至86%。
综合来看，全球LCD TV面板市场上下游呈现"温和复苏"与"动态管控"的对垒阶段。各尺寸表现如下：
32"，印度等区域备货需求恢复，8月均价止跌回稳。
50"，面板需求稳中恢复且供应可控，8月均价维持平稳。
55"，高供应集中度背景下，供需趋向平衡，8月均价维持平稳。
大尺寸方面，随着库存去化以及旺季备货需求释放，8月均价趋稳。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.