群智研究:8月LCD TV面板价格依然维持下降趋势,但降幅有望逐步收窄

智通财经
Aug 26
【群智研究:8月LCD TV面板价格依然维持下降趋势,但降幅有望逐步收窄】八月正值海外促销季备货期,品牌需求和面板供应双向恢复,电视面板上下游厂商围绕利润目标展开策略博弈。需求侧,旺季备货、材料涨价共同构成品牌短期采购需求走强的核心要素,但代工市场需求则持续转弱。首先,三季度是黑五等年终大促备货的主要窗口期,品牌采购增加,尤其大尺寸需求持续稳健。其次,PCBA等材料涨幅扩大,品牌备货节奏被动前移。再次,在台湾面板厂产能转型的预期之下,品牌启动面板备货策略的调整。以上多重因素叠加,头部品牌八月需求强劲,尽管二线市场需求走弱,但在品牌需求及大尺寸需求支撑下,三季度面板面积基准需求好于预期。在此基础上,八月中国大陆面板厂商产能供应增加至高位水平,台湾厂商维持稳定。 根据群智咨询数据显示,8月LCD TV面板价格依然维持下降趋势,但降幅有望逐步收窄。

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