智通财经APP获悉,群智咨询发文称,十一月,尽管海外市场进入面板备货淡季以及国内“双11”促销期结束,但由于中国的国补政策仍在继续推进,持续带动中国市场大尺寸需求的强劲增长,面板供应方也相应积极灵活调整,尽可能满足需求的调整方向。同时,随着年底将至,大多数品牌和面板厂商致力于谋求在现有局面下努力完成短期销售目标。在此背景下,当前全球LCD TV面板市场趋向结构性平衡。
根据群智咨询调查和预测数据,11月全球LCD TV面板价格整体平稳,具体尺寸表现如下:
32",需求恢复力度有限,预计11月面板均价维持平稳。
50",面板需求缺乏增长因子,产能供应相对分散,预计短期面板均价稳定。
55",受尺寸升级影响需求韧性疲弱,预计11月面板均价依然稳定。
大尺寸方面,中国品牌策略备货需求稳定释放,面板产能控制节奏稳健,预计11月面板均价维持平稳。
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