需求升温 面板行业淡季“吹暖风”

金十财经
11 Jan

【需求升温 面板行业淡季“吹暖风”】金十数据1月11日讯,近日,TrendForce集邦咨询公布了1月上旬面板报价,数据显示,2025年1月,电视(TV)面板价格预期呈上升趋势。业内人士表示,2025年1月,随着以旧换新政策延续,TV备货需求不减,加上国际品牌客户也即将启动新年度的备货,预计TV面板整体需求较预期强劲,价格在传统淡季有上涨的空间。国信证券发布报告称,面板行业产能逐步稳定,供给端份额逐渐集中,面板企业的盈利稳定性有望逐步强化。

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