【机构：预计二季度面板厂将基于需求灵活调整，面板稼动率环比略有收缩】金十数据3月26日讯，群智咨询报告显示，LCD TV面板价格经历一个季度的上行区间后，全球电视面板市场上下游将进入围绕成本博弈的预热期。需求端，关税政策加码后，品牌采购策略将从风险备货转向成本管控。在美国增加关税预期下，电视整机产能转移影响品牌运营成本增加，推动整机厂商备货情绪由积极转向观望。此外，中国市场“以旧换新”政策对需求影响边际效应减弱，逐渐对品牌备货产生影响。供应端，按需生产原则下，一季度面板供应明显增加，预计二季度面板厂将基于需求灵活调整，面板稼动率环比略有收缩。预计三月中小尺寸面板价格止涨回稳，大尺寸涨幅收窄。
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