金吾财讯 | 中信证券研报指出，短期来看，国补、低价备货、关税、品牌端产能调整下TV面板需求仍相对旺盛，2025年4月起 TV 面板价格或转向平稳但仍相对较高，稼动率则或有所回调，该行预计面板厂Q2利润端仍有望表现相对积极。
展望未来，坚定看好面板行业的中长期逻辑，行业竞争格局良性化，大尺寸化推动供需平衡中枢持续上行，成本端持续国产化降本、折旧逐步退出下，头部面板有望加速释放利润。
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