Qunzhi Consulting: In November, the global LCD TV panel market trending towards structural balance and overall price stability

The Zhitong Finance App learned that in November, Qunzhi Consulting published an article stating that in November, although overseas markets entered the off-season for panel preparation and the domestic “Double 11" promotion period ended, since China's national compensation policy continued to advance, which continued to drive strong growth in demand in the Chinese market, panel suppliers also actively and flexibly adjusted accordingly to meet the direction of demand as much as possible. At the same time, as the end of the year approaches, most brands and panel makers are committed to seeking to achieve short-term sales targets under the current situation. In this context, the current global LCD TV panel market tends to be structurally balanced.

According to the survey and forecast data of Qunzhi Consulting, global LCD TV panel prices were stable overall in November. The specific dimensions are as follows:

32". Demand recovery is limited, and the average panel price is expected to remain stable in November.

50”. Panel demand lacks growth factors, production capacity supply is relatively scattered, and the average panel price is expected to be stable in the short term.

55". Demand resilience is weak due to size upgrades, and the average panel price is expected to remain stable in November.

In terms of large sizes, demand for strategic stocking of Chinese brands has been released steadily, and the pace of panel production capacity control is steady. The average panel price is expected to remain stable in November.