On December 8, the latest CITIC Securities research report pointed out that looking forward to the future, I am firmly optimistic about the medium- to long-term logic of profit release in the panel industry. At the same time, the logic of profit release in the LCD industry is expected to gradually shift from relying mainly on price increases to create and upgrade more industrial value. It is mainly reflected in: large size drives the supply and demand balance center to continue to rise, cost reduction on the cost side, depreciation ushered in Dafeng's exit, etc., and is optimistic about the accelerated release of commercial performance of leading manufacturers in the future. At the same time, it is recommended to focus on the accelerated release of commercial performance of leading companies in the future. Production substitution logic continues to be strengthened key aspects, etc.

Zhitongcaijing · 2d ago
On December 8, the latest CITIC Securities research report pointed out that looking forward to the future, I am firmly optimistic about the medium- to long-term logic of profit release in the panel industry. At the same time, the logic of profit release in the LCD industry is expected to gradually shift from relying mainly on price increases to create and upgrade more industrial value. It is mainly reflected in: large size drives the supply and demand balance center to continue to rise, cost reduction on the cost side, depreciation ushered in Dafeng's exit, etc., and is optimistic about the accelerated release of commercial performance of leading manufacturers in the future. At the same time, it is recommended to focus on the accelerated release of commercial performance of leading companies in the future. Production substitution logic continues to be strengthened key aspects, etc.