The price of TV panel still keeps rising, and the trend is expected to continue to the fourth quarter

2020 “Yinhua Fund Cup” Sina bank financial planner competition, hot registration. From now on to September 7, you will receive free gift packages worth more than 700 yuan from Guan Qingyou, Luo Yuanshang, Chen Kaifeng and Jian Qi. < / P > < p > today, the display Research Office of trendforce Jibang consulting, a professional research institute, released the latest survey. According to the latest survey, the price of TV panel in August still maintained a sharp rise, with 55 inch and 32 inch increases of up to 10%. Thanks to the stable support of terminal demand, it panel prices continue to move up slowly. It is expected that the vast majority of panel factories will be able to break away from the losses of seven quarters in the past two months and turn smoothly It is estimated that the profit performance of the third quarter of 2020 will also significantly improve compared with the previous quarter. According to CITIC Securities Research Report, TV panel prices rose sharply in July, up 4.7% and 11.4% month on month. Among them, 32 “rose the most, mainly because 32” was the most mainstream size, with strong demand. Moreover, Korean factories’ exit capacity was mainly concentrated in smaller size TV panels such as 32 “, which led to the imbalance between supply and demand. From the low point in May to now, the TV panel of 32 / 43 / 50 / 55 / 65 “has increased by + 18.2% / + 11.6% / + 11.6% / + 10.3% / + 6.6%, which is mainly due to the strong recovery of demand driven by the promotion schedule at the demand side, and the active procurement plan made by brand factories; the continuous withdrawal of Korean factories at the supply side led to tight supply and demand. In the short term, in the case of strong demand and reduced supply, it is estimated that the price rising trend is expected to continue to the fourth quarter of this year. The pace of price rise is expected to be 30% – 40%; In the medium to long term, the capacity of the Han factory is out of the way, and the new production line of the Chinese mainland panel factory has been climbing year by year. In addition, domestic production capacity is continuously concentrated to the leading part. It is estimated that the price of the large-size panel will reach a relatively stable state after 2 years. TCL Technology: the subsidiary, Huaxing optoelectronics, carries out the R & D, production and sales business of semiconductor display panel and the collaborative management of semiconductor display related business.