Abstract: As the year is approaching, the panel price will once again enter the sawing stage. On the one hand, the entire machine needs low impulse, and the panel price is expected to continue to decline. On the other hand, the panel maker wants to maintain a relatively favorable financial report, hoping that the price adjustment will be maintained as much as possible. status quo.
panel
As the year is approaching, the panel price will once again enter the sawing stage. On the one hand, the entire machine needs low impulse, and the panel price is expected to continue to decline. On the other hand, the panel maker wants to maintain a relatively favorable financial report and hopes that the price adjustment will be maintained as much as possible.
32-inch: With the market picking up, demand has steadily increased. However, HKC/SDC/LGD began to increase supply in November, with supply and demand increasing simultaneously, and prices steadily downward.
40-43 inches: 40-inch inventory high digestive pressure, so that the 40-43 inch segment decreased slightly. In the future, it is expected to absorb some of the shift from the 32-inch demand, and the price decline will stabilize.
49-50 inch: 50 inch also suffers from high inventory pressure, and the price drop slightly increases. The 49-inch segment accepts some 50-inch price pressure, which has a decline of 5 US dollars.
55-inch: Due to product structure adjustments, the 55-inch Q3 panel shipments were lower than the second quarter, resulting in a lag in the supply of panel makers in the fourth quarter of the 55-inch market pick-up, tighter supply and demand to maintain overall relative prices stable.
65-inch: Compared with the shipments at the beginning of the year, the growth rate is more than 60%. The pre-slung terminal market failed to absorb such rapid growth and generate more inventory. Together with the large profit margins of products, there are incentives to activate the market through price cuts. 65-inch will maintain about 10 US dollars decline.
Continental Machine
The Double 11 winners have achieved good results, channel inventory levels have been significantly reduced, and there is more room for companies to consign goods. Currently, there is still a large gap between the various annual BP targets and it is expected that the low price strategy will continue to accelerate in the future. Inventory turnover, so as to achieve the purpose of increasing shipments.
Due to December 12th, New Year's Day and other promotional nodes, TV average price is expected to remain declining in the terminal market. However, due to the greater promotional efforts of all brands in November, and advance overdrafts for subsequent promotions, it is expected that the average price in December will decline. The rate will narrow.
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