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群智咨询:预计Monitor面板价格有望在1月份止跌企稳 2月份或迎来小幅 ...
智通财经APP获悉,群智咨询发文称,进入1月份,在美国关税政策以及TV面价格上涨的传导影响下,短期内部分品牌面板备货需求提拉,低价客群备货需求明显增强,推动全球显示器面板市场需求继续呈现短期上扬态势。供应端,在“按需生产”策略下,面板厂商整体库存处于健康水平,由于TV面板价格已率先上涨,在面板厂盈利诉求的推动下,Monitor面板产能将在一定程度上受到TV产能挤压,市场供应呈现平衡偏紧状态。 在供 ...
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