TCL科技:預計Q4行業供給將按需調整,保障面板價格趨於平穩
格隆匯8月10日丨有投資者在深交所互動易平台向TCL科技提問:面板從年初升到現在已經有5個多月,請問這一輪面板價格還能繼續升到什麼時候,Q4會不會又跌回3月的水平?TCL科技回覆稱,近年來,日、韓和中國台灣廠商加速退出LCD產能,中國大陸廠商在全球大尺寸LCD領域已佔據主導地位,產能進一步向頭部面板廠集中,市場也由原來的高烈度競爭逐步轉向良性競爭格局。行業主要廠商在經歷近一年多的盈利底部之後,提升經營質量和盈利水平已成為主要目標,頭部面板廠商均採取按需生產、動態控產的策略,預計第四季度行業供給將根據需求進行調整,保障面板價格整體趨於平穩態勢。
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