京東方A(000725.SZ):LCD產品價格延續升價至三季度
格隆匯12月1日丨京東方A(000725.SZ)近期在接待機構投資者調研時表示,2023年一季度起,主要半導體顯示企業“按需生產”,LCD行業產品價格出現了不同程度的復甦跡象,尤其在需求復甦相對緩慢的情況下,LCD產品價格延續升價至三季度。進入四季度,隨旺季逐步進入尾聲,部分價格出現回落屬正常現象,TV類產品價格整體呈温和下降趨勢。但隨着行業集中度的提高,供給格局已經得到改善,可以預期,行業有望實現持續健康發展。
市場需求方面,2023年全年,受TV大尺寸化加速恢復影響,TV面板出貨面積有望恢復增長,從終端市場來看,北美地區和亞太地區的電視銷售持續增長。2024年,受大型體育賽事的召開等因素影響,TV需求有望加速恢復。
受地緣政治、通脹等宏觀不確定因素影響,2023年IT市場復甦相對緩慢,預計全年NB和MNT銷量將受到影響。展望2024年,隨宏觀不確定因素消退,有望帶動IT市場需求改善。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.