On July 15, a research report by CINNO Research pointed out that after the conclusion of the major 618 mid-year promotion in China, terminal brands have entered a de-stocking cycle. Meanwhile, peak season stocking in Europe and the United States has not yet started, leading to a short-term weakening of demand for LCD TV panels.

On July 15, a research report by CINNO Research pointed out that after the conclusion of the major 618 mid-year promotion in China, terminal brands have entered a de-stocking cycle. Meanwhile, peak season stocking in Europe and the United States has not yet started, leading to a short-term weakening of demand for LCD TV panels.

老虎证券2026/07/15 00:03

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Leading panel manufacturers are expected to continue high-capacity production, further widening the supply-demand imbalance in the industry. Prices for panels of all sizes are expected to decrease slightly in tandem.

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