Core tip: panel prices continue to decline, and most global panel factories have reduced production as a result. Yang Zhuxiang, general manager of Qunzhuang, expects that TV panels have returned to a relatively healthy level in the near future, and the prices of large TV panels have the opportunity to stop falling in the fourth quarter, while the prices of other size panels are also expected to follow.
Panel prices continued to decline, and most global panel factories reduced production as a result. Yang Zhuxiang, general manager of Qunzhuang, expected that TV panels would return to a more healthy level in the near future, and the prices of large size TV panels would have an opportunity to stop falling in the fourth quarter, while the prices of other size panels were also expected to follow.
Yang Zhuxiang said that at present, the market is still affected by inflation, international conflicts and other factors, and there are still many variables. It is difficult to predict the overall economy. In the second half of the year, it is necessary to observe the sales performance of the National Day Holiday, the National Day of the 11th National Congress, the Black Friday and the Christmas holiday in Europe and America, which are beneficial to the demand side.
Yang Zhuxiang also believes that in terms of supply, the production reduction of major panel plants is expected to continue for 1-2 quarters, and it is expected to gradually stop in the first and second quarters of next year as soon as possible, and expects that the order receiving situation will improve in the first quarter of next year.
Qunchuang Xianqian said that it would estimate that the capacity utilization rate in the third quarter would be about 50% to 70%. Yang Zhuxiang said that the capacity utilization rate in the fourth quarter would still be about 50% to 70%. However, according to the market survey agency's quotation estimate, the price of TV panels in the fourth quarter is expected to stop falling, while other size panels are also expected to follow.
