群智咨询：“马太效应”与“按需生产”在供应端形成共振 LCD TV面板价格或将迎来温和但更为频繁的波动

智通财经2025-07-25

智通财经APP获悉，根据群智咨询(Sigmaintell)“供需模型”测算，三季度全球LCD TV面板市场供需比(面积维度)为5.6%，供需平衡略偏宽松。TV面板价格在供需双方博弈下7月补跌，但随着面板需求逐步恢复，预计8月开始将逐步止跌。同时，由于“马太效应”与“按需生产”在供应端形成共振，LCD TV面板价格或将迎来温和但更为频繁的波动。各尺寸表现如下：32"，小尺寸段需求承压且库存偏高，预计...

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