招商证券：LCD面板价格2月涨幅扩大供需共振释放业绩弹性

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智通财经APP获悉，招商证券发布研报称，中国大陆厂商已在LCD 领域取得绝对主导地位，周期性弱化带来盈利稳定性。供给端，春节面板厂年休减少供应，将进一步推波助澜，巩固面板价格步入上行周期。下游电视看，持续看好国产品牌全球布局及技术领先实力。此外，AI端侧落地终端显示场景，也有望激活换机迭代需求。推荐重视上游面板涨价、折旧高峰已过带来的利润弹性，关注TCL科技(000100.SZ)/京东方A(...

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招商证券：LCD面板价格2月涨幅扩大 供需共振释放业绩弹性

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招商证券：LCD面板价格2月涨幅扩大供需共振释放业绩弹性