群智研究：8月LCD TV面板价格依然维持下降趋势，但降幅有望逐步收窄

智通财经08-26

【群智研究：8月LCD TV面板价格依然维持下降趋势，但降幅有望逐步收窄】八月正值海外促销季备货期，品牌需求和面板供应双向恢复，电视面板上下游厂商围绕利润目标展开策略博弈。需求侧，旺季备货、材料涨价共同构成品牌短期采购需求走强的核心要素，但代工市场需求则持续转弱。首先，三季度是黑五等年终大促备货的主要窗口期，品牌采购增加，尤其大尺寸需求持续稳健。其次，PCBA等材料涨幅扩大，品牌备货节奏被动前移。...

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