集邦咨询：受春节减产影响预估2026年一季度LCD电视面板供需转紧_老虎社区_美港股上老虎

集邦咨询：受春节减产影响预估2026年一季度LCD电视面板供需转紧

智通财经网01-06

智通财经APP获悉，根据TrendForce集邦咨询最新调查，由于中国农历春节将于二月来临，BOE(京东方，000725.SZ)、TCL CSOT(华星)和HKC(惠科)等三大LCD电视面板厂均规划针对后端模组厂实施五至十天的停产，以降低人力成本及后续库存升高风险，前端产线将同步进行减产。预估第一季整体LCD电视面板稼动率将季减3.5个百分点至87.7%，供需转为偏紧格局。从供给面来看，除了三大...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2601860528?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-06 16:51","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2601860528","market":"fut","top_or_hot":-1,"title":"集邦咨询：受春节减产影响 预估2026年一季度LCD电视面板供需转紧","media":"智通财经网","content":"<div>\n<p>智通财经APP获悉，根据TrendForce集邦咨询最新调查，由于中国农历春节将于二月来临，BOE(京东方，000725.SZ)、TCL CSOT(华星)和HKC(惠科)等三大LCD电视面板厂均规划针对后端模组厂实施五至十天的停产，以降低人力成本及后续库存升高风险，前端产线将同步进行减产。预估第一季整体LCD电视面板稼动率将季减3.5个百分点至87.7%，供需转为偏紧格局。从供给面来看，除了三大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1389308.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>集邦咨询：受春节减产影响 预估2026年一季度LCD电视面板供需转紧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n集邦咨询：受春节减产影响 预估2026年一季度LCD电视面板供需转紧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-06 16:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1389308.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据TrendForce集邦咨询最新调查，由于中国农历春节将于二月来临，BOE(京东方，000725.SZ)、TCL CSOT(华星)和HKC(惠科)等三大LCD电视面板厂均规划针对后端模组厂实施五至十天的停产，以降低人力成本及后续库存升高风险，前端产线将同步进行减产。预估第一季整体LCD电视面板稼动率将季减3.5个百分点至87.7%，供需转为偏紧格局。从供给面来看，除了三大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1389308.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1808992512.USD","symbol_name":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1389308.html","article_id":"2601860528","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601860528","pubTimestamp":1767689472,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"预估第一季整体LCD电视面板稼动率将季减3.5个百分点至87.7%，供需转为偏紧格局。从供给面来看，除了三大面板厂计划于中国农历春节执行减产外，且原本二月份工作天数较少，使得第一季整体电视供给面积将季减3.8%。同时由于近期中国宣布将持续推动以旧换新政策，其中针对一级能效电视仍提供15%的补贴，加上2026年FIFA足球运动赛事带动的备货也将于第一季展开，预估将缓和淡季电视面板需求面积下滑的力道，仅季减1.8%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK0214":"IT设备","BK0028":"国家队","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK0183":"MSCI概念","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0109":"智能穿戴","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","BK0188":"融资融券","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","BK0152":"OLED","000725":"京东方A","BK0108":"虚拟现实","BK0196":"行业龙头","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC"},"translate_title":"TrendForce: Affected by production cuts during the Spring Festival, the supply and demand of LCD TV panels are expected to tighten in the first quarter of 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000725":1},"content_text":"智通财经APP获悉，根据TrendForce集邦咨询最新调查，由于中国农历春节将于二月来临，BOE(京东方，000725.SZ)、TCL CSOT(华星)和HKC(惠科)等三大LCD电视面板厂均规划针对后端模组厂实施五至十天的停产，以降低人力成本及后续库存升高风险，前端产线将同步进行减产。预估第一季整体LCD电视面板稼动率将季减3.5个百分点至87.7%，供需转为偏紧格局。从供给面来看，除了三大面板厂计划于中国农历春节执行减产外，且原本二月份工作天数较少，使得第一季整体电视供给面积将季减3.8%。同时由于近期中国宣布将持续推动以旧换新政策，其中针对一级能效电视仍提供15%的补贴，加上2026年FIFA足球运动赛事带动的备货也将于第一季展开，预估将缓和淡季电视面板需求面积下滑的力道，仅季减1.8%。展望2026年，电视面板将延续推行“尺寸渐大化”策略，不过，超大尺寸电视面板受到部分市场需求相对偏弱及高基期的影响，预期增速将有所放缓。因此，面板厂今年寄望调整产品组合，推动市场需求从23.6吋、32吋等小尺寸逐步转向43吋、50吋等较大尺寸。此一结构性转移，将有助于推升电视面板平均尺寸与整体需求面积。TrendForce集邦咨询分析，国际形势仍面临诸多变数，以及存储器价格飙涨等因素，为后续电视面板需求带来不确定性，如何提升产能调度与接单弹性，以快速因应市场变化，将是面板厂2026年的核心课题。长期来看，在 LCD电视面板缺乏新增产能与大型投资的情况下，对面板价格与产业健康度而言，均为正面信号。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}