Benefited production rate pulled up panel factory Q4 loss estimate reduced

A research institute announced that the November large-size LCD panel shipment survey report showed that large-size panel shipments decreased by 1.6% from October, and shipments totaled 58.37 million. Benefiting from the double effect of reducing production in the third quarter and stocking at the beginning of the season, large-size panel prices are stable, and panel manufacturers will increase production capacity utilization, which will help to improve production costs. The loss will be effectively reduced this season.

However, the agency pointed out that the capacity utilization rate will increase, and if the supply increase continues until the first quarter of next year, it will likely bring the potential risk of panel inventory rise. The imbalance between supply and demand will put the panel price under pressure again, which is not favorable for next year. The financial performance of the first quarter of the plant.

In addition, in December, downstream manufacturers' stocks came to an end, and the demand for liquid electricity, monitors, and notebook panels began to slow down. The next month is affected by the Spring Festival holiday, and the number of working days is bound to be short. Therefore, downstream manufacturers consider increasing stocking before the end of the year.

 

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