Institution: In July, there was a worsening mismatch between supply and demand in the TV panel market, leading to overall price weakening.

On July 15th, a report by CINNO Research pointed out that after the end of the domestic 618 promotion in July, terminal brands have started a destocking cycle, while the peak season inventory preparation in Europe and America has not yet started, leading to a weakening demand for LCD TV panels in the short term. Top panel factories are expected to continue high production levels, leading to a widening industry supply-demand imbalance, and prices of full-size panels are expected to simultaneously decrease slightly.