CINNO Research: In November, the global LCD TV panel market may maintain a weak-balance supply-demand game pattern, and panel prices are expected to remain stable.

Zhitong Finance APP has learned that Zhou Hua, Chief Analyst at CINNO Research, stated that entering November, the global LCD TV panel market may maintain a weakly balanced supply-demand game pattern. On the demand side, incremental growth in the domestic market may be difficult to release significantly, while overseas Black Friday promotions are expected to drive brands' rolling replenishment orders; on the supply side, leading manufacturers may continue their production-on-demand strategy, and the pace of supply contraction is expected to moderate. Rigid upstream material costs combined with manufacturers' full-year profit target constraints may provide some support for panel price stability, and LCD TV panel prices are expected to remain broadly stable overall.