September: The "last train" of the whole plant

panel The first half of September was the “last train” for the whole plant to catch up with the peak season of global shipments. Plus the positive factors of downward panel prices, panel purchases at the entire plant were positive. In October, the global peak season for stock preparations came to an end. However, due to the decline in the panel price, the transmission to the terminal is expected to revive the market, and panel prices will continue to maintain a relatively stable downward trend. 32-inch: 32-inch shipments are mainly in overseas markets. In October, the overseas stock market is basically expected to end with orders that will reduce the number of orders. Plus, the 40-43-inch price has returned to an intermediate level with an abnormally high level, making some 32-inch demand to 40. -43-inch transfer, dual factors lead to 32-inch October will be subject to greater price pressure. 40-43 inches: As the price difference between 32-inch and 43-inch dropped from 75 dollars at the beginning of the year to the current 55 dollars, demand has recovered, and the price decline has slowed down. 49-50 inches: With the increase of the production capacity of the 8.6-generation line, the 50-inch market pressure has spread to 49-inch, and the downward pressure on the price of this size segment has increased. 55-inch: Demand and supply doubled. After a third-quarter price cut, there was little room left for the cost line, and the decline slowed. 65 inches: SDP cuts supply for 60 inches at the beginning of the year and causes demand to shift to 65 inches. Prices in the first half of the year rose rapidly. The cost pressure increased sharply while the shipment of 65-inch TV panels increased rapidly compared to the same period of last year (January-August 2017 The global 65-inch TV panel shipments increased by 54% year-on-year, while the market demand has failed to keep pace with the growth in panel shipments, causing a serious inventory backlog and a price drop. It is expected that after the further decline in the fourth quarter, the linkage of machine prices is expected to have a certain stimulating effect on market demand, and the decline rate of demand recovery is expected to slow down. Continental Machine In September, the promotion of the terminal market continued, and the proportion of high-end products including OLED, quantum dots, HDR, and curved surfaces will increase, resulting in an overall increase in the average price. With September's closure of various brand day and 11th events, and 11 home appliance stores being affected by the diversion of tourism, the market is expected to return to a certain degree after the market entered in October. The proportion of high-end products will be somewhat higher. With the reduction, the price will fall back. It is expected that the low-cost whole machine produced in the Q4 market will gradually flow into the market as the panel price decreases, and the price will show a downward trend.

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