We recently published an article titled These 10 Companies Led Monday’s Downturn. In this article, we are going to take a ...

BBC Breakfast presenter Sally Nugent has been a key figure on the red sofa since she took over from Louise Minchin in October ...

A new supply chain report claims that Apple is continuing to plan OLED screens for the MacBook Pro in 2026, but has further ...

TV presenter Sally Nugent has been a part of BBC Breakfast for years and became a permanent fixture in 2021, but away from ...

短期来看，国补、低位备货、关税预期/影响等拉动备货需求，25年2月TV面板价格有望延续涨势，同时面板厂稼动维持高位，有望带来一定利润弹性，同时行业供需偏紧预计传导至偏光片等环节。展望未来，我们坚定看好面板行业的中长期逻辑，大尺寸化推动供需平衡中枢持续上行，竞争格局良性化、成本端持续国产化降本、折旧逐步退出下头部面板有望加速释放利润。