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中信建投:黑电产业链上下游将同时出现明显投资机会

China Securities Co.,Ltd.: Clear investment opportunities will appear simultaneously in the upstream and downstream of the black electronics Industry Chain.

Breakings ·  Jan 22 08:03

Research Reports from China Securities Co.,Ltd. point out that, historically, the profit margin improvements of upstream panel manufacturers and downstream complete machine manufacturers in the black electronics Industry Chain seem contradictory. However, China Securities Co.,Ltd. believes this 'historical contradiction' arises from cyclical attributes and competitive dynamics. Since the national subsidy in 2024, the industry's acceleration towards larger sizes and Miniled will likely break the 'curse of black electronics,' resulting in a three-win situation where 'upstream panel average prices rise and profit centers increase, downstream complete machine manufacturers see structural improvements and enhanced profitability, and consumers can purchase cheaper products.' Significant investment opportunities will arise simultaneously in the upstream and downstream of the Industry Chain.

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