China Galaxy Securities released a research report saying that the panel industry has entered the promotional preparation season and new product launch season. At the same time, the supply-side competition pattern continues to improve, and the overall supply and demand situation is slowly improving. There is a clear trend of price rebound in some of the segments in the panel. It is recommended to focus on large LCD & OLED related companies: BOE A (000725.SZ); it is recommended to focus on large LCD related companies: Rainbow (600707.SH); it is recommended to focus on OLED-related companies: Vicente (002387.SZ), Shentianma A (000050.SZ), and TCL Technology (000100.SZ).
中国银河：终端焕新与促销备货共振 IT面板价格接棒上涨
China Galaxy: Terminal renewal resonates with promotional stocking, IT panel prices are rising
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