According to an article published by Qunzhi Consulting, in the second quarter, from the demand side, as panel prices continued to rise and “618” promotional preparations, all brands increased their demand for panel procurement, especially B2C brands and second-tier brands. From the supply side, under normalized production control, the increase in display production capacity is basically in line with the increase in demand, and the supply and demand for monitor panels is still in a tight balance. Taken together, Qunzhi Consulting predicts that with the further increase in panel demand, the price increase of mainstream panels is expected to expand further in April.

According to the China Galaxy Research Report, the panel industry has entered the traditional peak sales season, and demand has been boosted. At the same time, the supply-side competition pattern has improved, and the overall supply and demand situation is gradually improving. There is a clear trend of price rebound in some segments in the panel, and the industry will usher in structured investment opportunities.

According to the Finance Federation's theme library, among the relevant listed companies:

BOE A fully lays out the “1+4+N+ ecological chain”, and the company continues to rank first in the world in terms of overall LCD product shipment volume and shipping area in the five major fields; the company's flexible OLED mobile phone panels rank second in the world and number one in the country with a market share of 16.4%.

Chenzhan Optoelectronics's R&D capabilities in touch technology and extension, multi-type panel technology applications, PCBA and core system integration have been highly recognized by the market and customers.