Institutions: Weak demand recovery combined with high supply may result in continued downward trend in television panel prices in August.

On August 11, CINNO Research's latest report indicated that as we enter August, the global procurement demand for LCD TV panels shows a marginal recovery, driven by both year-end promotional stockpiling and a price-for-volume strategy. However, the overall degree of recovery remains limited. Due to leading panel manufacturers maintaining high production rates, the industry supply-demand landscape remains in a relaxed range, and panel prices continue to show a slight downward trend, with ongoing structural differentiation in sizes. Looking ahead, panel prices in September may continue to exhibit a downward inertia, but the rate of decline is expected to narrow. Core support comes from the anticipation of lower production during the October holidays being factored in early and supporting market sentiment, which may also lead to a temporary halt in the downward trend. There is a probability of stabilizing prices in October, although the overall trend still holds uncertainty.