Panel prices continue to rise, many listed companies benefit

Panel prices continue to rise in the number of listed companies to benefit from sina finance App: Live on-line blogger to guide you with entries you earn will always let you falls after each intern reporter Wu Zhibang in September 20th to you, the market research firm Witsview released the second half of the 9 panel price dynamics, TV, notebook, display panel prices are rising. The highest increase was 14 inch flat LED (Flat-LED), with a range of 3.9%, and the price reached 28.1 us dollars. After each investment Bao reporter noted that since September, the panel products rose to accelerate the trend, including TCL, BOE, LEYBOLD tech or will directly benefit. Reporters contacted several flat concept companies as investors, and learned that the ex factory prices of related products have been raised with the market. According to the BOE semi annual report disclosure, Hefei Xin Sheng 8.5 generation TFT-LCD and touch screen project, source Sheng Photoelectric AM-OLED project, Chongqing BOE 8.5 generation TFT-LCD project are in the construction state, and more than project schedule has been completed more than 50%. BOE Securities Department official said, "if there is a new production line, will announce in time."." After each investment Bao reporter noted that TCL’s August 29th announcement said that as the display industry to promote the development of Southern China area LCD company, Huaxing Power, Shenzhen economic information committee three party intends to build eleventh generation TFT-LCD and AMOLED new display production line project in Shenzhen Guangming New District, the project plans a total investment of about 46 billion 500 million yuan. According to the construction of production line of the company at present, Ping An Securities released a report entitled "panel prices continue to rise, the domestic trend" research report pointed out that in recent years, China’s increasingly high generation LCD panel production line investment, by the end of 2015, China has 8 8.5 generation LCD panel production line mass production, coupled with the upcoming production of Fuzhou BOE 8.5 generation line, Chengdu panda 8.6 generation line, Chongqing 8.6 generation line aucan and Hefei BOE 10.5 generation line, China’s high generation LCD panel production line up to more than 12. By 2017, the panel shipments will exceed Korea, becoming the world’s first. Every investment treasure reporter noted that in August, affected by the supply and demand relations, prices of different specifications have begun to rise. According to Ping An Securities Research Report, August main dimensions such as 32 inch, 40 inch 43 inch panel rose 10%, while the September TV panel price continued to rally, 32 inch, 40 inch 43 inch mainstream size panel to raise $8~10. In panel prices, LEYBOLD tech Securities Department staff pointed out that from the marketing department feedback situation, some manufacturers are discontinued or closed; and for small size panel, there may be some investors are hoarding behavior. TCL group securities department staff said, "the 32 inch panel prices as an example, the recent month probably rose by $4~5, intentional quotation at the beginning of September is about 75 dollars, but also the conclusion at the end of the month

面板价格持续上扬 多家上市公司受益 新浪财经App:直播上线 博主一对一指导 你参赛你赚你拿 总能让你过把瘾   ◎每经实习记者 吴治邦   9月20日,市场研究机构Witsview发布了9月下半月面板价格动态,电视、笔记本、显示器面板价格皆出现持续上涨。涨幅最高的是14寸平面LED(Flat-LED),幅度达3.9 %,价格达28.1美元 片。   每经投资宝记者注意到,自9月份以来,面板产品的上涨有加快趋势,包括TCL、京东方、莱宝高科或将直接受益。记者以投资者身份联系了多家平板概念公司,了解到公司相关产品的出厂价格已经跟随市场进行了上调。   据京东方的半年报披露,合肥鑫晟8.5代TFT-LCD及触摸屏项目、源盛光电AM-OLED项目、重庆京东方8.5代TFT-LCD项目等均处于在建状态,且多个项目进度已经完成了逾50%。京东方证券部工作人士表示,“如果有新建生产线,会及时公告。”   每经投资宝记者注意到,TCL集团8月29日发布公告表示,为推动华南地区液晶显示产业的发展,公司、华星光电、深圳经贸信息委三方拟在深圳市光明新区共同新建第11代TFT-LCD及 AMOLED新型显示器件生产线项目,项目计划总投资约465亿元。   针对目前的各公司生产线的建设情况,平安证券发布了题为《面板价格持续上扬,国产化趋势明显》的研报指出,近年来,我国不断加码高世代液晶面板生产线投资,到2015年底,我国已有8条8.5代液晶面板生产线实现量产,再加上即将量产的京东方福州8.5代线、中电熊猫成都8.6代线、惠科重庆8.6代线以及京东方合肥10.5代线等,我国高世代液晶面板生产线高达12条以上。预计至2017年,面板出货量将超过韩国,成为全球第一。   每经投资宝记者注意到,8月受供需关系的影响,不同规格的价格已经开始上涨。据平安证券研报,8月份主要尺寸如32寸、40寸 43寸面板上涨10%,而9月电视面板报价持续大涨,32寸、40寸 43寸等主流尺寸面板再调涨8~10美元。   对于面板价格上涨,莱宝高科证券部工作人员分析指出,从营销部门反馈的情况来看,有部分厂家存在停产或关闭的可能;而对于小尺寸面板,可能有部分投资者存在囤积行为。   TCL集团证券部的工作人员表示,“以32寸面板的价格为例,最近每个月大概涨了4~5美元,9月初的意向性报价大概是75美元左右,月末还要看结算的价格,最近的价格上涨可能会影响结算价格,至于整体的价格到底能多涨到多少,不好进行判断。从上涨的动力来看,一个是台湾地震,影响了台湾面板的产能;二是市场上有传闻三星未来可能关闭相关的生产线,供给端可能会受到一定的影响。” 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章:

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