市场方面，根据集邦咨询、洛图科技等市调机构消息，10月液晶电视面板价格已全面企稳持平；洛图科技同时预计11月价格继续维持，整体年内剩余两月温和运行，并且不排除部分主力大尺寸向上小幅拉动的可能。On October 29, tcl corporation (000100.SZ) disclosed its third quarter report for 2024. In the first three quarters, the company achieved revenue of 123.028 billion yuan, and net income attributable to shareholders of listed companies was 1.525 billion yuan.
In particular, tcl corporation's semiconductor display business achieved significant performance growth in the first three quarters, with revenue of 76.956 billion yuan, a year-on-year increase of 25.74%, net income of 4.443 billion yuan, an improvement of 6.067 billion yuan year-on-year, and operating net cash flow of 19.838 billion yuan.
According to the announcement, one of the reasons for the company's above performance is that the display industry's supply-side layout is stable, the trend towards larger sizes is driving continuous growth in demand, the industry supply-demand relationship remains healthy, and mainstream products represented by television panels have improved profitability year-on-year. On the other hand, it also benefits from the active optimization of commercial strategies and business structures in the company's semiconductor display business.
In the market aspect, according to market research institutions such as Jiubang Consulting and Lotutech, the price of LCD television panels in October has stabilized overall; Lotutech also predicts that prices will continue to maintain in November, with gentle running for the remaining two months of the year, and does not rule out the possibility of some block orders slightly boosting large sizes upward.