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According to a research report from CITIC Securities, the mid-year sales promotions are poised to aid TV manufacturers in inventory reduction, while panel factories have commenced planning for the 25H2 inventory replenishment cycle. This is expected to lead to a short-term improvement in market supply and demand dynamics, heralding a gradual recovery in TV panel prices. In the longer term, the competitive landscape within the panel industry appears favorable, with the trend towards larger screen sizes contributing to a more balanced supply and demand scenario. Additionally, cost reductions stemming from localization efforts and the cessation of depreciation are anticipated to bolster the profit margins of leading panel companies. We remain steadfast in our belief in the medium- and long-term prospects of the panel industry.
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