On July 9, Sigmaintell forecasted a readjustment in domestic display panel demand for the month of July. Despite the 618 promotional event surpassing expectations, the market subsequently entered a period of adjustment post-event, compounded by the tightening of national subsidy policies, which curtailed consumer spending. In the North American market, escalating manufacturing costs drove up retail prices, resulting in subdued market performance. Manufacturers are prioritizing inventory management, and with the tariff exemption period nearing expiration, the supply chain is anticipated to experience volatility, prompting panel producers to adopt a more cautious approach to procurement. Collectively, these factors suggest that display panel demand will likely contract on a month-on-month basis in July.