液晶面板行业投资分析报告
文章摘要:全球液晶面板行业在2011年仍旧处于衰退期,价格深跌。2011年11月大尺寸面板价格较金融危机前最高点下跌了50%以上,而2011年就下跌了约20%。价格不振导致行业亏损严重。另一方面,中小尺寸面板由于需求旺盛,价格相对平稳,成为各大厂商争夺的热点。我们深入剖析了造成目前行业困境的原因,认为液晶周期、经济周期以及国内液晶行业的生态加剧了本行业的亏损。我们对行业前景进行了预判,认为大尺寸面板反弹乏力,但中小尺寸面板有望一枝独秀。
Abstract:The global LCD panel industry still suffered from recession throughout 2011, with product prices plummeting significantly. The price of large-size panel declined by over 50% compared to the highest point before the Financial Crisis in Nov., 2011. The plummeting price widened the industry loss. On the other hand, mid- and small-size panel market was fairly stable and drew fierce competition, thanks to the strong demands. We analyze the... 展开