Qunzhi Consulting: Under the influence of the balance between supply and demand, panel prices are expected to remain stable in October

The Zhitong Finance App learned that on October 9, Qunzhi Consulting released the TV panel price trend vane for October 2026 (early edition). At the end of the National Day holiday, panel manufacturers maintained active demand for price increases. Prices for some sizes have risen, but supply and demand are still in a tight game around prices. On the demand side, procurement of leading brands was steady in the short term, while demand from foundries continued to be cautious and conservative. Among them, the brand procurement strategy is the result of a combination of year-end promotion stocking and rising upstream material costs, and mainly benefits large-sized products. However, we need to pay attention. The year-end promotion is approaching, and the space and possibility for brand procurement adjustments will increase after the peak season preparation momentum weakens. From the supply side, in order to cope with possible future fluctuations in demand and maintain the balance between supply and demand, panel manufacturers insisted on an on-demand production strategy. Among them, the operating rate of leading panel manufacturers declined sequentially in the fourth quarter. According to Qunzhi Consulting data, panel prices are expected to remain stable in October under the influence of the balance between supply and demand.

The price performance of panels of each size is as follows:

32”, panel demand and supply contracted in both directions, and panels are expected to remain stable in October.

50”. Both demand and supply remain stable, and the average panel price is expected to gradually stabilize in October.

55". Demand is stable, and supply is concentrated. The average panel price is expected to remain flat in October.

In terms of large size, brand demand is steady. Combined with G10.5 production control, the average price of panels is likely to remain stable in October.