TCL Technology: It is expected that from the end of this year to the World Cup next year, the demand side for TV panels will perform well

On September 1st, regarding the outlook for TV panel demand, TCL TECH. stated during an institutional research meeting that in the first half of the year, due to external tariff issues, the global supply chain stocking rhythm changed. The first quarter saw strong stocking demand, while the second quarter weakened month-on-month. However, external issues mainly affected the rhythm and did not change the overall global demand. In the second half of the year, as the industry supply and demand reach a new balance, starting from the third quarter, downstream stocking demand began to rapidly rebound driven by shopping events such as China's Double Eleven, India's Diwali, and overseas Black Friday. Looking ahead to next year, 2026 is a big year for sports events, and it is expected that the demand side will perform well from the end of this year to the World Cup next year