【券商聚焦】东北证券：OLED面板价格将持续反弹看好中国面板厂商未来成长潜力

金吾财讯08-14

金吾财讯 | 东北证券发研指，2021—2023年全球手机出货量持续走低，但来自国内的OLED新增产能不断释放，OLED面板供需错配，价格持续走低。2024年之后，供需关系将迎来反转，AI拉动智能手机进入新的换机周期，手机销量触底反弹，但新增OLED面板产能极为有限，8.6代线OLED产线投资需求不多且仅为IT市场准备。

该行指，OLED面板价格将持续回弹，并带动相关中国面板厂商的盈利能力持续好转，看好中国面板厂商的未来成长。

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【券商聚焦】东北证券：OLED面板价格将持续反弹 看好中国面板厂商未来成长潜力

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【券商聚焦】东北证券：OLED面板价格将持续反弹看好中国面板厂商未来成长潜力