相关链接

Supply Chain:

On the demand side, the North American market just overdraft superimposed on the high cost of logistics, market demand continues to be sluggish; China's market rigid demand for products decline and consumption levels continue to sluggish market demand; Southeast Asia and other emerging regions lagging economic recovery led to a lack of purchasing power, the impact on market demand, so that the global terminal demand power is insufficient, the brand side of the strategy to maintain conservative. Supply side, panel prices are still in the downward channel, Samsung procurement strategy adjustment on the Chinese brand procurement strategy has different degrees of impact, the brand panel stocking strategy will continue to be conservative, still to control inventory as the main tone.
According to the Sigmaintell research data show that in February, China's seven major brands of panel procurement volume close to 5.9 million pieces, down 9% year-on-year. Y22Q2 although there are preparations for "618" and the second half of the Black Friday demand, but the impact of Samsung procurement strategy shift, Chinese brands procurement strategy or will continue to conservative.

In terms of brands, ......

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中文：

2月中国七大品牌的电视出货量510万台，同比下降5%

电视供应链：

需求端，北美市场刚需透支叠加物流成本高企，市场需求持续低迷；中国市场对产品刚性需求下滑以及消费水平持续低迷导致市场需求不振；东南亚等新兴地区经济恢复滞后导致购买力不足，对市场需求造成冲击，因此致使全球终端需求动力不足，品牌端策略维持保守。供应端，面板价格依然处于下行通道，三星采购策略调整对中国品牌采购策略产生不同程度影响，品牌面板备货策略将持续保守，仍以控库存为主基调。
根据群智咨询(Sigmaintell)的调研数据显示，2月中国七大品牌的面板采购量接近590万片，同比下滑9%。Y22Q2虽然有备货“618”以及下半年黑五需求，但受三星采购策略转变影响，中国品牌采购策略或将持续保守。

分品牌来看......

电视出货：

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