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8月份彩电零售回暖 上游面板价格回调

2017-09-11 17:47:21   新华网

新华社北京9月11日电 题:8月份彩电零售回暖 上游面板价格回调

新华社记者姜琳

经历了连续7个月的市场消沉后,彩电零售8月份出现回暖迹象。奥维云网监测的零售数据显示,“8·18”促销期间,国内彩电销量同比增长66%,销售额增长102%,给净利润已跌至“地板”的彩电行业带来意外的惊喜。

业内人士认为,未来随着电视面板价格的回调,彩电企业效益会有好转。不过受制于今年市场整体疲软,加上去年同期基数较高,今年“十一”黄金周,彩电企业促销将取得一定效果,但销量同比可能很难实现增长。

由于面板价格上涨、互联网红利消退和消费者需求提前透支等因素影响,今年以来,国内彩电市场表现持续低迷。上半年,我国彩电零售规模同比下降7.3%,整个行业净利润率低于1%。7月份销售额延续了下降趋势,彩电企业对面板采购持续观望。

“从去年4月至今年6月,面板价格平均上扬约40%,而整机价格涨幅不到20%。面板厂纷纷盈利,彩电企业日子很难过。”奥维云网显示产业链事业部研究副总监崔吉龙说,彩电减少出货及面板采购量降低,使得面板供过于求。6月份以后,面板价格从高位回落。

他表示,未来几个月,随着新增产能的释放以及整机厂需求的阶段性调整,面板供应将继续偏宽松,价格还将稳步下行。

按照奥维云网预测,10月份大尺寸面板的价格还将有明显的下调。

“虽然面板价格开始走低,企业面临的成本压力有所缓和,但彩电整机市场价格战短期内不会重新燃起。OLED电视、量子点电视等创新产品,可能成为企业十一促销的主力。”崔吉龙表示。

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