相关链接

Supply Chain:

Entering July, in the Chinese market, due to the spread of the epidemic in many places, the tertiary industry was greatly affected, the unemployment rate remained high, the real estate continued to slump, the demand for TV continued to decline, and the boundary effect of low-price promotions continued to decline. The "zero-clearing" epidemic prevention policy continues in Y22H2, economic development faces more severe challenges, and the market may not expect an effective recovery. However, due to the coming of the Black Friday and Diwali stocking season, superimposed the price of panel is at a low level, and the brand inventory is relatively healthy. At the same time, panel makers continue to stock up, and most brand makers maintain high-volume panel purchases. The procurement strategy has obvious differences with global brands. According to research data from Sigmaintell, in July, the panel purchases of China's seven major brands were 7.5 million pieces, a significant increase of over 20% YoY. In Q3, leading brands will continue to resume some purchases and stabilize the cooperation with core panel suppliers.

Brand analysis:

(1) Hisense
......

(2) TCL
......

(3) Skyworth
......

(4) Changhong
......

(5) Konka
......

(6) Xiaomi
......

TV Set Shipment：
......

Brand Analysis

(1) Hisense
......

(2) TCL
......

(3) Skyworth
......

(4) Changhong
......

(5) Haier
......

(6) Haier
......

(7) Xiaomi
......

Inventory Status：
......