每經AI快訊，中(zhong)國銀河證券(quan)研報表示，2024年(nian)3—4月(yue)，1）Smartphone&Tablet面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)(jia)格：智能(neng)手機面(mian)(mian)(mian)板(ban)(ban)繼續(xu)維(wei)持分(fen)化趨勢(shi)，其(qi)中(zhong)a-siLCD、LTPSLCD、剛(gang)性OLED短期(qi)內價(jia)(jia)(jia)(jia)格將(jiang)維(wei)穩(wen)，FOLED價(jia)(jia)(jia)(jia)格有(you)望持續(xu)上(shang)漲(zhang)。Tablet面(mian)(mian)(mian)板(ban)(ban)或將(jiang)面(mian)(mian)(mian)臨較大的(de)(de)價(jia)(jia)(jia)(jia)格壓力。2）IT面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)(jia)格：Moniter面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)(jia)格將(jiang)延續(xu)3月(yue)份的(de)(de)小幅上(shang)漲(zhang)趨勢(shi)，Notebook面(mian)(mian)(mian)板(ban)(ban)處于供需(xu)平衡狀(zhuang)態，價(jia)(jia)(jia)(jia)格將(jiang)全(quan)面(mian)(mian)(mian)企穩(wen)。3）TV面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)(jia)格：目前，TV面(mian)(mian)(mian)板(ban)(ban)的(de)(de)供需(xu)雙方(fang)步(bu)(bu)入調(diao)整(zheng)期(qi)，短期(qi)內面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)(jia)格仍將(jiang)以(yi)整(zheng)機廠商能(neng)接受(shou)的(de)(de)幅度(du)溫和上(shang)漲(zhang)。面(mian)(mian)(mian)板(ban)(ban)行(xing)(xing)業(ye)步(bu)(bu)入傳(chuan)統(tong)銷售旺季，需(xu)求提振，同時供給側競爭格局(ju)改善，整(zheng)體供需(xu)情(qing)況逐步(bu)(bu)向好。面(mian)(mian)(mian)板(ban)(ban)中(zhong)部分(fen)細分(fen)品類價(jia)(jia)(jia)(jia)格反(fan)彈趨勢(shi)明確，行(xing)(xing)業(ye)將(jiang)迎來(lai)結構性投(tou)資機會，建(jian)議(yi)關(guan)(guan)(guan)注大尺(chi)寸LCD&OLED相(xiang)(xiang)關(guan)(guan)(guan)公司：京東(dong)方(fang)A；建(jian)議(yi)關(guan)(guan)(guan)注大尺(chi)寸LCD相(xiang)(xiang)關(guan)(guan)(guan)公司：彩虹股份；建(jian)議(yi)關(guan)(guan)(guan)注OLED相(xiang)(xiang)關(guan)(guan)(guan)公司：維(wei)信諾、深(shen)天馬(ma)A、TCL科(ke)技。