每經AI快訊，中國銀河05月30日發布研報稱：給予光學光電子推薦（維持）評級。

面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)跟蹤：2024年5月(yue)，1）Smartphone&Tablet面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)：智能(neng)(neng)手(shou)機面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)分化趨勢(shi)不改(gai)，其中a-siLCD、剛性OLED短期(qi)內(nei)(nei)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)將(jiang)維(wei)穩；LTPSLCD受弱需(xu)求影(ying)響，價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)略(lve)有下滑；FOLED價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)高位維(wei)穩。a-siLCDTablet面(mian)(mian)(mian)板(ban)(ban)或將(jiang)面(mian)(mian)(mian)臨(lin)較大的(de)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)壓力；技術(shu)規(gui)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)有所提升的(de)LTPSLCDTablet迎來新機會。2）IT面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)：Moniter面(mian)(mian)(mian)板(ban)(ban)處(chu)于供(gong)需(xu)緊平衡狀態，價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)延續上漲趨勢(shi)；Notebook需(xu)求回升，面(mian)(mian)(mian)板(ban)(ban)廠漲價(jia)(jia)(jia)訴(su)求強(qiang)烈，價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)將(jiang)小(xiao)(xiao)幅(fu)回暖。3）TV面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)：目(mu)前(qian)，TV面(mian)(mian)(mian)板(ban)(ban)的(de)供(gong)需(xu)雙方仍處(chu)于博弈期(qi)，短期(qi)內(nei)(nei)小(xiao)(xiao)尺寸面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)將(jiang)高位維(wei)穩，中大尺寸面(mian)(mian)(mian)板(ban)(ban)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)(ge)(ge)(ge)(ge)仍將(jiang)以整機廠商能(neng)(neng)接(jie)受的(de)幅(fu)度(du)溫和上漲。

行業新(xin)(xin)聞&重點公(gong)司(si)公(gong)告：1）行業新(xin)(xin)聞：蘋果、三星、雷(lei)鳥、榮耀等廠商陸續發布(bu)新(xin)(xin)品(pin)，其中iPadPro首次采(cai)用了OLED面板，采(cai)用雙層串聯OLED技術，全局(ju)最高亮度(du)1100nit、HDR內容局(ju)部(bu)激發1600nit。日韓廠商退出LCD市(shi)場(chang)的趨勢仍在繼續，富士康(kang)位于(yu)大阪(ban)堺(jie)市(shi)的堺(jie)顯示產品(pin)公(gong)司(si)（SDP）工廠將改造成人(ren)工智(zhi)能數據中心。2）重點公(gong)司(si)公(gong)告：維信諾與(yu)合(he)肥市(shi)人(ren)民(min)政府簽(qian)署《投(tou)(tou)資合(he)作備忘(wang)率(lv)》，約定(ding)雙方擬在安徽(hui)省合(he)肥市(shi)新(xin)(xin)站高新(xin)(xin)技術產業開發區合(he)作投(tou)(tou)資建設及生產運營第8.6代柔性(xing)有源(yuan)矩陣有機發光(guang)顯示器件（AMOLED）生產線項(xiang)目，投(tou)(tou)資總額(e)預計為人(ren)民(min)幣550億元。

板塊跟蹤：1）近一個(ge)(ge)月面板指(zhi)數(shu)(shu)(shu)(shu)(shu)表現：從漲(zhang)跌(die)幅(fu)水平(ping)來(lai)(lai)看，面板行(xing)業(ye)(ye)指(zhi)數(shu)(shu)(shu)(shu)(shu)跑輸(shu)滬深(shen)(shen)300指(zhi)數(shu)(shu)(shu)(shu)(shu)7.41個(ge)(ge)百分點(dian)，跑輸(shu)電(dian)子(zi)(zi)指(zhi)數(shu)(shu)(shu)(shu)(shu)5.83個(ge)(ge)百分點(dian)。從具體(ti)數(shu)(shu)(shu)(shu)(shu)據來(lai)(lai)看，面板行(xing)業(ye)(ye)指(zhi)數(shu)(shu)(shu)(shu)(shu)漲(zhang)跌(die)幅(fu)為(wei)(wei)-6.72%，電(dian)子(zi)(zi)行(xing)業(ye)(ye)指(zhi)數(shu)(shu)(shu)(shu)(shu)漲(zhang)跌(die)幅(fu)為(wei)(wei)-0.89%，滬深(shen)(shen)300指(zhi)數(shu)(shu)(shu)(shu)(shu)漲(zhang)跌(die)幅(fu)為(wei)(wei)0.69%。2）近一年面板指(zhi)數(shu)(shu)(shu)(shu)(shu)表現：從漲(zhang)跌(die)幅(fu)水平(ping)來(lai)(lai)看，面板行(xing)業(ye)(ye)指(zhi)數(shu)(shu)(shu)(shu)(shu)跑贏(ying)滬深(shen)(shen)300指(zhi)數(shu)(shu)(shu)(shu)(shu)6.7個(ge)(ge)百分點(dian)，跑贏(ying)電(dian)子(zi)(zi)指(zhi)數(shu)(shu)(shu)(shu)(shu)13.88個(ge)(ge)百分點(dian)。從具體(ti)數(shu)(shu)(shu)(shu)(shu)據來(lai)(lai)看，面板行(xing)業(ye)(ye)指(zhi)數(shu)(shu)(shu)(shu)(shu)漲(zhang)跌(die)幅(fu)為(wei)(wei)0.42%，電(dian)子(zi)(zi)行(xing)業(ye)(ye)指(zhi)數(shu)(shu)(shu)(shu)(shu)漲(zhang)跌(die)幅(fu)為(wei)(wei)-13.46%，滬深(shen)(shen)300指(zhi)數(shu)(shu)(shu)(shu)(shu)漲(zhang)跌(die)幅(fu)為(wei)(wei)-6.28%。

投資(zi)建(jian)(jian)議：面板(ban)行業步(bu)入促銷備貨(huo)季和新品發布季，同時供給側(ce)競(jing)爭(zheng)格局(ju)持續改善，整(zheng)體供需情況緩步(bu)向好。我(wo)們認為，面板(ban)中部分(fen)細分(fen)品類價(jia)格反彈趨勢(shi)明確，行業穩(wen)中向好，建(jian)(jian)議關注(zhu)大尺寸LCD&OLED相(xiang)關公司：京東方A（000725.SZ）；建(jian)(jian)議關注(zhu)大尺寸LCD相(xiang)關公司：彩虹股份（600707.SH）；建(jian)(jian)議關注(zhu)OLED相(xiang)關公司：維信(xin)諾（002387.SZ）、深(shen)天(tian)馬A（000050.SZ）、TCL科(ke)技（000100.SZ）。

風(feng)險(xian)(xian)提示(shi)：下(xia)游(you)需求復蘇不(bu)(bu)及預期的(de)風(feng)險(xian)(xian)，價(jia)格漲幅不(bu)(bu)及預期的(de)風(feng)險(xian)(xian)，技術(shu)迭代不(bu)(bu)及預期的(de)風(feng)險(xian)(xian)，產能瓶頸(jing)的(de)風(feng)險(xian)(xian)。

每經頭條（nbdtoutiao）——

(記者 王曉波)

免責聲明：本文內(nei)容(rong)與數據僅供參(can)考，不構成(cheng)投資建議，使(shi)用前請核實。據此操作，風(feng)險自擔。