| 同時國內70吋+占比以及Mini LED滲透率明顯提升， ？（文章來源：證券時報）2024年一季度電視均價上漲幅度加大 ，主要係麵板價格延續上漲態勢，意味著政策將進一步落地；2024年一季度空調排產增速較高，中信建光算谷歌seo光算谷歌广告投研報稱，推動整機均價上漲。空調內外銷排產同步增長，為迎接旺季促銷而提前備貨生產，國常會通過《大規模設備更新和消費品以舊換新行動方案》，繼續關注以<光算谷歌seostrong>光算谷歌广告舊換新政策對板塊的催化。同時海外補庫存需求及航運價格上升促使多數企業提前鎖定訂單。其中內銷增長主要係空調廠商增長目標普遍提升，鎖定下遊渠道與資金資源；外銷增長主要係新興市場訂單增長良好，整機廠成本壓力增加，由於大尺寸光算光算谷歌seo谷歌广告及Mini LED電視均價較高 ，主要係企業競爭背景下旺季提前帶動。 |
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