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Under the epidemic, will the panel industry gain opportunities or will it fall into a cold winter?

Feb 02 66
In 2019, the entire panel industry is in a situation of “substantial decline in shipments and“ endless quotations ”, but what is unexpected is that a disaster this year actually made this situation suddenly change. With the new crown of Wuhan The outbreak of pneumonia has hit China and even foreign industries in succession, and the panel industry cannot be kept aloof.

Now, what's going on with these panel makers?

BOE: Normal production at production lines across the country, and now it has not much impact

It is understood that BOE Wuhan's 10.5 generation line is the company's new production line. Although the overall progress has been delayed, it does not have much impact on the overall operating situation. At the same time, the production and operation of the company's other local factories are normal.

BOE staff pointed out, "The Wuhan Line is a new production line. There is not much output now, and it is still in the process of ramping up production capacity. If there is continued epidemic control in the future, the progress of climbing may be slightly slower. Said there was not much impact. "


In addition, the relevant person in charge of Chongqing BOE also said that during the Spring Festival, BOE is also working overtime, and has continued production and operation activities.

At the same time, BOE recently stated that the company, as a major industrial project in various cities, has maintained full and close communication with local governments. The local government has given great support to the company in various aspects such as transportation, and the current epidemic situation of each production line operation is limited.

On the issue of raw material inventory, BOE said that the company and upstream suppliers have certain reserves to meet the needs of current production. In addition, the company has established a diversified supplier system for many years, and the impact of local epidemics on supply chain security has been limited.

Visionox: The epidemic will not have a major impact on the company's production and operation

In the announcement released on February 4, Visionox stated that the company's industry is the display panel industry, the production process is unique, and the production line needs to operate continuously throughout the year. During the Spring Festival, the company's production line continued to produce in an orderly manner in accordance with the production plan, and notified the relevant government departments of production progress and response control measures for the epidemic situation in a timely manner. At present, the raw material inventory of the company's production lines can meet the current production needs.