The flat panel display industry has revealed that the relevant state departments have decided to raise the import tariffs on LCD panels in China this year. The tariff on panels of 32 inches and above will increase from 3% to 5%. The industry said that it has been heard that tariffs will be raised from April 1st, and the tax rate increase is one aspect, but the most important thing is to look at the relationship between supply and demand. At present, the overall supply of the panel market exceeds demand, and the global LCD panel prices are lower.
The tax rate is raised in the background of the mainland panel project: On March 30 last year, the 6th generation panel line of CEC's CLP Panda was announced and put into production. At the end of June, the BOE 8.5 line was officially put into operation; on August 8, TCL Group held shares. 55% of Huaxing Optoelectronics 8.5 generation line was officially put into operation. After the 8.5-generation line is put into production, it will be able to produce a full range of products from 1.7-inch mobile phone screens to 55-inch TV LCD screens.
At present, the import tariffs on the mainland are divided by 32 inches, the tariffs below 32 inches are 5%, and the tariffs above 32 inches are 3%. BOE believes that the original import tariff of 3% is too low. In the case that there is no LCD panel line in China, such tariff is to reduce the cost of the whole machine enterprise. However, with the mass production of BOE and Huaxing Optoelectronics, it is necessary to protect the newly born domestic High generation line. BOE has been operating losses for several consecutive years. Increasing import tariffs will obviously stimulate domestic machine manufacturers to purchase domestic panels to slow down the short-term operating pressure of BOE and Huaxing Optoelectronics.
According to industry insiders, the rumored panel tax rate may have been raised from the current 3-5% to 8%-12%, but a sharp increase in the tax rate will hurt the interests of color TV manufacturers, so the policy will be biased towards the moderate mode, that is, slightly Up, according to the effect and then make follow-up plans.
If the tariff is raised, the LCD panel industry in Taiwan will be further affected. According to the latest reports from the Taiwan media, the relevant departments of Taiwan intend to restart negotiations under the framework of the Cross-Strait Economic Cooperation Framework Agreement (ECFA), cutting the size of 50-inch and 55-inch LCD TVs in the 7th generation line, hoping to win the Taiwan large-size panel zero. tariff.
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