Government PolicyChina’s new proposed policy includes monthly production quotas for the 4 major poly-Si producers, which make up 80% of global capacity, signaling a more structured and potentially profitable market for Daqo.
Market DynamicsSpot prices for poly-Si have surged significantly overnight, indicating a positive outlook for Daqo's fundamentals.
Profit MarginsA government-organized oligopoly in the Poly-Si space implies a guaranteed profit margin for the major producers, including Daqo, ensuring more stable financial performance.