Competitive AdvantageRationalization of Chinese capacity may favor efficient, vertically integrated producers, offering potential margin expansion and market share gains for companies such as Daqo.
Price MomentumStrong gains in spot poly‑silicon futures and spot prices indicate renewed market recognition of tighter supply, which could lift revenues for poly‑Si manufacturers including Daqo.
Supply RationalizationChinese government actions to close capacity at multiple poly‑silicon producers could tighten global supply, supporting higher prices and improving market prospects for producers like Daqo.