Global Market DynamicsChina is targeting shutting down capacity at five key poly-Si players, which could shift the global poly-Si market from structural excess to deep undersupply.
Market PositionIf Chinese government actions lead to an undersupply of poly-Si, it could positively impact Daqo's market position.
Price SurgePoly-Si spot futures surged by 8.87%, indicating that traders in China recognize the importance of the news about potential capacity reductions.