Market DynamicsThe Chinese government is targeting shutting down capacity at five key poly-Si players, which would 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 SurgeSpot poly-Si prices have surged by over 8%, indicating a positive market reaction to recent developments in China.