Future PerformanceThe ability to track polysilicon futures in China provides a real-time check on the Daqo/Poly-Si bull thesis, suggesting increased confidence in the company's future performance.
Government SupportThe proposed price floor for polysilicon suggests potential upside, as it indicates government support for maintaining profitable price levels for major producers like Daqo.
Market RestructuringChina’s Ministry of Industry and Information Technology’s new proposed policy for the polysilicon segment, which includes monthly production quotas for major producers, may provide a more stable market environment for Daqo New Energy.