专栏咏竹坊

Operating at just half capacity, Daqo looks to Beijing for policy support
产能利用率仅一半 大全告急冀国策支持

The polysilicon maker said plunging prices have begun to stabilize recently and could even rise over the next two months if Beijing announces new policy support
这家多晶硅制造商表示,暴跌的价格最近已开始企稳,如果北京方面宣布新的政策支持,价格甚至可能在未来两个月上涨。

Polysilicon maker Daqo New Energy Corp. (DQ.US; 688303.SH) has become a hotbed of mixed signals these days, though a majority of those in the company’s latest quarterly report were decidedly negative. The company and its peers, whose products are a primary component of solar panels, are stuck in a storm of oversupply after building up massive new capacity over the last two years, causing prices to plunge amid tepid demand.

多晶硅制造商大全新能源股份有限公司(DQ.US; 688303.SH)最近释放大量喜忧掺杂的信号,不过公司最新季报中的大多数信号明显都是负面。公司及其同行的产品,是太阳能电池板的主要组成部分,过去两年增加大量新产能后,这些企业陷入了供应过剩的风暴,导致价格在需求低迷的情况下暴跌。

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