Daqo New Energy (DQ) anticipates producing between 35,000 and 40,000 metric tons of polysilicon in Q2 2026, as the company navigates a cautious market environment. During the Q1 earnings call, Deputy CEO Anita Zhu highlighted ongoing challenges in the solar PV industry, citing seasonal softness and high inventory levels that have dampened market sentiment.
This production forecast comes as the company awaits further guidance on pricing laws expected in June, which could significantly influence revenue and margins. Investors should note that the current landscape reflects broader macro trends affecting the solar sector, including fluctuating demand and regulatory uncertainties that could impact earnings.
For market professionals, Daqo’s outlook underscores the importance of monitoring both production levels and regulatory developments, as these factors will be critical in assessing the company’s performance and the overall health of the solar supply chain in the coming quarters.
Source: seekingalpha.com