Daqo New Energy (ADR)

Daqo reported revenue of $62.7 million for Q2 with net loss narrowing to $81.2 million and EBITDA improving, but gross margin remained deeply negative as average selling price fell below production cost. The company holds zero debt and $1.92 billion in liquidity, enabling investments in semiconductor-grade polysilicon and a planned AIDC power-infrastructure business (energy storage, solid-state transformers, 800V DC components). Management cautioned demand is weak, utilization is deliberately low at 57%, and qualification for new products is taking longer than expected, leaving the core polysilicon business unprofitable for now. » Mere på finance.yahoo.com

Daqo New Energy reported an adjusted loss of $1.20 per ADS for Q2 versus an expected loss of $0.53 and revenue of $62.7 million (expectation $114.7 million). Revenue, however, rose sequentially by 135% from the prior quarter, inventory write-downs fell significantly, and the company closed the quarter debt-free with cash of about $1.9 billion. Management expects a slow recovery in polysilicon prices, plans Q3 production of 40,000–45,000 tonnes, and is investing in infrastructure for AI data centers; investors reacted positively to the strong balance sheet and the prospect of market consolidation. » Mere på de.investing.com

Xinjiang Daqo New Energy A will release figures for the quarter ended June 30, 2026 on August 21, 2026. One analyst estimates EPS at 0.000 CNY (prior year: -0.270 CNY) and expects revenue to rise 106.08% to 1.12 billion CNY versus 543.2 million CNY in the year-ago quarter. For the fiscal year, on average 3 analysts see a loss per share of -0.460 CNY (prior year: -0.530) with expected revenue averaging 4.97 billion CNY. » Mere på finanzen.net

Xinjiang Daqo New Energy A will publish results for the quarter ended 30 June 2026 on 21 August 2026. One analyst forecasts EPS of 0.000 CNY versus -0.270 CNY a year earlier; revenue is expected to rise from 543.2 million CNY to 1.12 billion CNY (+106.08%). For the fiscal year, analysts on average see a loss per share of -0.460 CNY (prior year -0.530 CNY) and average revenue of 4.97 billion CNY (prior year 4.83 billion CNY). » Mere på finanzen.net

Daqo New Energy signed an agreement to establish a manufacturing base in the Kunshan Economic and Technological Development Zone to produce energy storage systems, solid-state transformers, circuit breakers and batteries for AI data centers. The project will be executed in two phases with an initial investment of RMB 2.1 billion and a total expected investment of about RMB 6 billion. The move diversifies Daqo's business beyond polysilicon into vertically integrated energy solutions to capture growing demand from AI-driven data center infrastructure. » Mere på finance.yahoo.com