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Daqo New Energy | 6-K: Report of foreign private issuer (related to financial reporting)

Daqo New Energy | 6-K: Report of foreign private issuer (related to financial reporting)

大全新能源 | 6-K：外國發行人報告（業績相關）
美股SEC公告 ·  2024/10/30 18:27

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Daqo New Energy reported Q3 2024 revenues of $198.5M, down from $219.9M in Q2, with a net loss of $60.7M. Production volume decreased to 43,592 MT from 64,961 MT QoQ due to facility maintenance and 50% utilization rate adjustment. Average selling price declined to $4.69/kg from $5.12/kg, while production cost rose to $6.61/kg from $6.19/kg.The company maintained strong liquidity with $853M cash, $245M short-term investments, and $1.2B fixed-term deposits. Despite challenging market conditions, Daqo achieved 75% N-type product mix and reduced cash cost to $5.34/kg. The company expects Q4 2024 production of 31,000-34,000 MT, bringing full-year guidance to 200,000-210,000 MT.Management noted that industry-wide production cuts helped stabilize prices after reaching bottom levels of RMB 35-40/kg. While polysilicon prices have rebounded slightly to RMB 38-43/kg, significant inventory levels persist. The company remains optimistic about long-term solar PV growth and believes current market downturn will lead to industry consolidation, with higher-cost manufacturers gradually exiting the market.
Daqo New Energy reported Q3 2024 revenues of $198.5M, down from $219.9M in Q2, with a net loss of $60.7M. Production volume decreased to 43,592 MT from 64,961 MT QoQ due to facility maintenance and 50% utilization rate adjustment. Average selling price declined to $4.69/kg from $5.12/kg, while production cost rose to $6.61/kg from $6.19/kg.The company maintained strong liquidity with $853M cash, $245M short-term investments, and $1.2B fixed-term deposits. Despite challenging market conditions, Daqo achieved 75% N-type product mix and reduced cash cost to $5.34/kg. The company expects Q4 2024 production of 31,000-34,000 MT, bringing full-year guidance to 200,000-210,000 MT.Management noted that industry-wide production cuts helped stabilize prices after reaching bottom levels of RMB 35-40/kg. While polysilicon prices have rebounded slightly to RMB 38-43/kg, significant inventory levels persist. The company remains optimistic about long-term solar PV growth and believes current market downturn will lead to industry consolidation, with higher-cost manufacturers gradually exiting the market.
大全新能源報告2024年第三季度收入爲19850萬美金，比第二季度的21990萬美金下降，淨虧損爲6070萬美金。由於設施維護和50%的利用率調整，生產成交量從64,961噸降至43,592噸。平均銷售價格從5.12美金/千克降至4.69美金/千克，而生產成本從6.19美金/千克上升到6.61美金/千克。公司保持強勁的流動性，現金爲85300萬美金，短期投資爲24500萬美金，固定存款爲12億美金。儘管市場條件嚴峻，大全仍實現了75%的N型產品組合，並將現金成本降低至5.34美金/千克。公司預計2024年第四季度生產31,000-34,000噸，使全年指導量達到200,000-210,000噸。管理層指出，行業普遍的減產幫助在達到35-40美金/千克的底部水平後穩定了價格。儘管多晶硅價格略微反彈至38-43美金/千克，但仍存在大量庫存。公司對長期太陽能光伏成長持樂觀態度，並相信當前市場下滑將導致行業整合，高成本製造商將逐漸退出市場。
大全新能源報告2024年第三季度收入爲19850萬美金，比第二季度的21990萬美金下降，淨虧損爲6070萬美金。由於設施維護和50%的利用率調整，生產成交量從64,961噸降至43,592噸。平均銷售價格從5.12美金/千克降至4.69美金/千克，而生產成本從6.19美金/千克上升到6.61美金/千克。公司保持強勁的流動性，現金爲85300萬美金，短期投資爲24500萬美金，固定存款爲12億美金。儘管市場條件嚴峻，大全仍實現了75%的N型產品組合，並將現金成本降低至5.34美金/千克。公司預計2024年第四季度生產31,000-34,000噸，使全年指導量達到200,000-210,000噸。管理層指出，行業普遍的減產幫助在達到35-40美金/千克的底部水平後穩定了價格。儘管多晶硅價格略微反彈至38-43美金/千克，但仍存在大量庫存。公司對長期太陽能光伏成長持樂觀態度，並相信當前市場下滑將導致行業整合，高成本製造商將逐漸退出市場。
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