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Despite a revenue uptick and reduced losses, Q2 shows large gross losses and negative EBITDA; ASP collapse and inventory impairments weigh on near-term sentiment. Ongoing regulatory and policy shifts in China could be a longer-term positive, but the stock is likely pressured until a clearer earnings inflection appears.
What happened, with direct paths to the underlying reporting
Daqo New Energy posted Q2 2026 revenue of $62.7M with a narrowed loss, though gross margin remained negative due to inventory impairment. The company resumed June sales, lifting revenue and reducing losses while maintaining about $1.9B in liquidity. Management guided 3Q polysilicon output of 40–45k MT and full-year production of 160–180k MT, while pursuing AI data-center infrastructure opportunities to diversify earnings.
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