Daqo New Energy (DQ) came out with a quarterly loss of $1.81 per share versus the Zacks Consensus Estimate of a loss of $0.24. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -654.17%. A quarter ago, it was expected that this solar panel parts maker would post earnings of $0.56 per share when it actually produced earnings of $0.24, delivering a surprise of -57.14%.Over the last four quarters, ...

业绩总结 - 2024年第二季度多晶硅生产量为64,961 MT，较2024年第一季度的62,278 MT增加了2,683 MT[9] - 第二季度多晶硅销售量为43,082 MT，较第一季度的53,987 MT下降了18.3%[9] - 第二季度收入为2.199亿美元，较第一季度的4.153亿美元下降了47.2%[9] - 第二季度净损为1.198亿美元，较第一季度的净利1,550万美元大幅下降[9] - 2024年上半年，公司净亏损为129.7百万美元，而2023年同期净收入为556.9百万美元[18] 用户数据 - 第二季度多晶硅平均销售价格为5.12美元/公斤，较第一季度的7.66美元/公斤下降了33.1%[9] - 第二季度毛损为1.592亿美元，毛利率为-72.4%，而第一季度为72.1万美元，毛利率为17.4%[9] - 第二季度调整后净损为9,880万美元，较第一季度的调整后净利3,600万美元显著下降[9] 未来展望 - 预计2024年第三季度多晶硅生产量为43,000至46,000 MT，全年生产量预计在210,000至220,000 MT之间[10] 财务状况 - 截至2024年6月30日，公司现金、现金等价物和受限现金为997.5百万美元，较2024年3月31日的2,689.3百万美元下降了63.0%[16] - 截至2024年6月30日，公司总资产为6,940.5百万美元，较2024年3月31日的7,247.8百万美元下降了4.2%[16] - 截至2024年6月30日，公司总负债为762.5百万美元，较2024年3月31日的861.9百万美元下降了11.5%[16] - 截至2024年6月30日，公司总股东权益为6,178.0百万美元，较2024年3月31日的6,386.0百万美元下降了3.3%[16] 现金流 - 2024年上半年，公司经营活动产生的净现金流为-278.6百万美元，较2023年同期的786.3百万美元大幅下降[18] - 2024年上半年，公司投资活动产生的净现金流为-1,681.8百万美元，较2023年同期的-495.7百万美元显著增加[18] - 2024年6月30日，公司现金、现金等价物和受限现金较2023年6月30日的3,169.7百万美元下降了68.6%[18] EBITDA - 第二季度EBITDA为-1.449亿美元，EBITDA利润率为-65.9%，而第一季度为7,690万美元，EBITDA利润率为18.5%[9] - 2024年6月30日，公司的EBITDA（非GAAP）为-144,918千美元，EBITDA利润率为-65.9%[19] - 调整后的净亏损（非GAAP）为98,817千美元，较2023年同期的36,047千美元显著恶化[19]

SHANGHAI, Aug. 26, 2024 /PRNewswire/ -- Daqo New Energy Corp. (NYSE: DQ) ("Daqo New Energy," the "Company" or "we"), a leading manufacturer of high-purity polysilicon for the global solar PV industry, today announced its unaudited financial results for the second quarter of 2024.Second Quarter 2024 Financial and Operating HighlightsPolysilicon production volume was 64,961 MT in Q2 2024, compared to 62,278 MT in Q1 2024Polysilicon sales volume was 43,082 MT in Q2 2024 compared to 53,987 MT in Q1 2024Polysili ...

SHANGHAI, Aug. 12, 2024 /PRNewswire/ -- Daqo New Energy Corp. (NYSE: DQ) ("Daqo New Energy" or the "Company"), a leading manufacturer of high-purity polysilicon for the global solar PV industry, today announced it plans to release its unaudited financial results for the second quarter of 2024 ended June 30, 2024 before U.S. markets open on Monday, August 26, 2024.The Company has scheduled a conference call to discuss the results at 8:00 AM U.S. Eastern Time on August 26, 2024 (8:00 PM Beijing / Hong Kong ti ...

文章核心观点 - 公司宣布启动100亿美元的股票回购计划,该计划将于2025年6月30日到期 [1][2][3] - 公司表示此举体现了其对业务发展的信心,并致力于实现可持续增长和创造股东价值 [4] - 公司表示回购时间、数量和价格将受公司经营、市场状况和监管要求的影响 [4] 公司概况 - 公司是全球太阳能光伏行业高纯度多晶硅的领先生产商 [1] 股票回购计划 - 公司董事会批准了一项100亿美元的股票回购计划 [1][2] - 该计划将通过公开市场交易、协商场外交易、大宗交易等方式进行 [2] - 该计划主要由公司现有现金和现金余额提供资金支持 [3] - 公司董事会将定期审查该计划,并可能根据需要调整其条款和规模 [3] 股价表现 - 公司股价在过去一年内下跌了53.1%,而行业下跌13.9% [4] 同行业公司表现 - 同行业公司Carpenter Technology、Eldorado Gold和Kinross Gold的股票评级为买入评级 [6] - Carpenter Technology、Eldorado Gold和Kinross Gold的盈利预测和实际盈利表现良好 [7][8][9] - 这些公司股价在过去一年内分别上涨119.6%、50.2%和80.2% [7][8][9]

SHANGHAI, July 22, 2024 /PRNewswire/ -- Daqo New Energy Corp. (NYSE: DQ) ("Daqo New Energy," the "Company" or "we"), a leading manufacturer of high-purity polysilicon for the global solar PV industry, today announced that its board of directors has approved a US$100 million share repurchase program, effective today through June 30, 2025.The board of directors has authorized Daqo New Energy to repurchase up to US$100 million worth of its own issued and outstanding ordinary shares or American depositary share ...

SHANGHAI, July 17, 2024 /PRNewswire/ -- Daqo New Energy Corp. (NYSE: DQ) ("Daqo New Energy," the "Company" or "we"), a leading manufacturer of high-purity polysilicon for the global solar PV industry, today announced that its subsidiary Xinjiang Daqo has provided an update on its litigation event.   In January 2024, Xinjiang Daqo received a court notice relating to a contract dispute lawsuit filed against it by Xinjiang Xian'an New Materials Co., Ltd. ("Xinjiang Xian'an") and its affiliate, Xinjiang Dengbo ...

SHANGHAI, July 9, 2024 /PRNewswire/ -- Daqo New Energy Corp. (NYSE: DQ) ("Daqo New Energy," the "Company" or "we"), a leading manufacturer of high-purity polysilicon for the global solar PV industry, today published its 2023 Environmental, Social and Governance ("ESG") report. The 2023 ESG report details key accomplishments resulting from the Company's efforts with respect to corporate governance, innovation and R&D, employee rights protection, environmental sustainability and emission control, as well as s ...

zhongguoThe solar industry has been obliterated in the past months, and fairly so because of incompetent management. One of the largest losers was none other than SolarEdge (SEDG), who thought it would be a good idea to throw cash towards buybacks in a very competitive and depressing environment. SolarEdge has neither pricing power nor product differentiation compared to competitors and that is highly visible in their operational performance. Months after doing buybacks, SolarEdge realized the mistake d ...

Intelligent investors actively seek out sleeper stocks. These businesses hold substantial growth potential, yet investors frequently disregard them, often overlook their value, and might miss out on significant profits if not discovered early. These are sleeper stocks set to explode by 2028. Indeed, every firm has distinct market positioning and factors that make them attractive investments. These businesses, which include a leader in the generation of solar energy, have a strong moat, remarkable growth met ...