Daqo Energy(SH:688303) Shang Hai Zheng Quan Bao·2025-12-03 08:57Core Viewpoint - Daqo Energy has adjusted its production plan based on current product prices and market trends, expecting a polysilicon output of 39,500 to 42,500 tons in Q4, which will enhance scale efficiency and optimize unit costs [1] Group 1: Production and Cost Management - The company anticipates an increase in polysilicon production to between 39,500 tons and 42,500 tons in the fourth quarter [1] - The increase in production is expected to lead to scale benefits and a reduction in fixed costs per unit, further optimizing unit costs [1] Group 2: Industry Standards and Policy - On September 16, the National Standardization Management Committee released a draft for public consultation on energy consumption limits for polysilicon and germanium products [1] - Daqo Energy stated that the standard revision aligns with industry technological development and national industrial policy, providing a scientific and advanced technical standard basis for industry optimization and transformation [1] - The new standards are significant for guiding innovation and promoting a healthy competitive landscape in the photovoltaic industry, ensuring sustainable high-quality development [1] Group 3: Market Outlook - The company projects a steady growth trend in global photovoltaic installation demand by 2026 [1] - The domestic market is shifting its focus from scale expansion to high-quality development, while overseas market demand remains stable with a slight increase [1]