Daqo New Energy(US:DQ) 智通财经网·2026-01-17 10:57Group 1 - The stock price of Daqo New Energy (DQ.US) has experienced a significant decline of 30%, dropping from a peak of $36.59 to $25.59 over the past three months, reflecting market sentiment regarding the "photovoltaic industry storage" initiative [1] - The company's stock price surged by 153.97% over six months, driven by expectations of a "storage joint venture" aimed at eliminating approximately 1 million tons of outdated capacity in the photovoltaic sector [1] - The recent regulatory decision to halt "self-discipline" operations in the photovoltaic industry and the cancellation of export VAT rebates from April 1, 2025, have contributed to the recent stock price decline [2] Group 2 - Following the release of Daqo's Q3 financial results, the stock exhibited a "M-shaped" volatility pattern, indicating fluctuating market sentiment influenced by various news [2][4] - Daqo's Q3 financial performance showed a positive operating cash flow of 55.52 million yuan, marking the first positive cash flow since Q4 2023, suggesting initial success in addressing industry "internal competition" [4] - Despite a brief stock price increase after the Q3 report, trading volume was significantly lower than previous levels, indicating a cautious market sentiment among investors [4][6] Group 3 - The stock price has been on a downward trend, with market sentiment continuing to deteriorate, as evidenced by low trading volumes and a lack of buying interest [6][7] - On January 8, the stock dropped by 11.41% due to rumors of regulatory scrutiny regarding potential monopolistic practices in the photovoltaic industry [7] - Following the announcement of the 2025 earnings forecast, which indicated a net loss of 1 to 1.3 billion yuan, the stock price showed initial volatility but stabilized towards the end of the trading day [8]