Core Viewpoint - Daqo Energy (688303) addresses industry concerns and outlines measures to cope with competitive pressures and price wars in the silicon material sector [1] Group 1: Company Response to Industry Developments - Daqo Energy acknowledges rumors of six leading silicon material companies collaborating to acquire additional production capacity, emphasizing the industry's commitment to healthy development [1] - The company is actively supporting various exploration plans proposed by regulatory bodies and industry associations, prioritizing shareholder interests [1] Group 2: Strategic Measures to Address Competition - The company plans to maintain financial stability, holding approximately 12.9 billion yuan in cash and a debt-to-asset ratio of 8.3% as of Q1 2025, enhancing its risk resilience [1] - Daqo Energy aims to deepen cost reduction and efficiency improvements through a collaborative approach of "technology + management + digitalization," establishing a digital system to foster an "innovation-driven cost reduction" cycle [1] - The company is committed to technological leadership, focusing on "technology-driven + digital empowerment + global layout," enhancing industry-academic-research cooperation to build long-term competitive advantages [1] Group 3: Production and Market Outlook - Daqo Energy forecasts a significant adjustment in the crystalline silicon industry, with production expected to be between 25,000 to 28,000 tons in Q2 and a total output of 110,000 to 140,000 tons by 2025 [1] - The company has a clear strategy for vertical integration and horizontal expansion, controlling upstream raw materials and expanding into semiconductor-grade polysilicon [1] - Daqo Energy is planning a 150,000 tons/year high-purity industrial silicon powder line in Inner Mongolia, with current maintenance of existing facilities [1] Group 4: Market Strategy and Future Plans - The company is in the verification phase for semiconductor-grade polysilicon products, with plans to be determined based on results [1] - While polysilicon futures serve as a supplement to spot sales, the company continues to prioritize spot sales, adjusting production models according to market conditions [1] - Daqo Energy is evaluating investment opportunities in the overseas silicon material market but currently has no specific plans for overseas capacity expansion [1]

Core Viewpoint - Daqo Energy is actively engaging in industry discussions and exploring solutions to challenges in the photovoltaic sector, emphasizing a commitment to shareholder interests and industry health [1] Financial Stability - The company maintains a robust financial position with a total cash reserve of approximately 12.9 billion and a low debt-to-asset ratio of 8.3% as of Q1 2025, enhancing its risk resilience [1] Cost Management - Daqo Energy is focused on deepening cost reduction and efficiency improvements through a multi-faceted approach, including technological advancements and digital management systems to strengthen cost advantages [2] Long-term Competitiveness - The company aims to build long-term competitive advantages by emphasizing technology leadership, digital empowerment, and global expansion, while also investing in research and development [2] Supply Chain Strategy - Daqo Energy is pursuing an integrated strategy that extends upstream to raw materials for polysilicon and horizontally into the semiconductor polysilicon sector, ensuring quality and cost control [3] Industrial Silicon Operations - The company has planned a production capacity of 150,000 tons per year for high-purity industrial silicon in Inner Mongolia, with current operations under maintenance due to market price fluctuations [3] Futures Business - Daqo Energy views polysilicon futures as a beneficial complement to its spot production and sales, primarily focusing on meeting customer demand through spot sales [4] Overseas Market Considerations - The company is closely monitoring the overseas silicon material market, evaluating potential investments based on various geopolitical and economic factors, but currently has no specific plans for overseas expansion [4]

每经记者 杨欢 每经编辑 刘艳美 据羊城晚报消息，4月28日，汕头、潮州、揭阳三市主要领导和相关职能部门负责人齐聚汕头，召开汕潮揭都市圈第一次联席会议。这场在粤东区域协同 发展进程中被视为具有里程碑意义的会议，审议通过了《推进汕潮揭都市圈高质量发展行动方案（2025—2026年）》（以下简称"行动方案"），发布了三 市合作事项清单，并启动了文旅、医疗等多个领域联动项目，标志着粤东三市从"同城化协同发展"迈入"一体化共建"的新阶段。 值得一提的是，《行动方案》为汕潮揭都市圈建设锚定了顶层设计——横向建立"轮值制"联席会议，三市每半年轮值主办；纵向设立由三市市委书记、市 长组成的领导小组，下设人社、生态、交通、文旅、卫健、应急、政务数据、医保等专项工作小组，构建"每月商讨、每季协调"的立体化协作网络。 解读：广东区域发展不平衡是个老话题。一个比喻是，广东的轮廓就像一个呈东西走向的"大鸡腿"，鸡腿有肉都在"中间"。比起珠三角，粤西和粤东发展 一直相对滞后，甚至人均GDP等关键指标，低于全国平均水平。 站位粤东，有观点指出，上世纪90年代，潮汕地区拆分为今天的汕头、潮州、揭阳三市，使得区域产业协同受阻，在一定程度上制 ...

围绕实施科创引领战略，湖北进一步明晰行动路径、凝聚奋进力量，整体提升支点创新策源力。 4月28日，湖北省政府新闻办召开"牢记嘱托建成支点——'七大战略'行动方案"系列新闻发布会第二 场，解读《实施科创引领战略，整体提升支点创新策源力行动方案》(简称《方案》)，并回答记者提 问。 坚持着眼当前和放眼未来相结合，《方案》提出三个阶段的目标任务：2027年全省创新策源力显著提 升，2030年基本建成具有全国影响力的科技创新高地，2035年成为世界原始创新策源地、全国成果转化 优选地、全国创新生态高地。 营造一流创新生态 《方案》从力量建设、空间布局、科技攻关、成果转化、人才集聚、创新生态等6个方面，共部署了22 项重点任务。 夯实支点创新策源力量根基。提出锻造高水平实验室体系、建设重大科技基础设施集群、增强高水平研 究型大学和科研机构创新能力、壮大科技领军企业队伍4项任务，力争到2030年新增1—2家国家实验室 或基地，已建在建重大科技基础设施达到10个左右，培育一批龙头型、高速成长型科技领军企业，引领 中部的创新力量矩阵进一步加强。 优化支点创新策源空间布局。提出打造创新引领增长极、建强支撑全域的创新"金三角"、 ...