# DAQO New Energy

Type: Company (DQ)

Source: Climate Intelligence Brief — https://getclimatebrief.com/entity/daqo-new-energy
Canonical HTML page: https://getclimatebrief.com/entity/daqo-new-energy

## Recent coverage (2 stories)

### Daqo gross margin stays at -132% as polysilicon ASP drops to $4.04/kg
2026-08-21 02:28:16 · Sentiment: Strongly positive · Impact: 6/10 · Sources: 3

Daqo New Energy's Q2 shows ongoing solar supply glut pain, with polysilicon ASP down to $4.04/kg against a $4.57/kg cash cost, producing negative 132% gross margin. Still, sales volume rebounded and net loss narrowed to $81.2M.
Full story: https://getclimatebrief.com/story/climate-daqo-q2-2026

### DAQO New Energy Navigates Polysilicon Volatility with Mixed Q4 Performance
2026-02-26 10:23:31 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

DAQO New Energy reported a complex set of Q4 results characterized by shifting production volumes and pricing pressures in the polysilicon market. The company's 2026 guidance suggests a cautious but strategic approach to capacity expansion amidst global solar supply chain realignments.
Full story: https://getclimatebrief.com/story/daqo-new-energy-q4-results-polysilicon-outlook-2026

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