Daqo New Energy
About: Daqo New Energy Corp is a polysilicon manufacturer based in China. The company manufactures and sells high-purity polysilicon to manufacturers who use it to make ingots, cells, and modules for solar power solutions. The polysilicon is packaged to meet crucible stacking, pulling, and solidification needs. All of the company's revenues come from the People's Republic of China.
Employees: 4,749
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
33.37% more ownership
Funds ownership: 9.8% [Q1] → 43.17% (+33.37%) [Q2]
14% less funds holding
Funds holding: 125 [Q1] → 108 (-17) [Q2]
21% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 42
25% less capital invested
Capital invested by funds: $586M [Q1] → $439M (-$146M) [Q2]
32% less call options, than puts
Call options by funds: $24.2M | Put options by funds: $35.8M
40% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 3 (-2) [Q2]
55% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 29
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Citigroup
Air Ma
|
$37
|
Buy
Maintained
|
8 Sep 2025 |
|
GLJ Research
Gordon Johnson
|
$31
|
Buy
Reiterated
|
26 Aug 2025 |
Financial journalist opinion
Based on 8 articles about DQ published over the past 30 days
