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Chinese Intervention And Global Solar Demand Will Transform Polysilicon Markets

Published
30 Apr 25
Updated
28 Aug 25
AnalystConsensusTarget's Fair Value
US$23.65
3.4% undervalued intrinsic discount
28 Aug
US$22.84
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1Y
56.9%
7D
1.6%

Author's Valuation

US$23.7

3.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on28 Aug 25
Fair value Increased 7.79%

Analysts have raised their price target for Daqo New Energy, citing anticipated earnings growth and improved long-term competitiveness from favorable market restructuring in China's polysilicon sector, resulting in a new consensus fair value of $23.65. Analyst Commentary Bullish analysts see significant upside due to anticipated monthly production quotas and imminent market restructuring in China's polysilicon sector, expected to benefit larger players like Daqo through forced closures of smaller competitors.