近日，大全能源（Daqo New Energy Corp.）发布业绩预告，预计2025年净利润将为负值。这一预测主要源于全球多晶硅市场价格持续低迷、行业产能过剩以及下游光伏组件需求增速放缓等多重因素叠加影响。作为全球领先的高纯度多晶硅制造商，大全能源近年来受益于光伏产业的高速发展，但随着大量新产能集中释放，市场供需关系发生逆转，导致产品价格大幅下滑，企业盈利空间被严重压缩。公司表示，尽管当前面临短期经营压力，但其成本控制能力仍处于行业前列，且在新疆和内蒙古等地的生产基地具备显著的规模与能源优势。未来，大全能源计划通过技术升级、优化产能结构及拓展海外市场等方式，增强抗风险能力并逐步恢复盈利能力。此外，公司也强调将密切关注行业政策变化与市场需求动态，适时调整经营策略。市场分析人士指出，大全能源的亏损预期反映了整个光伏上游环节当前所处的周期性低谷，但随着行业整合加速和落后产能出清，龙头企业有望在下一阶段复苏中占据更有利地位。
Recently, Daqo New Energy Corp. issued a profit forecast indicating that its net profit for 2025 is expected to be negative. This projection stems primarily from a confluence of factors, including persistently low global polysilicon prices, industry-wide overcapacity, and slowing demand growth from downstream photovoltaic (PV) module manufacturers. As a leading global producer of high-purity polysilicon, Daqo has benefited significantly from the rapid expansion of the solar industry in recent years. However, the recent surge in new production capacity has reversed market supply-demand dynamics, driving down product prices and severely squeezing profit margins.The company stated that despite current short-term operational pressures, it maintains a cost-competitive position within the industry, supported by its large-scale manufacturing bases in Xinjiang and Inner Mongolia, which benefit from favorable energy costs and economies of scale. Moving forward, Daqo plans to enhance its resilience through technological upgrades, capacity optimization, and international market expansion to gradually restore profitability. The company also emphasized its close monitoring of policy shifts and market trends to adjust strategies accordingly.Market analysts note that Daqo’s projected losses reflect the broader cyclical downturn currently affecting the upstream solar sector. However, as industry consolidation accelerates and inefficient capacity exits the market, leading players like Daqo are well-positioned to gain stronger footing in the next upswing.
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