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Earnings Call Summary | Daqo New Energy(DQ.US) Q1 2024 Earnings Conference

Earnings Call Summary | Daqo New Energy(DQ.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 大全新能源 (DQ.US) 2024 年第一季度業績發佈會
富途資訊 ·  04/29 23:30  · 電話會議

The following is a summary of the Daqo New Energy Corp. (DQ) Q1 2024 Earnings Call Transcript:

以下是達科新能源公司(DQ)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Daqo New Energy Corp reported a Q1 total production volume increase to 62,278 metric tons and a 2% decrease in production costs.

  • The company generated $77 million in EBITDA and maintained a $2.7 billion cash balance.

  • Revenue declined to $415.3 million, mainly due to decreases in average selling prices and polysilicon sales.

  • Gross profit was $72 million, equating to a gross margin of 17.4%.

  • The company's net income attributable to shareholders was $15.5 million.

  • 達科新能源公司報告稱,第一季度總產量增加到62,278公噸,生產成本下降了2%。

  • 該公司創造了7700萬美元的息稅折舊攤銷前利潤,並保持了27億美元的現金餘額。

  • 收入下降至4.153億美元,主要是由於平均銷售價格和多晶硅銷售的下降。

  • 毛利爲7200萬美元,相當於毛利率爲17.4%。

  • 該公司歸屬於股東的淨收益爲1,550萬美元。

Business Progress:

業務進展:

  • The company predicts Q2 2024 production volumes to range between 60,000 and 63,000 metric tons.

  • Production at the Inner Mongolia Phase 5B facility is slated to commence in Q2.

  • For 2024, company-wide production volumes are projected to increase 40%-50% compared to 2023, up to 300,000 metric tons, a surge facilitated by an increase in N-type production.

  • Despite a pause in expansion plans due to the solar market downturn, Daqo considers expansions beyond China, potentially in the U.S., Middle East, and Southeast Asia.

  • 該公司預計,2024年第二季度的產量將在6萬至63,000公噸之間。

  • 內蒙古五B期工廠計劃於第二季度開始生產。

  • 到2024年,全公司的產量預計將比2023年增長40%-50%,達到30萬公噸,N型產量的增加推動了這一激增。

  • 儘管由於太陽能市場低迷,擴張計劃暫停,但Daqo仍考慮將業務擴展到中國以外,可能擴展到美國、中東和東南亞。

More details: Daqo New Energy IR

更多詳情: 大全新能源紅外

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


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