2018/9/28 $大全新能源(DQ)$ 
Daqo New Energy to Discontinue its Wafer Manufacturing Operations in Order to Focus on Core Polysilicon Manufacturing BusinessSep 07, 2018
CHONGQING, China—September 7, 2018—Daqo New Energy Corp. (NYSE: DQ) ("Daqo New Energy", the "Company" or “we”), a leading manufacturer of high-purity polysilicon for the global solar PV industry, today announced that it plans to discontinue its solar wafer manufacturing operations in September 2018 so that the Company can focus on its core polysilicon manufacturing business.

The Company expects to incur approximately US$21.6 million in fixed-asset impairment and restructuring charges during the third quarter of 2018, including approximately US$1.6 million in employee severance payments and approximately US$20.0 million in impairment of long-lived assets.
Mr. Longgen Zhang, CEO of Daqo New Energy, commented, “We made a strategic decision to discontinue our solar wafer manufacturing operations to accommodate the increasingly challenging market conditions for multi-crystalline wafers. We expect to complete the shutdown of the solar wafer business in the third quarter of 2018. This move will allow us to focus all of our resources and expertise on our core polysilicon manufacturing business and Phase 3B expansion project which will begin pilot production in the fourth quarter of 2018.” 
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大全的 transparency 做的不错的。这一点对中概最为重要。2018三季度 GAAP 应该是亏损的。现金流影响不大。小仓位留一点吧。等下季度财报后再考虑调整。

一次性设备减值對企業現金流沒有影響，大全取长补短，長期前途無量

我记错了，是2160万美元。
根据大全新能源官网显示，大全将于本月结束太阳能硅片制造业，以应对“多晶硅硅片日益严峻的市场条件”，公司将专注于其核心多晶硅制造业务。
大全新能源表示，终止该业务的决定预计将导致2018年第三季度产生2160万美元（1870万欧元）的固定资产减值和重组费用，其中包括2000万美元的长期资产减值和160万美元的员工遣散费
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多谢。这个“计提硅片2600万美元减值”， 我没注意到。有出处吗？

三季度多晶硅降价、加上计提硅片2600万美元减值，大概率要亏损

现在的价格买入长线看好

看到三季度你会哭，四季度…

2018/9/27 $大全新能源(DQ)$   好久不看，吓了一跳。看一下2018年2季度的财报，没有那么差吧。买入做投机。

3股（$22）的机器买卖，无意义！

流动性太差，散户进出都困难，别说机构了。