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    Alan Hon

    Research Analyst at JPMorgan Chase & Co.

    Alan Hon is an Executive Director and Equity Research Analyst at JPMorgan Chase & Co., specializing in the coverage of major telecommunications companies across the Asia-Pacific region. He regularly covers firms such as China Mobile, China Telecom, Singapore Telecommunications, and Bharti Airtel, providing in-depth market insights to institutional investors. Hon has earned recognition for his stock recommendations, maintaining a top-tier analyst ranking on TipRanks with an estimated success rate above 60% and consistently generating positive average returns on his calls. With a career spanning over a decade, he joined JPMorgan after previous analyst roles at UBS and CLSA, and he holds professional credentials including FINRA Series 7 and Series 63 registrations.

    Alan Hon's questions to DAQO NEW ENERGY (DQ) leadership

    Alan Hon's questions to DAQO NEW ENERGY (DQ) leadership • Q2 2025

    Question

    Alan Hon of JPMorgan Chase & Co. asked for an update on policy developments, specifically regarding the consolidation fund, and inquired about the polysilicon price outlook for the next three months given current supply, demand, and inventory levels.

    Answer

    Deputy CEO Anita Zhu responded, detailing a recent symposium where regulators reinforced the need to curb below-cost selling and are working towards a buyout SPV for outdated capacity. She stated that the price outlook depends on the rollout of this SPV but noted that recent module bid prices from China Huadian Corporation have increased significantly, which should positively impact the upstream polysilicon sector.

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