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    Zihui Hu

    Vice President and Equity Analyst at CICC

    Zihui Hu is a Vice President and Equity Analyst at CICC, specializing in research and analysis of the Chinese technology and internet sectors. He covers major companies such as Alibaba Group, Tencent Holdings, Meituan, and JD.com, and is recognized for his data-driven insights and market forecasts, with a track record of generating actionable reports for institutional investors. Prior to joining CICC in 2020, Zihui held analyst roles at Credit Suisse, where he focused on the same sectors and contributed to several top-rated reports. He holds professional credentials including regulatory licenses required for equity research in China, and is known for maintaining high accuracy rates and achieving strong average return percentages on his stock recommendations.

    Zihui Hu's questions to DAQO NEW ENERGY (DQ) leadership

    Zihui Hu's questions to DAQO NEW ENERGY (DQ) leadership • Q2 2025

    Question

    Zihui Hu of CICC asked about the company's sales plan and future utilization rates, given the low sales volume in the second quarter. She also inquired about additional methods being used to reduce production costs beyond the decline in cash costs.

    Answer

    Deputy CEO Anita Zhu explained that Q2 sales were intentionally lowered because prices were below cash cost, and the company was awaiting policy clarity before adjusting its sales strategy. CFO Ming Yang added that the current utilization rate is 30-35% and will be adjusted based on market conditions. He noted that cost improvements in Q2 came from manufacturing efficiency, lower energy use, and reduced silicon metal costs, with further improvements expected in Q3.

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    Zihui Hu's questions to DAQO NEW ENERGY (DQ) leadership • Q4 2024

    Question

    Zihui Hu of CICC asked about Daqo New Energy's participation in polysilicon futures trading and the company's current inventory levels.

    Answer

    Deputy CEO Anita Zhu explained that while the company is registered to trade polysilicon futures, its participation is currently weak as the market is small and pricing has not met expectations. CFO Ming Yang reported that sellable polysilicon inventory has improved rapidly, now standing at less than 20,000 metric tons.

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