
PolydemandpickingupwithlimitednewcapacitycominginTakeawaysfromDay2ofoursolarfieldtrip:(1)DrivenbystrongChinademandandtheprohibitionofprocessingbasedimportpoly,domesticpolymakerslikeTBEA(600089.SS,NotCovered)andDAQO(DQ,NotCovered)arerunningatfullutilizationratecurrently.Inventoryhasdecreasedsignificantlyin3Q14vs.2Q14.(2)Mosttier-1domesticpolymakersincreasedtheirsellingprice...