JinkoSolar Holding Community

Release Date: March 26, 2025 Annual Module Shipments: Increased by 18.3% year over year to approximately 93 gigawatts. Fourth Quarter Module Shipments: 25.2 gigawatts, in line with guidance.

Key Takeaways International trade restrictions and policy uncertainty are limiting market access and export growth, stalling revenue and market share expansion. Intense price competition, overcapacity, and innovation pressures are eroding margins and profitability while financial leverage and cash flow strain threaten long-term viability.

Key Takeaways Vertical integration, supply chain agility, and production reallocation are strengthening margins as industry consolidation removes weaker competitors. Acceleration in perovskite tandem cell R&D and integrated storage solutions positions the company for high-margin, recurring revenue growth and market leadership.

Key Takeaways Focused cost reduction and efficiency drive profitability, with net margins expected to improve through supply chain optimization and regional shipment strategies. Strategic expansion in energy storage and high-efficiency products drives revenue, supported by R&D advancements and market adaptability.