JinkoSolar Holding Co., Ltd.

NYSE:JKS 株式レポート

時価総額：US$941.1m

JinkoSolar Holding 将来の成長

Future 基準チェック /46

JinkoSolar Holding利益と収益がそれぞれ年間100.8%と14.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に2.4% 100.7%なると予測されています。

主要情報

100.8%

収益成長率

100.68%

EPS成長率

Semiconductor 収益成長27.5%
収益成長率14.6%
将来の株主資本利益率2.37%
アナリストカバレッジ

Good

最終更新日29 May 2026

今後の成長に関する最新情報

分析記事 • Apr 20

Analysts Have Lowered Expectations For JinkoSolar Holding Co., Ltd. (NYSE:JKS) After Its Latest Results

It's been a sad week for JinkoSolar Holding Co., Ltd. ( NYSE:JKS ), who've watched their investment drop 10% to...

Recent updates

Seeking Alpha • 3h

JinkoSolar Is Deeply Undervalued, The Industry Now Needs To Act

Summary Jinko is a cyclical recovery investment rather than a compounder, but trades near 0.42x parent book value with upside if margins, cash flow, and leverage improve. The decisive catalyst is Chinese capacity rationalization; temporary cuts are not enough unless factories close, projects are canceled, and obsolete supply exits. TOPCon execution, global solar demand, and storage growth support the bull case, but weak balance sheet, trapped subsidiary cash, and policy risk limit sizing. Read the full article on Seeking Alpha
分析記事 • Jun 18

JinkoSolar Holding (JKS) Stock Could Be 37.4% Undervalued After RETC Recognition

JinkoSolar Holding (JKS) drew fresh investor attention after being named Overall Highest Achiever in the 2026 PV Module Index by RETC for the seventh year. This recognition underscores consistent product reliability and performance. See our latest analysis for JinkoSolar Holding. Recent price action around JinkoSolar Holding reflects mixed sentiment, with a 1-day share price return of 1.09% and 7-day gain of 4.63% set against a 30-day decline of 12.48% and year to date share price return down...
ナラティブの更新 • Jun 09

JKS: Future Returns Will Rely On Energy Storage And Export Policy Shifts

Analysts have nudged their JinkoSolar Holding fair value estimate slightly higher to $31.03, citing refreshed models after recent earnings and a series of price target revisions and upgrades across the Street. Analyst Commentary Street research has been mixed, with some analysts updating models after recent earnings and others choosing to remain cautious on the stock.
ナラティブの更新 • May 26

JKS: Future Returns Will Hinge On Energy Storage Execution

Analysts have trimmed their JinkoSolar Holding price target from $35.23 to $30.90, reflecting updated assumptions around slower revenue growth, thinner profit margins, and a higher future P/E following recent mixed research that includes caution after a Q4 miss alongside a pair of upgrades. Analyst Commentary Recent research paints a mixed picture for JinkoSolar Holding, with some analysts turning more constructive following upgrades, while others remain cautious after the Q4 miss and the cut to the price target.
ナラティブの更新 • May 09

JKS: Future Execution And Technology Progress May Support Bullish Repricing

Analysts have reduced their average price target for JinkoSolar stock from $66.10 to about $59.06, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E after mixed signals from recent research updates. Analyst Commentary Recent research shows a split view, with some analysts cautious after the Q4 miss and others taking a more constructive stance on JinkoSolar stock.
ナラティブの更新 • Apr 23

JKS: Execution And Margin Risks Will Likely Restrain Future Share Upside

The analyst price target for JinkoSolar Holding has been raised from $17.00 to $19.00, as analysts factor in updated views on revenue growth, improved profit margin assumptions, and a lower future P/E multiple, as echoed in recent research updates following the Q4 results and subsequent upgrades. Analyst Commentary Recent Street research around JinkoSolar highlights a split in sentiment, with some firms turning more constructive while others remain cautious after the Q4 results.
分析記事 • Apr 20

Analysts Have Lowered Expectations For JinkoSolar Holding Co., Ltd. (NYSE:JKS) After Its Latest Results

It's been a sad week for JinkoSolar Holding Co., Ltd. ( NYSE:JKS ), who've watched their investment drop 10% to...
ナラティブの更新 • Apr 09

JKS: Ongoing Losses And Margin Pressures Will Likely Cap Share Upside

Analysts have lifted their price target on JinkoSolar Holding to $17.00, citing updated assumptions that reflect slightly higher projected revenue growth, a modestly stronger profit margin, and a lower future P/E multiple in their models. Analyst Commentary Recent commentary around JinkoSolar highlights a mix of optimism on the business outlook and caution on the stock, with the updated US$17.00 price target framed around more measured assumptions for revenue, margins, and future P/E.
ナラティブの更新 • Mar 25

JKS: Elevated Execution Risks Will Likely Sustain Pressure On Thin Margins

Analysts have lifted their price target on JinkoSolar Holding to $17.00 from $17.00, citing updated assumptions for slightly higher revenue growth, a lower profit margin outlook, and a higher future P/E multiple. Analyst Commentary Recent research points to a more cautious tone around JinkoSolar, even as some forecasts adjust underlying assumptions on growth, margins, and valuation multiples.
ナラティブの更新 • Mar 11

JKS: Large Expected 2025 Net Loss Will Limit Benefits From Margin Improvement

Analysts have reaffirmed their $17.00 price target on JinkoSolar Holding, citing small adjustments to revenue growth, profit margin, and forward P/E assumptions rather than a change in their overall valuation view. What's in the News JinkoSolar issued preliminary unaudited earnings guidance for the year ended December 31, 2025, indicating an expected net loss attributable to shareholders of Jiangxi Jinko in the range of RMB 5,900 million to RMB 6,900 million (Corporate Guidance).
ナラティブの更新 • Feb 24

JKS: Large Expected Net Loss Will Constrain Benefits From Margin Improvement

Analysts held their average JinkoSolar price target steady at $17.00. This reflects updated assumptions for slightly higher revenue growth, a modestly stronger profit margin, and a lower future P/E multiple that together support an unchanged fair value view.
ナラティブの更新 • Feb 08

JKS: Policy And Profitability Risks Will Limit Benefits From Margin Improvement

Analysts have lifted their price targets on JinkoSolar, with changes such as US$17 to US$25 and US$18 to US$20, citing improving gross margins driven by lower unit costs and a stronger outlook for energy storage shipments, while still flagging policy risks that could affect profitability. Analyst Commentary Recent research on JinkoSolar highlights a split view.
ナラティブの更新 • Jan 25

JKS: FEOC And Solar 4 Policy Headwinds Will Constrain Future Profitability

Analysts have trimmed their fair value estimate for JinkoSolar Holding from US$20.00 to US$17.00. This change reflects updated assumptions around higher revenue growth, slightly lower profit margins, and recent Street research that highlights improving gross margins alongside ongoing policy-related risks and a growing contribution from energy storage systems.
ナラティブの更新 • Jan 10

JKS: Policy Threats Around FEOC And Solar 4 Will Restrain Profitability

Narrative Update Analysts have lifted their blended price target range for JinkoSolar into the low to mid US$20s, citing sequential gross margin improvements, reiterated 2025 module shipment guidance, and a stronger outlook for energy storage contributions, alongside ongoing policy related profitability risks. Analyst Commentary Recent Street research paints a mixed picture for JinkoSolar, with price targets lifted into the US$20 range but commentary that leans cautious on execution, policy exposure, and earnings quality.
ナラティブの更新 • Dec 27

JKS: Policy Risks Around FEOC And Solar 4 Will Cap Future Upside

Analysts have modestly raised their price targets on JinkoSolar Holding, with new estimates moving up into the low to mid $20 range. They point to improving gross margins, steady shipment guidance, and a stronger long term revenue mix from energy storage despite ongoing policy risks.
ナラティブの更新 • Dec 12

JKS: Policy Headwinds Will Limit Benefits From Rising Energy Storage Margins

Analysts have lifted their fair value estimate for JinkoSolar Holding from $17.00 to $20.00 per share, citing improving gross margins driven by lower unit costs and a stronger long term outlook for higher margin energy storage systems, despite ongoing policy related risks. Analyst Commentary Recent Street research reflects a cautiously constructive but still guarded stance on JinkoSolar, with price targets moving higher but ratings generally remaining restrained.
ナラティブの更新 • Nov 28

JKS: Future Results Will Rely On Energy Storage Amid Policy Headwinds

JinkoSolar Holding's analyst price target has increased, rising by $8 to a range of $20 to $25 per share. Analysts cite improved gross margins, strong energy storage shipments, and raised revenue growth expectations, despite ongoing profitability risks.
分析記事 • Nov 20

Earnings Update: JinkoSolar Holding Co., Ltd. (NYSE:JKS) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

The quarterly results for JinkoSolar Holding Co., Ltd. ( NYSE:JKS ) were released last week, making it a good time to...
ナラティブの更新 • Nov 12

JKS: Fair Value May Remain Resilient Despite US Clean Energy Policy Risks

Analysts have maintained JinkoSolar Holding's fair value estimate at $37.42. This reflects a stable outlook, as modest changes in projected revenue growth and discount rates offset slight adjustments in expected profit margin and forward P/E ratio.
ナラティブの更新 • Oct 28

Future Policy Headwinds Will Challenge Solar Expansion And Operational Progress

Analysts have raised their price target for JinkoSolar Holding from $33.52 to $37.42. They cite stronger projected revenue growth and improved profit margins as key factors behind the upward revision.
ナラティブの更新 • Sep 18

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

Despite a notably improved net profit margin and a sharp decrease in the forward P/E ratio, JinkoSolar Holding’s consensus analyst price target has been revised downward from $37.22 to $33.52. What's in the News JinkoSolar plans to sell up to 300.2 million A shares of its key subsidiary, Jiangxi Jinko, reducing its stake from 58.59% to approximately 55.59% in order to strengthen cash flow, support ongoing operations, and preserve future shareholder return capacity (Key Developments, 2025-09-12).
ナラティブの更新 • Aug 26

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

JinkoSolar’s consensus price target has increased, reflecting a sharply lower future P/E that indicates improved forward earnings expectations, despite a decline in net profit margin, resulting in a revised fair value of $37.22. What's in the News The Environmental Protection Agency, under the Trump administration, plans to terminate $7 billion in rooftop solar grants awarded to 60 recipients, potentially impacting broad expansion of distributed solar projects across the U.S. (The Washington Post) JinkoSolar successfully commissioned 21.6 MWh of energy storage systems for Distributed Energy Infrastructure, advancing reliable, dispatchable solar energy solutions under Massachusetts’ SMART program.
分析記事 • Jul 03

JinkoSolar Holding Co., Ltd. (NYSE:JKS) Held Back By Insufficient Growth Even After Shares Climb 33%

JinkoSolar Holding Co., Ltd. ( NYSE:JKS ) shareholders have had their patience rewarded with a 33% share price jump in...
分析記事 • Jul 03

JinkoSolar Holding Co., Ltd. (NYSE:JKS) Stock Catapults 33% Though Its Price And Business Still Lag The Industry

The JinkoSolar Holding Co., Ltd. ( NYSE:JKS ) share price has done very well over the last month, posting an excellent...
分析記事 • Mar 29

Analysts Just Slashed Their JinkoSolar Holding Co., Ltd. (NYSE:JKS) Earnings Forecasts

Today is shaping up negative for JinkoSolar Holding Co., Ltd. ( NYSE:JKS ) shareholders, with the analysts delivering a...
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新しいナラティブ • Feb 15

Achieving 262% Efficiency With N-type TOPCon Will Improve Competitiveness

Investment in advanced N-type TOPCon technology and supply chain optimization is expected to enhance efficiency, competitiveness, and ultimately boost revenue and margins.
Seeking Alpha • Feb 07

Jinko Solar: Thrived Against All Odds Showing Solar Market Resilience

Summary JinkoSolar is rated a buy due to its strong operational efficiency and resilience amid 2024's solar market headwinds, particularly in Europe. Despite a 70% decline in module prices, JinkoSolar maintained a 60% overseas shipment rate, showcasing its robust market leadership and efficient production. Significant R&D investments and strategic partnerships, including a $1 billion deal with Saudi Arabia, bolster JinkoSolar's market position and future growth potential. JinkoSolar is undervalued with a P/B ratio of 0.35, indicating a market mispricing and supporting the buy recommendation despite regulatory and economic risks. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

JinkoSolar: Bullish Chart, But Macro Risks Must Be Weighed (Rating Upgrade)

Summary Solar stocks, including the Invesco Solar ETF, have struggled in 2024, with TAN down 37% year-to-date, significantly underperforming the S&P 500. JinkoSolar has seen a 50%+ decline since August 2022, but I am upgrading shares to a hold due to potential earnings turnaround and favorable technical chart signals. JKS's Q3 results were mixed, with a revenue beat but an EPS miss; rising interest rates and US-China trade tensions remain key risks. Despite macroeconomic challenges, JKS shows a bullish reversal pattern, holding the 200-day moving average, making it a stock to watch in 2025. Read the full article on Seeking Alpha
分析記事 • Dec 13

JinkoSolar Holding Co., Ltd. (NYSE:JKS) Stock Catapults 30% Though Its Price And Business Still Lag The Industry

Despite an already strong run, JinkoSolar Holding Co., Ltd. ( NYSE:JKS ) shares have been powering on, with a gain of...
分析記事 • Oct 25

Is JinkoSolar Holding (NYSE:JKS) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Oct 11

JinkoSolar: Still Time To Buy On Deep Value

Summary JinkoSolar shows deep value with a 20% price increase since July, despite an expected Q3 decline; Q4 and FY25 forecast strong growth and a 25%+ 12-month return. Q2 saw a 21.6% year-over-year revenue drop and a net loss, but JinkoSolar remains the largest photovoltaic module provider, poised for future stabilization. Valuation metrics indicate JinkoSolar is undervalued; growth catalysts include N-type TOPCon technology and international expansion, predicting a $32.45 stock price by late 2025. Debt remains a concern, but improving operating efficiency and favorable near-term macroeconomics support a bullish outlook, especially amid rising sentiment for Chinese stocks. Read the full article on Seeking Alpha
分析記事 • Sep 27

The Market Doesn't Like What It Sees From JinkoSolar Holding Co., Ltd.'s (NYSE:JKS) Earnings Yet

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Seeking Alpha • Sep 24

Red, Blue, And Green Energy: JinkoSolar's Future In The Election Crossfire

Summary JinkoSolar Holding Co., Ltd. is a global leader in solar tech but struggles with profitability and stock performance, heavily reliant on government policies and market pressures. Despite a low valuation and high dividend yield, JinkoSolar's declining earnings and financial challenges make it a risky investment, especially with the upcoming U.S. election. JinkoSolar's strong production capacity and technological advancements are notable, but the solar industry’s dependence on subsidies and policies creates uncertainty. Given the current dynamics, I rate JKS as a “Hold” due to its profitability issues and the potential impact of the U.S. election on the industry. Read the full article on Seeking Alpha
分析記事 • Sep 02

News Flash: 6 Analysts Think JinkoSolar Holding Co., Ltd. (NYSE:JKS) Earnings Are Under Threat

One thing we could say about the analysts on JinkoSolar Holding Co., Ltd. ( NYSE:JKS ) - they aren't optimistic, having...
Seeking Alpha • Jul 16

JinkoSolar: Deep Value Opportunity, Despite Balance Sheet Concerns

Summary JinkoSolar's balance sheet shows high debt, but management is actively working on improving it, evidenced by a reduction from $4.38B to $3.66B in total debt. The firm’s new N-type panels are expected to drive growth, with efficiency reaching 26.5% by end-2024, but the current negative free cash flow due to high capex is a concern. Valuation is attractive with a price-to-book ratio under 0.5, and if the debt issue is managed, potential for high long-term returns exists; stock price could appreciate 50% by end-2025. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:JKS - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202894,9971,1713,399N/A6
12/31/202785,1249853,211N/A7
12/31/202671,820-1,1758,247N/A6
3/31/202663,903-3,590N/AN/AN/A
12/31/202565,498-4,445-2,2181,082N/A
9/30/202568,642-3,422N/AN/AN/A
3/31/202583,056-1,874N/AN/AN/A
12/31/202492,256557,48116,850N/A
9/30/2024104,436561N/AN/AN/A
6/30/2024111,7621,861N/AN/AN/A
3/31/2024118,3943,268N/AN/AN/A
12/31/2023118,6793,447-2,02413,826N/A
9/30/2023115,8504,083N/AN/AN/A
6/30/2023103,5363,310N/AN/AN/A
3/31/202391,6921,380N/AN/AN/A
12/31/202283,127621-18,095-5,801N/A
9/30/202269,513195N/AN/AN/A
6/30/202258,564-161N/AN/AN/A
3/31/202247,651529N/AN/AN/A
12/31/202140,827721-8,255431N/A
9/30/202133,863105N/AN/AN/A
6/30/202134,064-83N/AN/AN/A
3/31/202134,586169N/AN/AN/A
12/31/202035,129230-3,554591N/A
9/30/202035,234977-3,402-398N/A
6/30/202033,9461,334N/AN/AN/A
3/31/202032,4081,141N/AN/AN/A
12/31/201929,746899N/A1,411N/A
9/30/201927,937644N/AN/AN/A
6/30/201927,150469N/AN/AN/A
3/31/201926,298443N/AN/AN/A
12/31/201825,043406N/A615N/A
9/30/201823,675314N/AN/AN/A
6/30/201823,400136N/AN/AN/A
3/31/201825,26385N/AN/AN/A
12/31/201726,473142N/A-177N/A
9/30/201725,242265N/A-2,355N/A
6/30/201724,154466N/A-2,305N/A
3/31/201721,896669N/AN/AN/A
12/31/201621,401991N/A-1,803N/A
9/30/201621,7311,289N/AN/AN/A
6/30/201620,4521,272N/AN/AN/A
3/31/201617,9861,098N/AN/AN/A
12/31/201515,454767N/A1,339N/A
9/30/201512,974567N/AN/AN/A
6/30/201511,482653N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: JKSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: JKS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: JKS今後 3 年以内に収益を上げることが予想されます。

収益対市場: JKSの収益 ( 14.6% ) US市場 ( 12.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: JKSの収益 ( 14.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: JKSの 自己資本利益率 は、3年後には低くなると予測されています ( 2.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/23 14:03
終値2026/06/23 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

JinkoSolar Holding Co., Ltd. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Wanping YehBarclays
null nullChina International Capital Corporation Limited
Pierre MaccagnoColliers Securities