How JinkoSolar’s Partial Stake Sale in Jiangxi Jinko (JKS) Has Changed Its Investment Story

• On September 12, 2025, JinkoSolar Holding announced plans to sell up to 300.2 million A shares of its principal operating subsidiary, Jiangxi Jinko, to qualified institutional investors to raise funds, reducing its stake from 58.59% to about 55.59%.
• This transaction is intended to improve the company’s cash position and business flexibility, supporting future operations and resilience to market risks.
• We’ll examine how this share sale, intended to strengthen JinkoSolar’s financial flexibility, may influence its longer-term investment outlook.

Find companies with promising cash flow potential yet trading below their fair value.

JinkoSolar Holding Investment Narrative Recap

JinkoSolar appeals to investors who believe in global solar sector growth, cost and efficiency gains, and technological innovation. The latest share sale by JinkoSolar, while supportive for liquidity, does not materially change the immediate catalysts underpinning the business: operational efficiency and growth in high-margin, advanced solar products remain most critical, while exposure to volatile pricing and U.S. market risk is still the top concern for the stock’s outlook.

Among recent announcements, the company’s H1 2025 operating results revealed total module shipments of 41.8 GW, with over 60% targeting overseas buyers. This underscores the importance of optimizing regional sales mix to balance declining U.S. shipments and soften the impact of price pressures, a catalyst that directly connects to how raised funds from the subsidiary share sale may support future flexibility.

By contrast, the potential for ongoing supply-demand imbalances and increasing exposure to the China market is a risk investors should be aware of...

Read the full narrative on JinkoSolar Holding (it's free!)

JinkoSolar Holding's narrative projects CN¥124.9 billion revenue and CN¥382.9 million earnings by 2028. This requires 14.6% yearly revenue growth and a CN¥2.3 billion increase in earnings from CN¥-1.9 billion currently.

Uncover how JinkoSolar Holding's forecasts yield a $37.22 fair value, a 48% upside to its current price.

Exploring Other Perspectives

With fair value estimates from the Simply Wall St Community ranging from US$20 to US$819 across five contributors, investor opinions vary dramatically. This diversity of outlooks stands against recent risks around profit margins and market share, so explore several viewpoints before forming your own.

Explore 5 other fair value estimates on JinkoSolar Holding - why the stock might be worth 20% less than the current price!

Build Your Own JinkoSolar Holding Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your JinkoSolar Holding research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free JinkoSolar Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate JinkoSolar Holding's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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