SHANGRAO, China, Sept. 9, 2024 /PRNewswire/ -- JinkoSolar Holding Co., Ltd. (the "Company," or "JinkoSolar") (NYSE: JKS), one of the largest and most innovative solar module manufacturers in the world, today announced that it has been recognized as an Overall Highest Achiever in Renewable Energy Testing Center's ("RETC") 2024 PV Module Index Report ("PVMI"). This marks the fifth consecutive year that JinkoSolar has earned this notable award.Since its launch in 2019, RETC's PVMI has gathered results from com ...

JACKSONVILLE, Fla., Sept. 3, 2024 /PRNewswire/ -- JinkoSolar Holding Co., Ltd. (the "Company" or "JinkoSolar") (NYSE: JKS), one of the largest and most innovative solar module manufacturers in the world, today announced the successful completion of its delivery program which provided over 1,000 PV modules to Ohana Hope Village (OHV), a rapid response housing initiative in Kahului, Maui aimed to provide sustainable housing solutions for families displaced by the August 2023 Maui fire. The donation program be ...

财务数据和关键指标变化 - 第二季度总收入约为33亿美元,环比增长4.4%,同比下降21%,主要是由于太阳能电池组平均售价下降 [21] - 毛利率为11.1%,环比下降0.8个百分点,同比下降4.5个百分点,主要是由于电池组平均售价下降 [21] - 总运营费用约5.25亿美元,环比增长24%,同比增长18%,主要是由于山西省火灾事故导致的设备净值核销,部分被预计的保险赔付所抵消 [21] - 归属于晶科能源普通股股东的净亏损为1390万美元,剔除可转换票据公允价值变动、对供应链公司投资的公允价值损失、股份支付费用和山西火灾事故净亏损的影响,调整后归属于普通股股东的净利润约为5210万美元 [22] 各条业务线数据和关键指标变化 - 第二季度电池组出货量为25.3吉瓦,同比增长34.1%,保持行业第一 [5][15] - N型电池组出货量占总出货量的85%,环比增加5个百分点,得益于Tiger Neo产品的持续提升 [15] - 公司已成为全球首家累计N型电池组出货量超过100吉瓦的太阳能企业,在欧美等市场保持较高溢价 [16] 各个市场数据和关键指标变化 - 约60%的电池组出货量销往海外市场,其中亚太和欧洲占主要份额,美国出货量相对稳定,欧洲出货量环比增加40% [15] - 公司在美国市场的份额正逐步恢复,预计2024年全年美国市场占比将在5%-10%之间 [30][31] - 公司正与沙特阿拉伯国家投资基金和Vision工业公司合资在沙特建设10吉瓦高效电池和电池组生产基地,这是公司全球制造战略的重要里程碑 [12][35][36][38][39] 公司战略和发展方向及行业竞争 - 公司持续优化产能结构,预计到今年年底,公司单晶硅棒、电池和电池组的年产能将分别达到195吉瓦和130吉瓦,保持行业领先地位 [13] - 公司加快淘汰P型产能,集中发展N型TOPCon技术,并不断刷新N型电池转换效率纪录,有望在今年底实现26.5%的平均转换效率 [10][13] - 公司将继续优化供应链,推出更多低碳、清洁、高效和可靠的产品,如获得TUV莱茵认证的Zero Carbon Factory生产的Neo Green电池组 [11] - 公司预计2024年全年电池组出货量将在100-110吉瓦之间,第三季度出货量将在23-25吉瓦之间 [14] 管理层对经营环境和未来前景的评论 - 行业链各环节价格持续下跌,多数环节价格已跌破现金成本,行业整体开工率大幅下降,公司认为这种不合理的低价格是不可持续的 [8] - 政府和行业已出台一些政策措施,促进行业健康有序发展,金融机构也更加倾向于支持技术创新、成本控制和渠道优势的优质企业,这将加速落后产能的淘汰和行业整合 [8] - 公司将继续优化管理效率,发挥全球化优势,以资源和创新能力应对行业挑战,有信心在未来巩固行业领导地位 [9] 其他重要信息 - 公司宣布派发每份美国存托凭证1.5美元的现金股利,并在公开市场回购了560万份美国存托凭证,总金额超过1.3亿美元 [20] - 公司在PV Module Reliability Scorecard和PV Tech 2024 Q2 ModuleTech Bankability Report中连续多年获得最高评级,充分体现了公司在产品质量、银行信用和可靠性方面的长期努力 [17] - 公司成为为数不多同时获得彭博新能源财经"一级储能供应商"和"一级光伏组件制造商"双重认证的企业,这是对公司品牌实力和对全球能源转型做出贡献的肯定 [17] 问答环节重要的提问和回答 问题1 **Matt Ingraham 提问** 未来模块价格和毛利率趋势如何?什么时候能够恢复到中高单位毛利率水平? [25][27] **Gener Miao 回答** 市场价格短期内将维持较低水平,但随着成本不断下降,毛利率有望尽快恢复到健康水平。公司正采取各种措施来控制成本,预计未来几个季度内行业供需将逐步趋于合理 [26][28] 问题2 **Alan Lau 提问** 公司在美国市场的出货量和政策风险情况如何?在中东地区的合资项目进展如何? [30][35] **Gener Miao 和 Charlie Cao 回答** 公司在美国市场的份额正逐步恢复,预计2024年全年占比5%-10%。虽然存在一些贸易政策风险,但公司已做好应对准备,风险相对较低 [31][32][34] 公司与沙特国家投资基金和Vision工业公司在沙特合资建设10吉瓦高效电池和电池组生产基地,是公司全球制造战略的重要里程碑。沙特政府有相关扶持政策,公司有信心在当地市场占据领先地位 [35][36][38][39][40] 问题3 **Rajiv Chaudhri 提问** 公司2024年N型电池市场份额目标如何?未来几年资本支出计划如何? [67][68] **Charlie Cao 回答** 2024年N型电池将占据行业70%-75%的市场份额,公司占比约90%。未来几年公司将大幅降低资本支出,除了沙特项目外,主要用于维护性投入和研发投入 [68]

In terms of purely economic reports — not single-quarter earnings results from one particular company — this morning’s Personal Consumption Expenditures (PCE) is the most important of the week. PCE numbers are most readily referred-to by Fed Chair Jerome Powell and others at the Fed in terms of monetary policy on interest rates.Currently, the game is: based on strength (or weakness) in select economic prints like PCE, odds increase for either a 25 basis-point (bps) cut or a 50 bps cut. The more corrosive to ...

Friday, August 30th, 2024In terms of purely economic reports — not single-quarter earnings results from one particular company — this morning’s Personal Consumption Expenditures (PCE) is the most important of the week. PCE numbers are most readily referred-to by Fed Chair Jerome Powell and others at the Fed in terms of monetary policy on interest rates. Currently, the game is: based on strength (or weakness) in select economic prints like PCE, odds increase for either a 25 basis-point (bps) cut or a 50 bps ...

The U.S. added a record-breaking 32.4 gigawatts of solar electric generating capacity in 2023, evidence of the continued growth of the renewable energy industry thanks to strong customer demand, supportive government policies, and rapid advances in solar technology. A long-term shift in the energy sector toward decarbonization through green energy sources is well underway and likely to continue for years to come.In addition to the environmental advantages of solar energy, there is potential for investors to ...

业绩总结 - 2024年第二季度光伏模块出货量为25,318 MW，其中太阳能模块为23,822 MW，环比增长15.6%，同比增长36.0%[7] - 总收入为33.1亿美元，环比增长4.4%，同比下降21.6%[7] - 毛利率为11.1%，较2024年第一季度的11.9%和2023年第二季度的15.6%有所下降[7] - 调整后归属于JinkoSolar普通股东的净收入为5210万美元，环比下降19.5%，同比下降73.5%[7] - EBITDA为3.34亿美元，环比下降20.4%[7] - 2024年第二季度GAAP净亏损为1400万美元[21] 用户数据 - 截至2024年第二季度末，现金及短期受限现金为19.1亿美元，较2024年第一季度末的24.4亿美元下降[7] - 2024年第二季度现金及受限现金为24.41亿美元，较2023年第二季度增长3.9%[22] - 2024年第二季度总资产为17,702百万美元，较2023年第二季度下降3.2%[22] - 2024年第二季度总负债为13,097百万美元，较2023年第二季度下降1.3%[22] 未来展望 - 2024年第三季度指导预计模块出货量在23.0至25.0 GW之间[7] - 公司在2024年预计模块出货量为100至110 GW，其中N型产品预计占总出货量的约90%[19] - 2024年年底的单晶硅片、太阳能电池和模块的产能预计分别达到120 GW、95 GW和130 GW[19] 新产品和新技术研发 - 2024年上半年N型模块出货量占总出货量的80%以上，继续保持行业领先[9]

SHANGRAO, China, Aug. 30, 2024 /PRNewswire/ -- JinkoSolar Holding Co., Ltd. ("JinkoSolar" or the "Company") (NYSE: JKS), one of the largest and most innovative solar module manufacturers in the world, today announced its unaudited financial results for the second quarter ended June 30, 2024.Second Quarter 2024 Business HighlightsLeveraging our advantages of N-type TOPCon technology, competitive products, global marketing, and manufacturing footprint, module shipments grew by 34.1% year-over-year to 23.8 GW ...

SHANGRAO, China, Aug. 30, 2024 /PRNewswire/ -- JinkoSolar Holding Co., Ltd. ("JinkoSolar" or the "Company") (NYSE: JKS), one of the largest and most innovative solar module manufacturers in the world, today announced that as of the date of this press release, the Company has repurchased a total of 5,596,739 ADSs in an aggregate amount of approximately US$134.5 million in the open market under its share repurchase program announced in July 2022 and the extended share repurchase program announced in December ...

SHANGRAO, China, Aug. 20, 2024 /PRNewswire/ -- JinkoSolar Holding Co., Ltd. ("JinkoSolar" or the "Company") (NYSE: JKS), one of the largest and most innovative solar module manufacturers in the world, today announced that Mr. Yingqiu Liu has resigned as an independent director of the Company, and has ceased to be a member of the audit committee and the nominating and corporate governance committee of the Company, effective August 20, 2024. The departure of Mr. Yingqiu Liu was not due to any disagreement wit ...