JinkoSolar forecasts significant net loss for 2025
JinkoSolar (JKS) saw its stock rise by 9.27% as it crossed above the 5-day SMA, reflecting a positive market reaction despite recent financial challenges.
The company disclosed that its majority-owned subsidiary, Jiangxi Jinko, is expected to report a net loss of up to RMB 6.9 billion for 2025. This forecast highlights significant market pressures and cost challenges that could undermine investor confidence. JinkoSolar holds approximately 55.59% equity interest in Jiangxi Jinko, indicating a direct influence on its financial performance. Despite these challenges, the stock's rise suggests that investors may be optimistic about the company's long-term recovery potential.
The implications of this forecast are significant, as it may affect JinkoSolar's overall financial health and investor sentiment. However, the stock's positive movement indicates that the market may be looking beyond the immediate financial difficulties, focusing instead on the company's strategic positioning and potential for future growth.
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- Major Order Signed: Nextpower has entered into a multi-year supply agreement with Jinko Solar to provide over 1 gigawatt of steel frames over three years, with production expected to commence mid-2026, significantly enhancing the competitiveness of U.S.-manufactured solar modules.
- Market Validation: This agreement not only validates steel frames as a reliable and cost-effective solution but also underscores the importance of industrialization in the U.S. solar industry, promoting the alignment of domestic manufacturing with policy incentives.
- Supply Chain Localization: Nextpower plans to expand its steel frame manufacturing capacity in the Southeastern U.S. to enable direct supply to Jinko Solar's facility in Jacksonville, Florida, simplifying project logistics and reinforcing the domestic supply chain.
- Enhanced Module Durability: Independent testing has demonstrated that steel frames offer significant advantages in torsional stiffness and deflection under mechanical load, which will help improve the long-term reliability of solar modules, especially under extreme weather conditions.

Supply of Steel Frames: The company is set to supply over 1 gigawatt (GW) of steel frames, indicating a significant increase in production capacity.
Scalability: The supply capability is scalable, allowing for an increase up to 3 gigawatts (GW) over a three-year period.
- NIO Trading Performance: NIO shares rose approximately 1.2% on Wednesday with over 17.7 million shares traded, indicating investor confidence in its future performance, which may provide support for the stock price.
- PDD Trading Fluctuation: PDD shares fell about 1.5% with a trading volume exceeding 3.6 million shares, reflecting market caution regarding its short-term outlook, which could affect investor sentiment.
- Jinkosolar Underperformance: Jinkosolar traded lower by approximately 7.6% on Wednesday, indicating poor performance within the Invesco FTSE RAFI Emerging Markets ETF, potentially leading investors to reassess its market position.
- Overall ETF Dynamics: Wednesday's ETF trading revealed significant volatility among different components, reflecting varying market perceptions of emerging markets, which may influence investors' asset allocation strategies.
- Stock Surge: JinkoSolar (JKS) shares are climbing about 10% in Wednesday morning trading, currently priced at $28.18, reflecting a 10.86% increase from the opening price of $28.11, indicating strong market confidence following the certification announcement.
- Certification Achievement: The company's North American business unit has received IEC 62443-2-4 certification from exida, a globally recognized authority in industrial cybersecurity, which signifies adherence to best practices in secure development lifecycle processes for industrial automation and control systems.
- Trading Volatility: During today's session, JinkoSolar's stock reached a high of $30.55, with a yearly trading range between $13.42 and $31.88, showcasing investor optimism regarding the company's growth potential.
- Market Impact: The IEC 62443-2-4 certification not only enhances JinkoSolar's credibility within the industry but also strengthens its competitive position in the North American market, potentially driving future business growth and bolstering investor confidence.

No Cooperation with Teams: Jinko Solar has stated that it has not engaged in any cooperation with teams linked to Elon Musk.
No Signed Agreements: The company has confirmed that it has not signed any framework agreement or formal agreement related to such cooperation.
- Musk Team Visit: JinkoSolar confirmed a visit from a team sent by Elon Musk, indicating potential collaboration opportunities in the U.S. 100 GW solar cell capacity plan, which could drive new market growth for the company.
- Strong Market Reaction: JinkoSolar's stock surged to the daily limit of 20% in Shanghai trading, reflecting strong investor optimism about the company's future prospects, which also boosted shares of related firms like Trina Solar and LONGi Green Energy.
- Industry Protection Policies: Despite tariffs protecting the U.S. market from cheaper solar products from China and Southeast Asia, several U.S. producers maintain links with Chinese manufacturers, potentially providing JinkoSolar with opportunities for expansion in the U.S. market.
- Photovoltaic Industry Outlook: With Musk's plans driving growth in the U.S. solar market, JinkoSolar and its competitors may benefit from changes in this policy environment, positioning themselves more favorably in the global photovoltaic industry.









