JinkoSolar Plans to Build 1 GW Data Center
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: seekingalpha
- Data Center Initiative: JinkoSolar plans to construct a 1 GW data center covering 530,000 square meters in Zhongwei, western China, with construction set to begin this year and completion targeted by 2028 to meet rising AI demand.
- Policy Alignment: This project aligns with the Chinese government's March policy document introducing the concept of 'computing power coordination,' highlighting Jinko's leadership in this emerging sector and potentially opening new growth avenues for the company.
- Financing and Partnerships: Multiple banks, including China Construction Bank and CTBC Bank, are reportedly considering financing the project, while Jinko is also exploring joint venture opportunities with external investors to enhance funding support and market competitiveness.
- Strategic Business Shift: Jinko's decision to operate the data center aims to stabilize earnings by transitioning from an electricity supplier to a demand management company, focusing on securing long-term contracts and maintaining pricing advantages to adapt to market dynamics.
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Analyst Views on JKS
Wall Street analysts forecast JKS stock price to rise
4 Analyst Rating
0 Buy
2 Hold
2 Sell
Moderate Sell
Current: 22.030
Low
20.00
Averages
23.33
High
25.00
Current: 22.030
Low
20.00
Averages
23.33
High
25.00
About JKS
JinkoSolar Holding Co Ltd is a holding company principally engaged in photovoltaic (PV) industry. The Company builds a vertically integrated solar power product value chain, manufacturing from silicon wafers to solar modules. The Company’s main products comprise silicon wafers, solar cells and solar modules. The Company sells its solar modules under JinkoSolar brand. The Company is also engaged in solar power generation and solar system engineering procurement construction (EPC) services. The Company mainly operates its businesses in the domestic and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JinkoSolar Plans to Build 1 GW Data Center
- Data Center Initiative: JinkoSolar plans to construct a 1 GW data center covering 530,000 square meters in Zhongwei, western China, with construction set to begin this year and completion targeted by 2028 to meet rising AI demand.
- Policy Alignment: This project aligns with the Chinese government's March policy document introducing the concept of 'computing power coordination,' highlighting Jinko's leadership in this emerging sector and potentially opening new growth avenues for the company.
- Financing and Partnerships: Multiple banks, including China Construction Bank and CTBC Bank, are reportedly considering financing the project, while Jinko is also exploring joint venture opportunities with external investors to enhance funding support and market competitiveness.
- Strategic Business Shift: Jinko's decision to operate the data center aims to stabilize earnings by transitioning from an electricity supplier to a demand management company, focusing on securing long-term contracts and maintaining pricing advantages to adapt to market dynamics.
See More
JinkoSolar Under Investigation for Securities Fraud
- Financial Loss Disclosure: JinkoSolar reported a non-cash impairment charge exceeding $200 million in its Q4 2025 financial results on April 16, 2026, leading to a GAAP loss of $214.5 million, indicating a severe deterioration in financial health that could undermine investor confidence.
- Contradictory Executive Statements: The financial results starkly contrast with positive statements made by JinkoSolar's executives during the earnings call on November 17, 2025, regarding Q3 performance, potentially raising legal liability concerns over the company's disclosures and trust issues.
- Significant Stock Price Drop: Following the earnings report, JinkoSolar's American Depositary Receipt (ADR) price fell by $2.88, or 11.89%, closing at $21.34 per ADR, reflecting market pessimism regarding the company's future outlook.
- Legal Investigation Initiated: Pomerantz LLP is investigating JinkoSolar and certain officers for securities fraud and other unlawful business practices, which may lead to class action lawsuits, further exacerbating the legal risks and financial pressures faced by the company.
See More
JinkoSolar Signs 1 GW Agreement with PM Green
- Strategic Partnership Agreement: JinkoSolar's agreement with PM Green encompasses a total collaboration capacity of 1 GW, including a 200 MW order of high-efficiency Tiger Neo 3.0 photovoltaic modules aimed at supporting large-scale project development across several strategic markets.
- Supply of High-Efficiency Technology: Under the terms of the agreement, JinkoSolar will supply PM Green with 200 MW of Tiger Neo 3.0 modules, recognized for their high performance and reliability, which is expected to significantly enhance project sustainability and efficiency.
- Strengthened Market Trust: The partnership has evolved over years, reflecting mutual growth in the European market, with leaders from both companies stating that this trust and innovative capability will further strengthen their collaboration.
- Commitment to Sustainability: The agreement underscores both companies' commitment to global decarbonization goals, promoting the adoption of clean energy, and contributing to the construction of a more sustainable future.
See More
JinkoSolar Under Investigation for Securities Fraud
- Financial Loss Disclosure: JinkoSolar reported a non-cash impairment charge exceeding $200 million on April 16, 2026, resulting in a GAAP loss of $214.5 million for Q4 2025, indicating a severe deterioration in financial health that could undermine investor confidence.
- Contradictory Statements: This financial outcome starkly contrasts with positive statements made by JinkoSolar's executives during the earnings call on November 17, 2025, regarding Q3 results, potentially raising investor concerns about the company's transparency and management integrity.
- Significant Stock Drop: Following the financial disclosure, JinkoSolar's American Depositary Receipt (ADR) price fell by $2.88, or 11.89%, closing at $21.34 per ADR, reflecting a pessimistic market sentiment regarding the company's future prospects.
- Legal Investigation Initiated: Pomerantz LLP is investigating claims against JinkoSolar and certain officers for securities fraud and other unlawful business practices, which could lead to further legal liabilities and financial compensation, impacting the company's reputation and shareholder interests.
See More
JinkoSolar Signs 2 GW Solar Module Agreement with Masdar
- Major Partnership Agreement: JinkoSolar has signed an agreement with UAE renewables developer Masdar to supply 2 GW of solar modules, marking a significant milestone in the high-end Middle Eastern new energy market and strengthening its long-term strategic partnership with Masdar.
- Technological Innovation: Under the agreement, JinkoSolar will provide Tiger Neo modules based on its N-type TOPCon technology platform, ensuring that the project's technical requirements are met, thereby enhancing overall project efficiency and sustainability.
- World-Leading Project: The project integrates a 5.2 GW solar photovoltaic plant with a 19 GWh battery energy storage system, making it the world's first gigascale round-the-clock renewable energy project, showcasing technological advancement and market potential.
- Broad Market Prospects: This collaboration not only enhances JinkoSolar's influence in the Middle Eastern market but also opens new growth opportunities for renewable energy projects globally, aligning with the trend of global energy transition.
See More
China's Exports Surge 14.1% as AI Drives Trade Recovery
- Significant Export Growth: According to the General Administration of Customs, China's exports rose 14.1% year-on-year in April, nearly doubling the economists' median forecast of 8.4%, demonstrating the trade sector's resilience amid significant shipping disruptions caused by the war in Iran and driven by a global AI investment boom.
- Faster Import Growth: Imports surged 25.3% year-on-year in April, resulting in a trade surplus of $84.82 billion, indicating that Chinese firms are ramping up purchases of high-end chips and power equipment necessary for data centers, prompting economists to upgrade forecasts for import growth to potentially outpace exports for the first time since 2021.
- Manufacturing Resilience: A sub-index of new export orders expanded for the first time in two years in April, while a private gauge of activity at export-oriented firms reached its highest level since December 2020, reflecting the resilience of Chinese factories in the current economic landscape.
- Energy Transport Risks: The effective closure of the Strait of Hormuz poses risks of rising cost pressures and stagnant domestic spending for China, with trade imbalances expected to be a key focus at the upcoming summit between U.S. President Donald Trump and Chinese President Xi Jinping, especially following data showing the U.S. merchandise trade deficit with China widened for the third consecutive month.
See More
JinkoSolar Plans to Build 1 GW Data Center
- Data Center Initiative: JinkoSolar plans to construct a 1 GW data center covering 530,000 square meters in Zhongwei, western China, with construction set to begin this year and completion targeted by 2028 to meet rising AI demand.
- Policy Alignment: This project aligns with the Chinese government's March policy document introducing the concept of 'computing power coordination,' highlighting Jinko's leadership in this emerging sector and potentially opening new growth avenues for the company.
- Financing and Partnerships: Multiple banks, including China Construction Bank and CTBC Bank, are reportedly considering financing the project, while Jinko is also exploring joint venture opportunities with external investors to enhance funding support and market competitiveness.
- Strategic Business Shift: Jinko's decision to operate the data center aims to stabilize earnings by transitioning from an electricity supplier to a demand management company, focusing on securing long-term contracts and maintaining pricing advantages to adapt to market dynamics.
See More
JinkoSolar Under Investigation for Securities Fraud
- Financial Loss Disclosure: JinkoSolar reported a non-cash impairment charge exceeding $200 million in its Q4 2025 financial results on April 16, 2026, leading to a GAAP loss of $214.5 million, indicating a severe deterioration in financial health that could undermine investor confidence.
- Contradictory Executive Statements: The financial results starkly contrast with positive statements made by JinkoSolar's executives during the earnings call on November 17, 2025, regarding Q3 performance, potentially raising legal liability concerns over the company's disclosures and trust issues.
- Significant Stock Price Drop: Following the earnings report, JinkoSolar's American Depositary Receipt (ADR) price fell by $2.88, or 11.89%, closing at $21.34 per ADR, reflecting market pessimism regarding the company's future outlook.
- Legal Investigation Initiated: Pomerantz LLP is investigating JinkoSolar and certain officers for securities fraud and other unlawful business practices, which may lead to class action lawsuits, further exacerbating the legal risks and financial pressures faced by the company.
See More
JinkoSolar Signs 1 GW Agreement with PM Green
- Strategic Partnership Agreement: JinkoSolar's agreement with PM Green encompasses a total collaboration capacity of 1 GW, including a 200 MW order of high-efficiency Tiger Neo 3.0 photovoltaic modules aimed at supporting large-scale project development across several strategic markets.
- Supply of High-Efficiency Technology: Under the terms of the agreement, JinkoSolar will supply PM Green with 200 MW of Tiger Neo 3.0 modules, recognized for their high performance and reliability, which is expected to significantly enhance project sustainability and efficiency.
- Strengthened Market Trust: The partnership has evolved over years, reflecting mutual growth in the European market, with leaders from both companies stating that this trust and innovative capability will further strengthen their collaboration.
- Commitment to Sustainability: The agreement underscores both companies' commitment to global decarbonization goals, promoting the adoption of clean energy, and contributing to the construction of a more sustainable future.
See More
JinkoSolar Under Investigation for Securities Fraud
- Financial Loss Disclosure: JinkoSolar reported a non-cash impairment charge exceeding $200 million on April 16, 2026, resulting in a GAAP loss of $214.5 million for Q4 2025, indicating a severe deterioration in financial health that could undermine investor confidence.
- Contradictory Statements: This financial outcome starkly contrasts with positive statements made by JinkoSolar's executives during the earnings call on November 17, 2025, regarding Q3 results, potentially raising investor concerns about the company's transparency and management integrity.
- Significant Stock Drop: Following the financial disclosure, JinkoSolar's American Depositary Receipt (ADR) price fell by $2.88, or 11.89%, closing at $21.34 per ADR, reflecting a pessimistic market sentiment regarding the company's future prospects.
- Legal Investigation Initiated: Pomerantz LLP is investigating claims against JinkoSolar and certain officers for securities fraud and other unlawful business practices, which could lead to further legal liabilities and financial compensation, impacting the company's reputation and shareholder interests.
See More
JinkoSolar Signs 2 GW Solar Module Agreement with Masdar
- Major Partnership Agreement: JinkoSolar has signed an agreement with UAE renewables developer Masdar to supply 2 GW of solar modules, marking a significant milestone in the high-end Middle Eastern new energy market and strengthening its long-term strategic partnership with Masdar.
- Technological Innovation: Under the agreement, JinkoSolar will provide Tiger Neo modules based on its N-type TOPCon technology platform, ensuring that the project's technical requirements are met, thereby enhancing overall project efficiency and sustainability.
- World-Leading Project: The project integrates a 5.2 GW solar photovoltaic plant with a 19 GWh battery energy storage system, making it the world's first gigascale round-the-clock renewable energy project, showcasing technological advancement and market potential.
- Broad Market Prospects: This collaboration not only enhances JinkoSolar's influence in the Middle Eastern market but also opens new growth opportunities for renewable energy projects globally, aligning with the trend of global energy transition.
See More
China's Exports Surge 14.1% as AI Drives Trade Recovery
- Significant Export Growth: According to the General Administration of Customs, China's exports rose 14.1% year-on-year in April, nearly doubling the economists' median forecast of 8.4%, demonstrating the trade sector's resilience amid significant shipping disruptions caused by the war in Iran and driven by a global AI investment boom.
- Faster Import Growth: Imports surged 25.3% year-on-year in April, resulting in a trade surplus of $84.82 billion, indicating that Chinese firms are ramping up purchases of high-end chips and power equipment necessary for data centers, prompting economists to upgrade forecasts for import growth to potentially outpace exports for the first time since 2021.
- Manufacturing Resilience: A sub-index of new export orders expanded for the first time in two years in April, while a private gauge of activity at export-oriented firms reached its highest level since December 2020, reflecting the resilience of Chinese factories in the current economic landscape.
- Energy Transport Risks: The effective closure of the Strait of Hormuz poses risks of rising cost pressures and stagnant domestic spending for China, with trade imbalances expected to be a key focus at the upcoming summit between U.S. President Donald Trump and Chinese President Xi Jinping, especially following data showing the U.S. merchandise trade deficit with China widened for the third consecutive month.
See More
