Core Viewpoint - JinkoSolar has demonstrated strong operational resilience and maintained its leading position in the global photovoltaic industry, achieving significant growth in both shipment volume and revenue despite a challenging market environment [1] Group 1: Performance and Financials - In 2024, JinkoSolar achieved a module shipment volume of 92.87 GW, representing a year-on-year increase of 18.28%, marking the sixth consecutive year as the global leader in module shipments [1] - The company reported total revenue of 92.47 billion yuan and a net profit attributable to shareholders of 0.99 billion yuan [1] - Operating cash flow reached 7.867 billion yuan, and the asset-liability ratio decreased by 2 percentage points [4] Group 2: Technological Advancements - JinkoSolar leads in N-type TOPCon technology, achieving an average efficiency of over 26.7% for mass-produced cells and a laboratory efficiency of 34.22% for TOPCon perovskite tandem cells [2] - The third-generation Tiger Neo photovoltaic module, based on the HOT4.0 technology platform, has a maximum power output of 670W and a conversion efficiency of 24.8% [2] - The company plans to upgrade over 40% of its production capacity by 2025, targeting 40-50 GW of high-power TOPCon capacity [2] Group 3: Global Strategy and Digital Transformation - JinkoSolar's overseas module sales accounted for nearly 70% of total sales in 2024, with significant growth in the Middle East and Southeast Asia [3] - The company is collaborating on a 10 GW efficient battery and module project in Saudi Arabia, expected to begin production in the second half of 2026 [3] - Digital transformation is a core driver of high-end manufacturing, with the introduction of advanced digital management platforms and smart production equipment [3] Group 4: Storage Business Development - The energy storage business has emerged as a second growth curve, with system shipments exceeding 1 GWh in 2024, showing substantial growth [5] - JinkoSolar offers customized energy storage solutions for various applications and has signed orders with multiple global power developers [5] - The company aims to achieve a storage system shipment target of 6 GWh by 2025, focusing on the integration of solar and storage solutions [5]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of JinkoSolar, indicating a significant decline in revenue and profit compared to the previous year [1][2] - JinkoSolar's stock closed at 5.68 yuan, with a rolling PE ratio of 627.67, significantly higher than the industry average of 27.26 [1][2] - The company has a total market capitalization of 568.30 billion yuan, ranking 77th in the photovoltaic equipment industry based on PE ratio [1][2] Group 2 - As of September 30, 2024, JinkoSolar had 74,651 shareholders, a decrease of 4,045 from the previous count, with an average holding value of 352,800 yuan per shareholder [1] - The company's main business includes the research, production, and sales of photovoltaic modules, silicon wafers, and solar cells, focusing on providing high-quality solar energy products globally [1] - In the latest quarterly report for 2024, JinkoSolar reported revenue of 71.77 billion yuan, a year-on-year decrease of 15.66%, and a net profit of 1.215 billion yuan, down 80.88% from the previous year, with a gross margin of 9.68% [1]

晶科能源股份有限公司的主营业务是光伏组件、硅片及光伏电池片的研发、生产和销售以及光伏技术的 应用和产业化，并以此为基础向全球客户提供高效、高质量的太阳能光伏组件及储能产品，持续输送清 洁能源。公司主要产品是光伏组件、光伏电池片、硅片。公司获评"全国第三批智能光伏试点示范企 业"、"省产融合作主导产业重点企业"、"省瞪羚企业"等荣誉。 4月22日，晶科能源今日收盘5.68元，下跌2.91%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到627.67倍，总市值568.30亿元。 从行业市盈率排名来看，公司所处的光伏设备行业市盈率平均25.36倍，行业中值25.34倍，晶科能源排 名第78位。 股东方面，截至2024年9月30日，晶科能源股东户数74651户，较上次减少4045户，户均持股市值35.28 万元，户均持股数量2.76万股。 序号股票简称PE(TTM)PE(静)市净率总市值(元)78晶科能源627.67627.671.76568.30亿行业平均 25.3623.262.43146.59亿行业中值25.3421.571.9766.56亿1拓日新能-734.46407.361.0543.94亿 ...

最新一期业绩显示，2024年三季报，公司实现营业收入717.70亿元，同比-15.66%；净利润12.15亿元， 同比-80.88%，销售毛利率9.68%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)78晶科能源651.98651.981.83590.31亿行业平均 24.6421.492.43146.69亿行业中值25.1221.331.9966.38亿1拓日新能-725.01187.721.0343.38亿2固德 威-164.77-164.773.60104.05亿3ST天龙-156.29-107.9456.739.26亿4晶澳科技-153.094.561.03321.04亿5航天 机电-126.77-126.771.8690.21亿6高测股份-98.12-98.121.2447.40亿7亚玛顿-97.9632.470.8727.11亿8赛伍技 术-53.3539.731.4441.17亿9明冠新材-35.78-35.780.8824.50亿10珈伟新能-34.65171.621.5127.31亿11天洋新 材-29.37-31.321.7129.51亿 本文源自：金融界 4月17日，晶科能源 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ENVISION GREENWISE HOLDINGS LIMITED 晉景新能控股有限公司 自願性公告 有關 與浙江晶科儲能有限公司 簽署戰略合作諒解備忘錄之 業務更新資料 本公告乃由晉景新能控股有限公司（「本公司」）自願作出，以知會其股東及潛在投資者有 關本公司之最新發展。 諒解備忘錄 於2025年3月16日，本公司與浙江晶科儲能有限公司（「晶科」）訂立諒解備忘錄（「備忘錄」）。 根據備忘錄的條款（其中包括），本公司與晶科將在綠色能源業務領域密切合作，包括以 下內容： — 1 — (a) 在全球回收市場合作，專注於建立全面的回收網絡，本公司將在全球開放其回收點， 與晶科共同使用，促進資源共享，並最大限度地提高營運效率及全球回收影響；及 (b) 在全球範圍內探索特定戰略市場的合作機會，以實現全球夥伴關係。 有關訂約方的資料 本公司從事逆向供應鏈管理及綠色能源解決方案業務。 （股份代號：1783） （於 ...

插播 ：拒绝鱼龙混杂， 让优质项目脱颖而出！"2024-2025用户侧储能项目TOP10榜单"征集进行中。点击 "阅读原文" 进行申报 近期，尽管 中美关税纷争霸屏、全球储能行业或"变天" ，中国储能企业的订单却不断 。 上周，行家说储能报道了"亿纬锂能等3企又签储能大单（ 点这里 ）"。近日，又有鹏程无限、力神（青岛）、中创新航、鹏辉能源、晶科能源、德 赛电池、上海电气、中贝通信、乐普钠电、众钠能源等10家企业签署储能战略合作协议，涉及订单规模近20GWh。 订 单 分 析 1、国内占6成 ：10起战略合作中，国内有6起，海外有4起，海外主要分布在澳大利亚、英国、刚果。 2、 最大达15GWh ： 合作规模越来越大，其中最大为鹏程无限达15GWh，主要为鹏程无限在展会签订与精控能源等多企签订战略合作。 3、电芯订单超4GWh ： 力神（青岛）与威腾电气等5家企业合作超3GWh；鹏辉能源与厦门和储能源签订GWh级314Ah电芯订单。订单主要为磷酸 铁锂，还有硫酸铁钠电芯订单。 4、工商储合作最高达20亿 ： 2起资方和储能设备相关企业签的工商业储能合作，如中贝通信和金开新能签订 20亿元战略合作， 落地智算中 ...

| 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2025-014 | | --- | --- | --- | | 债券代码：118034 | 债券简称：晶能转债 | | 晶科能源股份有限公司 关于不向下修正"晶能转债"转股价格的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 截至2025年4月11日，晶科能源股份有限公司（以下简称"公司"）股价 已触发"晶能转债"转股价格向下修正条款。 经公司第二届董事会第十五次会议审议，公司董事会决定本次不向下修 正转股价格。同时在未来2个月内（即2025年4月14日起至2025年6月13日）如果 再次触发"晶能转债"转股价格向下修正条件，亦不提出向下修正方案。下一触 发转股价格修正条件的期间从2025年6月16日（2025年6月14日及15日为非交易日， 顺延至下一交易日）重新起算。 一、可转换公司债券基本情况 根据中国证券监督管理委员会《关于同意晶科能源股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可〔2023〕683号），公 ...

| 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2025-015 | | --- | --- | --- | | 转债代码：118034 | 转债简称：晶能转债 | | 晶科能源股份有限公司 关于"晶能转债"2025年付息的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、可转债发行上市概况 （一）可转债发行情况 根据中国证券监督管理委员会《关于同意晶科能源股份有限公司向不特定对 象发行可转换公司债券注册的批复》（证监许可〔2023〕683 号），公司于 2023 年 4 月 20 日向不特定对象发行可转换公司债券 10,000.00 万张，每张面值为人民币 100.00 元，发行总额为 1,000,000.00 万元。本次发行的可转换公司债券的存续期 限为自发行之日起六年，即自 2023 年 4 月 20 日至 2029 年 4 月 19 日，票面利率 为第一年 0.20%、第二年 0.40%、第三年 0.60%、第四年 1.50%、第五年 1.80%、 第六年 2.00%。 可转债付息债权登记日： ...

Core Viewpoint - The 13th International Energy Storage Summit and Exhibition (ESIE 2025) has commenced in Beijing, showcasing hundreds of energy storage companies and their innovative products. Group 1: Product Highlights - Jingkong Energy showcased the liquid-cooled OmniCube-L261 and OmniCube-L418 energy storage systems, featuring modular design that saves 30% in footprint [3] - Ronghe Yuanshu presented the "AI+" intelligent trading and VPP operation platform, enhancing operational efficiency through automated market predictions and strategy adjustments [9] - New Energy An launched the UniC AG300-150 commercial energy storage system, achieving 15,000 cycles at 25°C with a SOH ≥ 70% [12][14] - Nandu Power introduced the CENTERLMAX 8.338MWh liquid-cooled energy storage system, supporting flexible configurations and achieving 96% efficiency [17] - Faraday Power displayed the 530Ah energy cell, capable of over 1.6 kWh per cell with a cycle life of 12,000 times [21] - Haichen Energy unveiled the ∞Cell 587Ah battery with 94.5% efficiency and over 10,000 cycles [22] - Chuangneng New Energy presented the new generation 472Ah energy cell and CORNEX M6 energy storage system, with a nominal energy exceeding 1510.4Wh [26] Group 2: Industry Trends - The trend towards larger capacity energy cells (500Ah+) is evident, with companies focusing on high power and efficiency to match these cells [4] - AI-driven solutions and intelligent trading capabilities are becoming focal points for commercial energy storage products [4] - The introduction of integrated solar-storage solutions is on the rise, indicating a shift towards comprehensive energy management systems [4] Group 3: Technological Innovations - Companies are increasingly adopting modular designs and advanced cooling technologies to enhance system efficiency and safety [3][8] - The use of AI and data analytics in energy management systems is being emphasized to optimize operational performance and reduce costs [9][49] - New safety features and predictive maintenance capabilities are being integrated into energy storage systems to enhance reliability and lifespan [86][89]