晶科科技拟2.87亿出售光伏电站 发力轻资产海外项目储备超2.4GW

Core Viewpoint - JinkoSolar is advancing its "rolling development" light asset strategy by selling photovoltaic power station assets, optimizing its asset structure and enhancing asset turnover efficiency [1][2]. Group 1: Asset Sales and Financial Impact - JinkoSolar plans to sell photovoltaic equipment from four commercial distributed photovoltaic power station project companies to China Construction Investment Leasing Co., Ltd. for a total price of 287 million yuan, involving a total installed capacity of approximately 76.55 MW [1]. - The sale of these assets is expected to contribute approximately 10% to 20% of the company's audited net profit for the last year [1]. - In recent years, JinkoSolar has been actively selling photovoltaic projects, completing a total of 440 MW of household photovoltaic asset transfers in the first quarter of this year [1][2]. Group 2: Strategic Development and Market Expansion - The company is focused on developing various types of high-yield photovoltaic power stations while enhancing its productization capabilities [2]. - JinkoSolar's overseas project reserve is expected to exceed 2.4 GW by the end of 2024, including photovoltaic, energy storage, and integrated projects [3]. - The company has established a highly internationalized team with local management in six core market branches globally, enhancing its overseas business development [3]. Group 3: Revenue Growth and Operational Performance - JinkoSolar achieved a revenue of 4.775 billion yuan in 2024, representing a year-on-year increase of 9.25%, driven by increased installed capacity and revenue from household photovoltaic projects [3]. - By the end of 2024, the company's self-owned power station installed capacity reached 6,448 MW, a growth of approximately 20%, with total electricity generation of about 6.714 billion kWh, a year-on-year increase of approximately 28% [4]. - In the first quarter of 2025, JinkoSolar reported a revenue of 1.112 billion yuan, a year-on-year increase of 43%, while narrowing its losses compared to the previous year [4].