Jinko Solar(SH:688223) Zheng Quan Ri Bao Wang·2025-08-27 13:58Core Insights - JinkoSolar achieved a revenue of 31.831 billion yuan and shipped 45.58 GW of photovoltaic products in the first half of 2025, maintaining its position as the industry leader in module shipments [1] Product Innovation and Market Strategy - The company continues to strengthen its N-type technology, with the TigerNeo series reaching a cumulative global shipment of approximately 200 GW, making it the best-selling module series in history [2] - JinkoSolar's product offerings include various advanced technologies such as N-type TOPCon, bifacial, half-cell, and multi-busbar, aimed at maximizing customer value and reducing the levelized cost of electricity (LCOE) [2] - The company anticipates module shipments of 20 GW to 23 GW in Q3 2025, driven by ongoing product innovation and differentiation [2] Global Market Presence - Over 60% of JinkoSolar's shipments in the first half of 2025 were overseas, with significant market shares in Japan, Saudi Arabia, and emerging markets in the Middle East, Southeast Asia, and Latin America [3] - The company has achieved a shipment volume in Pakistan that matches the total for the entire year of 2024, indicating strong market penetration [3] Integration of Energy Storage - JinkoSolar is actively promoting integrated solar and storage solutions, focusing on commercial and large-scale energy storage projects, with significant growth in storage orders and shipments [3] Digital Transformation and Operational Efficiency - The company has implemented advanced manufacturing technologies at its Shanxi base, reducing production time from 22 days to 7 days and lowering operational costs by 25% [4] - JinkoSolar is embracing AI and has completed an overall design for its AI transformation, aiming to enhance global resource allocation and internal management efficiency [4] Strategic Focus - JinkoSolar emphasizes technology innovation, global expansion, and efficient management as core strategies to build a differentiated competitive advantage amid industry challenges [5]