因自身资金需求 晶科能源大股东拟询价转让4%股份

Core Viewpoint - Jinko Solar is planning a share transfer of 400 million shares, accounting for 4% of its total share capital, due to the shareholders' funding needs [1][2] Group 1: Share Transfer Details - The shareholders involved in the transfer include Jinko Solar Investment, Shangrao Runjia, Shangrao Zhuoling No. 2, and Shangrao Kaitai No. 2, collectively holding over 5% of Jinko Solar's shares [1] - The transfer will be organized by CITIC Securities and will not occur through centralized bidding or block trading [1] - The shares to be transferred have been released from restrictions, and the transfer price will not be lower than 70% of the average trading price over the previous 20 trading days [2] Group 2: Subsidiary Sale - Jinko Solar's subsidiary, Zhejiang Jinko, plans to sell 80% of its subsidiary Jinko New Materials to Dike Co., Ltd. for 80 million yuan, with the first payment of 16 million yuan already received [2] - This sale is aimed at improving asset operation efficiency, reducing management costs, and providing funding support for business expansion [2] Group 3: Financial Performance - In the first half of 2025, Jinko Solar achieved component shipments of 41.8 GW and energy storage system shipments of 1.5 GWh, with revenue of 31.831 billion yuan and a net loss of 2.909 billion yuan [3] - The company expects a gradual recovery in the market, with stable pricing and a potential increase in gross margins in the third quarter [3] - Jinko Solar maintains a conservative outlook for 2025's installation demand, estimating around 700 GW, with China accounting for 40%-45% of this demand [3] Group 4: Energy Storage Outlook - Jinko Solar has secured significant orders in Europe, Asia-Pacific, and Latin America, aiming for 6 GWh of shipments this year, with expectations for continued growth [4] - Despite current losses in the energy storage segment, the company anticipates significant gross margin improvements in upcoming quarters [4]