Jinko Solar(SH:688223) Hua Xia Shi Bao·2025-09-23 09:39Company Overview - JinkoSolar Holding Co., Ltd. (stock code: 688223) strategically positions itself in the core segments of the photovoltaic industry, focusing on integrated research, manufacturing of photovoltaic products, and providing comprehensive clean energy solutions, serving approximately 4,000 customers across nearly 200 countries and regions [2] - The company has established a "vertically integrated" production capacity from silicon wafers, solar cells to module manufacturing, with over 10 global production bases in China, the USA, Southeast Asia, and the Middle East. By the end of 2025, JinkoSolar's design capacities for monocrystalline silicon wafers, cells, and modules are expected to reach 120 GW, 95 GW, and 130 GW respectively, maintaining industry leadership in N-type capacity [2] - JinkoSolar employs nearly 2,000 R&D and technical personnel, with over 4,400 patent applications and nearly 3,000 granted patents, making it one of the companies with the most patent applications and grants in the photovoltaic industry, including 467 patents related to N-type TOPCon technology [2] Sustainability Initiatives - In January 2025, the World Economic Forum's "Global Risks Report 2025" highlighted extreme weather events as a major short-term risk, prompting international cooperation in climate mitigation and adaptation [3] - JinkoSolar integrates sustainable development concepts into supply chain management, establishing clear regulations for supplier admission, classification, performance evaluation, and elimination, with environmental compliance and management system certification as core indicators [3] - In 2023, JinkoSolar passed the SBTi's three major target assessments, setting a reduction path for Scope 3 emissions: by 2032, it aims to reduce greenhouse gas emissions intensity from purchased goods and services related to photovoltaic products by 58.2% from 2022 levels, and by 2050, a 97% reduction is targeted [3] Supplier Management - JinkoSolar has developed a "two-party + three-party, online + offline" audit system, completing 44 on-site audits and 69 online audits of key suppliers in 2024, ensuring a 100% signing rate of the "Supply Chain Partner Code of Conduct" [4] - The company identifies major risks and improvement opportunities through comprehensive audits and requires suppliers to propose improvement plans for significant risks [5] - In 2024, JinkoSolar provided ESG-specific guidance to 113 key suppliers, representing 90% of total procurement, embedding environmental and occupational health safety clauses in procurement contracts, and incentivizing suppliers with strong ESG performance through enhanced business cooperation and recognition [5] Leadership and Impact - JinkoSolar's leadership emphasizes the construction of a green supply chain system, with the Risk Compliance and ESG Management Committee overseeing sustainable supplier development, integrating greenhouse gas management into new supplier admission and daily management processes [5] - The company has made significant achievements in environmental sustainability, being the first photovoltaic company globally to complete all SBTi target assessments, actively promoting "zero-carbon factory" initiatives, and facilitating photovoltaic projects in regions such as the Middle East, Africa, and South Asia, setting a new benchmark for green development in the photovoltaic industry [5]