晶科能源2025年业绩预亏 光伏组件各环节盈利承压

Core Viewpoint - JinkoSolar expects a net loss attributable to shareholders of 5.9 billion to 6.9 billion yuan for 2025 due to intensified price fluctuations in the global photovoltaic industry and trade protection policies in overseas markets [1] Group 1: Financial Performance - The company reported that the overall profitability of the photovoltaic component integration segments is under pressure due to price declines [1] - JinkoSolar plans to conduct impairment tests on long-term assets showing signs of impairment, which will impact its financial performance [1] - The cumulative shipment of JinkoSolar's components is expected to reach approximately 350 GW by the second quarter of 2025, maintaining its position as the industry leader in component shipments [1] Group 2: Product Development and Market Strategy - JinkoSolar focuses on integrated research and manufacturing of photovoltaic products and providing comprehensive clean energy solutions, serving nearly 200 countries and regions [1] - The company has developed various series of photovoltaic components using N-type monocrystalline technology, including the TigerNeo series, which offers lower degradation and better reliability [2] - The company is adjusting its pricing strategy in response to recent increases in raw material costs, including silver and silicon, while maintaining a flexible approach to market conditions [2] Group 3: Industry Outlook - JinkoSolar anticipates that the industry will transition to a high-quality development phase centered on technology and quality, with an accelerated rebalancing of supply and demand [2] - The company aims to strengthen its leading advantages in technological innovation and globalization to achieve high-quality growth [2]