来源：新浪证券-红岸工作室 10月23日，晶科能源涨0.00%，成交额3.84亿元，换手率0.72%，总市值535.28亿元。 异动分析 BC电池+TOPCON电池+光伏概念+储能 1、2023年6月2日公司互动：公司已量产高效电池聚焦N型TOPCon技术，同步积极开展新技术、新工艺 的研发，储备了IBC电池技术和钙钵矿电池技术等。 2、公司在N型TOPCon领域技术工艺储备丰富、提效降本路径清晰，未来将持续加大投入以保持"N型时 代"领跑者的地位。公司在安徽合肥、浙江海宁投产的16GW大尺寸N型TOPCon电池产能进展顺利，各 项指标符合预期。其中合肥TOPCon电池工厂已经满产，量产测试效率已达24.7%，可用良率与PERC产 线持平。海宁尖山工厂爬坡顺利，于2022年6月底满产。 3、公司的主营业务是太阳能光伏组件、电池片、硅片的研发、生产和销售以及光伏技术的应用和产业 化，并以此为基础向全球客户提供高效、高质量的太阳能光伏产品，持续输送清洁能源。 4、2023年5月16日互动易回复：公司推出了户用储能（1kWh-50kWh）、工商业储能（50kWh-1MWh） 以及源网侧储能三种储能产品解决方案，实现 ...

10月20日，晶科能源跌0.91%，成交额4.36亿元，换手率0.79%，总市值545.28亿元。 异动分析 BC电池+TOPCON电池+光伏概念+储能 1、2023年6月2日公司互动：公司已量产高效电池聚焦N型TOPCon技术，同步积极开展新技术、新工艺 的研发，储备了IBC电池技术和钙钵矿电池技术等。 2、公司在N型TOPCon领域技术工艺储备丰富、提效降本路径清晰，未来将持续加大投入以保持"N型时 代"领跑者的地位。公司在安徽合肥、浙江海宁投产的16GW大尺寸N型TOPCon电池产能进展顺利，各 项指标符合预期。其中合肥TOPCon电池工厂已经满产，量产测试效率已达24.7%，可用良率与PERC产 线持平。海宁尖山工厂爬坡顺利，于2022年6月底满产。 来源：新浪证券-红岸工作室 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2.50亿，占总成交额的6.51%。 技术面：筹码平均交易成本为5.92元 该股筹码平均交易成本为5.92元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近支撑位5.40， 注意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 3、公司的主营业务是太阳能光伏组 ...

来源：新浪证券-红岸工作室 10月14日，晶科能源涨4.49%，成交额14.07亿元，换手率2.37%，总市值582.30亿元。 异动分析 BC电池+TOPCON电池+光伏概念+储能 今日主力净流入6543.47万，占比0.05%，行业排名11/70，连续2日被主力资金增仓；所属行业主力净流 入19.57亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入6543.47万4448.27万7608.03万-340.76万-6.54亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.20亿，占总成交额的4.02%。 1、2023年6月2日公司互动：公司已量产高效电池聚焦N型TOPCon技术，同步积极开展新技术、新工艺 的研发，储备了IBC电池技术和钙钵矿电池技术等。 2、公司在N型TOPCon领域技术工艺储备丰富、提效降本路径清晰，未来将持续加大投入以保持"N型时 代"领跑者的地位。公司在安徽合肥、浙江海宁投产的16GW大尺寸N型TOPCon电池产能进展顺利，各 项指标符合预期。其中合肥TOPCon电池工厂已经满产，量产测试效率已达24.7%，可用良率与PERC产 线 ...

4、2023年5月16日互动易回复：公司推出了户用储能（1kWh-50kWh）、工商业储能（50kWh-1MWh） 以及源网侧储能三种储能产品解决方案，实现了光储协同的多元化智慧能源应用。 来源：新浪证券-红岸工作室 10月13日，晶科能源跌1.42%，成交额5.61亿元，换手率1.02%，总市值557.29亿元。 异动分析 BC电池+TOPCON电池+光伏概念+储能 1、2023年6月2日公司互动：公司已量产高效电池聚焦N型TOPCon技术，同步积极开展新技术、新工艺 的研发，储备了IBC电池技术和钙钵矿电池技术等。 2、公司在N型TOPCon领域技术工艺储备丰富、提效降本路径清晰，未来将持续加大投入以保持"N型时 代"领跑者的地位。公司在安徽合肥、浙江海宁投产的16GW大尺寸N型TOPCon电池产能进展顺利，各 项指标符合预期。其中合肥TOPCon电池工厂已经满产，量产测试效率已达24.7%，可用良率与PERC产 线持平。海宁尖山工厂爬坡顺利，于2022年6月底满产。 3、公司的主营业务是太阳能光伏组件、电池片、硅片的研发、生产和销售以及光伏技术的应用和产业 化，并以此为基础向全球客户提供高效、高质量的太 ...

Core Viewpoint - JinkoSolar's stock experienced a decline of 2.59% on October 10, with a trading volume of 716 million yuan and a market capitalization of 56.529 billion yuan [1] Company Overview - JinkoSolar, established on December 13, 2006, is located in Shanghai and specializes in the research, production, and sales of solar photovoltaic modules, cells, and wafers, as well as the application and industrialization of photovoltaic technology [6] - The company’s main business revenue is derived entirely from product sales, with a focus on providing high-efficiency and high-quality solar photovoltaic products globally [6] Business Developments - As of June 2, 2023, JinkoSolar has begun mass production of high-efficiency N-type TOPCon technology batteries and is actively developing new technologies and processes, including IBC and calcium-titanate batteries [2] - The company has a strong technical reserve in the N-type TOPCon field, with clear paths for efficiency improvement and cost reduction, and plans to increase investment to maintain its leadership in the "N-type era" [2] - JinkoSolar has launched three energy storage product solutions: household storage (1kWh-50kWh), commercial storage (50kWh-1MWh), and grid-side storage, achieving diversified smart energy applications [2] Financial Performance - For the first half of 2025, JinkoSolar reported a revenue of 31.831 billion yuan, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.909 billion yuan, a year-on-year decrease of 342.38% [6] - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [7] Market Activity - On October 10, the main net inflow for JinkoSolar was -21.8124 million yuan, with a market ranking of 35 out of 70 in its industry, indicating a lack of significant trend in main capital [3][4] - The average trading cost of JinkoSolar's shares is 5.93 yuan, with the stock price approaching a resistance level of 5.69 yuan, suggesting potential for a price correction if this level is not surpassed [5]

Core Viewpoint - JinkoSolar has shown a positive market performance with a 4.31% increase in stock price, reaching a market capitalization of 53.228 billion yuan [1] Company Overview - JinkoSolar, established on December 13, 2006, is based in Shanghai and specializes in the research, production, and sales of solar photovoltaic components, battery cells, and silicon wafers [6] - The company aims to provide high-quality solar products globally, focusing on clean energy solutions [6] - As of June 30, 2023, JinkoSolar reported a revenue of 31.831 billion yuan, a year-on-year decrease of 32.63%, and a net profit loss of 2.909 billion yuan, a significant decline of 342.38% [6] Product and Technology Development - The company has successfully mass-produced high-efficiency N-type TOPCon technology batteries and is actively developing new technologies and processes [2] - JinkoSolar has a strong technical reserve in the N-type TOPCon field, with clear paths for cost reduction and efficiency improvement [2] - The company has launched three energy storage product solutions, catering to residential, commercial, and grid-side applications [2] Market Activity and Financials - On September 24, 2023, JinkoSolar's trading volume was 773 million yuan with a turnover rate of 1.48% [1] - The main capital inflow for the day was 17.4138 million yuan, with the stock showing no significant trend in capital movement [3][4] - The average trading cost of the stock is 5.99 yuan, with the current price approaching a resistance level of 5.33 yuan [5] Shareholder and Institutional Holdings - As of June 30, 2023, JinkoSolar had 74,200 shareholders, with an average of 134,811 shares held per shareholder [6] - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 438 million shares, an increase of 57.206 million shares from the previous period [8]

Core Viewpoint - JinkoSolar's stock experienced a decline of 3.18% on September 22, with a trading volume of 580 million yuan and a market capitalization of 51.827 billion yuan [1] Group 1: Company Performance and Developments - JinkoSolar has successfully mass-produced high-efficiency N-type TOPCon batteries and is actively developing new technologies and processes, including IBC and calcium-titanate batteries [2] - The company has a strong technical reserve in the N-type TOPCon field, with clear paths for efficiency improvement and cost reduction, and plans to increase investment to maintain its leadership in the "N-type era" [2] - JinkoSolar's main business includes the research, production, and sales of solar photovoltaic modules, battery cells, and silicon wafers, providing high-quality solar products globally [2][6] - As of June 30, JinkoSolar reported a revenue of 31.831 billion yuan for the first half of 2025, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.909 billion yuan, a decrease of 342.38% [6] Group 2: Market and Financial Analysis - The main net inflow of funds for JinkoSolar was -93.958 million yuan, accounting for 0.18%, indicating a continuous reduction in main funds over three days [3][4] - The average trading cost of JinkoSolar's shares is 6.03 yuan, with recent reductions in holdings but at a slower pace; the current stock price is between resistance at 5.20 yuan and support at 5.17 yuan, suggesting potential for range trading [5] - JinkoSolar has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [7] Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder of JinkoSolar, holding 438 million shares, an increase of 57.206 million shares from the previous period [8] - The Huaxia SSE STAR 50 ETF and E Fund SSE STAR 50 ETF are also among the top shareholders, with changes in their holdings noted [8]

Core Viewpoint - JinkoSolar's stock experienced a decline of 3.20% on September 10, with a trading volume of 660 million yuan and a total market capitalization of 57.53 billion yuan [1] Group 1: Company Overview - JinkoSolar is engaged in the research, production, and sales of solar photovoltaic modules, battery cells, and silicon wafers, providing high-quality solar products globally [6] - The company was established on December 13, 2006, and went public on January 26, 2022 [6] - As of June 30, 2023, JinkoSolar reported a revenue of 31.83 billion yuan, a year-on-year decrease of 32.63%, and a net profit of -2.91 billion yuan, a year-on-year decrease of 342.38% [6] Group 2: Technology and Production - JinkoSolar has successfully mass-produced high-efficiency N-type TOPCon technology batteries and is actively developing new technologies and processes [2] - The company has a strong technical reserve in the N-type TOPCon field, with a clear path for cost reduction and efficiency improvement [2] - The production capacity of 16GW large-size N-type TOPCon batteries in Hefei and Haining is progressing smoothly, with the Hefei factory achieving a mass production efficiency of 24.7% [2] Group 3: Financial and Market Analysis - The main business revenue of JinkoSolar is derived from product sales, accounting for 100% of its income [6] - The average trading cost of the stock is 6.12 yuan, with the current stock price near a support level of 5.74 yuan [5] - The stock has seen a net outflow of 38.24 million yuan from major funds today, with a continuous reduction in major fund positions over the past three days [3][4] Group 4: Shareholder and Dividend Information - JinkoSolar has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed in the last three years [7] - As of June 30, 2023, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 438 million shares, an increase of 57.21 million shares from the previous period [8]

Core Viewpoint - JinkoSolar is focusing on high-efficiency N-type TOPCon technology and has successfully ramped up production capacity for large-scale N-type TOPCon batteries, positioning itself as a leader in the "N-type era" of solar technology [2]. Company Overview - JinkoSolar, established on December 13, 2006, is headquartered in Shanghai and specializes in the research, production, and sales of solar photovoltaic modules, battery cells, and silicon wafers, providing high-quality solar products globally [6]. - The company's revenue composition includes 96.33% from photovoltaic modules, 0.89% from battery cells, and 0.16% from silicon wafers [6]. Production and Technology - The company has successfully mass-produced high-efficiency N-type TOPCon batteries, with a production efficiency of 24.7% and a yield rate comparable to PERC production lines [2]. - JinkoSolar is actively developing new technologies and processes, including IBC and perovskite battery technologies, to enhance its product offerings [2]. Financial Performance - For the first half of 2025, JinkoSolar reported a revenue of 31.83 billion yuan, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.91 billion yuan, a significant decline of 342.38% [6]. - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [7]. Market Activity - On September 4, JinkoSolar's stock rose by 1.60%, with a trading volume of 1.398 billion yuan and a market capitalization of 57.03 billion yuan [1]. - The stock has shown signs of accumulation, although the strength of this accumulation is not strong, and it is approaching a resistance level of 5.74 yuan [5].

Core Viewpoint - JinkoSolar is focusing on N-type TOPCon technology for high-efficiency solar cells, with significant production capacity and technological advancements in the solar energy sector [2]. Company Overview - JinkoSolar, established on December 13, 2006, is headquartered in Shanghai and specializes in the research, production, and sales of solar photovoltaic modules, cells, and wafers [6]. - The company's revenue composition includes 96.33% from photovoltaic modules, 2.62% from other sources, 0.89% from solar cells, and 0.16% from wafers [6]. - As of June 30, 2023, JinkoSolar had 74,200 shareholders, with an average of 134,811 circulating shares per person [6]. Production and Technology - The company has successfully mass-produced high-efficiency N-type TOPCon cells, with a production capacity of 16GW in Hefei and Haining, achieving a testing efficiency of 24.7% [2]. - JinkoSolar is actively developing new technologies, including IBC and calcium-titanate battery technologies, to maintain its leadership in the N-type era [2]. Financial Performance - For the first half of 2023, JinkoSolar reported a revenue of 31.831 billion yuan, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.909 billion yuan, a decrease of 342.38% [6]. - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan in the last three years [7]. Market Activity - On August 28, 2023, JinkoSolar's stock rose by 1.26%, with a trading volume of 725 million yuan and a market capitalization of 56.129 billion yuan [1]. - The stock has seen a net outflow of 45.8756 million yuan from major investors, indicating a lack of strong buying interest [3][4].