Core Viewpoint - The company, Jingao Technology, focuses on the research, production, and sales of solar photovoltaic silicon wafers, cells, and modules, as well as the development, construction, and operation of solar power plants, and the research, production, and sales of photovoltaic materials and equipment. Currently, it does not engage in polysilicon business but will monitor various industry sectors based on its development needs [1]. Group 1 - The main business of the company includes solar photovoltaic silicon wafers, cells, and modules [1] - The company is involved in the development, construction, and operation of solar power plants [1] - The company also focuses on the research, production, and sales of photovoltaic materials and equipment [1] Group 2 - The company does not currently engage in polysilicon business [1] - The company will keep an eye on different industry sectors according to its development needs [1]

Core Viewpoint - Jingao Technology (002459.SZ) focuses on the research, production, and sales of solar photovoltaic silicon wafers, cells, and modules, as well as the development, construction, and operation of solar photovoltaic power plants, and the research, production, and sales of photovoltaic materials and equipment. The company currently does not engage in polysilicon business but will monitor various industry sectors based on its development needs [1]. Group 1 - The main business of the company includes solar photovoltaic silicon wafers, cells, and modules [1] - The company is involved in the development, construction, and operation of solar photovoltaic power plants [1] - The company also focuses on the research, production, and sales of photovoltaic materials and equipment [1] Group 2 - The company does not currently engage in polysilicon business [1] - The company will keep an eye on different industry sectors according to its development needs [1]

Core Viewpoint - The recent rumors regarding the photovoltaic industry, particularly the claim that the industry's storage initiative has failed, have been officially denied by JinkoSolar, which stated that such information is misleading and damaging to the company's and industry's reputation [1][3][5]. Group 1: Company Response - JinkoSolar's board secretary has not made any statements in internal or external meetings regarding the rumors circulating online, which the company categorizes as false information [1]. - JinkoSolar reserves the right to pursue legal action against those spreading false information [5]. Group 2: Market Reaction - Following the rumors, shares of photovoltaic and energy storage companies experienced significant declines, with Tongwei Co. hitting the daily limit down, and other companies like Canadian Solar and Aiko Energy dropping over 10% [1]. - JinkoSolar's stock closed at 14.03 yuan per share, reflecting a decrease of 6.84%, with a total market capitalization of 46.43 billion yuan [5]. Group 3: Industry Association's Position - The China Photovoltaic Industry Association has urged the public not to believe or spread rumors, emphasizing their commitment to industry self-regulation and efforts to combat "involution" [3]. - The association confirmed that the rumors circulating are untrue and that they are working steadily with industry enterprises to promote market-oriented and legal measures [3].

Core Viewpoint - JinkoSolar issued a clarification statement denying that its board secretary made any comments regarding the photovoltaic industry's storage plans, labeling the circulating information as false and damaging to the company's reputation [1][5]. Group 1: Company Response - JinkoSolar announced that its board secretary did not make any statements at internal or external meetings, and the rumors are misleading [1]. - The company reserves the right to pursue legal action against those spreading false information [5]. Group 2: Market Impact - Following the rumors, shares of JinkoSolar fell by 6.84%, closing at 14.03 CNY per share, with a total market capitalization of 46.43 billion CNY [5][6]. - Other companies in the photovoltaic and energy storage sectors also experienced significant declines, with Tongwei Co. hitting the daily limit down and others like Canadian Solar and Aiko Energy dropping over 10% [1]. Group 3: Industry Association's Position - The China Photovoltaic Industry Association urged the public not to believe or spread rumors, emphasizing their commitment to industry self-regulation and efforts to combat "involution" [3]. - The association stated that they are working with various enterprises to promote market-oriented and legal approaches to industry challenges [3].

Core Viewpoint - JinkoSolar issued a clarification announcement denying that its board secretary made any statements at internal or external meetings regarding rumors about the photovoltaic industry's storage initiative being "failed" [2][5][10]. Group 1: Company Response - JinkoSolar stated that the rumors circulating are false and have severely misled public perception, damaging the company's and the industry's reputation [2][10]. - The company reserves the right to pursue legal action against those spreading false information [12]. Group 2: Market Reaction - Following the rumors, shares of photovoltaic and energy storage concept stocks experienced a decline, with Tongwei Co. hitting the daily limit down and other companies like Canadian Solar and Aiko Energy dropping over 10% [6]. - JinkoSolar's stock closed at 14.03 yuan per share, reflecting a decline of 6.84%, with a total market capitalization of 46.43 billion yuan [12]. Group 3: Industry Context - The China Photovoltaic Industry Association emphasized the importance of not believing or spreading rumors, stating that efforts to promote industry self-discipline and "anti-involution" are ongoing [10]. - The association confirmed that the information circulating about the industry is untrue and that they are working collaboratively with enterprises to advance relevant initiatives [10].

Group 1 - The core viewpoint of the article is that JinkoSolar has issued a clarification statement denying rumors about its Secretary of the Board making negative comments regarding the photovoltaic industry's storage plans, which were deemed misleading and damaging to the company's reputation [2][5]. - On November 12, rumors circulated that the Secretary of the Board stated during a monthly meeting that the photovoltaic industry's storage initiative had "failed," leading to a significant market reaction with declines in various solar and energy storage stocks [2][5]. - Following the rumors, JinkoSolar's stock price fell by 6.84% to 14.03 CNY per share, resulting in a total market capitalization of 46.43 billion CNY [7]. Group 2 - The China Photovoltaic Industry Association has also responded to the rumors, urging the public not to believe or spread false information, and reaffirming its commitment to promoting industry self-discipline and market-driven initiatives [5]. - JinkoSolar has reserved the right to pursue legal action against those spreading false information, emphasizing its core business in solar photovoltaic products and energy storage systems [7].

Core Insights - Jingao Solar Technology Co., Ltd. (referred to as Jingao Technology) submitted its Hong Kong IPO prospectus on April 28, 2025, which will expire on October 28, 2025, with CITIC Securities and CICC as joint sponsors [1] Company Overview - Jingao Technology's main business includes the research, production, and sales of solar photovoltaic silicon wafers, cells, modules, and energy storage systems, as well as the development, construction, and operation of solar photovoltaic power plants, and the research, production, and sales of photovoltaic materials and equipment [2] - According to the prospectus, Jingao Technology ranked third globally in photovoltaic module shipments in 2024, with a market share of 12.3%, and has been among the top four in global module shipments for ten consecutive years since 2015 [2] - As of December 31, 2024, Jingao Technology's products are sold in 178 countries and regions worldwide, with 16 overseas sales companies established, including seven regional operation centers across various global regions, and over half of the company's sales revenue comes from overseas markets [2]

据了解，晶澳科技主营业务为太阳能光伏硅片、电池、组件及储能系统的研发、生产和销售，太阳能光伏电站的开发、建设、运营，以及光伏材料与设备的 研发、生产和销售等。招股书显示，根据弗若斯特沙利文，公司于2024年以光伏组件出货量计全球排名第三，市场份额为12.3%，且自2015年以来光伏组件 出货量连续10年位列全球前四位。 截至2024年12月31日，晶澳科技的产品覆盖全球178个国家与地区，并已设立了16家海外销售公司，包括在全球各区域的七个区域运营中心，于往绩记录期 间，公司半数以上的销售额来自海外市场。 智通财经APP获悉，晶澳太阳能科技股份有限公司(简称：晶澳科技(002459.SZ))于2025年4月28日所递交的港股招股书满6个月，于2025年10月28日失效，递 表时中信证券和中金公司为联席保荐人。 | | 28/04/2025 整體協調人公告 - 委任 歴 | | --- | --- | | 28/04/2025 | 晶澳太陽能科技股份有限公司 28/04/2025 申請版本（第一次呈交） 全文檔案 E四 多檔案 > | ...

Core Insights - JinkoSolar Technology Co., Ltd. (referred to as JinkoSolar) submitted its Hong Kong IPO application on April 28, 2025, which will expire on October 28, 2025, with CITIC Securities and CICC as joint sponsors [1] Company Overview - JinkoSolar's main business includes the research, production, and sales of solar photovoltaic silicon wafers, cells, modules, and energy storage systems, as well as the development, construction, and operation of solar photovoltaic power plants, and the research, production, and sales of photovoltaic materials and equipment [2] - According to the prospectus, JinkoSolar ranked third globally in photovoltaic module shipments in 2024, with a market share of 12.3%, and has been among the top four in global module shipments for ten consecutive years since 2015 [2] - As of December 31, 2024, JinkoSolar's products are sold in 178 countries and regions worldwide, with 16 overseas sales companies and seven regional operation centers established globally, indicating that over half of the company's sales revenue comes from international markets [2]

据了解，晶澳科技主营业务为太阳能光伏硅片、电池、组件及储能系统的研发、生产和销售，太阳能光 伏电站的开发、建设、运营，以及光伏材料与设备的研发、生产和销售等。 北京商报讯（记者 马换换 王蔓蕾）8月22日晚间，晶澳科技（002459）发布2025年半年度报告显示，公 司上半年实现归属净利润约为-25.8亿元，同比大幅增亏。 中报显示，2025年上半年，晶澳科技实现营业收入约为239.05亿元，同比下降36.01%；对应实现归属净 利润约为-25.8亿元，同比大幅增亏，上年同期为-8.74亿元。 ...