JinkoSolar Holding Co., Ltd. — Cyborg Score 5/10

Mixed
Solar Photovoltaic Manufacturing & Energy Storage

Strategic Profile

As of December 31, 2024, JinkoSolar had an integrated annual capacity of 120 gigawatts (GW) for mono wafers; 95 GW for solar cells; and 130 GW for solar modules. JinkoSolar is a member of the Silicon Module Super League alongside Canadian Solar, Hanwha Q CELLS, JA Solar, and Trina Solar. The company operates globally with manufacturing facilities in multiple countries and a distributed international customer base.

Cyborg Score Rationale

JinkoSolar achieved revenues of approximately $10 billion (TTM) but reported significant losses with -7.53% net margin and negative earnings of -9.27 per share (TTM). The company faces challenging industry conditions with compressed margins amid global solar module price declines, yet maintains leading global manufacturing capacity and supply chain resilience.

Top Insights

  • Vertically integrated from silicon wafers through solar modules with industry-leading production capacity
  • Major revenue scale (~$10B) but currently unprofitable due to industry margin compression
  • Supply chain compliance issues resolved; benefit from enforcement against smaller competitors
  • Recent technology milestones in high-efficiency TOPCon and perovskite-silicon tandem cells

Named Competitors

  • Solar Modules — Vertically integrated solar manufacturer
  • Solar Modules — High-efficiency module manufacturer
  • Solar Modules — Global solar technology manufacturer
  • Solar Modules — Integrated PV manufacturer

Recent Developments

  • (Feb 2026) Subsidiary Jiangxi Jinko reports heavy 2025 losses on PV price declines
  • (Feb 2026) Nextpower enters multi-year supply agreement with JinkoSolar
  • (Nov 2025) Tiger Neo III module commences mass production with 15GW pre-orders
  • (Nov 2025) Achieves 27.79% efficiency for TOPCon solar cells (world record)

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