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Earlier this week, JinkoSolar Holding reported its first half 2025 operating results, revealing total module shipments of 41.8 GW, with over 60% delivered to overseas markets, and issued new shipment guidance for the third quarter and full year.
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This highlights the company’s continued success in expanding its international footprint, providing fresh insight into demand across its global markets.
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We’ll now explore how strong overseas demand and robust shipment guidance could influence JinkoSolar Holding’s investment narrative going forward.
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For investors to see long-term value in JinkoSolar Holding, confidence in a global recovery of solar demand and the company’s ability to maintain or grow its international presence is essential. The latest operating results, which point to strong overseas shipments and improved guidance, may partially address short-term questions around volume catalysts, but do not materially change the largest near-term risk: continued pricing and margin pressures, driven by international trade dynamics and oversupply in the solar market.
Among recent announcements, the full-year shipment guidance of 85 GW to 100 GW stands out as most relevant to this news, as it reinforces management’s focus on volume growth amid volatile market conditions. While this guidance helps clarify demand resilience globally, achieving profitability remains challenging if module prices and margins don’t recover, even with rising shipments.
By contrast, investors should also be aware that persistent international pricing pressures and recent negative gross margins mean …
Read the full narrative on JinkoSolar Holding (it’s free!)
JinkoSolar Holding’s narrative projects CN¥125.4 billion in revenue and CN¥376.3 million in earnings by 2028. This requires 14.7% yearly revenue growth and a CN¥2.3 billion increase in earnings from the current CN¥-1.9 billion.
Uncover how JinkoSolar Holding’s forecasts yield a $37.22 fair value, a 61% upside to its current price.
Fair value estimates from five Simply Wall St Community members range widely from US$20.17 to US$818.77 per share. With shipment guidance showing resilience, the ongoing risk remains the impact of global oversupply and margin pressure on JinkoSolar’s future results, leading to diverse investor outlooks worth considering.
Explore 5 other fair value estimates on JinkoSolar Holding – why the stock might be worth 13% less than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include JKS.
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