JINKOSOLAR WKN: A0Q87R ISIN: US47759T1007 Forum: Aktien Thema: Hauptdiskussion

Mein Short würd heute schön ins Plus drehen 🔥

In September, the newly added installation was 20.89 GW in China, up 32.4% year-over-year and 26.9% sequentially, reversing the sequential decline in the previous two months while module exports decreased sequentially due to seasonality in some overseas markets. With profitability throughout the whole industrial chain under pressure, some companies have gone bankrupt, reorganized or been acquired. This month, the China Photovoltaic Industry Association (CPIA) held symposiums aimed at encouraging manufacturers to adopt self-discipline in their pricing strategies and production volume management. It also released a report calling on manufacturers to participate in biddings rationally and avoid selling or bidding below cost. The report also called on bid organizers to formulate healthy bidding processes that prioritize products and service quality as well as contract fulfillment. We believe these measures could help eliminate uncompetitive capacity and accelerate industry consolidation and that, with enhanced supervision, domestic prices will eventually return to reasonable levels. We further consolidated our competitiveness, improving the mass-produced efficiency of our N-type TOPCon cells to nearly 26.2% at the end of the third quarter. As TOPCon technology is evolving rapidly, we have continued to invest in R&D and are gradually adopting certain new technologies into mass production based on market demand, equipment investments, and payback periods, to maintain a leading position in the industry. Also, we have further improved our smart production capabilities to lead the industry in digital transformation. Our new Jinko 360 Smart Platform, which has been certified by TÜV Rheinland, can achieve real-time equipment monitoring in most of our production processes and ensure whole-process management from warehousing of raw materials to warehousing of finished products. As we navigate through cycles, we expect that the leading enterprises in our industry will emerge ahead thanks to their superior cost control, extensive sales networks, and effective cash flow management. In the long term, they will continue to benefit from continuous investments in R&D and expansion of their global capabilities. We will continue to focus on balancing market structure and profit margin levels and we expect module shipments to be between 90.0 GW to 100.0 GW for full year 2024. We will also continue to optimize our assets and liabilities structure, as well as turnover efficiency, further strengthening our resilience to risks.

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Mr. Xiande Li, JinkoSolar's Chairman and Chief Executive Officer, commented, "While earnings were under pressure across the industry during the quarter, we achieved relatively outstanding results leveraging our leading position in N-type TOPCon technology, competitive products, as well as our global sales and manufacturing networks. Imbalance between supply and demand led to continuous price decline in the end market, causing losses to almost the whole industrial chain. As we worked to balance utilization rates, shipments and profitability, prices in the third quarter were stable sequentially, and shipments to the U.S. increased significantly quarter-over-quarter. We also continued to optimize our integrated cost through technical advancements and supply chain management. Gross margin was 15.7%, and net income was $3.2 million, both improved significantly sequentially.

Third Quarter 2024 Operational and Financial Highlights Quarterly shipments were 25,910 MW (23,838 MW for solar modules, and 2,072 MW for cells and wafers), up 2.3% sequentially, and up 14.7% year-over-year. Total revenues were RMB24.51 billion (US$3.49 billion), up 1.9% sequentially and down 23.0% year-over-year. Gross profit was RMB3.86 billion (US$549.4 million), up 44.0% sequentially and down 37.1% year-over-year. Gross margin was 15.7%, compared with 11.1% in Q2 2024 and 19.3% in Q3 2023. Net income attributable to JinkoSolar Holding Co., Ltd.'s ordinary shareholders was RMB22.5 million (US$3.2 million), compared with net loss attributable to JinkoSolar Holding Co., Ltd.'s ordinary shareholders of RMB100.7 million in Q2 2024 and net income attributable to JinkoSolar Holding Co., Ltd.'s ordinary shareholders of RMB1.32 billion in Q3 2023. Adjusted net income attributable to JinkoSolar Holding Co., Ltd.'s ordinary shareholders was RMB103.9 million (US$14.8 million), which excluded the impact from (i) a change in fair value of the convertible senior notes, (ii) a change in fair value of long-term investments, (iii) share based compensation expenses, (iv) the net loss resulting from a fire accident at one of our production bases in Shanxi Province in April 2024 (the "Fire Accident") and (v) the impairment of long-lived assets, compared with adjusted net income attributable to JinkoSolar Holding Co., Ltd.'s ordinary shareholders of RMB378.5 million in Q2 2024 and RMB1.35 billion in Q3 2023. Basic and diluted earnings per ordinary share were RMB0.11 (US$0.02) and RMB0.11 (US$0.02), respectively. This translates into basic and diluted earnings per ADS of RMB0.44 (US$0.06) and RMB0.44 (US$0.06), respectively.

Third Quarter 2024 Business Highlights Leveraging our advantages in N-type TOPCon technology, competitive products, global marketing, and manufacturing footprint, our module shipments ranked first in the industry for both the third quarter and the first three quarters of the year. At the end of the third quarter, we became the first module manufacturer in the world to have delivered a total of over 280 GW solar modules. N-type module shipments accounted for approximately 90% of our module shipments globally in the third quarter. The mass production efficiency of N-type TOPCon cells reached approximately 26.2%. We published our first Climate White Paper at the 2024 New York Climate Week. We were recently recognized as a Tier 1 energy storage provider by Bloomberg New Energy Finance.

https://ir.jinkosolar.com/news-releases/news-release-details/jinkosolar-announces-third-quarter-2024-financial-results

Was verstehst du unter Subventionen? Die chinesischen Solar Unternehmen haben durch die Bank alle hohe Kredit auf sich genommen um den Ausbau zu forcieren. Während amerikanische und europäische Solar Unternehmen sich vor dem Risko hoher Kredite gedrückt haben. Da kann mann doch nicht von einer Schuld der Chinesen sprechen.

Kamen die zahlen schon?

Nicht mitreden wenn man nicht weiss wovon man spricht Tango89. Die EU selbst hat schon ermittlungen u.a. gegen LONGi eingeleitet, da subventionierte Güter aus einem Nicht-Eu Land hier einen Wettbewerbsvorteil verschafft. Hör auf in 12 Module für Peter aufm Reihenmittelhaua zu denken. Denk an die Zahlenmacher (Investoren) in der Branche die die Kohle machen.

Puti puti puti Kaputti

Absolut richtig, dazu gab es vor Rund 3 Wochen einen Artikel von Bloomberg. Der Westen hat Solar einfach verschlafen und aus der Hand gegeben, und die Schuld dafür gibt man den Chinesen, was nicht richtig ist.

Sehe ich auch so. Miese Propaganda!!! Die Europäischen Hersteller, wie etwa meyer burger, benutzen dieses Argument weil sie selbst vom Staat subventioniert werden wollen.