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JinkoSolar Holding Co., Ltd. (JKS) Q2 2024 Earnings Call Transcript Summary

JinkoSolar Holding Co., Ltd. (JKS) Q2 2024 Earnings Call Transcript Summary

晶科能源控股有限公司(JKS)2024年第二季度业绩会交易摘要
moomoo AI ·  08/30 12:34  · 电话会议

The following is a summary of the JinkoSolar Holding Co., Ltd. (JKS) Q2 2024 Earnings Call Transcript:

以下是晶科能源控股有限公司(JKS)2024年第二季度业绩会记录摘要:

Financial Performance:

金融业绩:

  • JinkoSolar reported Q2 2024 module shipments of 23.8 gigawatts, leading to an industry rank of number one, with gross margin at 11.1%.

  • Adjusted net income was reported at $52.1 million for Q2 2024.

  • Total revenues were approximately $3.3 billion, up 4.4% sequentially.

  • 晶科能源报告的2024年第二季度组件出货量为23.8吉瓦,排名行业板块第一,毛利率为11.1%。

  • 2024年第二季度调整后净利润报告为5210万美元。

  • 总收入约为33亿美元,环比增长4.4%。

Business Progress:

业务进展:

  • JinkoSolar continues its global expansion with a strategic partnership in Saudi Arabia for the production of 10 gigawatts of high-efficiency solar cells and solar modules.

  • They have maintained leading industry utilization rates, especially for N-type cells, with near 100% utilization.

  • They are optimizing their capacity structure to enhance production of advanced solar technology, expecting annual production capacities for mono wafers and solar modules to reach 195 and 130 gigawatts respectively by year-end.

  • 晶科能源继续在全球范围内扩大业务规模,并与沙特阿拉伯建立战略合作伙伴关系,生产10吉瓦高效太阳能电池片和太阳能模块。

  • 他们保持着行业领先的利用率,特别是N型电池,几乎达到100%的利用率。

  • 他们正在优化产能结构,以增强高级太阳能技术的生产能力,预计年底单晶硅片和太阳能模块的生产能力将分别达到195和130千瓦。

Opportunities:

机会:

  • They expect robust demand supporting their shipment guidance of 100-110 gigawatts for 2024, buoyed by their strong brand and product competitiveness in various global markets.

  • 他们预计强劲的需求将支持他们在全球各个市场上的销售指导,预计2024年的出货量将达到100-110千兆瓦,受益于他们强大的品牌和产品竞争力。

Risks:

风险:

  • Continued price volatility and low prices in the solar industry could pressure margins and financial performance, although this is seen as a temporary situation until industry adjustments stabilize the supply-demand balance.

  • 太阳能行业持续的价格波动和低价可能会对毛利率和财务业绩造成压力,尽管这被认为是一个暂时的情况,直到行业调整稳定供需平衡。

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提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。

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