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Boc International: Energy consumption, water consumption, and other indicators are tightening, and the photovoltaic supply side is expected to continue to optimize.
On November 20, the Ministry of Industry and Information Technology released the revised "Specifications for the Infrastructure (2024 Edition)", strengthening the requirements for energy consumption, water consumption, and other indicators at various stages of the industry chain. The difficulty of new capacity for silicon materials, silicon wafers, and batteries has further increased, continuously optimizing the supply side of photovoltaics.
Jinkosolar: Steady progress in signing orders in 2025, obvious trend of component prices rebounding, direct hit on the earnings conference.
①The company has already invested in 2GW of module production capacity in the USA, is expected to complete the capacity ramp-up by the end of this year, and is expected to increase production next year. The Saudi project is in the promotion execution phase, planning to start infrastructure construction in the first half of next year, and is expected to reach production in the first half of 2026; ②Li Xiande said that next year, global (module) demand will remain stable and increase, with an estimated growth rate of 10-20%.
Jinkosolar (688223.SH): Currently, the vast majority of the company's domestic batteries are self-produced.
Gelonghui, November 11th, jinkosolar (688223.SH) stated on the investor interaction platform that the vast majority of the company's domestic batteries are self-produced, but to cope with supply chain fluctuations, the company will adopt diversified production supply solutions.
Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.
Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.
U.S. stocks anomaly | Component prices have recently shown a trend of bottoming out and rebounding, jinkosolar (JKS.US) rose more than 5%.
On November 4th, jinkosolar (JKS.US) stock price fluctuated and rose, up 5.24% as of press time, reaching $28.805.
Revenue Beat: Jinko Solar Co., Ltd. Beat Analyst Estimates By 6.3%
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100 billion : Same company