On November 2, JinkoSolar released a record of investor relations activities in October 2026.
According to the disclosure, the company achieved revenue of 38.340 billion yuan in the first three quarters, down 20.10% year-on-year; net profit loss of 3.367 billion yuan, down 14.2% year-on-year. In the third quarter, the Company achieved a revenue of RMB13.613 billion and a net profit loss of RMB290 million, representing a year-on-year decrease of 71.29% . In terms of
shipments, the company's component shipments in the third quarter were 15G W, of which the shipments of Flying Tiger 3 products were 5.6G W and the shipments of high-power Flying Tiger 2 products were 5.1G W. At present, Feihu 3 products account for about 30% of the company's component shipments, and are expected to increase to more than 50% next year.
For the recently released Flying Tiger 5 components based on the new TAC technology , the company said that it is mainly for the high-end distributed market, the overall premium is more significant, but the related capacity is currently less than 1GW . In terms of
energy storage, Jinko Energy's energy storage system in the third quarter was 1.75 GWh, making a single-quarter operating profit for the first time, with a gross profit margin of 15% -20% . JinkoSolar expects that the scale of energy storage system will continue to grow rapidly in the fourth quarter; it is expected that the scale of energy storage shipment and the proportion of revenue will increase significantly next year, and the scale of revenue recognition is expected to increase by nearly 100% .
Looking ahead, Jingke Energy said it would focus on industrial and commercial energy storage next year, striving to increase the proportion of industrial and commercial energy storage business from about 5% -10% this year to about 20% next year.
Jingke Energy expects the net profit margin of energy storage business to reach 5% -10% next year.
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