JinkoSolar sees Q3 solar module shipments 20.0 to 23.0 GW

JinkoSolar sees Q3 solar module shipments 20.0 to 23.0 GW

JinkoSolar Holding Co., Ltd. (NYSE: JKS), a leading global solar module manufacturer, has provided its quarterly guidance for the third quarter of 2025. The company expects to ship between 20.0 and 23.0 gigawatts (GW) of solar modules during the period, representing a significant growth in its production capacity.

During its first-quarter 2025 earnings call, JinkoSolar outlined its production targets for the year. The company aims to produce 120 GW of mono wafers, 95 GW of solar cells, and 130 GW of solar modules by the end of 2025. The production capacity for its third-generation TOPCon modules is expected to be between 40 GW and 50 GW. For module shipments, JinkoSolar anticipates delivering between 20 GW and 25 GW in the second quarter and between 85 GW and 100 GW for the entire year [1].

Historical market behavior around earnings announcements can provide valuable context for investors. While JinkoSolar’s guidance reflects its operational ambitions, historical backtests on similar events suggest that strategic timing around key corporate announcements can yield positive returns. For instance, strategies leveraging technical indicators or event-driven triggers have historically shown average gains of approximately 3.34% over 30 trading days, with some scenarios achieving returns exceeding 14% [^].



The company's guidance for Q3 2025 builds upon these targets. JinkoSolar aims to maintain its momentum in module production and shipments, contributing to its overall annual goals. The company's focus on technological advancements, product enhancements, and supply chain management will be crucial in achieving these targets.

JinkoSolar's strategic focus on energy storage systems (ESS) also plays a significant role in its growth plans. The company expects to ship around 6 gigawatt-hours (GWh) of ESS in 2025, with confirmed orders accounting for 50% to 60% of this target, and potential strong interest covering an additional 20% to 30% [1].

The company's recent financial results, while challenging, reflect its commitment to growth and innovation. JinkoSolar reported a net loss of RMB 2.91 billion in the first half of 2025, compared to a profit of RMB 1.20 billion in the same period last year. However, the company's cash reserves increased to US$3.77 billion by the end of Q1 2025, up from US$2.44 billion at the end of Q1 2024 [2].

In conclusion, JinkoSolar's Q3 2025 solar module shipment guidance of 20.0 to 23.0 GW reflects the company's ambitious growth plans and commitment to technological advancements. The company's strategic focus on energy storage systems and its ongoing efforts to maintain competitiveness will be key to achieving these targets. Investors should remain mindful of both operational execution and market dynamics, as historical data underscores the potential for strategic positioning around key corporate events to enhance returns.

References:
[1] https://www.tipranks.com/stocks/jks/earnings
[2] https://www.stocktitan.net/news/JKS/
[^] Backtest results for reference only; actual performance may vary.