交易者简放A

On August 12, JinkoEnergy rose 1.80%, with trading value of RMB 406 million, turnover rate of 0.88%, and total market value of RMB 46.418 billion.
Anomaly analysis
BC cells + TOPCon cells + perovskite cells + photovoltaic concept
1. Company interaction on June 2, 2023: The company has already mass-produced high-efficiency batteries focusing on N-type TOPCon technology. At the same time, it is actively carrying out R&D for new technologies and new processes, and has reserved battery technologies such as IBC batteries and perovskite batteries.
2. The company has abundant technological process reserves in the N-type TOPCon field, with a clear path to improve efficiency and reduce costs. In the future, it will continue to increase investment to maintain its leading position as a frontrunner in the “N-type era.” The progress of the 16GW large-size N-type TOPCon battery production capacity put into operation in Hefei, Anhui and Haining, Zhejiang is progressing smoothly, with all key indicators meeting expectations. Among them, the TOPCon battery plant in Hefei has reached full production; its mass-production testing efficiency has reached 24.7%, and its usable yield is on par with the PERC production lines. The ramp-up at the Qianshan plant in Haining has been smooth, reaching full production by the end of June 2022.

August 12, Jinko Technology rose 1.57%, with trading volume of 441 million yuan and turnover rate of 3.07%. The total market value is 14.408 billion yuan.
Intraday fluctuation analysis
Compute power leasing + East Number and West Computing (compute power) + data center (AIDC) + photovoltaic concept + photovoltaic building integration
1. On April 17, 2026, an announcement stated that Jinko Power Technology Co., Ltd. entered into (an investment agreement) with the People’s Government of Zhongwei, reaching cooperation intentions for the 1GW compute power center project in Ningxia Zhongwei. The project plans a total investment of about 24.5 billion yuan, with about 50,000 racks to be deployed, to be built in three phases: Phase 1: planned investment of about 10 billion yuan, IT power of 400MW; Phase 2: planned investment of about 6 billion yuan, IT power of 300MW; Phase 3: planned investment of about 8.5 billion yuan, IT power of 300MW.

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Securities code: 688223 Securities short name: JinkoSolar Announcement No.: 2026-056
Bond code: 118034 Bond name: Jingneng Convertible Bonds
JinkoSolar Holding Co., Ltd.
Announcement on the expected satisfaction of the conversion price adjustment conditions for “Jingneng Convertible Bonds”
Announcement on the prompt regarding conditions for amendment
The board of directors and all directors of this company warrant that this announcement contains no false records, misleading statements, or material omissions, and they shall assume legal responsibility in accordance with law for the authenticity, accuracy, and completeness of the contents.
I. Overview of the issuance and listing of the convertible bonds

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　　Source: Radar Finance
　　Produced by Radar Finance | Written by Zhou Hui | Edited by Meng Shuai
　　Due to an article reported by investors, the optical giant Optronics, with a market value exceeding 25 billion yuan, has fallen into suspicion that its actual controller “siphoned” the company’s assets.
　　On August 7, (Consumer Daily) reported that it received a tip from an investor: Optronics’ actual controller, Cai Rongjun, transferred benefits through off-balance-sheet entities and siphoned assets from the listed company Optronics.
　　In response to this allegation, on August 9, Optronics issued a clarification announcement stating that the relevant content was fabricated as an online rumor. It has sent a (retraction notice letter) to relevant media, requesting the removal of false reports and an end to their dissemination. Meanwhile, regarding the false reports and misleading information, the company has filed a case for handling.

(Source: JinkoSolar)
With the rapid expansion of the AI computing power industry, the power density of computing clusters continues to rise. The growing demand of AI data centers (AIDC) for high-load, uninterrupted energy supply increasingly highlights the conflict with shortcomings of traditional power supply. Green, stable, low-cost energy supply has therefore become a core support for the large-scale, high-quality development of the computing power industry. Against this backdrop, JinkoSolar, a global leading provider of PV and energy storage solutions, officially launched its “Sunny 365” smart PV-and-storage product tailored for AI data centers—an AIDC PV-and-storage system solution. By deeply integrating efficient photovoltaic generation, long-duration energy storage, and intelligent operation and maintenance, the solution builds a complete energy system for AI data centers—from autonomous green power supply to highly resilient emergency backup power—redefining the energy foundation of computing infrastructure. This AIDC solution precisely targets three core pain points of AI data centers operating continuously 7×24: power supply reliability, energy usage cost, and grid interconnection capability.

(Source: JinkoSolar)
With a focus on the energy transition and cost reduction needs in the commercial supermarket retail industry, JinkoSolar addresses a range of industry pain points—high electricity costs, limited ability to capture peak-to-valley price spread benefits, low suitability of PV-plus-storage system scenarios, and complicated full-cycle O&M and control. JinkoSolar precisely aligns with retail-specific energy use scenarios and has launched a major new solution: a full range of all-in-one PV-plus-storage solutions for commercial and industrial applications—“Sunny365” PV-plus-storage for convenience stores. The scheme is supported by dedicated design, delivery, warranty, and service platforms, covering everything from standalone PV and storage products, to solution adaptation, custom fine-tuning, delivery and deployment, O&M management and control, and business rollout—an end-to-end full-stack PV-plus-storage project model. It provides a standardized implementation path to help commercial users build their own low-cost, space-saving, and quickly deployed PV-plus-storage projects.

（Source: JinkoSolar）
Today, People’s Daily published on page 3 a news report titled “China-Australia Green Energy Cooperation Continues to Deepen,” focusing on JinkoSolar’s commercial photovoltaic project in Queensland’s Sunshine Coast, Australia. The report states that JinkoSolar, together with Australian distributor Blue Sun Group, provides efficient Tiger (Feihu) modules for Harvey Norman, Australia’s largest home appliances retailer, to build a benchmark project for commercial rooftop solar energy. This initiative serves as a vivid example of Chinese new energy technology going global and deepening green economic and trade cooperation between China and Australia.

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　　Source: Yema Finance
　　Can the “off-books” accounts be laid out under the spotlight?
　　Author | Jia Zicong
　　Can one filed report dispel market concerns?
　　On the evening of August 9, O-Film Tech (002456.SH) issued a clarification announcement. It made point-by-point denials regarding investor reports contained in coverage by its new media outlet “Consumer Daily Finance” around August 6 (Consumer Daily) (O-Film Tech reported! The controlling shareholder, Cai Rongjun, is alleged to have siphoned off listed company assets through an external entity). The company said it has filed a report with public security authorities and sent take-down letters to the relevant media.

On August 10, JinkoSolar rose by 1.79%. Trading value was RMB 529 million, turnover rate was 1.12%, and total market capitalization was RMB 46.829 billion.
Anomaly movement analysis
BC batteries + TOPCon batteries + perovskite batteries + photovoltaic concepts
1、On June 2, 2023, during a company interaction: the company has already mass-produced high-efficiency batteries focusing on N-type TOPCon technology. At the same time, it actively carries out R&D on new technologies and new processes, and has reserved technologies such as IBC batteries and perovskite (calcium–tin?) battery technologies.
2、The company has strong technical and process reserves in the N-type TOPCon field, with a clear path to improve efficiency and reduce costs. In the future, the company will continue to increase investment to maintain its leading position as a frontrunner in the “N-type era.” The progress of the 16GW large-size N-type TOPCon battery production capacity, which has been put into operation in Hefei, Anhui, and Haining, Zhejiang, is going smoothly, and all key indicators meet expectations. Among them, the TOPCon battery factory in Hefei has already reached full production. Mass production testing efficiency has reached 24.7%, and the usable yield is on par with the PERC production line. The ramp-up of the Qianshan factory in Haining is progressing smoothly, reaching full production by the end of June 2022.

(Source: 光伏头条)
According to publicly available information, 光伏头条 estimates that from January to July 2026 there were about 226 photovoltaic module procurement bidding projects (bid packages) whose awards were finalized, with a total capacity of approximately 94GW. (Note: Includes projects where the winning candidate was publicized in December 2025 and the final award was made in January 2026.)
By analyzing, it is found that for central SOEs and state-owned enterprises’ bidding projects from January to July 2026, the photovoltaic module bidding market shows the following trends and characteristics:
1. In terms of awarded scale, the 94GW awarded from January to July 2026 shows a downward trend compared with 104.84GW awarded from January to July 2025. Among them, component awards in July were 17.31GW;

International quality management integration innovation typical case (Twenty-four) 1. Introduction
Founded in 2006 and headquartered in Shangrao, Jiangxi Province, JinkoSolar Holding Co., Ltd. (hereinafter referred to as “JinkoSolar”) is a leading photovoltaic joint-stock enterprise with a complete industrial chain that integrates the R&D, manufacturing, and sales of silicon wafers, batteries, and modules. The company has always implemented the quality policy of “pursuing excellence in quality and creating a green home,” adopted a quality strategy of “quality leadership,” and cultivated a quality culture of “sunshine-quality and serving the world.” Currently, JinkoSolar strategically operates 14 production plants and 21 overseas subsidiaries; its business covers nearly 160 countries and regions worldwide. It can provide customers with high-quality solar products and professional technical services. With total global module shipments exceeding 320GW, the company ranks first in the industry. Boasting strong overall corporate strength, JinkoSolar has been included in the (Fortune) China 500 for eight consecutive years. As a national technology innovation demonstration enterprise, it has won more than 20 national-level honors, including the “National Quality Benchmark,” the “National Smart PV Pilot Demonstration Enterprise,” the “Big Data Industry Development Pilot Demonstration Project,” and the “China Quality Award—Nomination Award,” among others. The company’s industry influence and brand credibility are outstanding.

Stock Code: 688223 Stock Abbreviation: JinkoSolar Announcement No.: 2026-055
Bond Code: 118034 Bond Abbreviation: Jingneng Convertible Bond
Jinko Solar Co., Ltd. Announcement Regarding the Progress of Providing Guarantees
The Board of Directors and all directors of the Company guarantee that the contents of this announcement do not contain any false records, misleading statements or material omissions, and shall bear legal responsibility for the truthfulness, accuracy and completeness of its contents in accordance with the law.
Important information:
● Name of the guaranteed party: A subsidiary of Jinko Solar Co., Ltd. (hereinafter referred to as "the Company") within the scope of its consolidated financial statements. There are no related parties of the Company among the guaranteed parties.

On August 7, JinkoPower rose 1.13%, with trading volume of RMB 439 million, turnover rate of 0.96%, and total market value of RMB 46.007 billion.
abnormal movement analysis
BC battery+TOPCon battery+perovskite battery+solar photovoltaic concept
1. On June 2, 2023, during a company interaction: The company has already mass-produced high-efficiency batteries focusing on N-type TOPCon technology. At the same time, it is actively carrying out R&D on new technologies and new processes, and has also reserved technologies such as IBC batteries and perovskite batteries.
2. The company has strong technical and process reserves in the N-type TOPCon field. The path to efficiency improvement and cost reduction is clear. In the future, the company will continue to increase investment to maintain its leading position as a frontrunner in the “N-type era.” The 16GW large-size N-type TOPCon battery capacity put into production in Hefei, Anhui and Haining, Zhejiang is progressing smoothly, and all key indicators are in line with expectations. Among them, the TOPCon battery plant in Hefei has already reached full production. Mass production testing efficiency has reached 24.7%, and the usable yield is on par with the PERC production lines. The ramp-up of the Jianshan plant in Haining is progressing smoothly, reaching full production by late June 2022.

According to a report by Xinhua News Agency, on June 6 the White House issued a statement saying that U.S. President Donald Trump signed a proclamation that day announcing a 15% tariff increase on imported polysilicon derivative products, and establishing a minimum import price mechanism for imported polysilicon and its derivative products.
The announcement said that, pursuant to Article 232 of the (1962 Trade Expansion Act), the U.S. will implement the above measures starting from December 4, 2026, Eastern Time. The measures are intended to revitalize the U.S. polysilicon industry. By introducing the minimum import price mechanism, the U.S. will prevent any products priced below that level from entering the U.S. market.

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　　China News Network and Jingwei, August 7 (Chen Junming): On July 7, A-share photovoltaic equipment, and silicon energy sectors, among others, saw steady performance. As of the time of publication, LONGi Green Energy was up more than 2%, JinkoSolar Technology was up more than 1%, and Jinko Solar and Trina Solar recorded slight gains.
　　 On the news front, on August 6 local time, U.S. President Donald Trump signed an executive order based on Article 232 of the Trade Expansion Act of 1962, imposing minimum import prices and additional tariff measures on imported polysilicon and related products, to support U.S. domestic polysilicon, semiconductor, and solar supply chains.

Security Code: 688223 Stock Short Name: JinkoSolar Announcement No.: 2026-053
Bond Code: 118034 Bond Short Name: Jinko Energy Convertible Bonds
JinkoSolar Co., Ltd.
Announcement of the Resolutions of the Third Extraordinary General Meeting of 2026
The Board of Directors of the Company and all Directors hereby warrant that the contents of this announcement do not contain any false records, misleading statements or material omissions, and shall assume legal responsibility for the truthfulness, accuracy and completeness of the contents in accordance with the law.
Key Highlights:
● Whether there were any resolutions rejected at this meeting: None
I. Convening of the Meeting and Attendance
(I) Time of the general meeting: August 6, 2026

On August 7, JinkoEnergy announced the appointment of Mr. Cao Haiyun as a non-independent director of the Company. According to the information, Mr. Cao Haiyun is a Chinese national, born in 1977, with a master’s degree. He is a Chinese Certified Public Accountant and a Certified Tax Agent, as well as a U.S. Certified Public Accountant. From July 2002 to February 2012, he served as a Senior Audit Manager at PricewaterhouseCoopers Zhong Tian Certified Public Accountants (Special General Partnership). From February 2012 to May 2021, he served as Chief Financial Officer of JinkoEnergy Holding Co., Ltd. (hereinafter referred to as “JinkoEnergy Holding”). From June 2017 to September 2025, he served as Chairman of the Board of Supervisors of JinkoPower Technology Co., Ltd. From December 2020 to present, he has served as a director of JinkoEnergy Holding. From May 2021 to March 2026, he served as the Company’s Vice President. From December 2023 to March 2026, he served as the Company’s finance负责人. Starting in March 2026, he has served as the Company’s General Manager.

Sourced from: China Quality News
1. Overview
JinkoSolar Co., Ltd. (hereinafter referred to as “JinkoSolar”) was founded in 2006 and is headquartered in Yuxhou, Jiangxi Province. It is a leading listed photovoltaic enterprise that integrates the R&D, manufacturing, and sales of silicon wafers, batteries, and modules, and has a complete industrial chain. The company has always implemented the quality policy of “pursuing excellence in quality and creating a green home,” adopted the quality strategy of “leading quality,” and cultivated a quality culture of “sunshine-quality products and serving the world.” At present, JinkoSolar strategically builds 14 manufacturing facilities and 21 overseas subsidiaries; its business covers nearly 160 countries and regions worldwide, enabling it to provide customers with high-quality solar products and professional technical services. Its cumulative global module shipments exceed 320GW, ranking first in the industry. The company’s overall strength is strong: it has been selected for the (Fortune) China 500 for eight consecutive years. As a national technology innovation demonstration enterprise, JinkoSolar has won more than 20 national honors, including the “National Quality Benchmark,” “National Intelligent PV Pilot Demonstration Enterprise,” “Big Data Industry Development Pilot Demonstration Project,” and the “China Quality Award” nomination award. Its industry influence and brand credibility are outstanding.

On August 6, JinkoSolar fell by 3.06%, with trading volume of RMB 505 million, turnover rate of 1.10%, and total market cap of RMB 45.493 billion.
Movement analysis
BC battery + TOPCON battery + perovskite battery + photovoltaic concept
1. June 2, 2023 company interaction: The company has commenced mass production of efficient batteries focusing on N-type TOPCon technology. At the same time, it is actively conducting R&D on new technologies and new processes, and has reserved battery technologies such as IBC and perovskite batteries.
2. The company has extensive technological and process reserves in the N-type TOPCon domain, with a clear path for efficiency improvement and cost reduction. Going forward, it will continue to increase investment to maintain its leading position as a frontrunner in the “N-type era.” The progress of the 16GW large-size N-type TOPCon battery production capacity put into operation in Hefei, Anhui and Haining, Zhejiang is proceeding smoothly, with all key indicators meeting expectations. Among them, the Hefei TOPCon battery plant has already reached full production; mass-production test efficiency has reached 24.7%, with usable yield at a level comparable to the PERC production lines. The Qianshan plant in Haining ramped up smoothly and reached full production by the end of June 2022.

On August 5, JinkoSolar rose 0.44%, with trading volume of RMB 389 million, turnover rate of 0.84%, and total market capitalization of RMB 46.931 billion.
Volatility analysis
BC batteries + TOPCon batteries + perovskite batteries + photovoltaic concept
1. June 2, 2023 company interaction: The company has already entered mass production of efficient batteries, focusing on N-type TOPCon technology. It is also actively conducting R&D on new technologies and new processes, and has reserved technologies such as IBC batteries and perovskite batteries.
2. The company has abundant technology and process reserves in the N-type TOPCon field, with a clear path to improve efficiency and reduce costs. In the future, it will continue to increase investment to maintain its leading position in the “N-type era.” The progress of its 16GW large-size N-type TOPCon battery capacity being commissioned in Hefei, Anhui and Haining, Zhejiang is going smoothly, and all key indicators are in line with expectations. Among them, the Hefei TOPCon battery factory has already reached full production; its mass production test efficiency has reached 24.7%, and the usable yield is on par with the PERC production line. The Jianshan factory in Haining ramped up smoothly and reached full production by the end of June 2022.