🇺🇸 SECJinkoSolar Holding Co., Ltd.Doubao · 实盘不做把握 5/10不做原因:风险收益比不佳
北京时间·🕒 发布 04:03:06·⟳ 抓取 04:03:20 +14s·⚡ 决策 10-17 04:27:54 +24m34s·10.5 天前
晶科能源子公司自愿披露前三季度预亏29.76–35.76亿元,单季Q3环比大幅减亏至近盈亏平衡但仍深亏
方向为同比/环比减亏的边际利好,但核心扣非仍处深亏、Q3表观盈亏平衡主要靠约8亿非经常性收益,且'行业U型见底、下半年减亏'已被天合(10/15业绩会)、隆基等反复引导、属低预期差;美股JKS当日收跌约3%且盘后无量,A股股价处下行趋势、近52周低位,盘后明牌利好周一大概率高开,追高性价比差且T+1无法当日止损,无清晰正edge。
📄 原文JinkoSolar Holding Co., Ltd.↗ 原文
----- tm2627736d1_6k.htm ----- 6-K 1 tm2627736d1_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHI…
不做 晶科能源(688223.SH)
盘后明牌的边际减亏利好,扣非仍深亏且靠非经常性收益、行业减亏已被一致预期;股价处下行趋势近52周低位,周一易高开低走,T+1当日无法止损,风险回报不足,不追高;若周一平开/低开后放量站稳再由人评估右侧。
不做 JinkoSolar Holding(JKS.US)
6-K盘中已提交,当日收跌2.99%、盘后无量持平,市场未将其解读为利好;美股端信息基本消化且无正edge,不开多;减亏含非经常性水分、非强空催化,也不开空。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
晶科前三季预亏29.8–35.8亿、同比减亏,Q3单季环比近盈亏平衡但靠非经常性收益、扣非仍亏,且行业减亏已被充分引导;美股当日收跌、盘后无量,A股盘后明牌周一易高开低走,不建议追入。
消息传播链
- JinkoSolar向SEC提交6-K,披露子公司江西晶科前三季初步未审业绩;A股自愿性预告同时段发布。
- 财联社16:27快讯转发亏损区间,上证报18:41以'第三季度明显减亏'定调,媒体按同比减亏/边际改善叙事。市场反应:JKS美股当日收8.11美元、跌2.99%,盘后8.12、基本无量持平;A股688223收3.66元、+1.1%(信息在收盘后),周一待反应。
关键理由
- Q3单季归母约-5至+1亿元、较Q2大幅减亏,验证TOPCon3.0爬坡与降本、储能开始贡献经营利润,环比拐点成立
- 但扣非Q3仍亏4.5–10.5亿元,表观减亏依赖非经常性收益,盈利质量弱,难支撑持续反转行情
主要风险
- 周一A股易借明牌利好高开后低走(盘后公告+T+1,当日无法止损),追高风险大
- 非经常性收益不可持续,且正式三季报若出货/毛利率不及'反内卷'乐观预期可能证伪拐点
反向证据
- 做多前查反向 · 来源 web · 日期 2026-10-16 · 影响 weakens
未见砍单/业绩下修/监管等新增利空;但扣非前三季亏38–44亿、Q3表观盈亏平衡依赖约8亿非经常性收益,核心主业仍亏,弱多。
检索:晶科能源 2026 三季度 亏损扩大 减值 利空 下修 反内卷 不及预期 原文 ↗ - 做多前查反向 · 来源 futu行情 · 日期 2026-10-16 · 影响 weakens
JKS 20日跌21.9%、13周指数化轨迹持续下行(100→51),A股20日跌7.8%、近52周低位、年内跌超30%;处下行趋势,'低位'非看多理由。
检索:晶科能源 股价 走势 52周低位 年内跌幅 2026-10
先例如何影响了这次决策
对本次决策的影响:先例不足+边际预期差低,支持AVOID而非追多。
方向:未构建可用于定价的干净对齐先例:检索到的同业(隆基/天合/晶澳)减亏预告均为更早日历相位或年度/半年度披露,首发锚与次日反应未逐一坐实,不足以定量。
涨幅量级:无可信aligned样本校准tp/sl,故不给交易幅度。
形态:行业层面媒体普遍以'减亏=边际改善、最困难时期已过'解读,但龙头减亏披露后股价多跟随板块beta、未见稳定正向超额,盘后明牌高开低走风险偏高。
工具执行结果 · 成功 11 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 13 ms
{"result": "search_processed_events:agent query=`688223 晶科能源 三季报 预亏 非经常性损益 | jinkosolar jiangxi jinko preliminary unaudited nine months september 30 2026 net loss | 晶科能源 2026年前三季度 业绩预告 净亏损 29.76亿 35.76亿`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首 - stock_quote 成功 stock_tools HTTP · 125 ms
{ - stock_quote 成功 stock_tools HTTP · 215 ms
{ - web_search 成功 doubao_search · 1,241 ms
豆包搜索结果(原始查询:晶科能源 2025年前三季度 归母净利润 亏损 三季报 688223;API SearchType:web) - web_search 成功 doubao_search · 917 ms
豆包搜索结果(原始查询:晶科能源 2026年 三季度 业绩 亏损 预告 光伏 行业;API SearchType:web) - web_search 成功 doubao_search · 1,176 ms
豆包搜索结果(原始查询:晶科能源 2026年半年报 上半年 归母净利润 亏损 中报;API SearchType:web) - web_search 成功 doubao_search · 1,023 ms
豆包搜索结果(原始查询:晶科能源 第三季度 单季 亏损 减亏 Q3 2026 TOPCon3.0 测算;API SearchType:web) - web_search 成功 doubao_search · 1,229 ms
豆包搜索结果(原始查询:隆基绿能 业绩预告 减亏 次日 股价 反应 光伏 2025 2026;API SearchType:web) - web_search 成功 doubao_search · 1,244 ms
豆包搜索结果(原始查询:天合光能 晶澳科技 业绩预告 2026年三季度 亏损 减亏 光伏组件;API SearchType:web) - web_search 成功 doubao_search · 1,132 ms
豆包搜索结果(原始查询:晶科能源 2025年前三季度 扣非 归母净亏损 39.2亿 非经常性损益;API SearchType:web) - validate_order 成功 stock_tools HTTP · 8 ms
{
原文全文
展开原文 · 6,683 字
----- tm2627736d1_6k.htm -----
6-K
1
tm2627736d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of October 2026
Commission File Number: 001-34615
JinkoSolar Holding Co., Ltd.
(Translation of registrant’s name into English)
1 Yingbin Road
Shangrao Economic Development Zone
Jiangxi Province, 334100
People’s Republic of China
(Address of principal executive offices)
Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
EXHIBIT INDEX
Number
Description of Document
99.1
Press Release - JinkoSolar's Subsidiary, Jinko Solar Co., Ltd., Announces Estimates of Certain Preliminary Unaudited Financial Results for the Nine Months Ended September 30, 2026
SIGNATURES
Pursuant to the requirements
of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto
duly authorized.
JinkoSolar Holding Co., Ltd.
By:
/s/ Mengmeng (Pan) Li
Name:
Mengmeng (Pan) Li
Title:
Chief Financial Officer
Date: October 16, 2026
----- tm2627736d1_ex99-1.htm -----
EX-99.1
2
tm2627736d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
JinkoSolar's Subsidiary, Jinko Solar Co., Ltd., Announces Estimates
of Certain Preliminary Unaudited Financial Results for the Nine Months Ended September 30, 2026
SHANGRAO, China, Oct. 16, 2026 /PRNewswire/ -- JinkoSolar Holding
Co., Ltd. ("JinkoSolar" or the "Company") (NYSE: JKS), today announced that its majority-owned principal operating
subsidiary, Jinko Solar Co., Ltd. ("Jiangxi Jinko"), published estimates for certain preliminary unaudited financial results
for the nine months ended September 30, 2026.
For the nine months ended September 30, 2026, (i) preliminary
unaudited net loss attributable to shareholders of Jiangxi Jinko is estimated to be in the range of RMB2,976.33 million to RMB3,576.33
million, and (ii) preliminary unaudited net loss attributable to shareholders of Jiangxi Jinko excluding extraordinary gains and
losses is estimated to be in the range of RMB3,811.12 million to RMB4,411.12 million.
The preliminary unaudited financial results for Jiangxi Jinko for the
nine months ended September 30, 2026 included in this press release (the "Jiangxi Jinko Preliminary Unaudited Financial Results")
differ from JinkoSolar's consolidated financial results (the "Consolidated Financials"), due to (i) the consolidation scope
of the Jiangxi Jinko Preliminary Unaudited Financial Results differing from that of the Consolidated Financials as the former are prepared
solely for Jiangxi Jinko, whereas the Consolidated Financials also include financial statements from JinkoSolar and its other subsidiaries,
and (ii) differences in accounting standards and principles used to prepare the Jiangxi Jinko Preliminary Unaudited Financial Results
and the Consolidated Financials. Specifically, the Jiangxi Jinko Preliminary Unaudited Financial Results are prepared in accordance with
PRC GAAP, whereas the Consolidated Financials are prepared in accordance with accounting principles generally accepted in the United States.
As such, investors in JinkoSolar should exercise caution when reviewing the Jiangxi Jinko Preliminary Unaudited Financial Results included
in this press release and are advised not to base their investment decisions solely on such preliminary unaudited financial results.
JinkoSolar currently owns approximately 54.32% equity interest in Jiangxi
Jinko.
About JinkoSolar Holding Co., Ltd.
JinkoSolar (NYSE: JKS) is a holding company combining clean energy
industrial operations and strategic investment in emerging technologies. Its industrial foundation is a controlling interest in Jinko
Solar Co., Ltd. (SSE: 688223), a global leader in clean energy technology. The Company makes disciplined strategic investments in
renewable energy, advanced materials, artificial intelligence, commercial space and other frontier technologies, drawing on its industrial
experience and its ability to identify emerging technologies and bring them to commercial scale.
Through Jinko Solar Co., Ltd., the Company distributes its solar
products and sells its solutions and services to a diversified international utility, commercial and residential customer base in China,
the United States, Japan, Germany, the United Kingdom, Chile, South Africa, India, Mexico, Brazil, the United Arab Emirates, Italy,
Spain, France, Belgium, Netherlands, Poland, Austria, Switzerland, Greece and other countries and regions.
JinkoSolar has over 10 production facilities globally, over 20 overseas
subsidiaries in Japan, South Korea, Vietnam, India, Turkey, Germany, Italy, Switzerland, the United States, Mexico, and other
countries, and a global sales network with sales teams in China, the United States, Canada, Brazil, Chile, Mexico, Italy, Germany,
Turkey, Spain, Japan, the United Arab Emirates, Netherlands, Vietnam and India, as of June 30, 2026.
To find out more, please see: www.jinkosolar.com
Safe Harbor Statement
This press release contains forward-looking statements. These statements
constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and
Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act
of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates,"
"future," "intends," "plans," "believes," "estimates" and similar statements. Among
other things, the quotations from management in this press release and the Company's operations and business outlook, contain forward-looking
statements. Such statements involve certain risks and uncertainties that could cause actual results to differ materially from those in
the forward-looking statements. Further information regarding these and other risks is included in JinkoSolar's filings with the U.S.
Securities and Exchange Commission, including its annual report on Form 20-F. Except as required by law, the Company does not undertake
any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.
For investor and media inquiries, please contact:
In China:
Ms. Stella Wang
JinkoSolar Holding Co., Ltd.
Tel: +86 21-5180-8777 ext.7806
Email: ir@jinkosolar.com
Mr. Christian Arnell
Christensen
Tel: +852 2117 0861
Email: christian.arnell@christensencomms.com
In the U.S.:
Email: jinko@christensencomms.com
2
6-K
1
tm2627736d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of October 2026
Commission File Number: 001-34615
JinkoSolar Holding Co., Ltd.
(Translation of registrant’s name into English)
1 Yingbin Road
Shangrao Economic Development Zone
Jiangxi Province, 334100
People’s Republic of China
(Address of principal executive offices)
Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
EXHIBIT INDEX
Number
Description of Document
99.1
Press Release - JinkoSolar's Subsidiary, Jinko Solar Co., Ltd., Announces Estimates of Certain Preliminary Unaudited Financial Results for the Nine Months Ended September 30, 2026
SIGNATURES
Pursuant to the requirements
of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto
duly authorized.
JinkoSolar Holding Co., Ltd.
By:
/s/ Mengmeng (Pan) Li
Name:
Mengmeng (Pan) Li
Title:
Chief Financial Officer
Date: October 16, 2026
----- tm2627736d1_ex99-1.htm -----
EX-99.1
2
tm2627736d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
JinkoSolar's Subsidiary, Jinko Solar Co., Ltd., Announces Estimates
of Certain Preliminary Unaudited Financial Results for the Nine Months Ended September 30, 2026
SHANGRAO, China, Oct. 16, 2026 /PRNewswire/ -- JinkoSolar Holding
Co., Ltd. ("JinkoSolar" or the "Company") (NYSE: JKS), today announced that its majority-owned principal operating
subsidiary, Jinko Solar Co., Ltd. ("Jiangxi Jinko"), published estimates for certain preliminary unaudited financial results
for the nine months ended September 30, 2026.
For the nine months ended September 30, 2026, (i) preliminary
unaudited net loss attributable to shareholders of Jiangxi Jinko is estimated to be in the range of RMB2,976.33 million to RMB3,576.33
million, and (ii) preliminary unaudited net loss attributable to shareholders of Jiangxi Jinko excluding extraordinary gains and
losses is estimated to be in the range of RMB3,811.12 million to RMB4,411.12 million.
The preliminary unaudited financial results for Jiangxi Jinko for the
nine months ended September 30, 2026 included in this press release (the "Jiangxi Jinko Preliminary Unaudited Financial Results")
differ from JinkoSolar's consolidated financial results (the "Consolidated Financials"), due to (i) the consolidation scope
of the Jiangxi Jinko Preliminary Unaudited Financial Results differing from that of the Consolidated Financials as the former are prepared
solely for Jiangxi Jinko, whereas the Consolidated Financials also include financial statements from JinkoSolar and its other subsidiaries,
and (ii) differences in accounting standards and principles used to prepare the Jiangxi Jinko Preliminary Unaudited Financial Results
and the Consolidated Financials. Specifically, the Jiangxi Jinko Preliminary Unaudited Financial Results are prepared in accordance with
PRC GAAP, whereas the Consolidated Financials are prepared in accordance with accounting principles generally accepted in the United States.
As such, investors in JinkoSolar should exercise caution when reviewing the Jiangxi Jinko Preliminary Unaudited Financial Results included
in this press release and are advised not to base their investment decisions solely on such preliminary unaudited financial results.
JinkoSolar currently owns approximately 54.32% equity interest in Jiangxi
Jinko.
About JinkoSolar Holding Co., Ltd.
JinkoSolar (NYSE: JKS) is a holding company combining clean energy
industrial operations and strategic investment in emerging technologies. Its industrial foundation is a controlling interest in Jinko
Solar Co., Ltd. (SSE: 688223), a global leader in clean energy technology. The Company makes disciplined strategic investments in
renewable energy, advanced materials, artificial intelligence, commercial space and other frontier technologies, drawing on its industrial
experience and its ability to identify emerging technologies and bring them to commercial scale.
Through Jinko Solar Co., Ltd., the Company distributes its solar
products and sells its solutions and services to a diversified international utility, commercial and residential customer base in China,
the United States, Japan, Germany, the United Kingdom, Chile, South Africa, India, Mexico, Brazil, the United Arab Emirates, Italy,
Spain, France, Belgium, Netherlands, Poland, Austria, Switzerland, Greece and other countries and regions.
JinkoSolar has over 10 production facilities globally, over 20 overseas
subsidiaries in Japan, South Korea, Vietnam, India, Turkey, Germany, Italy, Switzerland, the United States, Mexico, and other
countries, and a global sales network with sales teams in China, the United States, Canada, Brazil, Chile, Mexico, Italy, Germany,
Turkey, Spain, Japan, the United Arab Emirates, Netherlands, Vietnam and India, as of June 30, 2026.
To find out more, please see: www.jinkosolar.com
Safe Harbor Statement
This press release contains forward-looking statements. These statements
constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and
Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act
of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates,"
"future," "intends," "plans," "believes," "estimates" and similar statements. Among
other things, the quotations from management in this press release and the Company's operations and business outlook, contain forward-looking
statements. Such statements involve certain risks and uncertainties that could cause actual results to differ materially from those in
the forward-looking statements. Further information regarding these and other risks is included in JinkoSolar's filings with the U.S.
Securities and Exchange Commission, including its annual report on Form 20-F. Except as required by law, the Company does not undertake
any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.
For investor and media inquiries, please contact:
In China:
Ms. Stella Wang
JinkoSolar Holding Co., Ltd.
Tel: +86 21-5180-8777 ext.7806
Email: ir@jinkosolar.com
Mr. Christian Arnell
Christensen
Tel: +852 2117 0861
Email: christian.arnell@christensencomms.com
In the U.S.:
Email: jinko@christensencomms.com
2
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c2b1ed12e0· 2026-10-17 04:27 · doubao / doubao-seed-evolving-latest-version · 策略包2226518bfdee当前