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photovoltaic "jimmy boy" jinko: the boss of the company, just to do business

2024-09-27

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text | alpha factory

text | alpha factory

01 "rebel" to the enemy camp?

according to insiders close to jinko, jinkosolar (688223.sh) is discussing cooperation with aixu technology (600732.sh) on the bc (back contact) battery route. plans under consideration include jinko's purchase of aixu's abc cell production components and a joint venture with aixu to establish a component factory in the united states.

as the leader in topcon module shipments, why did jinkosolar "rebel" and extend an olive branch to the "enemy" camp?

02 harmony but difference

jinko's insistence on technical routes is not as clear-cut as trina solar (688599.sh), which is also in the topcon camp.

the two main players in the topcon camp, trina solar and jinkosolar, although they belong to the same faction, have different strategies and propositions.

trina solar claims that topcon’s mainstream status will not change in the next five years.

trina solar pursues an integrated strategy of photovoltaic and storage, and its business covers many fields such as racks, distributed systems, photovoltaic power stations and energy storage. among them, the proportion of photovoltaic modules has dropped to less than 70%, and the diversification pattern is obvious.