Dongwu Securities released a research report on September 18th, giving Jingke Energy (688223.SH, latest price: 6.35 yuan) a buy rating. The main reasons for the rating include: 1) intensified competition in the photovoltaic main industry chain, and pressure on profitability in various links of module integration; 2) Shipments remain stable at the forefront of the global market, and remain steady in Q3 2024; 3) Expanding overseas technology overseas and enjoying a premium upon landing in the United States; 4) Dynamically maintain technological advantages and continuously improve efficiency; 5) The cost rate has been significantly optimized, and the impact of fire losses on profits. Risk warning: intensifying competition, policies falling short of expectations, etc.
AI review: JinkoSolar has received attention from three securities research reports in the past month, with one being bought and one being increased.