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JKS 资讯
JKS 事件
Trump Considers New Semiconductor Tariffs Impacting Multiple Companies
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.SEMICONDUCTOR TARIFFS:The Trump administration is considering broad new semiconductor tariffs that could extend to chip-containing products such as laptops and data-center servers, potentially raising AI infrastructure costs while linking tariff relief to U.S. manufacturing investment, Politico's Ari Hawkins and Gabby Miller. The administration is also mulling a phase-in period for the new tariffs, people familiar with the matter say. Publicly traded companies in the space include AMD, Intel, Marvell, Microchip, Micron, Nvidia, Qualcommand Texas Instruments.GRID EQUIPMENT:President Trump signed an emergency order that bars the U.S. purchase or installation of certain foreign-made, bulk-power system electrical equipment, and associated software, where it could pose cybersecurity or operational risks, Jennifer Dlouhy of Bloomberg, citing a White House official. Publicly traded companies in the solar space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.DRUG PRICING DEALS:The Trump administration is set to announce new drug pricing agreements with several midsized biotechs, trading Medicaid discounts tied to international prices for exemptions from certain Medicare pricing pilots and, in some cases, tariff relief, Bloomberg's Nyah Phengsitthy, Rachel Cohrs Zhang, and Madison Muller. Publicly traded companies in the space include Neurocrine Biosciences, Exelixis, Alnylam, BioMarin, United Therapeutics, Ionis, Bio-Techne, and Alkermes.DATA-SHARING DEALS:The Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Courtenay Brown of Axios. The Labor Department has signed memorandums of understanding with "a lot of these tech companies," acting Labor Secretary Keith Sonderling told Axios.
JinkoSolar CEO Xiande Li Resigns, Wei Du to Succeed
JinkoSolar announced that Xiande Li has resigned as the chief executive officer of the company, effective August 26. Wei Du will succeed Li as the chief executive officer of the company, effective August 26. Li will continue serving as the chairman and chair of the compensation committee and the nominating and corporate governance committee of the board of directors. The resignation of Li was not due to any disagreement with the company, and the company does not believe this change to its senior management team will have any material impact on its business operations. Du served as vice president of strategic investment at JinkoSolar since April, having previously been the general manager of strategic investment and assistant to the chairman of JinkoSolar between December 2021 and March, and the assistant to the chairman of Jinko Power Technology from February 2021 to December 2021.
JinkoSolar Reports Q2 Revenue of $1.82B, Below Expectations
Reports Q2 revenue $1.82B, consensus $2.08B. Dimi Du, JinkoSolar's CEO, commented, "Module shipments increased sequentially to approximately 16 GW during the quarter, bringing first half module shipments to approximately 29.6 GW, once again at the forefront of industry. By the end of the second quarter, cumulative shipments of our high-efficiency N-type Tiger Neo series surpassed 250 GW, making it the best-selling module series in our history. Leveraging a sales network covering nearly 200 countries and regions and 35 service centers globally, shipments to overseas markets accounted for around 70% of the first half total. Supply and demand across the PV industry remain dynamic and with policy shifts in both domestic and overseas markets, prices along the supply chain and industry profitability continued to be under pressure. The cost of ramping up production of our high-efficiency products remained elevated during the quarter and impacted our gross margin and bottom line when combined with the delivery of certain low-value orders. In response, we optimized our order book and geographic mix, managed utilization rates, and continued to increase the proportion of high-efficiency products within our total shipments while introducing technologies that lower costs."
Company Expects 2026 Module Shipments to Reach 60-70 GW
The company said, "For the third quarter of 2026, the Company expects its module shipments to be in the range of 15.0 GW to 17.0 GW. Taking into account changes in demand in certain markets, as well as the Company's increased focus on balancing shipment volume with profitability, cash flow and order quality, the Company now expects its full-year 2026 module shipments to be in the range of 60.0 GW to 70.0 GW. For full year 2026, the Company expects its ESS shipments to be more than doubled year-over-year."
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