Tyler Bison's questions to JinkoSolar Holding Co Ltd (JKS) leadership • Q1 2025
Question
Tyler Bison inquired about the new 6 gigawatt-hour Energy Storage System (ESS) guidance, asking for details on shipment destinations and battery cell sourcing. He also asked how the recent AD/CVD ruling would affect future U.S. import strategy.
Answer
Gener Miao, CMO, explained that ESS shipments are primarily targeted at the Asia Pacific, Europe, and emerging markets, a different mix from modules due to U.S. trade barriers. Regarding U.S. imports, Miao noted the AD/CVD tariffs are preliminary and create uncertainty, so the company is exploring various options to ensure competitiveness while remaining committed to the U.S. market long-term through its joint ventures and local operations.