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JinkoSolar raises solar module prices by 30% to 40%
Sunday, March 1, 2026 at 12:42 PM
JinkoSolar has increased its module prices by 30% to 40% after a period of stable or declining costs.
Context
JinkoSolar has officially raised solar module prices by 30% to 40% from recent lows, marking a sharp pivot from the aggressive pricing strategies of 2025. This adjustment, confirmed in late February 2026, follows a challenging fiscal year where the company reported a net loss of approximately 6.79 billion yuan. The hike is driven by a combination of soaring input costs, specifically silver prices reaching record highs of over $90 per ounce, and the anticipated April 1st cancellation of China’s 9% export tax rebate for photovoltaic products.
This move signals a broader shift toward margin recovery across the semiconductor and energy supply chains as manufacturers prioritize profitability over market share. For the AI sector, these rising costs impact the build-out of energy-intensive data centers, which increasingly rely on high-efficiency modules like the Tiger Neo 3 to manage levelized energy costs. Investors should view this as a necessary stabilization of the solar market, though it may delay project timelines for cost-sensitive infrastructure vital to the global AI expansion.
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