A Preview of JinkoSolar’s Global Technology Day: Three Key Highlights!

With JinkoSolar’s Global Technology Day set to begin, several key signals revealed in advance may reshape the industry landscape:

1. Following PERC and TOPCon, the next-generation grid-scale cell technology has officially entered mass production. High-end luxury residences in Australia, Europe, and the United States are expected to be among the first major clients to adopt this technology;

2. The company is introducing, for the first time, an application-oriented R&D and product design philosophy centered on “one scenario, one technology, one product,” breaking away from the traditional era of one-size-fits-all solutions based on a single technology and a single product;

3. By integrating PV, energy storage, and smart device technologies, the company is making a major push into the photovoltaic and energy storage market, represented by space-based PV, AI data centers, zero-carbon smart commercial and industrial facilities, and high-end, discreet luxury residences;

4. AI-enabled high-throughput, closed-loop, in-house R&D laboratories, along with applications in quantum computing and superconducting materials, as well as the open-source ecosystem, are expected to expand further.

This conference is regarded as one of the key barometers for the future development of the PV industry. For investors, the most noteworthy aspects of this event are JinkoSolar’s strategic shift from “All in Solar” to “Solar for ALL,” its transition from manufacturing to application scenarios, its evolution from “In the Earth” to “Beyond the Earth,” its transformation from an energy company to a comprehensive technology company, and the corresponding adjustments to its supply chain strategy.

Highlight 1: TAC Architecture—A Historic Leap to 28% Mass-Production Cell Efficiency

The biggest suspense at this year’s Technology Day conference is that JinkoSolar may publicly showcase its next-generation TAC technology suite featuring 28% efficiency cells for the first time. Key parameters of the TAC architecture have begun to emerge:

* The world’s first mass-produced 28% efficiency TAC cell, targeting the high-end residential market

* Regarded as the TAC technology closest to the crystalline silicon efficiency limit, it addresses bottlenecks such as full-area passivation and temperature-dependent performance. This will mark the final paradigm shift before reaching the crystalline silicon efficiency limit.

* Overall power output will far exceed that of current-generation BC modules of the same size, making it the double champion with the highest installation density and power generation per unit area

* Mass production began in the second half of 2026, with capacity ramp-up expected in 2027

Highlight 2: Targeting the High-End Residential Market—Tiger Neo X as the Key Driver

The industry is currently shifting from a “performance-first” approach to a “scenario-driven” one. In general-purpose ground-mounted power plants and the commercial and industrial sectors, JinkoSolar has established technological and ecosystem advantages; in the rooftop

market, JinkoSolar will tap into the high-end residential luxury market with a new cell system featuring higher efficiency, higher energy density, and superior aesthetics.

Modules based on this new system will differ significantly from existing products, featuring deep integration of eight core technologies. Not only will they be visually distinguishable from conventional BC modules, but their core power output will also exceed that of standard BC modules of the same size by 20–30 W, with module efficiency increased by 1–1.5%. At the same time, the introduction of a new low-temperature process has further reduced the temperature coefficient, making the modules impervious to high temperatures. More importantly, it preserves the TigerNeo series’ consistent power generation performance under low irradiance conditions.

Highlight 3: JinkoSolar’s “Three Pillars” — The New CEO’s Strategic Narrative

It is reported that during the keynote speech at the Technology Day event, newly appointed CEO Cao Haiyun will break down the company’s future strategy into three major segments:

1. Energy Manufacturing—General-purpose modules, specialized modules, and scenario-specific modules

2. Energy Storage—Battery cells, energy storage systems, and smart devices

3. AI—R&D of high-throughput models and computing-power coordination