Jinko Solar, one of China’s top five panel makers, told investors it expects to break even this year. The target follows weeks of policy adjustments aimed at easing chronic overcapacity that has driven the domestic solar industry into two years of losses. Management plans to tighten inventory, prioritize higher‑margin projects and sees the regulatory shift as a catalyst for restoring cash flow.

China’s central authorities have begun trimming subsidies and tightening export quotas, actions that should curb the supply glut while stabilising prices. Analysts note that a healthier price environment could allow Jinko Solar to leverage its scale and low‑cost manufacturing to improve margins. The company’s earnings outlook now hinges on whether demand rebounds faster than capacity cuts. If price stabilization holds, exporters could regain market share overseas.

Investors will watch the upcoming quarterly report for signs that the breakeven goal is realistic. A successful turnaround could lift Jinko’s stock, which has lagged peers amid the glut, and signal broader recovery for China’s solar sector. Failure to meet the target would deepen concerns over debt levels and further erode overall investor confidence.