JinkoSolar to Supply 200MW of Modules to PM Green Under 1GW Deal

Why It Matters

The contract deepens JinkoSolar’s foothold in Europe while the U.S. restructuring highlights regulatory pressure reshaping Chinese solar firms’ global supply chains.

Key Takeaways

• JinkoSolar to deliver 200 MW Tiger Neo 3.0 modules to PM Green.
• Deal allows up to 1 GW of additional module supply.
• Partnership targets expansion in Italy and Mediterranean renewable projects.
• JinkoSolar sold 75.1% of U.S. unit to FH Capital amid FEOC rules.

Pulse Analysis

JinkoSolar, the world’s largest photovoltaic‑module manufacturer, is leveraging its latest Tiger Neo 3.0 series to win a new European contract. The 200 MW tranche represents the first delivery under a framework that could scale to 1 GW, giving the Chinese giant a foothold in Italy’s fast‑growing solar market and the broader Mediterranean basin. Tiger Neo 3.0 boasts efficiencies above 22 percent, a lower temperature coefficient and a streamlined cell layout, attributes that help developers meet tighter land‑use and yield targets while keeping balance‑of‑system costs competitive. The contract also aligns with the EU’s push for domestic‑sourced clean‑energy components, reducing reliance on distant supply chains.

PM Green, a European‑focused renewable‑energy developer, sees the JinkoSolar supply as a catalyst for its pipeline of utility‑scale projects. By locking in high‑efficiency modules, the company can improve capacity factors and reduce Levelized Cost of Energy, crucial for securing financing under Italy’s net‑zero roadmap and the EU’s Green Deal incentives. The partnership also positions PM Green to bid on cross‑border Mediterranean interconnections, where dense solar arrays are needed to balance intermittent generation with emerging storage assets. Such volume commitments help developers lock in pricing ahead of anticipated tariff adjustments in the region.

The deal arrives shortly after JinkoSolar divested a 75.1 % stake in its U.S. manufacturing arm to private‑equity firm FH Capital, retaining a 24.9 % minority interest. The transaction reflects mounting pressure from the 2025 FEOC (Foreign Entity of Concern) rules, which limit Chinese ownership in projects that rely on federal tax credits. By shedding majority control in the United States while expanding in Europe, JinkoSolar is hedging regulatory risk and preserving access to global capital, a strategy likely to be emulated by other Chinese solar exporters facing similar scrutiny.