Solar module manufacturers have been crushed over the past two years but the systems business has been a savior for U.S.-based First Solar and SunPower. Now, Chinese firms are entering the fray, adding systems capabilities to create downstream demand. Trina Solar is interested in expanding in the market, and JinkoSolar is making moves that could make it a big player in systems.
The questions is whether or not this makes them a buy or not? There's still a lot of risk left in Chinese solar stocks so it's not for the faint of heart.