SunPower Bankruptcy Could Make Solar Industry 'A Bit Healthier,' Investor Says
SunPower Bankruptcy Could Make Solar Industry 'A Bit Healthier,' Investor Says
The bankruptcy of solar giant SunPower Corporation (NASDAQ:SPWR) may be a good thing for a solar industry that has faced headwinds such as higher interest rates, inflation and tariff disputes with China, according to an investor.
太阳能巨头SunPower公司（NASDAQ:SPWR）的破产对于太阳能行业来说可能是一件好事，这个行业一直面临着利率期货、通胀和与中国的贸易纠纷等困境，投资者认为。
"The industry will be a bit healthier by weeding out the weaker players like SunPower," Rob Uek, co-CEO and senior portfolio manager focused on clean energy and tech for Essex Investment.
"像中圣集团这样的弱势参与者淘汰出去后，行业将更加健康。" Essex Investment专注于清洁能源和科技的联席首席执行官和高级投资组合经理Rob Uek说。
"SunPower had been ceding market share over the past number of years, so it isn't the biggest installer anymore, but the market share they did have will be picked up by the survivors," he told Benzinga on Tuesday.
"SunPower在过去几年中一直在放弃市场份额，因此它不再是最大的安装商，但他们所拥有的市场份额将被幸存者接收。" 他在周二告诉Benzinga。
"It is sad to see the company file for bankruptcy, but it is also not surprising as there have been a number of red flags over the past few years: continued losses, accounting misstatements, concerns about its ability to continue as a going concern, resignation of its auditor, resignation of its CEO and finally, suspension of financing leases."
"看到公司申请破产很令人难过，但也并不意外，因为在过去几年中出现了许多红旗：持续的亏损，会计错误陈述，有关其作为持续经营实体的能力的担忧，审计师的辞职，首席执行官的辞职和最后，融资租赁的暂停。"
SunPower agreed to sell assets including its BlueRaven Solar installation unit and new homes businesses to Complete Solaria Inc. (NASDAQ:CSLRW) as a stalking horse buyer for $45 million, Bloomberg reported. It asked the court to approve the deal by the end of September.
据彭博社报道，中圣集团同意向Complete Solaria Inc.（纳斯达克股票代码:CSLRW）出售资产，包括其BlueRaven Solar安装部门和新住宅业务，作为抢先出价者出价达4500万美元。该公司要求法院在9月底之前批准该交易。
SunPower has about $2 billion in long-term debt and has been struggling since October to avoid potential defaults under various financing arrangements, the company said.
中圣集团有约20亿美元的长期债务，在自去年10月以来一直在努力避免根据各种融资安排产生的潜在违约情况，该公司表示。
"We are starting to feel a bit better about the solar industry given that a number of these macro headwinds are abating and most of the concerns are more than priced into the stocks of many of the industry players," Uek said.
"我们开始对太阳能行业感觉更好，因为许多宏观压力正在消退，并且多数关切已经被近乎定价的许多行业参与者的股票反映出来。" Uek说。
SunPower's Chapter 11 bankruptcy, which was filed in court on Monday, should not be viewed as a negative reflection on the solar industry, Guggenheim Securities analyst Joe Osha said.
古根海姆证券分析师Joe Osha称，中圣集团的11章破产不应被视为对太阳能行业的负面影响。
"We want to be clear — the vast majority of SPWR's difficulties are specific to the company," he wrote in a note on Tuesday.
"我们要明确的是-中圣集团的绝大多数问题都是特定于该公司的。" 他在周二的一份报告中写道。
"If anything, the disappearance of a large firm could provide opportunities for competitors."
"如果有什么不同之处，那就是一个大公司的消失可能为竞争对手提供机会。"
SolarEdge Technologies, Inc. (NASDAQ:SEDG) plans to report second-quarter earnings on Wednesday.
SolarEdge Technologies, Inc.（纳斯达克股票代码:SEDG）计划在周三公布第二季度收益。
SPWR Price Action: SunPower dropped 44.79% to close at 35 cents on Tuesday.
中圣集团的股价周二下跌44.79％，收于35美分。