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.
一位投資者稱，太陽能巨頭SunPower Corporation（納斯達克股票代碼：SPWR）的破產對於面臨更高利率、通貨膨脹和與中國的關稅爭端等不利因素的太陽能行業來說可能是一件好事。
"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.
艾塞克斯投資聯合首席執行官兼專注於清潔能源和技術的高級投資組合經理羅布·烏克說：“通過淘汰像SunPower這樣的弱勢參與者，該行業將變得更加健康。”
"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.
他在週二告訴本辛加：“在過去的幾年中，SunPower一直在割讓市場份額，因此它不再是最大的安裝商，但他們確實擁有的市場份額將由倖存者奪走。”
"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."
“看到公司申請破產令人難過，但也就不足爲奇了，因爲在過去幾年中出現了許多危險信號：持續虧損、會計錯誤陳述、對其繼續經營能力的擔憂、核數師辭職、首席執行官辭職，以及最後暫停融資租約。”
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.
彭博社報道，SunPower同意以4,500萬美元的價格將包括BlueRaven Solar安裝裝置和新房業務在內的資產出售給Complete Solaria Inc.（納斯達克股票代碼：CSLRW），作爲實地考察買家。它要求法院在9月底之前批准該協議。
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.
該公司表示，SunPower擁有約20億美元的長期債務，自10月以來一直在努力避免各種融資安排下的潛在違約。
"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.
烏克說：“鑑於許多宏觀不利因素正在減弱，而且大多數擔憂已超過許多行業參與者的股票的定價，我們對太陽能行業的感覺開始好一些。”
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.
古根海姆證券分析師喬·奧沙表示，不應將週一向法庭申請的SunPower第11章破產案視爲對太陽能行業的負面反映。
"We want to be clear — the vast majority of SPWR's difficulties are specific to the company," he wrote in a note on Tuesday.
他在週二的一份報告中寫道：“我們想明確——SPWR的絕大多數困難都是公司所特有的。”
"If anything, the disappearance of a large firm could provide opportunities for competitors."
“如果有的話，一家大公司的消失可能爲競爭對手提供機會。”
SolarEdge Technologies, Inc. (NASDAQ:SEDG) plans to report second-quarter earnings on Wednesday.
SolarEdge Technologies, Inc.（納斯達克股票代碼：SEDG）計劃在週三公佈第二季度業績。
SPWR Price Action: SunPower dropped 44.79% to close at 35 cents on Tuesday.
SPWR價格走勢：週二，SunPower下跌44.79％，收於35美分。