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　　Updated: High-efficiency PV module producer and project developer SunPower said it was reducing its focus in PV power plant development outside the US and focus more resources to the distributed generation market in the US.

　　(PV-Tech讯)高效光伏组件生产商兼项目开发商SunPower(NASDAQ:SPWR)表示，其正在降低对在美国以外开发光伏发电站的关注，并且将更多资源集中在美国分布式发电市场。

　　The demand for high-performance modules was said to remain strong and so the company would add 100MW of new X-Series module capacity. However, job losses were put at around 1,200, primarily from the closure of its module assembly plant in the Philippines and moving production tools to its Mexican facility.

　　据称对于高性能组件的需求依然强劲，因此该公司将增加100MW的新X系列组件产能。然而，SunPower需要裁员约一千两百人，主要来自关闭其菲律宾组件装配厂，其将向其墨西哥工厂转移生产设备。

　　SunPower said that the extension of the Investment Tax Credit (ITC) had reduced the urgency to complete new projects by the end of 2016, while many clients had pushed projects out. Another reason could be that module prices are falling, due to overcapacity and with the ITC deadline gone, clients could hold out for better pricing.

　　SunPower表示，投资税收抵免(ITC)的延长降低了到2016年底前完成新项目的紧迫性，同时许多客户已经将项目推出去。另一个原因可能是由于产能过剩及ITC截止日期远去，客户可以坚持更好的价格，组件价格不断下降。

　　SunPower also noted that the realignment of its Power Plant segment was due to continued market disruption in the yieldco environment, which the company said had “impacted our assumptions related to monetizing deferred profits.”

　　SunPower还指出，由于在yieldco环境中持续的市场干扰，该公司表示，这已经“影响了我们关于货币化递延收益的假设”，所以重组发电站业务部分。

　　The company also noted that “near-term economic returns had deteriorated due to aggressive PPA pricing by new market entrants, including a number of large, global independent power companies. We are also seeing customer project IRRs rising in the near term as buyers have increased their hurdle rates due to industry conditions.”

　　该公司还指出，“由于包括许多大型、全球性独立电力公司在内的市场新进入者激进的购电协议价格，近期的经济效益恶化。我们还看到，由于行业形势，买家提高其最低回报率，短期内客户预期的内部回报率不断提高。”

　　Around 200 jobs would be lost from the refocus coming from downstream Power Plant segment and corporate level.

　　下游发电站部分和公司层面的重新聚焦，将损失约两百个就业岗位。

　　Tom Werner, SunPower president and CEO said, "As a result, we have proactively decided to streamline our power plant development segment while shifting investment to our distributed generation (DG) segments. We intend to focus our development resources on a limited number of core markets, primarily in the Americas, where we believe we have a sustainable competitive advantage and a project pipeline of over 9 gigawatts (GW). Outside these core markets, we will focus our power plant business on the sale of our new Oasis complete solution incorporating Performance Series panel technology to developers and Engineering, Procurement and Construction companies in global markets, including Total. We also plan to delay the timing of certain projects in our 2016 and 2017 pipeline to take advantage of planned cost reduction efforts over the next two years. We expect these actions to significantly lower operating expense and capital deployment in our power plant business while maintaining leadership in our core markets.”

　　SunPower总裁兼首席执行官汤姆·维尔纳(Tom Werner)表示：“因此，我们已经主动决定精简我们的发电站开发部分，同时将投资转向我们的分布式发电部分。我们打算将我们的开发资源集中在有限的核心市场，主要是在美洲，我们相信，在美洲我们拥有持续的竞争优势，以及超过9GW的项目储备。

　　在这些核心市场之外，我们将发电站业务集中在向全球市场开发商及设计、采购和施工公司，其中包括道达尔，出售我们新的Oasis完整解决方案以及Performance Series电池板技术。我们还计划推迟我们2016和2017年项目储备中某些项目的时机，以利用未来两年规划的成本削减。我们预计，这些行动将大幅降低我们发电站业务的运营支出及资本配置，同时保持在我们核心市场的领导地位。”

　　Manufacturing update 制造板块最新消息

　　SunPower said that it would expand and centralise module assembly at its facility in Mexico, which would be capable of handling 2GW of output per annum. This would allow the company to close its Philippine based assembly facility and transfer the equipment to its facilities in Mexico.

　　SunPower表示，其将在墨西哥工厂扩大并集中组件装配，使得每年将能够处理2GW的产能。这还将使该公司能够关闭其菲律宾装配厂，并且将该设备转移到其墨西哥工厂。

　　SunPower said that around 1,000 jobs would go at the Philippines plant.

　　SunPower表示，菲律宾工厂将裁员约一千人。

　　The company noted that it planned to utilize equipment from some of its older solar cell manufacturing lines at its Fab 2 facility, which would enable further debottlenecking to increase the supply of X-Series panels by around 100MW by the end of 2017.

　　该公司指出，其计划利用其Fab 2工厂部分较旧的太阳能电池生产线的设备，这将能够进一步消除瓶颈，使得到2017年底能够增加提供约100MW的X系列电池板。

　　Around 150MW of solar cell capacity will go offline while the tool upgrades and retrofitting take place in the second half of 2016.

　　2016年下半年将下线约150MW的太阳能电池产能，而进行设备升级和改造。

　　The company reported solar cell production of 338MW, down from 356MW in the first quarter of 2016.

　　该公司报告，太阳能电池产能为338MW，较2016年第一季度356MW有所减少。

　　Financials 财务业绩

　　SunPower reported second quarter 2016 GAAP revenue of US$420.5 million, up from US$384 million in the prior quarter. GAAP net loss was US$70 million, down from a GAAP net loss of US$85.4 million in the first quarter of 2016. GAAP gross margin was 9.8%, down from 13.4% in the previous quarter.

　　SunPower报告，2016年第二季度 GAAP收入为4.205亿美元，较上季度3.84亿美元有所提高。GAAP净亏损为七千万美元，较2016年第一季度八千五百四十万美元的GAAP净亏损有所降低。GAAP毛利率为9.8%，较上季度13.4%有所下降。

　　Guidance lowered and losses raised 目标下调，亏损增加

　　SunPower guided third quarter GAAP revenue to be in the range of US$700 million to US$800 million and full-year revenue unchanged and in the range of US$2.8 billion to US$3 billion. However, non GAAP guidance was reduced by around US$200 million to US$3 billion to US$3.2 billion.

　　SunPower预计，第三季度GAAP收入为七亿美元至八亿美元，全年收入保持不变，为二十八亿美元至三十亿美元。然而，非GAAP目标下降约两亿美元，降至三十亿美元至三十二亿美元。

　　GAAP gross margin for the full year was expected to be 9.5% to 11.5%, compared to 13% to 15% guided previously.

　　预计GAAP全年毛利率为9.5%至11.5%，与此前预期为13%至15%。

　　However, the company guided a GAAP net loss in 2016 at US$125 million to US$175 million and an expected GAAP net loss in 2017 of US$100 million to US$200 million.

　　然而，该公司预计2016年GAAP净亏损为1.25亿美元至1.75亿美元，预计2017年GAAP净亏损为一亿美元至两亿美元。

　　Deployed MW is expected to be in the range of 380MW to 420MW and total MW deployed for the full year was said to be in the range of 1,450MW to 1,650MW.

　　预计部署380MW至420MW，全年总计部署1,450MW至1,650MW。

　　The company had previously guided full year MW deployed at 1,600MW to 1,900MW.

　　该公司此前预计全年部署1,600MW至1,900MW。

　　作者：Mark Osborne，Solar Media，PV-Tech.org

　　翻译：李欣，责任编辑：肖蓓

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