Hunterbrook发布积压订单报告后,Bloom Energy股价下跌

路透中文
Jul 09
BUZZ-Hunterbrook发布积压订单报告后,Bloom Energy股价下跌

7月8日 - ** 燃料电池制造商布鲁姆能源(Bloom Energy, BE.N)股价下跌9.1%,报244.95美元

** 据Hunterbrook Media报导,Bloom宣称拥有200亿美元未经审计的“未交付订单”

**报导称,Bloom首席执行官斯里达尔曾坚称公司“没有中国供应链”,但Hunterbrook追踪到了4条与中国相关的钪供应路线,包括直接发货以及经由泰国、日本和韩国的流向

** Hunterbrook的供需模型估算,仅Bloom一家就需约220吨氧化钪,才能达到华尔街设定的5吉瓦年产能目标

** 报告结论指出,以当前数据来看,布鲁姆能源的产能爬坡计划“在物理和商业层面均无法实现”,这意味着到2028年整个行业将面临钪短缺

** “我们正在审阅该报告,并将更正相关记录,”布鲁姆能源表示

** “布鲁姆的燃料电池平台依托于二十多年来建立的多元化、跨国供应链, 长期的商业合作关系,以及专有的材料回收技术,正如我们在公开文件及7月7日关于氧化钪的博客文章中所描述的那样。”——Bloom Energy

** 计入本交易日涨幅,BE今年以来累计上涨180.67%

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