Yes I saw that on Bloomberg last Thurs/Fri 'Chaori Solar'.. It was big news cause 1st company in China to default on bond payment.. They're comparing to the default crisis in the US 2008 - worried of the same dominio effect. As u say realfast - longterm cleaning out the rubble in the Chinese Solar industry has to be good news for the main players..
Just watchin 'fast money'.. Commentators believe that solar sector is lagging in general due to sudden enthusiasm for the battery sector - a potential opponent of solar power..