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北京时间·🕒 发布 18:12:47时区推断·⟳ 抓取 18:13:09·⚡ 决策 07-28 18:16:21 +3m12s·91.0 天前
T1 Energy二季度预告亏损并上调G2_Austin建厂成本、延后投产
本条与近72小时内已处理的T1 Energy二季度预告亏损、G2_Austin资本开支上调和投产延后的同一具体催化重复，不再重复推送交易卡。
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$TE EXPECTS Q2 LOSS, RAISES G2_AUSTIN COST ESTIMATE BY 20% T1 Energy expects preliminary Q2 sales of $245 million to $2…
不做 T1 Energy（TE.US）
查重命中07-28 18:12已处理的同一具体催化：T1 Energy二季度预告亏损且G2_Austin资本开支上调、投产延后；本条只是社交转述，不重复建仓或生成风险。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 本条与近72小时内已处理的T1 Energy二季度预告亏损、G2_Austin资本开支上调和投产延后的同一具体催化重复，不再重复推送交易卡。
主要风险
- 重复信号不生成新的风险行，避免同一利空重复延长风控窗口。
工具调用 · 历史记录,结果未知(2 种)
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原文全文
展开原文 · 987 字
$TE EXPECTS Q2 LOSS, RAISES G2_AUSTIN COST ESTIMATE BY 20%
T1 Energy expects preliminary Q2 sales of $245 million to $255 million on module volumes of approximately 835 MW. It projects a net loss from continuing operations of $34 million to $37 million and an adjusted EBITDA loss of $11.5 million to $14.5 million, excluding $24.4 million in tariff refunds.
T1 raised its Phase 1 cost estimate for the G2_Austin solar-cell facility to $510 million from $425 million, citing higher labor and material costs caused by tightness in Texas data center construction. Initial production is now expected in Q1 2027 instead of before year-end 2026.
The company ended the quarter with $79.1 million in unrestricted cash and is seeking a financing package with a significant debt component to complete the project.
T1 still expects second-half production to exceed Q2 levels and is targeting the higher end of its 3.1 GW to 4.2 GW full-year range. The figures remain preliminary and unaudited.
T1 Energy expects preliminary Q2 sales of $245 million to $255 million on module volumes of approximately 835 MW. It projects a net loss from continuing operations of $34 million to $37 million and an adjusted EBITDA loss of $11.5 million to $14.5 million, excluding $24.4 million in tariff refunds.
T1 raised its Phase 1 cost estimate for the G2_Austin solar-cell facility to $510 million from $425 million, citing higher labor and material costs caused by tightness in Texas data center construction. Initial production is now expected in Q1 2027 instead of before year-end 2026.
The company ended the quarter with $79.1 million in unrestricted cash and is seeking a financing package with a significant debt component to complete the project.
T1 still expects second-half production to exceed Q2 levels and is targeting the higher end of its 3.1 GW to 4.2 GW full-year range. The figures remain preliminary and unaudited.
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