奥斯汀太阳能企业T1能源发布三季报 签下1.58吉瓦新订单、奥斯汀二厂融资谈判进行中
总部位于奥斯汀的太阳能制造商T1能源公司（T1 Energy，纽交所代码TE）11月12日发布2026年第三季度财报，并于当天上午8时（美东时间）召开电话会议。财报显示，公司第三季度持续经营净亏损3470万美元，合每股亏损0.12美元；毛利率为8.5%，调整后息税折旧摊销前利润为负1640万美元。公司在达拉斯一厂（G1_Dallas）第三季度生产了1056兆瓦太阳能组件，并为2027年交付提前备货。受美国商务部232条款公告提振，公司在公告后新签近1.58吉瓦先进太阳能组件承购合同，目前2027年产能中已有超过3.5吉瓦签订合同。公司10月22日已获得商务部豁免，可进口最多1.725吉瓦太阳能电池，以保障达拉斯一厂生产不中断，同时位于罗克代尔的奥斯汀二厂（G2_Austin）一期2.1吉瓦电池厂建设仍在推进，第三季度已完成主体钢结构并收到全部剩余生产线设备，机电安装于9月启动。公司表示，正在与机构投资者进行独家谈判，以敲定奥斯汀二厂的综合债务融资方案，这是公司当前首要任务。
Austin Solar Maker T1 Energy Posts Q3 Results: 1.58 GW in New Orders, Financing Talks Under Way for Second Austin Plant
Austin-based solar manufacturer T1 Energy (NYSE: TE) released its third-quarter 2026 results on November 12 and held a conference call at 8 a.m. Eastern the same day. The company reported a net loss from continuing operations of $34.7 million, or $0.12 per share, with a gross margin of 8.5% and adjusted EBITDA of negative $16.4 million. Its first Dallas plant (G1_Dallas) produced 1,056 megawatts of solar modules in the quarter and built inventory ahead of 2027 deliveries.
Boosted by the Commerce Department's Section 232 announcement, the company signed nearly 1.58 gigawatts of new advanced solar module offtake contracts after the announcement, and more than 3.5 gigawatts of its 2027 capacity is now under contract. On October 22, the company received a Commerce Department exemption allowing it to import up to 1.725 gigawatts of solar cells to keep the Dallas plant running without interruption. Construction continues at the G2_Austin Phase 1 2.1-gigawatt cell plant in Rockdale: the main steel structure was completed in the third quarter, all remaining production-line equipment has been received, and mechanical and electrical installation began in September.
The company said it is in exclusive negotiations with institutional investors to finalize a comprehensive debt financing package for the Austin plant, its top current priority.
来源：GlobeNewswire
发布：GSM·美国（发布链接）
图片来源：图：屋顶光伏板（资料图）。图片来源：Wikimedia Commons，HokuroN 摄，CC BY-SA 4.0。 Image: Rooftop solar panels (file photo). Source: Wikimedia Commons, photo by HokuroN, CC BY-SA 4.0.
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