<p>Freyr Battery ((TE)) 已召開其第一季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
<h3>保護您的投資組合以應對市場不確定性</h3>
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<li>在 TipRanks 的智能價值通訊中發現基本面穩健的公司。</li>
<li>直接將抗市場不確定性的被低估股票送到您的郵箱。</li>
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<p>Freyr Battery 最近的財報電話會議呈現出複雜的前景，反映出顯著的進展和明顯的挑戰。會議中傳達的情緒是謹慎樂觀，強調了運營提升和戰略合作伙伴關係的進展。然而，公司也面臨挑戰，特別是由於關税不確定性，導致財務指導和生產調整的修訂。</p>
<h2>首個新企業客户銷售協議</h2>
<p>T1 Energy 宣佈簽署其首個新企業客户銷售協議，涉及 2025 年 253 兆瓦的模塊量。這一協議標誌着公司擴大客户基礎和增強市場存在感的重要一步。</p>
<h2>G1 達拉斯的產能提升和貸款轉換</h2>
<p>G1 達拉斯工廠現已全面投入運營，模塊交付給客户的工作已經開始。在一個積極的財務發展中，該設施的建設貸款成功轉換為 2.35 億美元的長期貸款，經過項目完成的驗證。</p>
<h2>強勁的流動性狀況</h2>
<p>儘管修訂了 EBITDA 指導，T1 Energy 預計將保持強勁的流動性，預計到 2025 年底現金和流動性將超過 1 億美元。這一穩健的財務狀況為利益相關者提供了安心。</p>
<h2>戰略合作伙伴關係討論</h2>
<p>T1 Energy 宣佈與來自沙特阿拉伯的第三方合作伙伴達成協議，探索對 G2 項目的潛在投資。這一戰略合作伙伴關係可能為增長和擴展開闢新的途徑。</p>
<h2>修訂的 2025 年財務和運營指導</h2>
<p>由於市場不確定性，T1 Energy 修訂了其 2025 年的財務和運營指導。公司將生產預測下調至 2.6-3 吉瓦，並將 EBITDA 指導調整至 3000 萬至 5000 萬美元，低於之前的 7500 萬至 1.25 億美元。</p>
<h2>關税不確定性影響銷售</h2>
<p>關税不確定性為 T1 Energy 帶來了短期阻力，促使其修訂 2025 年的銷售生產和 EBITDA 指導。公司假設 2025 年的商用銷售有限。</p>
<h2>生產線的選擇性轉換</h2>
<p>T1 Energy 正在將三條生產線從 PERC 轉換為 TOPCon 技術。這一決定是公司適應市場變化的努力的一部分，儘管這導致了生產指導的下調。</p>
<h2>前瞻性指導</h2>
<p>展望未來，T1 Energy 在持續的市場不確定性中修訂了其財務指導。公司將 2025 年的生產前景下調至 2.6 至 3 吉瓦，並將 EBITDA 指導下調至 3000 萬至 5000 萬美元。儘管進行了這些調整，T1 仍對其流動性狀況充滿信心，預計到 2025 年底將超過 1 億美元。公司還在推進其國內內容戰略，計劃到 2027 年生產超過 70% 國內內容的美國模塊，並在 G2 奧斯丁太陽能電池製造設施上取得進展，目標是在 2026 年第四季度實現初步生產。</p>
<p>總之，Freyr Battery 的財報電話會議突顯出複雜的情緒，既有進展也有挑戰。公司在運營和戰略領域取得了進展，但關税不確定性迫使其調整財務前景。利益相關者可以對公司強勁的流動性狀況及其旨在長期增長的戰略舉措感到安心。</p>
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<p>免責聲明與披露報告問題</p>

FREY

<p>Freyr Battery 的第一季度財報電話會議揭示了一個複雜的前景，展示了運營進展和戰略合作伙伴關係，但也面臨關税不確定性帶來的挑戰。該公司修訂了 2025 年的財務指引，將生產預測下調至 2.6-3 吉瓦，EBITDA 下調至 3000 萬-5000 萬美元。儘管進行了這些調整，Freyr 仍保持強勁的流動性，預計到 2025 年底將超過 1 億美元。此外，T1 Energy 簽署了一項重要的銷售協議，並正在轉換生產線以適應市場變化，旨在實現長期增長，重點關注國內內容</p>

<p>Freyr Battery ((TE)) has held its Q1 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Freyr Battery ((TE)) 已召開其第一季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
</div><h3>Protect Your Portfolio Against Market Uncertainty</h3>
<div class="lb-trans"><h3>保護您的投資組合以應對市場不確定性</h3>
</div><ul>
<li>Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter.</li>
<li>Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox.</li>
</ul>
<div class="lb-trans"><ul>
<li>在 TipRanks 的智能價值通訊中發現基本面穩健的公司。</li>
<li>直接將抗市場不確定性的被低估股票送到您的郵箱。</li>
</ul>
</div><p>The recent earnings call for Freyr Battery presented a mixed outlook, reflecting both significant progress and notable challenges. The sentiment conveyed during the call was one of cautious optimism, with advancements in operational ramp-up and strategic partnerships being highlighted. However, the company is also facing challenges, particularly due to tariff uncertainties, which have led to revised financial guidance and production adjustments.</p>
<div class="lb-trans"><p>Freyr Battery 最近的財報電話會議呈現出複雜的前景，反映出顯著的進展和明顯的挑戰。會議中傳達的情緒是謹慎樂觀，強調了運營提升和戰略合作伙伴關係的進展。然而，公司也面臨挑戰，特別是由於關税不確定性，導致財務指導和生產調整的修訂。</p>
</div><h2>First New Corporate Customer Sales Agreement</h2>
<div class="lb-trans"><h2>首個新企業客户銷售協議</h2>
</div><p>T1 Energy announced a significant milestone by signing its first new corporate customer sales agreement for 253 megawatts of 2025 module volumes out of G1 Dallas. This agreement marks a crucial step in expanding the company’s customer base and enhancing its market presence.</p>
<div class="lb-trans"><p>T1 Energy 宣佈簽署其首個新企業客户銷售協議，涉及 2025 年 253 兆瓦的模塊量。這一協議標誌着公司擴大客户基礎和增強市場存在感的重要一步。</p>
</div><h2>G1 Dallas Ramp-Up and Term Loan Conversion</h2>
<div class="lb-trans"><h2>G1 達拉斯的產能提升和貸款轉換</h2>
</div><p>The G1 Dallas facility is now fully operational, with module deliveries to offtake customers already underway. In a positive financial development, the construction loan for this facility was successfully converted into a $235 million term loan, following verification of the project’s completion.</p>
<div class="lb-trans"><p>G1 達拉斯工廠現已全面投入運營，模塊交付給客户的工作已經開始。在一個積極的財務發展中，該設施的建設貸款成功轉換為 2.35 億美元的長期貸款，經過項目完成的驗證。</p>
</div><h2>Strong Liquidity Position</h2>
<div class="lb-trans"><h2>強勁的流動性狀況</h2>
</div><p>Despite revising its EBITDA guidance, T1 Energy projects a strong liquidity position, expecting to maintain cash and liquidity of over $100 million by the end of 2025. This robust financial standing is a reassuring factor for stakeholders.</p>
<div class="lb-trans"><p>儘管修訂了 EBITDA 指導，T1 Energy 預計將保持強勁的流動性，預計到 2025 年底現金和流動性將超過 1 億美元。這一穩健的財務狀況為利益相關者提供了安心。</p>
</div><h2>Strategic Partnership Discussions</h2>
<div class="lb-trans"><h2>戰略合作伙伴關係討論</h2>
</div><p>T1 Energy has announced a Heads of Agreement with a third-party partner from Saudi Arabia to explore potential investments into the G2 project. This strategic partnership could open new avenues for growth and expansion.</p>
<div class="lb-trans"><p>T1 Energy 宣佈與來自沙特阿拉伯的第三方合作伙伴達成協議，探索對 G2 項目的潛在投資。這一戰略合作伙伴關係可能為增長和擴展開闢新的途徑。</p>
</div><h2>Revised 2025 Financial and Operating Guidance</h2>
<div class="lb-trans"><h2>修訂的 2025 年財務和運營指導</h2>
</div><p>Due to market uncertainties, T1 Energy has revised its 2025 financial and operating guidance. The company has lowered its production forecast to 2.6-3 gigawatts and adjusted its EBITDA guidance to $30 million to $50 million, down from the previous $75 million to $125 million.</p>
<div class="lb-trans"><p>由於市場不確定性，T1 Energy 修訂了其 2025 年的財務和運營指導。公司將生產預測下調至 2.6-3 吉瓦，並將 EBITDA 指導調整至 3000 萬至 5000 萬美元，低於之前的 7500 萬至 1.25 億美元。</p>
</div><h2>Tariff Uncertainty Impacting Sales</h2>
<div class="lb-trans"><h2>關税不確定性影響銷售</h2>
</div><p>Tariff uncertainties have created near-term headwinds for T1 Energy, prompting a revision of its 2025 sales production and EBITDA guidance. The company is assuming limited merchant sales for 2025 as a result.</p>
<div class="lb-trans"><p>關税不確定性為 T1 Energy 帶來了短期阻力，促使其修訂 2025 年的銷售生產和 EBITDA 指導。公司假設 2025 年的商用銷售有限。</p>
</div><h2>Elective Conversion of Production Lines</h2>
<div class="lb-trans"><h2>生產線的選擇性轉換</h2>
</div><p>In a strategic move, T1 Energy is converting three production lines from PERC to TOPCon technology. This decision is part of the company’s efforts to adapt to changing market conditions, although it has contributed to a reduction in production guidance.</p>
<div class="lb-trans"><p>T1 Energy 正在將三條生產線從 PERC 轉換為 TOPCon 技術。這一決定是公司適應市場變化的努力的一部分，儘管這導致了生產指導的下調。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</h2>
</div><p>Looking ahead, T1 Energy has revised its financial guidance amidst ongoing market uncertainties. The company has reduced its 2025 production outlook to 2.6 to 3 gigawatts and lowered its EBITDA guidance to $30 million to $50 million. Despite these adjustments, T1 remains confident in its liquidity position, projecting over $100 million by year-end 2025. The company is also advancing its domestic content strategy, aiming to produce U.S. modules with over 70% domestic content by 2027, and is making progress on the G2 Austin solar cell manufacturing facility, targeting initial production by Q4 2026.</p>
<div class="lb-trans"><p>展望未來，T1 Energy 在持續的市場不確定性中修訂了其財務指導。公司將 2025 年的生產前景下調至 2.6 至 3 吉瓦，並將 EBITDA 指導下調至 3000 萬至 5000 萬美元。儘管進行了這些調整，T1 仍對其流動性狀況充滿信心，預計到 2025 年底將超過 1 億美元。公司還在推進其國內內容戰略，計劃到 2027 年生產超過 70% 國內內容的美國模塊，並在 G2 奧斯丁太陽能電池製造設施上取得進展，目標是在 2026 年第四季度實現初步生產。</p>
</div><p>In summary, Freyr Battery’s earnings call highlighted a mixed sentiment with both progress and challenges. The company is making strides in operational and strategic areas, but tariff uncertainties have necessitated adjustments to its financial outlook. Stakeholders can take comfort in the company’s strong liquidity position and its strategic initiatives aimed at long-term growth.</p>
<div class="lb-trans"><p>總之，Freyr Battery 的財報電話會議突顯出複雜的情緒，既有進展也有挑戰。公司在運營和戰略領域取得了進展，但關税不確定性迫使其調整財務前景。利益相關者可以對公司強勁的流動性狀況及其旨在長期增長的戰略舉措感到安心。</p>
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</div><p>Disclaimer &amp; DisclosureReport an Issue</p>
<div class="lb-trans"><p>免責聲明與披露報告問題</p>
</div>

FREYR Battery 的財報電話會議：情緒複雜與戰略行動