丰田2.4亿美元的太阳能交易管道表明H2 EBITDA为正

2026-09-28 21:25

TOYO (TOYO) announced on Monday that it has signed multiple binding U.S. solar PV module supply agreements worth about $240M since mid-June.
The contracts cover U.S. utility-scale, commercial, community solar, and data center projects, with deliveries running through H1 2027.
The modules will be produced at TOYO’s Houston facility, which currently has about 2 GW of annual capacity.
The company said the contracts provide better visibility into capacity utilization through 2027 as demand rises for U.S.-made solar products.
Separately, the company also expects positive EBITDA in H2 2026 but is not providing specific revenue or earnings guidance due to ongoing U.S. trade and regulatory uncertainty.
On the market side, the TOYO stock traded nearly 6% lower at ~$4.22 in the pre-market session.

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