核心亮点：- 营收和毛利大幅下降,主因为失去CFPP LLC合同
- 研发费用下降,由于公司从研发型转向商业化型,裁员降低人力和专业费用支出
- CFPP LLC合同终止及DOE资金减少导致分摊费用下降
- 认股权证公允价值变动导致费用大幅波动
收入拆解：核心收入来源于新签订的可变对价客户合同,相关收入暂列客户押金。2023年同期主要收入来自已于2024年11月终止的CFPP LLC合同。
管理层观点展望：管理层认为,利用股权融资和实施成本优化,公司预计未来12个月将拥有足够资金用于研发和运营。管理层计划审慎管理费用以支撑长期运营,但仍需获得新的客户承诺。
运营数据：截至2024年9月30日,公司累计亏损3.021亿美元。按目前现金水平,公司可支撑未来约12个月运营。
运营风险：主要风险包括项目终止/延期、无法按计划获批、客户合同流失以及资金周转风险。公司还面临相关诉讼索赔。
公告原文
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