当然，新车已经算不上什么新闻，贾跃亭这次还有新的"大饼"。 除了MPV以外，FF宣布将"中美汽车产业桥梁战略"升级为全球EAI产业桥梁战略，正式推出具身智能机器人战略， 构建汽车与机器人"双轨驱动"格局。 贾跃亭透露，FF涉足AI机器人领域已筹划一年，计划复制"中美产业桥梁"模式，整合中国成熟硬件制造与北美前沿 AI技术，目标成为美国首家交付人形机器人产品的头部企业。在2月4日拉斯维加斯NADA大会期间，FF将举办AI Robotics发布会，推出首批产品并开放体验与销售。 2021年，法拉第未来（FF）在纳斯达克上市之时，贾跃亭把FF 91定义成超级汽车机器人。没想到，5年后FF真开始 要造机器人。 据外媒报道，当地时间1月8日，FF在美国拉斯维加斯举办首次股东日活动，同步了CES 2026上发布的多项业务进 展，涵盖车型量产规划、五年商业计划及全新AI机器人战略，FF创始人贾跃亭等核心高管共同出席发布会。 本次活动上，FF首先公布了FX Super One车型的全球量产与交付计划。 该车作为FF子品牌FX的首款MPV，对标凯迪拉克凯雷德，主打"空间+AI+舒适"优势，标配了零重力座等豪华配 置，提供纯电与 ...

Core Insights - Faraday Future Intelligent Electric Inc. announced new business initiatives and updates during its first Stockholders' Day, outlining a five-year business execution strategy targeting cumulative production and sales of 400,000-500,000 vehicles, primarily driven by the FX Super One and future models [1][9][10] Business Strategy - The company introduced a three-phase delivery roadmap for the FX Super One, with initial deliveries starting in Q2 2026, focusing on FX Par partners, followed by industry leaders and B2B partners, and full-scale consumer market deliveries expected in Q4 2026 or Q1 2027 [4][5] - The five-year plan aims for positive operating cash flow within three years and gross margins of around 20% [11][12] Product Development - The FX Super One is expected to have a production ramp-up, with targets of approximately 250 units in 2026, scaling to about 250,000 units by 2030 [10][12] - The company plans to enter the Embodied AI Robotics market, aiming to be the first U.S. company to deliver humanoid robot products with a positive contribution margin [15][17] Market Focus - Key target markets for the FX Super One include the United States and the Middle East, with additional high-value markets under consideration [9] - The company has signed an agreement with Tesla for access to its Supercharger network, enhancing the after-sales and charging service infrastructure [8] Regulatory Progress - Regulatory and compliance certifications for the FX Super One are on schedule, with key component certifications nearing completion [7][12]

Summary of Faraday Future Intelligent Electric Investor Day 2026 Company Overview - **Company**: Faraday Future Intelligent Electric (NasdaqCM: FFAI) - **Event**: 2026 Investor Day held on January 7, 2026 Key Industry and Company Insights Production and Delivery Updates - The FX Super One is set to begin systematic production, sales, and delivery in 2026, marking a significant milestone for the company [4][10] - Initial deliveries of the FX Super One are planned in three phases: - **Phase 1**: Q2 2026, targeting FX partner co-creation partners with a cap of 50 units [30] - **Phase 2**: Q3 2026, limited deliveries to industry leaders and B2B partners, capped at 200 units [30] - **Phase 3**: Q4 2026 or Q1 2027, full-scale delivery to the U.S. market [15][31] Market Position and Competitive Advantages - Faraday Future operates under two brands: FF (ultra-luxury) and FX (mass market) [20][21] - The FX Super One is priced around $84,000 in the UAE and competes with models like the Cadillac Escalade [21] - The company aims for cumulative production and sales of 400,000 to 500,000 vehicles over five years, primarily driven by the FX Super One and FX4 [22][32] Financial Projections - Expected production targets: - 250 units in 2026 - 4,900 units in 2027 - 22,000 units in 2028 - 130,000 units in 2029 - 250,000 units by 2030 [23] - Targeting positive EBITDA within three years with a contribution margin rate of over 20% [23] Strategic Partnerships and Market Expansion - Collaboration with Rock Digital Assets Oasis in the Middle East to promote a new energy vehicle ecosystem [7] - Access to Tesla's supercharger network starting in 2026, enhancing the charging infrastructure for FX and FF vehicles [15][31] Regulatory and Compliance - The FX Super One is progressing through regulatory certifications, with full vehicle homologation expected to launch in April 2026 [16][31] - The company emphasizes a robust regulatory framework to navigate U.S. market requirements [19] Additional Strategic Initiatives New Product Category - Announcement of a new product category in embodied AI robotics, aiming to lead in the U.S. market for humanoid robots [33][34] - The dual-track growth model will drive both EAI vehicles and robotics, potentially defining a new growth curve for the company [34] Investor Engagement and Transparency - Commitment to transparency and stockholder engagement highlighted throughout the presentations [6] - The company aims to optimize capital structure and attract institutional investors while maintaining flexibility [25] Conclusion - Faraday Future is positioned for significant growth in the electric vehicle market with a clear roadmap for production and delivery, strategic partnerships, and a focus on innovation in both automotive and robotics sectors. The company is committed to achieving profitability and enhancing shareholder value through disciplined execution and market expansion strategies.

FFAI Stockholders' Day 01/ 07/ 2025 NASDAQ: FFAI © 2026 FARADAY FUTURE John Schilling Director © 2026 FARADAY FUTURE FF APP & FF.COM NASDAQ: FFAI Communications and Public Relations Legal Disclaimers Forward Looking Statements This presentation includes "forward looking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this video, the words "estimates," "projected," "expects," "anticipates," "forecasts," "plans," ...

Core Insights - Faraday Future Intelligent Electric Inc. (FF) has announced a non-binding term sheet with AIxC for a potential purchase of $10 million in FFAI common stock, aimed at exploring digital asset products and tokenization [3][4][7] - The company has successfully reached agreements with the majority of warrant holders to cancel warrants for approximately 44.6 million shares, reducing liabilities and enhancing capital structure [5][7] - FF will host its first Stockholders' Day on January 7, 2026, where it will present comprehensive production, sales, and delivery plans for the FX Super One and unveil its upgraded Global EAI Industry Bridge Strategy [6][8] Business Developments - The potential $10 million investment from AIxC is intended to bridge traditional capital markets with the Web3 economy, potentially unlocking operational efficiencies for FF [4] - The cancellation of warrants reflects strong investor confidence in FF's strategic direction and long-term growth potential, while also reducing near-term equity dilution [5] - The upcoming Stockholders' Day will mark the first structured and forward-looking outlook since FF became a public company, detailing key operational strategies and product launches [8] Strategic Focus - In 2026, FF aims to focus on four overarching targets: strategy and business, capital, system build-up, and finance, guided by a stockholders-first principle [9] - The company has identified seven key battles to achieve its 2026 market cap target, including user ecosystem development, product power enhancement, and expansion into high-value markets [9] - FF believes that 2026 will be a pivotal year for AI and Web3, with the EAI strategy expected to deliver significant value to both the company and the industry [10] Market Outlook - The company anticipates that the U.S. market is primed for the introduction of the FX Super One, which is expected to capitalize on a blue-ocean opportunity [12] - FF is committed to delivering on its promises and enhancing shareholder value through effective execution of its business plans in 2026 [13]

新车下线，真能逆转这家老牌新势力的命运？ 日前，法拉第未来创始人贾跃亭宣布FX Super One预量产车已经顺利下线，并表示FX Super One是继FF 91之后的第一款大众放量车型。不仅如此，法拉第未 来于12月24日在阿联酋和美国同步完成两辆车的交付，喜提一波 "新交付历史"。 看来，"下周回国"的贾总，这次终于带来了"这周下线"的好消息。 图源：法拉第未来官方 预量产车下线后，市场迅速回应：法拉第未来股价当日上涨10%，次日盘前交易继续走高1.6%。仅凭一辆预量产车，就再度搅动资本市场——贾总"讲故 事"的能力，依然在线。 不过，作为大众放量车型的FX Super One，价格却并不那么"大众"。该车已率先在阿联酋上市，其中高配Max版售价为30.9万迪拉姆（折合人民币约为 590375.4元），官方表示目前已获得超过13000台具有法律约束力的付费预订单合同。 值得玩味的是，法拉第未来全球CEO Matthias去年曾表示，公司将推出聚焦AI EV的第二品牌，主打"极致性价比"，瞄准2万～8万美元（约14万～57万元人 民币）市场。而FX Super One的当前售价，显然已超出这一范畴。 这一 ...

Core Viewpoint - Faraday Future has successfully rolled off its first FX Super One MPV pre-production vehicle at its Hanford, California factory, marking a significant milestone in its production capabilities and strategy for mass-market electric vehicles [1][3][7]. Production Milestone - The FX Super One is the second model produced at the FF AI-Factory, following the FF 91, and represents the first mass-market high-volume model for the company [3][10]. - The Hanford facility has seen an investment of approximately $300 million and is capable of producing over 30,000 FX vehicles annually with a flexible production line [10]. Strategic Significance - The roll-off validates the company's capabilities in localized product development, assembly processes, and testing, laying a foundation for future homologation and user experience testing [3][4]. - The FX Super One aims to disrupt the U.S. market by providing diverse options in high-end business and family mobility, addressing a long-standing lack of product diversity [5][8]. Market Engagement - Faraday Future plans to host a series of events during CES, including a nationwide co-creation sales campaign for 2026 and a preview of the FX 4 model [2][3]. - The company will also conduct an FF Stockholders Day to discuss mass production, sales, and delivery plans for the Super One [2][7]. Product Features - The FX Super One is designed as a premium mass-market MPV, featuring a spacious interior, high-end materials, and advanced technology, with options for all-wheel drive and multiple powertrain configurations [8][9]. Quality Assurance - The company emphasizes strict production processes and quality requirements to ensure high standards in vehicle production, aiming to improve efficiency and quality in subsequent production stages [9].

2016年1月，拉斯维加斯。那是一个中国科技品牌集中在美国亮肌肉的时代，作为全球最大的消费电子展，CES上布满了漂洋过海而来的中国产品。而那 一年展会最为吸睛，全面引爆舆论热潮的却不是手机、电脑，而是一款来自中国的汽车，乐视与FF合作推出的首款概念车FF Zero 1。 那一刻，支持者怒吼着贾老板的造车梦终于成了，互联网造车神话即将到来；反对者表示以后开车要先看三分钟广告好像也不太舒服。 十年过去，即将到来的CES上依旧会有众多新车发布。中国新能源汽车也确实崛起了，其中也不乏互联网厂商成功造车的案例。但是那台法拉第未来，却 好像在贾跃亭"下周回国"变成明年回国，下个十年回国的时候，逐渐驶离了大众视野。 这场造车之梦在今天还在延续，FF获得新预定，预计完成量产目标，甚至零件抵达工厂都会有相关消息放出。但应该极少有人会说这场造车行动是成功 的，计划中的"重新定义未来出行"也确实没有发生。 乐视和FF的造车故事率先证明了，技术布局和技术产出是两件事，前者打开PPT就能完成，后者却是漫长而复杂的旅程。很多没有想明白这件事的玩家， 后来也纷纷在汽车技术的变局中闹得灰头土脸。 非车奇梦 到底是什么让贾老板完美错过了新能源 ...

Core Viewpoint - Faraday Future (FF) is making significant strides in the Middle East market, particularly with the upcoming delivery of the FX Super One, which is seen as a potential turning point for the company amid ongoing financial challenges [2][8]. Group 1: Strategic Developments - FF has signed a strategic cooperation agreement with Ras Al Khaimah Innovation City to enhance collaboration in the fields of new energy and smart mobility, supporting the establishment of a regional ecosystem [2]. - The company has established a regional production and operations center in Ras Al Khaimah, which will support the production and operation of both FF and FX brands, with plans for expansion to increase local production capacity [2][4]. - FF appointed Shahryar Oveissi as a senior strategic advisor to strengthen its team in the Middle East, focusing on investor relations and government affairs [3]. Group 2: Market Positioning and Product Offering - FF's market strategy includes a dual approach: the flagship FF 91 targeting the high-end luxury market and the FX series aimed at the mass market, with the FX Super One being a key product [5]. - The FX Super One is positioned as a "first-class AI MPV" with a range exceeding 600 kilometers and advanced features, indicating strong demand in the Middle East for high-end electric vehicles [5][6]. Group 3: Financial Performance and Challenges - Despite recent successes, FF reported an operating loss of $206.8 million for Q3 2025, primarily due to R&D and expansion costs, although financing capabilities have improved with a 144% increase in cash inflow [7]. - The company has received over 11,000 legally binding pre-orders for the FX Super One, indicating a positive commercial outlook [7]. - Challenges remain in production capacity, financial stability, and brand image, which need to be addressed for FF to achieve profitability [8][9].

Core Insights - Faraday Future has successfully entered the Florida market by signing a deposit agreement with Golden Hills Investment LLC for 2,000 FX Super One MPVs, marking a significant sales breakthrough [2][15] - The company has now penetrated six out of eight key target states in its first-phase rollout, demonstrating the popularity of the Super One model [3] - The partnership with Golden Hills is expected to enhance revenue potential for both companies and improve sales conversion efficiency for the Super One in high-end vacation rental scenarios [4] Sales and Market Expansion - The deposit agreement with Golden Hills includes non-refundable deposits and non-binding pre-orders, with all deposits fully received [2] - This partnership represents a cross-industry expansion into high-end vacation rentals, following previous expansions into car rental, real estate brokerage, and peer-to-peer vehicle sharing [3] Product Development and Manufacturing - The first batch of pre-production vehicles for the FX Super One has started assembly at the FF aiFactory in Hanford, California, with a roll-off ceremony scheduled for December 21 [6][15] - The company is committed to accelerating production and has plans to preview its 2026 strategy during the ceremony [6] Financial and Strategic Initiatives - FF President Jerry Wang has received positive feedback from potential strategic investors in the Middle East, indicating increased interest in investment opportunities [7] - The company is actively engaging with U.S. government officials to advance its Global Automotive Bridge Strategy and discuss key topics such as local manufacturing and technological innovation [8][9] Future Plans - Faraday Future aims to explore more high-end consumer industries and innovative B2B2C models, which could serve as important user acquisition engines as the company scales [5]