以下文章来源于深水财经社 ，作者韩峻 深水财经社 . 挖掘资本市场价值，揭开资本市场内幕。 导语：贾跃亭不仅没回来，反而越走越远。 从2017年第一次说"下周回国"算起，到现在已经过去了2600多个"下周"。贾跃亭 不仅没回 来，反而越走越远，先造车，再造机器人。 2月5日，拉斯维加斯的美国国家汽车经销商大会上，贾跃亭，那个消失在国内公众视野许久的身 影，又靠一场发布会刷爆了屏。 只不过这一次，他不再谈"为造车梦想窒息"，而是带来了三款机器人。 从24.3万的高端人形机到1.7万的四足安防机，喊出了"360行，各有自己的职业机器人"的新口 号，甚至宣称"发布即销售，销售即交付"，发布会刚结束就手握1211台付费预定单。 这个总在风口上起舞、却屡屡踩雷的男人，这次押注机器人，能收获不一样的结局吗？ 贾跃亭再创业 公开资料显示，FF也就是贾跃亭创立的法拉第未来的简称，是一家2014年成立于美国的智能电 动车公司，主打"极致科技顶奢"路线，核心产品是FF91。 但多年来，FF因交付严重滞后、资金紧张、内部动荡等问题饱受质疑...... 主业摇摇欲坠，但贾跃亭的新故事必须更炫。 说起来，贾跃亭这波跨界，确实又踩在了风 ...

Company Overview - MBAK Energy Solutions, Inc. is focused on the development, manufacturing, and commercialization of non-fossil fuel energy products, including lithium, sodium, and solid-state batteries for various applications such as industrial, medical, portable electronics, and electric vehicles [2]. Leadership Announcement - Mr. Hanbin Youn has been appointed as Chief Product Designer, bringing over a decade of experience in electric vehicle and automotive design, having worked with notable companies such as Honda, VW/Audi Group, and Faraday Future [1]. - Hanbin Youn's portfolio includes leading the design of significant projects like the FFZERO1 and FF91 at Faraday Future, and the Karma Kaveya concept at Karma Automotive, showcasing his expertise in bridging creative vision with production realities [1]. Skills and Education - Hanbin Youn possesses a unique skill set that includes 2D and 3D design, production execution, and strategic communication, essential for leading diverse engineering and design teams [1]. - He is a graduate of the ArtCenter College of Design with a Bachelor of Science in Transportation Design, class of 2013 [1].

Core Insights - Faraday Future Intelligent Electric Inc. is set to hold its FF EAJ Robotics Product Final Launch on February 4, 2026, during the National Automobile Dealers Association (NADA) Show in Las Vegas, marking a significant milestone in the company's evolution [1][3] Event Highlights - The event will showcase multiple FF Embodied AI (EAI) robots featuring advanced technologies and various user scenarios, with capabilities for rapid delivery [6] - The company will announce the pricing and sales launch of the first FF EAI robots, along with product sales and delivery timelines [6] - Live product showcases will provide immersive public experiences, highlighting the FX Super One sales and co-creation model [6] - Early sales partnerships for FF EAI Robotics will be recruited during the event [6] Company Overview - Faraday Future, founded in 2014, aims to disrupt the automotive industry by creating a user-centric, technology-first, and smart driving experience [7] - The flagship model, FF91, exemplifies the company's vision for luxury, innovation, and performance [7] - The new FX brand strategy targets a broader market with mass production models equipped with luxury technology similar to the FF91, focusing on middle-to-low price range offerings [7]

Core Insights - Faraday Future will host its Stockholders' Day on January 7, 2026, during CES, focusing on transparency, execution updates, and long-term value creation [1][6] - The event will be livestreamed globally, allowing stockholders and others to participate in real-time [1][4] Event Details - Date: January 7, 2026 - Check-in Time: 3:30 PM – 4:00 PM PST - Program and Q&A: 4:00 PM – 5:00 PM PST - Location: Renaissance Las Vegas Hotel, 3400 Paradise Rd, Las Vegas, NV 89169 [3][4] Program Highlights - The event will provide updates on the Company's progress, priorities, and next phase of execution, including: - Full FX Super One vehicle roadmap announcement covering mass production, sales, delivery, service, and ramp-up plan [5] - Upgrade of the Bridge Strategy from the Global Automotive Industry Bridge Strategy to the Global EAI Industry Bridge Strategy [5] - Private preview of new product categories [5] Company Overview - Faraday Future is a California-based global shared intelligent electric mobility ecosystem company, founded in 2014, aiming to disrupt the automotive industry with a user-centric, technology-first approach [7] - The flagship model, FF91, represents the vision for luxury, innovation, and performance, while the new FX brand strategy targets a broader market with middle-to-low price range offerings [7]

Core Insights - Faraday Future Intelligent Electric Inc. will host its Stockholders' Day on January 7, 2026, during CES, focusing on transparency, execution updates, and long-term value creation [1][5] - The event will be livestreamed globally, allowing stockholders and others to participate in real time [1][3] Event Details - Date: January 7, 2026 - Check-in Time: 3:30 PM – 4:00 PM PST - Program and Q&A: 4:00 PM – 5:00 PM PST - Location: Renaissance Las Vegas Hotel, 3400 Paradise Rd, Las Vegas, NV 89169 - Livestream available at: https://www.ff.com/us/2026-CES/ [2] Program Focus - The program will provide updates on the latest development progress, business updates, and strategic insights regarding both the FF and FX brands [3] - Announcement of the full FX Super One vehicle roadmap, including mass production, sales, delivery, service, and ramp-up plan [4] - Upgrade of the Bridge Strategy from the Global Automotive Industry Bridge Strategy to the Global EAI Industry Bridge Strategy [4] - Private preview of new product categories [4] Company Commitment - This initiative reflects the company's commitment to transparency, stockholder engagement, and long-term value creation as it aims to revolutionize the intelligent electric vehicle space [5] - Faraday Future's mission is to disrupt the automotive industry by creating a user-centric, technology-first, and smart driving experience [6]

Core Viewpoint - Faraday Future Intelligent Electric Inc. is set to deliver its second FX Super One MPV to Ras Al Khaimah Innovation City on December 22, 2025, following its first delivery on November 27, 2025, marking a significant step in the company's expansion in the UAE market [1][4]. Group 1: Company Operations - Faraday Future operates a regional production and operations center in Ras Al Khaimah, which supports the production of both FF and FX vehicles [3]. - The company has signed a strategic cooperation agreement with RAK Innovation City to enhance the regional new energy mobility ecosystem and plans to advance the phase II expansion of its operations facility in Ras Al Khaimah [3]. Group 2: Product Launches - The upcoming delivery of the FX Super One follows the first delivery, which was highlighted by a Co-Creation Delivery Ceremony in Dubai, where the world's first FX Super One was delivered to soccer legend Andrés Iniesta [4]. Group 3: Company Background - Founded in 2014, Faraday Future aims to disrupt the automotive industry by creating a user-centric, technology-first, and smart driving experience, with its flagship model, the FF91, representing luxury, innovation, and performance [5]. - The FX strategy focuses on introducing mass production models with advanced luxury technology at a more accessible price point, targeting a broader market [5].

Summary of Conference Call for Clene Inc. and Faraday Future Intelligent Electric Inc. Clene Inc. (Ticker: CLNN) Industry Overview - Clene is a clinical stage biopharmaceutical company focused on improving mitochondrial health and protecting neuronal function to treat neurodegenerative diseases, specifically ALS (Amyotrophic Lateral Sclerosis) [1][2]. Core Points and Arguments - Clene has released biomarker data requested by the U.S. FDA, which is crucial for the accelerated approval pathway for its lead asset, CNMA-08 [2]. - The FDA has outlined a path for Clene to use biomarker data as part of the commercialization process, with a meeting scheduled for the first quarter of the upcoming year [2][3]. - Clene is pursuing three methods to validate biomarker data: finding additional biomarkers, verifying existing data, and obtaining new data from the Healy Harvard program [3]. - The two key biomarkers discussed are neurofilament light chain and glial fibrillary protein (GFAP), both of which showed statistically significant data in Clene's studies [5][6]. - Clene is preparing a New Drug Application (NDA) to be submitted in the first half of the year, with the possibility of commercialization by late 2026 or early 2027 [9][10]. - The accelerated approval process allows for conditional market entry based on surrogate endpoints, with a confirmatory phase 3 study to follow [12][13]. - The current market for ALS treatments is limited, with only a few drugs available, highlighting the significant opportunity for Clene if approved [14][15]. - Previous approvals in the ALS space have led to substantial market caps for companies, indicating a potential for Clene's market cap to grow significantly upon FDA approval [16]. Other Important Information - The FDA's accelerated approval process is particularly relevant for uniformly fatal diseases like ALS, allowing for quicker access to treatments based on biomarker data [13]. - Clene's approach to treatment and data collection is critical for establishing a correlation between biomarker changes and survival benefits [10][11]. Faraday Future Intelligent Electric Inc. (Ticker: FFAI) Industry Overview - Faraday Future is a California-based company focused on creating a user-centric electric vehicle (EV) ecosystem, aiming to disrupt the automotive industry [19][20]. Core Points and Arguments - The company has invested $3.5 billion in R&D and CapEx, resulting in over 600 patents and a unique business model that partners with Chinese OEMs [20][21]. - Faraday Future's vehicle lineup includes the ultra-premium FF91 and the more affordable FX Super 1, with plans for a lower-priced FX4 model [22][23]. - The FX Super 1 is priced at $84,000 and is designed for high performance, featuring advanced technology and luxury elements [23][24]. - The company has a manufacturing site in Hanford, California, with an initial capacity of 10,000 vehicles annually, which can ramp up to 30,000 [21]. - Faraday Future's business model includes advantages such as lower tariffs on parts due to local assembly, proprietary software development, and an established dealership network [26][27]. Other Important Information - The company has received 11,000 pre-orders for the FX Super 1, indicating strong market interest [29]. - Recent partnerships, including one with Tesla for access to their supercharging network, enhance Faraday Future's competitive position in the EV market [29]. - Upcoming milestones include the production of pre-production vehicles and further announcements from the manufacturing site [30].

Core Insights - Faraday Future (FF) has announced an ambitious production and sales target of 400,000 to 500,000 vehicles over the next five years, despite having delivered fewer than 20 vehicles in the past decade [3][4] - The company aims to focus on the FX brand, particularly the FX Super One priced between $150,000 and $250,000, and the FX4 targeting the mainstream U.S. family car market under $30,000, hoping to replicate the success of Tesla's Model Y [3][4] Production and Financial Challenges - FF's previous flagship model, the FF91, has seen dismal sales, with fewer than 20 units delivered by October 2025, leading to a significant reduction in its production capacity to 12,000 units per year [4] - The FX brand is expected to account for over 90% of FF's sales targets, while the FF91 will serve primarily as a technological benchmark [4] - Financially, FF is in a precarious position, with only $13.26 million in cash reserves as of Q2 2025, and a net loss of $48.1 million in the same quarter, raising concerns about its sustainability [5][6] Market Positioning and Strategy - The introduction of the FX brand is seen as a potential lifeline for FF, but there are concerns about the viability of this strategy given the company's financial instability [5][6] - FF's revenue structure is heavily reliant on non-automotive income, with over 80% of its revenue coming from California's zero-emission credits and technology licensing, indicating a lack of robust automotive sales [6] - The company's initial positioning of the FF91 as a super-luxury electric vehicle failed to resonate with consumers, highlighting the importance of understanding market demands and consumer expectations [7][8] Industry Implications - The challenges faced by FF serve as a cautionary tale for the automotive industry, emphasizing the need for effective financial management and a sustainable business model [8] - The competitive landscape for electric vehicles is expected to intensify over the next five years, making it crucial for companies to not only set ambitious targets but also to execute them effectively [8]

LOS ANGELES, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today announced that it has retained Anthony Rendon, PhD, Speaker Emeritus of the California State Assembly, as a strategic advisor for FF, with a focus on government affairs, policy and regulatory issues, including lobbying and overall state and federal-focused government support fo ...

Core Insights - Faraday Future has launched the FX Super One in the UAE, marking a significant step in its global strategy and the beginning of deliveries in the region [4][6] - The company aims to establish the FX Super One as a leading model in the Middle East MPV segment, with soccer legend Andrés Iniesta as the first global owner and Co-Creation Officer [3][5] - The FX Super One is available in two powertrain options, with the first model priced at AED 309,000 (approximately USD 84,000), and has already received over 200 non-binding preorders within 48 hours of its launch [4][5] Company Strategy - The delivery to Iniesta signifies the start of FX Super One deliveries in the UAE and supports the company's sales efforts in the region [4] - The launch aligns with Faraday Future's Global Automotive Bridge Strategy, transitioning from operational to revenue phases in the UAE [6] - The FX strategy focuses on introducing mass production models with luxury technology, targeting a broader market with middle-to-low price range offerings [6] Market Positioning - The FX Super One is positioned to accelerate the Middle East's transition into AI-driven green mobility, with plans for further co-creation initiatives with Iniesta [5] - The company aims to become a key player in the Middle East MPV market, leveraging the FX Super One as a foundational model [5][6]