Weekly Report 037 | 2026 Outlook: FFAI to achieve four major goals and win seven key battles, striving to reach market capitalization targets; First batch of robots to be unveiled on February 4, aiming to become the first US company to deliver embodied AI robots; AIxC accelerating the implementation of the 'three-pronged approach' for commercial profitability

Hello everyone, I am currently outside the CES exhibition hall in Las Vegas. This is the annual benchmark for the global consumer electronics, AI, and automotive industries. On the 7th, we just held the FF Shareholders' Day nearby, where we not only announced the Super One production, sales, delivery, service, and ramp-up milestones that investors are most concerned about but also unveiled the long-planned FF embodied AI robot strategy.

We also hosted a private preview of our first batch of robotic products at the shareholders' event.

Additionally, there is an important announcement: on February 4th, still in Las Vegas at the NADA North American Auto Dealers Conference, we will hold the final launch of our first embodied AI robot product line and simultaneously kick off sales. Stay tuned and witness this together with us.

Why choose now to officially enter the EAI robotics track?

Three External Factors:

Second, EAI robots are at the tipping point of transitioning from 'labs' to 'large-scale deployment,' with an explosion imminent;

Third, embodied intelligence is rapidly emerging as a 'national strategic capability' on par with AI and semiconductors.

Four Major Internal Factors:

First, this is a natural extension of FF's AI gene since its inception and an inevitable upgrade to our 'car robot' concept from over a decade ago;

Second, replicate and upgrade the automotive bridge model, integrate the global EAI supply chain under compliance conditions, and create high cost-performance robotic products to fill gaps in the US market;

Third, the AI robotics business requires lighter investment, faster delivery, and can more easily generate positive operating cash flow, which will support our core automobile manufacturing business;

Fourth, EAI robots and EAI vehicles form a dual-engine drive for FF, with high synergy in R&D, manufacturing, sales, and services. Together with FF's dual flywheel, dual bridge, and dual listing system, they create ecosystem resonance, opening a new growth curve.

As announced last week, we will now release FF’s 2026 New Year outlook:

1. Strategic and Business Goals:

In the EAI EV sector, FX Super One’s paid preorder volume continues to grow, expanding target markets to ten states, leading the First Class EAI-MPV era in the US and Middle East. At the same time, we will continue to strengthen FF 91’s influence among the global elite. EAI Robots: Achieve set sales and delivery targets, becoming the first company in the US to deliver humanoid robot products with positive gross margins, accelerating entry into the top-tier embodied AI robotics companies in the US.

2. Capital Goals:

Strive to achieve the 2026 market capitalization target, maximizing value for shareholders. Actively bring in strategic investors; continue to seek high-value, high-cost-performance AI technology and acquisition targets to build a world-class EAI ecosystem.

3. Financial Goals:

Achieve dual growth in revenue and gross margin, reach positive operating cash flow as soon as possible, and move toward the inflection point of profitability; persist in maximizing cost reduction and efficiency improvement, enhance financial and internal control systems, with compliance always being the bottom line.

4. System Goals:

Continue to solidify the dual listed company management system and build an AI-driven operational system.

To achieve these four major goals by 2026, we will focus all our efforts on winning the following seven key battles:

S1, User Ecosystem Battle: Continue to break through in building a co-created online direct sales ecosystem; complete the first phase layout of the Super One charging and service network in Q2; establish a closed-loop for AI robot product sales, delivery, and services. Meanwhile, strengthen user engagement, brand power, and sales capability to the fullest extent.

S2, Product Power Battle: Innovate continuously on EAI EV product Super One and AI robot products to build the strongest product momentum. S3, EAI Technology R&D Battle: Continuously advance the intelligence of Super One and ensure high-quality delivery of EAI software and hardware; deliver EAI robot US compliance-related technology and products on time.

S4, Super One and AI Robot Product Compliance Certification, Mass Production, and Production Ramp-Up Battle: The goal is to complete all compliance certification tests on time, ensure the mass production milestones are achieved punctually, while simultaneously strengthening large-scale production and quality assurance capabilities, and continuously upgrading the smart manufacturing system.

S5, Value Return Battle: Firmly implement “Shareholders First,” optimize the capital structure, reduce financing costs, actively introduce strategic investments, and promote the release of true value.

S6, Expansion Battle for the Middle East and Other High-Value Markets: Establish the Middle East as a replicable, fast-profitable overseas model and expand into more high-value regional markets, aiming for earlier delivery.

S7, System Building, Efficient Execution, and Organizational Culture Campaign: Result-oriented while strengthening process KPIs, continuously shaping an organizational culture that desires victory, fights collaboratively, and executes with full effort.

Crypto Flywheel: With the recent signing of the term sheet for the first purchase of $10 million worth of FFAI shares, AIxC has officially launched its stock tokenization RWA business. By 2026, AIxC will achieve systematic implementation around the 'three pillars' of its business, accelerating into a phase of commercial profitability.

In 2026, we will continue to drive the dual empowerment of the 'EAI+Crypto' dual flywheels, dual bridges, and dual listing systems, particularly providing in-depth support to facilitate the delivery and scaling up of EAI EV and EAI Robotics.

In 2026, we will fulfill our promises through actions, respond to expectations with persistent innovation and delivery, reward shareholders with value, and win back more trust and confidence through results.

See you next week!

Source: FF.COM