Weekly Report 039| FF completes regulatory certification for its first EAI robot and unveils partial design; Blackrock increases FFAI holdings to 9.5 million shares

Driven by the dual engines of EAI, let me first share with you this week the significant progress made by the EAI robot and a piece of good news from the capital markets:

1. The first product of FF's EAI robot has completed U.S. regulatory certification and is about to officially start sales. Regulatory certifications for other initial products are also progressing rapidly and are expected to be completed soon, achieving the strategy of 'sales upon release, delivery upon sales.' The goal is to start deliveries in the same month as the release.

Our robot strategy will focus on creating real-world usage scenarios and user value, accelerating the resolution of current pain points in the robotics industry where 'essential needs' remain unmet. By integrating Web3 and blockchain technology, we aim to lead the industry into a new phase of commercializing essential value. Our goal is to become the first company in the U.S. to deliver humanoid robot products with positive gross margins, and by quickly scaling deliveries, accelerate our entry into the top tier of U.S. EAI robot companies.

2. In terms of R&D and technology, we are continuously working on enabling EAI robots through EAI EV, quickly transferring and empowering the AI capabilities accumulated over the years since FF’s founding to the 'brain' and 'cerebellum' of the robot. Additionally, FF is the only company in the U.S. market with a dual flywheel ecosystem of 'EAI+Crypto,' possessing natural cross-scenario, cross-domain, and cross-ecosystem technological feedback advantages, which will build up our core differentiation technology barrier in the EAI field.

3. The FF EAI Robot Ultimate Product Launch and FF/FX Pax Partner Conference on February 4 will revolve around the theme of 'Human-Vehicle+'. We will provide a detailed explanation of how FF leverages the advantages of the 'Dual Flywheel, Dual Bridge, Dual IPO System' to systematically address current industry pain points in application scenarios, costs, user experience, and ecosystems through its 'Original Innovation AI + Bridge Model,' ushering in a new era of EAI.

Now, let me show everyone some partial design drawings of our first batch of robot products. What do you think? On February 4, at the NADA Show — the largest auto dealer conference in the United States held at the Las Vegas Convention Center — more surprises will be revealed. Stay tuned!

Additionally, here's some good news for everyone:

Blackrock, one of the world's largest asset management institutions, has once again increased its holdings in FFAI shares. According to its latest Q4 13G filing, Blackrock held approximately 9.5 million ordinary shares of FFAI as of December 31, 2025, representing an increase of about 40% from the 6.8 million shares disclosed as of September 30, 2025.

EAI Flywheel, FFAI More Progress This Week:

A Wall Street analysis firm released a paid report giving FFAI a 'Buy' rating with a 12-month target price of $5. The report indicates that the company's current stock price is significantly undervalued.

This week, FF showcased the FF 91 and FX Super One, along with EAI robot solutions, at the Abu Dhabi UMEX 2026 Airshow held from January 20 to 22. The booth was bustling with activity, attracting visits from several UAE dignitaries, including the Crown Prince of Abu Dhabi, becoming the center of attention at the event.

Crypto Flywheel, AIxC Progress This Week:

AIxC has launched a global talent recruitment acceleration plan to support the expedited implementation of its three-pronged business strategy, including RWA + EAI ecosystem products.

AIXC officially launched the X Space series of events this week, with the first session receiving strong feedback. Moving forward, I may also participate in the X Space series at an appropriate time to engage in face-to-face discussions about industry trends, explore the future, and share important company-level developments.

Alright, see you again next week!

Source: ff.com