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热门
待动哥
07-05
英伟达暂时不敢碰,苹果观望。只有特斯拉可以。
待动哥
06-28
$英伟达(NVDA)$
最好不要参与,涨是杀空单,当年特斯拉空单被杀你应该知道吧?多单多时杀多单也正常。只能看戏不参与。
待动哥
06-25
$美光科技(MU)$
我看问题不大
待动哥
05-08
真到800你就会说在600等
待动哥
03-28
$英伟达(NVDA)$
买、买、买。
待动哥
03-19
$英伟达(NVDA)$
等季报
待动哥
03-06
$超微电脑(SMCI)$
待动哥
03-02
$超微电脑(SMCI)$
被纳入标普500,给我往死里涨。
待动哥
02-08
$超微电脑(SMCI)$
待动哥
02-02
$英伟达(NVDA)$
拿到2万亿左右吧
待动哥
01-30
你是开开玩笑的吧
待动哥
01-27
$纳指100ETF(QQQ)$
这ETF最少要买5000份啊,要20多万刀啊?那位大神懂呀,给科普一下。谢谢🙏
待动哥
01-24
$超微电脑(SMCI)$
待动哥
01-20
$超微电脑(SMCI)$
买的少了
待动哥
2023-12-23
$高途(GOTU)$
今天锤游戏,不知道什么时候锤带货直播。中丐可怕
待动哥
2023-12-12
看股价还是看市盈率呢?
待动哥
2023-11-21
$英伟达(NVDA)$
悬,有点悬。
待动哥
2023-11-15
$超微电脑(SMCI)$
待动哥
2023-09-27
$Faraday Future(FFIE)$
什么时候才跌到0.1元,着急等待中。
待动哥
2023-06-23
c
贾跃亭:正在全力推进FF中国落地项目
去老虎APP查看更多动态
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","text":"$超微电脑(SMCI)$","images":[{"img":"https://static.tigerbbs.com/be2e8ee195e7366c924318a89de2d609","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281155244347624","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":279846283337888,"gmtCreate":1709343397482,"gmtModify":1709343398854,"author":{"id":"137603439618606","authorId":"137603439618606","name":"待动哥","avatar":"https://static.tigerbbs.com/f55186f90ff35cb85f185feacd86bf1b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"137603439618606","idStr":"137603439618606"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 被纳入标普500,给我往死里涨。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 被纳入标普500,给我往死里涨。","text":"$超微电脑(SMCI)$ 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什么时候才跌到0.1元,着急等待中。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224521530159320","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190465355087976,"gmtCreate":1687525659333,"gmtModify":1687525660681,"author":{"id":"137603439618606","authorId":"137603439618606","name":"待动哥","avatar":"https://static.tigerbbs.com/f55186f90ff35cb85f185feacd86bf1b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"137603439618606","idStr":"137603439618606"},"themes":[],"htmlText":"c","listText":"c","text":"c","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190465355087976","repostId":"1137938920","repostType":4,"repost":{"id":"1137938920","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1687336402,"share":"https://www.laohu8.com/m/news/1137938920?lang=&edition=full","pubTime":"2023-06-21 16:33","market":"us","language":"zh","title":"贾跃亭:正在全力推进FF中国落地项目","url":"https://stock-news.laohu8.com/highlight/detail?id=1137938920","media":"老虎资讯综合","summary":"6月21日,贾跃亭在微博发长文就法拉第未来首款车型第二阶段交付推迟致歉,并表示下一步将快速推动以下七个方面工作,进而实现FF价值全面回归,尽快达成极智科技顶奢塔尖战略目标。包括全力以赴实现“全能 ai","content":"<html><head></head><body><p>6月21日,贾跃亭在微博发长文就法拉第未来首款车型第二阶段交付推迟致歉,并表示下一步将快速推动以下七个方面工作,进而实现FF价值全面回归,尽快达成极智科技顶奢塔尖战略目标。包括全力以赴实现“全能 aiHypercar” FF 91 2.0 Futurist Alliance 8月份第二阶段交付和产能爬坡;全面快速提升团队的供应链能力和生产制造能力;将彻底解决融资三大技术限制,以最快速度、更低成本、及时快速融到足够资金;正在全力推进FF中国落地项目等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11ed3b475587b63ca37fa46022b6357c\" title=\"\" tg-width=\"866\" tg-height=\"593\"/></p><p>受此消息影响,<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>美股盘前一度涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68c4b5710b5a16d1687dcebe9e3414c0\" title=\"\" tg-width=\"858\" tg-height=\"831\"/></p><p><strong>以下为全文:</strong></p><p>致全体投资人:坦诚沟通一个问题和两大机遇 <br/><br/>——并股、扩股破局资金瓶颈,推动“颠覆者+开创者”战略实现 <br/><br/>尊敬的全体FFIE投资人,大家好! <br/><br/>上周五,公司发公告披露了关于引入机构投资者和战略投资者一揽子计划的重要一步,即并股和扩股。并更新了第二阶段交付时间。公司管理层及我本人都接收到了很多询问,诸多股东通过各种渠道表达了担忧,甚至不满。十分感激大家对公司发展的高度关切,没有你们的支持,FF无法走到今天。我们为什么会做出这个可能让有些股东产生误解、但却是保障对FF和所有股东长期利益最大化的正确决定?我想和大家坦诚地沟通一个问题和两大机遇。 <br/><br/>一个问题,即我们第二阶段交付推迟的问题。两大机遇分别指的是:1.FF在扑面而来的智能电车科技顶奢市场颠覆浪潮中的独有历史性机遇; 2.FF通过并股、扩股破局资金瓶颈,实现“颠覆者+开创者”战略的重大机遇。 <br/><br/>一、第二阶段交付推迟 反映出FF团队工业化能力和融资能力都亟待提升 <br/><br/>FF 91 2.0 Futurist Alliance第二阶段交付推迟到8月,我在此向大家表示深深的歉意。 <br/><br/>如何解决上述具体问题,尽快启动第二阶段共创交付,FF全球CEO陈雪峰会做具体介绍。而我想重点讲下如何解决导致此次交付推迟的几个更深层次的系统性原因,即FF团队的工业化能力不足和融资能力不足。 <br/><br/>首先,我们团队的工业化能力如何提升?在快速提升现有团队的自身能力的同时,加速招聘传统塔尖车企相关人才。 <br/><br/>FF 91 2.0 Futurist Alliance是基于“FF aiHyper 6x4 Architecture 2.0打造的极智科技顶奢的硅基新物种新品类“全能aiHypercar”,对工业化能力提出了很大挑战。不过,汽车产业的工业化体系能力经过百年沉淀,已经非常成熟且在资源到位的情况下有可能迅速提升改进。只要有合理的资金投入,我们有信心迅速提升FF新老工业化团队的整体能力。 <br/><br/>其次,如何解决FF的融资能力不足?从去年底开始,我们的团队仅用了六个月时间,在资金紧张的情况下,就完成了FF 91 2.0量产前的迭代升级、SOP、首辆车下线、终极发布并启动了第一阶段共创交付五个重大里程碑,体现了极强的资金管理能力和使用效率,但极智科技顶奢塔尖战略需要资金的及时到位和支持,接下来我想分享下FF面临的两大机遇,包括如何彻底破局资金瓶颈。 <br/><br/>二、“决胜五力”,FF在扑面而来的智能电车科技顶奢市场颠覆浪潮中的独有历史性机遇 <br/><br/>从产业基本面看,未来出行产业塔尖以下市场空间的变革和竞争已经到了白热化的地步,只有塔尖市场还是蓝海。当下传统汽车塔尖市场的颠覆浪潮正扑面而来,FF是唯一一个在这一历史机遇面前,几乎做好了所有准备的企业。 我们九年来积累了极智科技顶奢战略定位及产品力、技术力、品牌力、销售力、用户力组成的“决胜五力”,决定了FF最可能成为这个市场的颠覆者。 <br/><br/>“全AI化、全Hyper化、全能化和共创化”将成为智能电车科技顶奢出行行业的重大变革趋势,这和FF创立以来坚持的产品路线与技术路线高度吻合,我们已经为接下来爆发式的发展做好了充分的准备。 <br/><br/>作为基于加州的全球化极智科技顶奢智能电动车公司,FF实现了美国基础科技和中国互联网应用科技的融合,中美相关行业人才优势的融合,以及中美作为全球前两大顶奢电动车市场的融合,三重破界化反,以及我们独有的中美24小时全天候日不落工作模式,造就了FF在塔尖市场的独特竞争优势。同时还有那么多的创业者和Futurists都在期盼着我们能够成功,我们为独有的中美双基因双主场优势的全面爆发做好了准备。 <br/><br/>在我们继续第一阶段交付并准备进入第二阶段交付的今天,FF已经形成了从研发、生产制造、供应链到用户获取和用户运营的端到端经营闭环。公司很快将正式产生销售收入,进入全新发展阶段,加上共创共享和高毛利的商业目标,会与上一个阶段不同。现在只要新资金到位,我们就能迅速实现产能和销售爬坡、收入增长、价值快速提升,不同于其他新势力造车企业的烧钱模式,实现少投入高收益的正向循环,最大化股东和投资人利益。在并股和扩股通过股东批准后,FF基本面将迎来全面向好,迎来引入机构投资者和战略投资者的最佳黄金时机,FF为引入机构投资者和战略投资者后的战略快速落地、价值快速增长做好了准备。 <br/><br/>三、刻不容缓, 并股、扩股破局资金瓶颈是FF实现“颠覆者+开创者“战略的重大机遇 <br/><br/>企业价值和投资人回报会受宏观经济基本面、产业基本面、公司基本面和资本市场基本面的影响,而股价、股数和股份注册的三大融资技术面瓶颈,对于现在的FF基本面加速向好影响重大。 <br/>从宏观经济基本面来看,现在全球经济基本面趋于稳定,控制通货膨胀、利率水平预期趋于明确,资本市场资金正逐步向有快速发展的科技公司开放,机会开始涌现、估值开始修复。 <br/><br/>从SPAC类科技上市公司基本面来看,2020以来,席卷华尔街的SPAC产业走过了从狂热到沉淀的三年,大浪淘沙后存活下来且进入上升通道的这类公司,体系能力得到了历练提升,其战略价值也得到验证,然而其中很多企业当下的市值却处于历史极低点,价值被严重低估,正是战略投资实现利益最大化的好机会,被烈火锤炼后涅槃重生的FF就是这类高科技上市公司的代表之一。 <br/><br/>我在前面已经分析了产业基本面和FF基本面,可见,虽然决定着FF价值和投资人回报的四大基本面持续向好,但从过去一年中连续几个季度的低现金余额(去年12月底1542万美元,今年一季度末3026万美元,二季度末1623万美元)可以看到,公司极度紧张的资金状况严重伤害了我们战略的快速推进。必须彻底解决资金问题,才能保持公司价值在上升的高速通道上继续前进,实现FF极智科技顶奢塔尖市场领导者定位。 <br/><br/>公司与大型机构投资人和财务顾问进行了反复的咨询和沟通,决定采取并股和扩股相关举措,一举破局FF股价过低、可发行股数不足和股份注册所需时间过长的三大融资技术面瓶颈,这对FF基本面迅速提升起到决定性影响,也是公司就并股和扩股向股东寻求批准的根本考量。 <br/><br/>首先,并股将快速改变低股价状态为引入大型机构投资者铺路。 <br/><br/>大型投资机构对股价低于5美金的公司少有关注,但由于现在股价过低,难以引入大型机构投资人,加上FF长期以来低现金流运转,严重影响公司经营基本面改善,难以实现短期内股价大幅上升并维持在5美元以上甚至更高股价。所以公司采取行动,把握住当下稍纵即逝的融资窗口。这和我们为了满足纳斯达克合规要求,此前FF社区发出关于1美元最低股价的并股计划问卷调查的出发点和紧迫性完全不同。 <br/><br/>并股本身对FF的总市值以及投资人的持股价值不会有任何改变。我们对2020年4月至2023年5月实施并股的美国上市公司并股后的股价表现进行了全面分析,数据显示,实施1:25以上高比例并股的上市公司,并股后1个月期满时的整体股价高于并股时,也明显优于低比例并股的上市公司的股价表现。这说明虽然极短期内股价可能出现阵痛,但并股实施后,资本市场对上市公司的更多关注和潜在投资机会的增加起到了积极作用。 <br/><br/>目前FF管理层提议的并股比例区间是1:2-1:90,在得到股东审批后,董事会将会根据实际情况确定并股时间和比例。届时,公司已发行在外的A类股和B类股将按照同一比例进行并股。 <br/><br/>其次,足够的可发行股数是融资成功的基本前提和引入战略投资者的技术保障。 <br/><br/>为了迅速破局资金瓶颈,推进FF极智科技顶奢塔尖战略成功落地,合理的扩股是引入机构投资者并释放FF“决胜五力”的前提条件,也是引入战略投资者的技术保障。只有资金能力不足得到本质改善,保障了业务发展和战略落地,FF经营基本面才能突破性迅速提升,从而为股东和投资人创造高额回报。 <br/><br/>并股实施后,公司16.9亿的可授权A类股股数将保持不变,这将为战略性融资预留足够的股本空间,公司将根据机构投资者和战略投资者的体量确定增发的股份数量。更重要的是,我们的增发以公平、透明为原则,而且任何六个月内累计超过20%的股份增发都需要提交股东大会批准,从而保护投资人的权益。公司与所有股东的利益高度一致,我们希望稀释尽量少的股份,来筹集资金。 <br/><br/>受益于持续一年以上按时披露财报,FF已经可以通过S-3注册股份,这将有效解决股份注册时间过长的问题,加上并股计划实施后对机构投资者吸引力增大,让公司有机会使用新的成本更低、效率更高的融资工具,公司希望利用该融资新工具来筹集上周五公告中的3亿美元融资额度。 <br/><br/>只要完成以上所有计划,我们相信市值增长倍数将远远大于股本增长倍数,给投资人带来应有的长期价值回报。进入交付和开始销售阶段的FF形成经营闭环并很快将实现销售收入,对机构投资者和战略投资者吸引力大增,现在是他们获得最高投资回报率的绝好时机。 <br/><br/>四、下一步快速推动以下七个方面工作,进而实现FF价值全面回归,尽快达成极智科技顶奢塔尖战略目标 <br/><br/>1. 交付和爬坡:全力以赴实现“全能 aiHypercar” FF 91 2.0 Futurist Alliance 8月份第二阶段交付和产能爬坡。 <br/>2. 用户获取和用户运营:持续保持用户获取能力领先产量爬坡,尽快让越来越多的FF 91 2.0用户“无论哪里都能体验赛道上大象的极致舞步”。通过极智的用户运营,持续不断的给用户创造更高价值。 <br/><br/>3. “极智科技顶奢”塔尖品牌及用户口碑:通过打造FF的无敌产品力和技术力,全面树立极智科技顶奢的塔尖品牌的极致用户口碑。 <br/><br/>4. 研发、“FF 开发者共创”和“FF全球赛道征服者计划——大象极致舞步”:FF产品和研发团队与外部开发者一起共创,实现“FF aiHyper 6X4 Architecture 2.0”和“全能aiHypercar“不断迭代升级,在动力Hyper和aiHyper能力持续增强的同时,让FF 91 2.0这头大象一个接一个去征服包括纽北、勒芒、银石和印第安纳波利斯在内的全球所有著名赛道,不断刷新纪录,即“FF全球赛道征服者计划”。 <br/><br/>5. 工业化能力提升:全面快速提升团队的供应链能力和生产制造能力。 <br/><br/>6. 资金支持:我们将彻底解决融资三大技术限制,以最快速度、更低成本、及时快速融到足够资金。 <br/><br/>7. FF中国落地:我们正在全力推进FF中国落地项目。 <br/><br/>我视FF为自己的生命,我一直在竭尽全力保护FF,保证FF全体股东的利益不受损害。让我们一起,在扑面而来的智能电车科技顶奢市场颠覆浪潮中,共同把握FF独有历史性机遇,将FF打造成智能电车时代下极智科技顶奢超级塔尖市场的开创者,和以法拉利和迈巴赫为代表的传统超豪华汽车文明的颠覆者。我们会保持与股东们最坦诚的沟通,听取股东们的意见,并全力以赴为股东创造最大的价值。 <br/><br/>感谢大家。 <br/><br/>YT Jia</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>贾跃亭:正在全力推进FF中国落地项目</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贾跃亭:正在全力推进FF中国落地项目\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-06-21 16:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月21日,贾跃亭在微博发长文就法拉第未来首款车型第二阶段交付推迟致歉,并表示下一步将快速推动以下七个方面工作,进而实现FF价值全面回归,尽快达成极智科技顶奢塔尖战略目标。包括全力以赴实现“全能 aiHypercar” FF 91 2.0 Futurist Alliance 8月份第二阶段交付和产能爬坡;全面快速提升团队的供应链能力和生产制造能力;将彻底解决融资三大技术限制,以最快速度、更低成本、及时快速融到足够资金;正在全力推进FF中国落地项目等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11ed3b475587b63ca37fa46022b6357c\" title=\"\" tg-width=\"866\" tg-height=\"593\"/></p><p>受此消息影响,<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>美股盘前一度涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68c4b5710b5a16d1687dcebe9e3414c0\" title=\"\" tg-width=\"858\" tg-height=\"831\"/></p><p><strong>以下为全文:</strong></p><p>致全体投资人:坦诚沟通一个问题和两大机遇 <br/><br/>——并股、扩股破局资金瓶颈,推动“颠覆者+开创者”战略实现 <br/><br/>尊敬的全体FFIE投资人,大家好! <br/><br/>上周五,公司发公告披露了关于引入机构投资者和战略投资者一揽子计划的重要一步,即并股和扩股。并更新了第二阶段交付时间。公司管理层及我本人都接收到了很多询问,诸多股东通过各种渠道表达了担忧,甚至不满。十分感激大家对公司发展的高度关切,没有你们的支持,FF无法走到今天。我们为什么会做出这个可能让有些股东产生误解、但却是保障对FF和所有股东长期利益最大化的正确决定?我想和大家坦诚地沟通一个问题和两大机遇。 <br/><br/>一个问题,即我们第二阶段交付推迟的问题。两大机遇分别指的是:1.FF在扑面而来的智能电车科技顶奢市场颠覆浪潮中的独有历史性机遇; 2.FF通过并股、扩股破局资金瓶颈,实现“颠覆者+开创者”战略的重大机遇。 <br/><br/>一、第二阶段交付推迟 反映出FF团队工业化能力和融资能力都亟待提升 <br/><br/>FF 91 2.0 Futurist Alliance第二阶段交付推迟到8月,我在此向大家表示深深的歉意。 <br/><br/>如何解决上述具体问题,尽快启动第二阶段共创交付,FF全球CEO陈雪峰会做具体介绍。而我想重点讲下如何解决导致此次交付推迟的几个更深层次的系统性原因,即FF团队的工业化能力不足和融资能力不足。 <br/><br/>首先,我们团队的工业化能力如何提升?在快速提升现有团队的自身能力的同时,加速招聘传统塔尖车企相关人才。 <br/><br/>FF 91 2.0 Futurist Alliance是基于“FF aiHyper 6x4 Architecture 2.0打造的极智科技顶奢的硅基新物种新品类“全能aiHypercar”,对工业化能力提出了很大挑战。不过,汽车产业的工业化体系能力经过百年沉淀,已经非常成熟且在资源到位的情况下有可能迅速提升改进。只要有合理的资金投入,我们有信心迅速提升FF新老工业化团队的整体能力。 <br/><br/>其次,如何解决FF的融资能力不足?从去年底开始,我们的团队仅用了六个月时间,在资金紧张的情况下,就完成了FF 91 2.0量产前的迭代升级、SOP、首辆车下线、终极发布并启动了第一阶段共创交付五个重大里程碑,体现了极强的资金管理能力和使用效率,但极智科技顶奢塔尖战略需要资金的及时到位和支持,接下来我想分享下FF面临的两大机遇,包括如何彻底破局资金瓶颈。 <br/><br/>二、“决胜五力”,FF在扑面而来的智能电车科技顶奢市场颠覆浪潮中的独有历史性机遇 <br/><br/>从产业基本面看,未来出行产业塔尖以下市场空间的变革和竞争已经到了白热化的地步,只有塔尖市场还是蓝海。当下传统汽车塔尖市场的颠覆浪潮正扑面而来,FF是唯一一个在这一历史机遇面前,几乎做好了所有准备的企业。 我们九年来积累了极智科技顶奢战略定位及产品力、技术力、品牌力、销售力、用户力组成的“决胜五力”,决定了FF最可能成为这个市场的颠覆者。 <br/><br/>“全AI化、全Hyper化、全能化和共创化”将成为智能电车科技顶奢出行行业的重大变革趋势,这和FF创立以来坚持的产品路线与技术路线高度吻合,我们已经为接下来爆发式的发展做好了充分的准备。 <br/><br/>作为基于加州的全球化极智科技顶奢智能电动车公司,FF实现了美国基础科技和中国互联网应用科技的融合,中美相关行业人才优势的融合,以及中美作为全球前两大顶奢电动车市场的融合,三重破界化反,以及我们独有的中美24小时全天候日不落工作模式,造就了FF在塔尖市场的独特竞争优势。同时还有那么多的创业者和Futurists都在期盼着我们能够成功,我们为独有的中美双基因双主场优势的全面爆发做好了准备。 <br/><br/>在我们继续第一阶段交付并准备进入第二阶段交付的今天,FF已经形成了从研发、生产制造、供应链到用户获取和用户运营的端到端经营闭环。公司很快将正式产生销售收入,进入全新发展阶段,加上共创共享和高毛利的商业目标,会与上一个阶段不同。现在只要新资金到位,我们就能迅速实现产能和销售爬坡、收入增长、价值快速提升,不同于其他新势力造车企业的烧钱模式,实现少投入高收益的正向循环,最大化股东和投资人利益。在并股和扩股通过股东批准后,FF基本面将迎来全面向好,迎来引入机构投资者和战略投资者的最佳黄金时机,FF为引入机构投资者和战略投资者后的战略快速落地、价值快速增长做好了准备。 <br/><br/>三、刻不容缓, 并股、扩股破局资金瓶颈是FF实现“颠覆者+开创者“战略的重大机遇 <br/><br/>企业价值和投资人回报会受宏观经济基本面、产业基本面、公司基本面和资本市场基本面的影响,而股价、股数和股份注册的三大融资技术面瓶颈,对于现在的FF基本面加速向好影响重大。 <br/>从宏观经济基本面来看,现在全球经济基本面趋于稳定,控制通货膨胀、利率水平预期趋于明确,资本市场资金正逐步向有快速发展的科技公司开放,机会开始涌现、估值开始修复。 <br/><br/>从SPAC类科技上市公司基本面来看,2020以来,席卷华尔街的SPAC产业走过了从狂热到沉淀的三年,大浪淘沙后存活下来且进入上升通道的这类公司,体系能力得到了历练提升,其战略价值也得到验证,然而其中很多企业当下的市值却处于历史极低点,价值被严重低估,正是战略投资实现利益最大化的好机会,被烈火锤炼后涅槃重生的FF就是这类高科技上市公司的代表之一。 <br/><br/>我在前面已经分析了产业基本面和FF基本面,可见,虽然决定着FF价值和投资人回报的四大基本面持续向好,但从过去一年中连续几个季度的低现金余额(去年12月底1542万美元,今年一季度末3026万美元,二季度末1623万美元)可以看到,公司极度紧张的资金状况严重伤害了我们战略的快速推进。必须彻底解决资金问题,才能保持公司价值在上升的高速通道上继续前进,实现FF极智科技顶奢塔尖市场领导者定位。 <br/><br/>公司与大型机构投资人和财务顾问进行了反复的咨询和沟通,决定采取并股和扩股相关举措,一举破局FF股价过低、可发行股数不足和股份注册所需时间过长的三大融资技术面瓶颈,这对FF基本面迅速提升起到决定性影响,也是公司就并股和扩股向股东寻求批准的根本考量。 <br/><br/>首先,并股将快速改变低股价状态为引入大型机构投资者铺路。 <br/><br/>大型投资机构对股价低于5美金的公司少有关注,但由于现在股价过低,难以引入大型机构投资人,加上FF长期以来低现金流运转,严重影响公司经营基本面改善,难以实现短期内股价大幅上升并维持在5美元以上甚至更高股价。所以公司采取行动,把握住当下稍纵即逝的融资窗口。这和我们为了满足纳斯达克合规要求,此前FF社区发出关于1美元最低股价的并股计划问卷调查的出发点和紧迫性完全不同。 <br/><br/>并股本身对FF的总市值以及投资人的持股价值不会有任何改变。我们对2020年4月至2023年5月实施并股的美国上市公司并股后的股价表现进行了全面分析,数据显示,实施1:25以上高比例并股的上市公司,并股后1个月期满时的整体股价高于并股时,也明显优于低比例并股的上市公司的股价表现。这说明虽然极短期内股价可能出现阵痛,但并股实施后,资本市场对上市公司的更多关注和潜在投资机会的增加起到了积极作用。 <br/><br/>目前FF管理层提议的并股比例区间是1:2-1:90,在得到股东审批后,董事会将会根据实际情况确定并股时间和比例。届时,公司已发行在外的A类股和B类股将按照同一比例进行并股。 <br/><br/>其次,足够的可发行股数是融资成功的基本前提和引入战略投资者的技术保障。 <br/><br/>为了迅速破局资金瓶颈,推进FF极智科技顶奢塔尖战略成功落地,合理的扩股是引入机构投资者并释放FF“决胜五力”的前提条件,也是引入战略投资者的技术保障。只有资金能力不足得到本质改善,保障了业务发展和战略落地,FF经营基本面才能突破性迅速提升,从而为股东和投资人创造高额回报。 <br/><br/>并股实施后,公司16.9亿的可授权A类股股数将保持不变,这将为战略性融资预留足够的股本空间,公司将根据机构投资者和战略投资者的体量确定增发的股份数量。更重要的是,我们的增发以公平、透明为原则,而且任何六个月内累计超过20%的股份增发都需要提交股东大会批准,从而保护投资人的权益。公司与所有股东的利益高度一致,我们希望稀释尽量少的股份,来筹集资金。 <br/><br/>受益于持续一年以上按时披露财报,FF已经可以通过S-3注册股份,这将有效解决股份注册时间过长的问题,加上并股计划实施后对机构投资者吸引力增大,让公司有机会使用新的成本更低、效率更高的融资工具,公司希望利用该融资新工具来筹集上周五公告中的3亿美元融资额度。 <br/><br/>只要完成以上所有计划,我们相信市值增长倍数将远远大于股本增长倍数,给投资人带来应有的长期价值回报。进入交付和开始销售阶段的FF形成经营闭环并很快将实现销售收入,对机构投资者和战略投资者吸引力大增,现在是他们获得最高投资回报率的绝好时机。 <br/><br/>四、下一步快速推动以下七个方面工作,进而实现FF价值全面回归,尽快达成极智科技顶奢塔尖战略目标 <br/><br/>1. 交付和爬坡:全力以赴实现“全能 aiHypercar” FF 91 2.0 Futurist Alliance 8月份第二阶段交付和产能爬坡。 <br/>2. 用户获取和用户运营:持续保持用户获取能力领先产量爬坡,尽快让越来越多的FF 91 2.0用户“无论哪里都能体验赛道上大象的极致舞步”。通过极智的用户运营,持续不断的给用户创造更高价值。 <br/><br/>3. “极智科技顶奢”塔尖品牌及用户口碑:通过打造FF的无敌产品力和技术力,全面树立极智科技顶奢的塔尖品牌的极致用户口碑。 <br/><br/>4. 研发、“FF 开发者共创”和“FF全球赛道征服者计划——大象极致舞步”:FF产品和研发团队与外部开发者一起共创,实现“FF aiHyper 6X4 Architecture 2.0”和“全能aiHypercar“不断迭代升级,在动力Hyper和aiHyper能力持续增强的同时,让FF 91 2.0这头大象一个接一个去征服包括纽北、勒芒、银石和印第安纳波利斯在内的全球所有著名赛道,不断刷新纪录,即“FF全球赛道征服者计划”。 <br/><br/>5. 工业化能力提升:全面快速提升团队的供应链能力和生产制造能力。 <br/><br/>6. 资金支持:我们将彻底解决融资三大技术限制,以最快速度、更低成本、及时快速融到足够资金。 <br/><br/>7. FF中国落地:我们正在全力推进FF中国落地项目。 <br/><br/>我视FF为自己的生命,我一直在竭尽全力保护FF,保证FF全体股东的利益不受损害。让我们一起,在扑面而来的智能电车科技顶奢市场颠覆浪潮中,共同把握FF独有历史性机遇,将FF打造成智能电车时代下极智科技顶奢超级塔尖市场的开创者,和以法拉利和迈巴赫为代表的传统超豪华汽车文明的颠覆者。我们会保持与股东们最坦诚的沟通,听取股东们的意见,并全力以赴为股东创造最大的价值。 <br/><br/>感谢大家。 <br/><br/>YT Jia</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"BK4099":"汽车制造商","BK4555":"新能源车","FFIE":"Faraday Future","BK4109":"特种化学制品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137938920","content_text":"6月21日,贾跃亭在微博发长文就法拉第未来首款车型第二阶段交付推迟致歉,并表示下一步将快速推动以下七个方面工作,进而实现FF价值全面回归,尽快达成极智科技顶奢塔尖战略目标。包括全力以赴实现“全能 aiHypercar” FF 91 2.0 Futurist Alliance 8月份第二阶段交付和产能爬坡;全面快速提升团队的供应链能力和生产制造能力;将彻底解决融资三大技术限制,以最快速度、更低成本、及时快速融到足够资金;正在全力推进FF中国落地项目等。受此消息影响,法拉第未来美股盘前一度涨超6%。以下为全文:致全体投资人:坦诚沟通一个问题和两大机遇 ——并股、扩股破局资金瓶颈,推动“颠覆者+开创者”战略实现 尊敬的全体FFIE投资人,大家好! 上周五,公司发公告披露了关于引入机构投资者和战略投资者一揽子计划的重要一步,即并股和扩股。并更新了第二阶段交付时间。公司管理层及我本人都接收到了很多询问,诸多股东通过各种渠道表达了担忧,甚至不满。十分感激大家对公司发展的高度关切,没有你们的支持,FF无法走到今天。我们为什么会做出这个可能让有些股东产生误解、但却是保障对FF和所有股东长期利益最大化的正确决定?我想和大家坦诚地沟通一个问题和两大机遇。 一个问题,即我们第二阶段交付推迟的问题。两大机遇分别指的是:1.FF在扑面而来的智能电车科技顶奢市场颠覆浪潮中的独有历史性机遇; 2.FF通过并股、扩股破局资金瓶颈,实现“颠覆者+开创者”战略的重大机遇。 一、第二阶段交付推迟 反映出FF团队工业化能力和融资能力都亟待提升 FF 91 2.0 Futurist Alliance第二阶段交付推迟到8月,我在此向大家表示深深的歉意。 如何解决上述具体问题,尽快启动第二阶段共创交付,FF全球CEO陈雪峰会做具体介绍。而我想重点讲下如何解决导致此次交付推迟的几个更深层次的系统性原因,即FF团队的工业化能力不足和融资能力不足。 首先,我们团队的工业化能力如何提升?在快速提升现有团队的自身能力的同时,加速招聘传统塔尖车企相关人才。 FF 91 2.0 Futurist Alliance是基于“FF aiHyper 6x4 Architecture 2.0打造的极智科技顶奢的硅基新物种新品类“全能aiHypercar”,对工业化能力提出了很大挑战。不过,汽车产业的工业化体系能力经过百年沉淀,已经非常成熟且在资源到位的情况下有可能迅速提升改进。只要有合理的资金投入,我们有信心迅速提升FF新老工业化团队的整体能力。 其次,如何解决FF的融资能力不足?从去年底开始,我们的团队仅用了六个月时间,在资金紧张的情况下,就完成了FF 91 2.0量产前的迭代升级、SOP、首辆车下线、终极发布并启动了第一阶段共创交付五个重大里程碑,体现了极强的资金管理能力和使用效率,但极智科技顶奢塔尖战略需要资金的及时到位和支持,接下来我想分享下FF面临的两大机遇,包括如何彻底破局资金瓶颈。 二、“决胜五力”,FF在扑面而来的智能电车科技顶奢市场颠覆浪潮中的独有历史性机遇 从产业基本面看,未来出行产业塔尖以下市场空间的变革和竞争已经到了白热化的地步,只有塔尖市场还是蓝海。当下传统汽车塔尖市场的颠覆浪潮正扑面而来,FF是唯一一个在这一历史机遇面前,几乎做好了所有准备的企业。 我们九年来积累了极智科技顶奢战略定位及产品力、技术力、品牌力、销售力、用户力组成的“决胜五力”,决定了FF最可能成为这个市场的颠覆者。 “全AI化、全Hyper化、全能化和共创化”将成为智能电车科技顶奢出行行业的重大变革趋势,这和FF创立以来坚持的产品路线与技术路线高度吻合,我们已经为接下来爆发式的发展做好了充分的准备。 作为基于加州的全球化极智科技顶奢智能电动车公司,FF实现了美国基础科技和中国互联网应用科技的融合,中美相关行业人才优势的融合,以及中美作为全球前两大顶奢电动车市场的融合,三重破界化反,以及我们独有的中美24小时全天候日不落工作模式,造就了FF在塔尖市场的独特竞争优势。同时还有那么多的创业者和Futurists都在期盼着我们能够成功,我们为独有的中美双基因双主场优势的全面爆发做好了准备。 在我们继续第一阶段交付并准备进入第二阶段交付的今天,FF已经形成了从研发、生产制造、供应链到用户获取和用户运营的端到端经营闭环。公司很快将正式产生销售收入,进入全新发展阶段,加上共创共享和高毛利的商业目标,会与上一个阶段不同。现在只要新资金到位,我们就能迅速实现产能和销售爬坡、收入增长、价值快速提升,不同于其他新势力造车企业的烧钱模式,实现少投入高收益的正向循环,最大化股东和投资人利益。在并股和扩股通过股东批准后,FF基本面将迎来全面向好,迎来引入机构投资者和战略投资者的最佳黄金时机,FF为引入机构投资者和战略投资者后的战略快速落地、价值快速增长做好了准备。 三、刻不容缓, 并股、扩股破局资金瓶颈是FF实现“颠覆者+开创者“战略的重大机遇 企业价值和投资人回报会受宏观经济基本面、产业基本面、公司基本面和资本市场基本面的影响,而股价、股数和股份注册的三大融资技术面瓶颈,对于现在的FF基本面加速向好影响重大。 从宏观经济基本面来看,现在全球经济基本面趋于稳定,控制通货膨胀、利率水平预期趋于明确,资本市场资金正逐步向有快速发展的科技公司开放,机会开始涌现、估值开始修复。 从SPAC类科技上市公司基本面来看,2020以来,席卷华尔街的SPAC产业走过了从狂热到沉淀的三年,大浪淘沙后存活下来且进入上升通道的这类公司,体系能力得到了历练提升,其战略价值也得到验证,然而其中很多企业当下的市值却处于历史极低点,价值被严重低估,正是战略投资实现利益最大化的好机会,被烈火锤炼后涅槃重生的FF就是这类高科技上市公司的代表之一。 我在前面已经分析了产业基本面和FF基本面,可见,虽然决定着FF价值和投资人回报的四大基本面持续向好,但从过去一年中连续几个季度的低现金余额(去年12月底1542万美元,今年一季度末3026万美元,二季度末1623万美元)可以看到,公司极度紧张的资金状况严重伤害了我们战略的快速推进。必须彻底解决资金问题,才能保持公司价值在上升的高速通道上继续前进,实现FF极智科技顶奢塔尖市场领导者定位。 公司与大型机构投资人和财务顾问进行了反复的咨询和沟通,决定采取并股和扩股相关举措,一举破局FF股价过低、可发行股数不足和股份注册所需时间过长的三大融资技术面瓶颈,这对FF基本面迅速提升起到决定性影响,也是公司就并股和扩股向股东寻求批准的根本考量。 首先,并股将快速改变低股价状态为引入大型机构投资者铺路。 大型投资机构对股价低于5美金的公司少有关注,但由于现在股价过低,难以引入大型机构投资人,加上FF长期以来低现金流运转,严重影响公司经营基本面改善,难以实现短期内股价大幅上升并维持在5美元以上甚至更高股价。所以公司采取行动,把握住当下稍纵即逝的融资窗口。这和我们为了满足纳斯达克合规要求,此前FF社区发出关于1美元最低股价的并股计划问卷调查的出发点和紧迫性完全不同。 并股本身对FF的总市值以及投资人的持股价值不会有任何改变。我们对2020年4月至2023年5月实施并股的美国上市公司并股后的股价表现进行了全面分析,数据显示,实施1:25以上高比例并股的上市公司,并股后1个月期满时的整体股价高于并股时,也明显优于低比例并股的上市公司的股价表现。这说明虽然极短期内股价可能出现阵痛,但并股实施后,资本市场对上市公司的更多关注和潜在投资机会的增加起到了积极作用。 目前FF管理层提议的并股比例区间是1:2-1:90,在得到股东审批后,董事会将会根据实际情况确定并股时间和比例。届时,公司已发行在外的A类股和B类股将按照同一比例进行并股。 其次,足够的可发行股数是融资成功的基本前提和引入战略投资者的技术保障。 为了迅速破局资金瓶颈,推进FF极智科技顶奢塔尖战略成功落地,合理的扩股是引入机构投资者并释放FF“决胜五力”的前提条件,也是引入战略投资者的技术保障。只有资金能力不足得到本质改善,保障了业务发展和战略落地,FF经营基本面才能突破性迅速提升,从而为股东和投资人创造高额回报。 并股实施后,公司16.9亿的可授权A类股股数将保持不变,这将为战略性融资预留足够的股本空间,公司将根据机构投资者和战略投资者的体量确定增发的股份数量。更重要的是,我们的增发以公平、透明为原则,而且任何六个月内累计超过20%的股份增发都需要提交股东大会批准,从而保护投资人的权益。公司与所有股东的利益高度一致,我们希望稀释尽量少的股份,来筹集资金。 受益于持续一年以上按时披露财报,FF已经可以通过S-3注册股份,这将有效解决股份注册时间过长的问题,加上并股计划实施后对机构投资者吸引力增大,让公司有机会使用新的成本更低、效率更高的融资工具,公司希望利用该融资新工具来筹集上周五公告中的3亿美元融资额度。 只要完成以上所有计划,我们相信市值增长倍数将远远大于股本增长倍数,给投资人带来应有的长期价值回报。进入交付和开始销售阶段的FF形成经营闭环并很快将实现销售收入,对机构投资者和战略投资者吸引力大增,现在是他们获得最高投资回报率的绝好时机。 四、下一步快速推动以下七个方面工作,进而实现FF价值全面回归,尽快达成极智科技顶奢塔尖战略目标 1. 交付和爬坡:全力以赴实现“全能 aiHypercar” FF 91 2.0 Futurist Alliance 8月份第二阶段交付和产能爬坡。 2. 用户获取和用户运营:持续保持用户获取能力领先产量爬坡,尽快让越来越多的FF 91 2.0用户“无论哪里都能体验赛道上大象的极致舞步”。通过极智的用户运营,持续不断的给用户创造更高价值。 3. “极智科技顶奢”塔尖品牌及用户口碑:通过打造FF的无敌产品力和技术力,全面树立极智科技顶奢的塔尖品牌的极致用户口碑。 4. 研发、“FF 开发者共创”和“FF全球赛道征服者计划——大象极致舞步”:FF产品和研发团队与外部开发者一起共创,实现“FF aiHyper 6X4 Architecture 2.0”和“全能aiHypercar“不断迭代升级,在动力Hyper和aiHyper能力持续增强的同时,让FF 91 2.0这头大象一个接一个去征服包括纽北、勒芒、银石和印第安纳波利斯在内的全球所有著名赛道,不断刷新纪录,即“FF全球赛道征服者计划”。 5. 工业化能力提升:全面快速提升团队的供应链能力和生产制造能力。 6. 资金支持:我们将彻底解决融资三大技术限制,以最快速度、更低成本、及时快速融到足够资金。 7. FF中国落地:我们正在全力推进FF中国落地项目。 我视FF为自己的生命,我一直在竭尽全力保护FF,保证FF全体股东的利益不受损害。让我们一起,在扑面而来的智能电车科技顶奢市场颠覆浪潮中,共同把握FF独有历史性机遇,将FF打造成智能电车时代下极智科技顶奢超级塔尖市场的开创者,和以法拉利和迈巴赫为代表的传统超豪华汽车文明的颠覆者。我们会保持与股东们最坦诚的沟通,听取股东们的意见,并全力以赴为股东创造最大的价值。 感谢大家。 YT Jia","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":281155244347624,"gmtCreate":1709672010806,"gmtModify":1709677535593,"author":{"id":"137603439618606","authorId":"137603439618606","name":"待动哥","avatar":"https://static.tigerbbs.com/f55186f90ff35cb85f185feacd86bf1b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"137603439618606","authorIdStr":"137603439618606"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> ","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 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