2026-01-03 11:24:23

Recent financial data is a bit sobering—Q4 delivered 418,227 units, which is still not very ideal compared to the expected 440,907 units. The annual production was 434,358 units, down 5.5% year-over-year, which indeed reflects the increasing competition in the entire new energy vehicle market. However, looking at the longer term, total deliveries for the year reached 1.64 million units, down 8.6% YoY, but still slightly above the estimated 1.6 million.

Speaking of this company's core competitiveness, simply selling cars is no longer the main focus. The truly imaginative areas are elsewhere—iterations in autonomous driving technology, the layout of commercial spaceflight, progress in humanoid robots, and the energy storage track. Energy storage is especially interesting, as it directly aligns with the trend of upgrading the entire energy structure.

From smart manufacturing to the energy revolution, this company is no longer a traditional automaker. It is reshaping several industries with hard technology, with robotics and energy storage becoming the next growth poles. If you say it is leading the future, that is not an exaggeration at all.

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NoodlesOrTokens

· 01-04 23:08

The delivery numbers are a bit disappointing, but energy storage definitely has potential; the real story is the energy revolution.

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GateUser-2fce706c

· 01-04 01:14

Delivering data is indeed challenging, but energy storage is the real secret to wealth. I've always said that selling cars is just a cover; the true high ground is the energy revolution. If you're still obsessing over sales figures, you haven't truly grasped the big picture.

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ZKProofEnthusiast

· 01-03 22:02

Although the car sales data is not great, the real story lies in energy storage and robotics. These are the true areas of future potential.

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MergeConflict

· 01-03 11:54

Although the car sales numbers are a bit disappointing, energy storage and robotics are where the true imagination lies. This is the ultimate thinking.

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RugpullSurvivor

· 01-03 11:45

The cars aren't selling anymore and you're still talking about the future? Wake up, can energy storage and robots make up for the gap of hundreds of thousands of vehicles?

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Degen4Breakfast

· 01-03 11:45

The car sales numbers are not great, but energy storage and robotics are the real stories. I am optimistic about this turnaround.

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MEVictim

· 01-03 11:42

Car sales data looks pretty bleak, but energy storage and robotics are the real gold mines. Cars are just the appetizer.

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EyeOfTheTokenStorm

· 01-03 11:32

The data indeed doesn't look good, but have you ever thought that focusing only on short-term metrics like delivery volume can't capture the core? My quantitative model has long shown that this is a typical bottoming pattern. Energy storage is the real moat, aligned with the major cycle of energy structure upgrades, representing a ten-year opportunity. The market is still stuck on quarterly data; the perspective is too narrow.

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ChainBrain

· 01-03 11:28

Car sales data is disappointing, but energy storage and robotics are the real gold mines—one is an energy revolution, and the other is the future of industry. These are the areas worth paying attention to.

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