Jia Yueting's FFR humanoid robots sold 351 units in a single month, with cumulative deliveries of 1,168 units, and he vows to make robot education No. 1 in the US

351 units sold in a single month! Jia Yueting vows to make robot education No. 1 in the US, and netizens are up in arms. Jaygee1 hour ago — is this reliable or not?

November 2 news: Jia Yueting has made headlines again. His FFR robots have now sold over a thousand units cumulatively, sparking heated discussion among netizens.

Today, Xiaolei will walk everyone through this properly.

FFR humanoid robots officially began deliveries at the end of February this year, and cumulative sales plus shipments have now reached 1,168 units, all delivered at a positive gross margin.

Image source: Weibo

Good grief — not relying on burning cash and selling at a loss to make noise; that's genuinely rare in today's humanoid robot industry.

At the current growth momentum, if monthly shipments in November and December both exceed 400 units, then full-year 2026 sales could land around two thousand units.

Honestly, when people mentioned FF before, they only saw carmaking. Now robots can be singled out as a performance target on their own, which shows Old Jia is truly treating this line as a key business.

Many friends probably ask: there are tons of companies making humanoid robots now, so why did FFR get out ahead?

In Xiaolei Bibi's (ID: xiaoleibbb) view, the main reason is that they picked the right first landing spot: the education track.

Education is currently the fastest-advancing track for FFR. It started with a pilot in Los Angeles, and after proving out the model, it has expanded to the Bay Area and Silicon Valley, officially beginning regional replication.

Jia Yueting himself has also publicly stated that FFR aims to be No. 1 in robots across the United States.

Image source: Weibo

The two new products just released in October directly lowered the threshold for education scenarios: the FF Nova humanoid robot is priced at $2,490, while the Nova Mini humanoid robot, positioned for early-childhood education, has a body price of only $299.

From entry-level models costing a few hundred dollars to industrial models costing over a hundred thousand dollars, the three major form factors cover education, industry, and other scenarios. This product matrix is truly comprehensive. Put plainly, it's about not putting all eggs in one basket: education models drive volume and scale, industrial models earn high profits, and quadruped and wheeled-arm products fill in niche scenarios. Its risk resistance is far stronger than that of companies that stubbornly stick to a single product.

That said, anything Jia Yueting does will always come with controversy.

Some netizens think that Old Jia is actually still at it, and he really did pull it off—you have to give him credit; others complain that he hasn't even figured out cars yet, and now he's here to do robots and tell stories?

Objective netizens, however, said that being able to deliver a thousand units at positive gross margin already makes it stronger than 90% of PPT robot companies, and that everyone should first see whether it can hit the full-year target; others joked that "returning to China next week" is impossible now, and it looks like he plans to see the robot business through overseas.

Xiaolei believes that FFR managing to deliver a thousand units in just over half a year while maintaining positive gross margin is itself quite noteworthy.

Image source: Weibo

Look at the global humanoid robot industry today: most companies are still at the prototype or small-scale trial stage, and those that can truly mass-produce, deliver, and sell over a thousand units can be counted on one hand.

Reaching this scale shows that its product and business model have at least completed a preliminary closed loop, rather than relying purely on PPT hype.

Then I think the smartest thing about FFR is that it did not follow the crowd and rush into general-purpose home humanoid robots.

Right now, many companies in the industry start off shouting that they want to build "family nannies" and "general-purpose AI robots," with concepts hyped everywhere, but real-world deployment is nowhere in sight. FFR, by contrast, first tackled the easiest scenario to deploy: education.

That said, Jia Yueting's robot venture this time is far more pragmatic than his FF car venture back then. The full-year target of 2,000 units is neither hard nor easy to say: it had already reached 351 units in October, just one step away from 400.

But Xiaolei Bibi (ID: xiaoleibbb) thinks that if he wants to completely shake off the "PPT king" label, it can't be proven by a thousand units in sales—he still has to scale it up.

The humanoid robot track needs people who actually do things.

To wrap up.

Do you think Jia Yueting's robots can sustain deliveries and profitability? Welcome to leave a comment in the comments section, and let's discuss it together.

Source: Leikeji

Images in this article are from: 123RF licensed image library. Infringement report Return to share Related articles All comments