v3.26.1
REVENUES
12 Months Ended
Dec. 31, 2025
REVENUES  
REVENUES

22.

REVENUES

The Group’s revenues were disaggregated by service lines as follows:

Year ended December 31, 

2025

2024

  ​ ​ ​

2023

  ​ ​ ​

US$

  ​ ​ ​

US$

  ​ ​ ​

US$

Service line

 

  ​

 

  ​

 

  ​

Sales of goods – third parties

 

  ​

 

  ​

 

  ​

 – EV lifestyle models

 

351,860

627,683

464,172

 – Sports cars

75,745

211,771

183,160

 – Parts and others

 

29,264

33,445

9,394

 

456,869

872,899

656,726

Sales of goods – related parties

 

 

 

 – EV lifestyle models

2,016

6,650

1,093

 – Sports cars

290

3,318

951

 – Parts and others

 

3,627

8,194

1,388

 

5,933

18,162

3,432

Subtotal

 

462,802

891,061

660,158

Services- third parties

 – R&D service

18,884

1,224

3,448

 – others1

8,367

7,706

2,829

27,251

8,930

6,277

Services- related parties

 

 

 

 – R&D service

 

25,101

22,799

10,619

 – others2

 

3,944

1,559

1,954

29,045

24,358

12,573

Subtotal

 

56,296

33,288

18,850

Total revenues

 

519,098

924,349

679,008

1 Others primarily include trainings, installed premium intelligent driving system and upgrades, free battery charging services, maintenance services and vehicle internet connection services.

2 Others primarily include commission service fee.

Geographic information

The following table summarizes the Group’s revenues by geographic areas based on customers locations:

Year ended December 31, 

2025

2024

  ​ ​ ​

2023

  ​ ​ ​

US$

  ​ ​ ​

US$

  ​ ​ ​

US$

Chinese mainland

 

262,772

314,368

419,448

UK

 

102,930

208,255

83,827

European countries, excluding UK

 

112,028

209,724

97,217

All others

41,368

192,002

78,516

 

519,098

924,349

679,008

Contract liabilities

Contract liabilities consisted of the following:

As of December 31, 

2025

  ​ ​ ​

2024

  ​ ​ ​

US$

  ​ ​ ​

US$

Current liabilities

 

  ​

 

  ​

 – Contract liabilities – third parties

 

18,459

33,964

 – Contract liabilities – related parties*

 

228

150

Non-current liabilities

 

 

 – Contract liabilities – third parties

 

7,458

8,683

Contract liabilities, current and non-current

 

26,145

42,797

*This item is included in accrued expenses and other current liabilities — related parties in the consolidated balance sheets as of December 31, 2025 and 2024.

Contract liabilities represent transaction price allocated to the performance obligations that are not yet satisfied or partially satisfied, which primarily arises from the undelivered vehicles, intelligent driving system, household charging piles, charging cards, free battery charging service, the extended lifetime warranty, maintenance service, vehicle internet connection services as well as technical research and development services. Amounts that are expected to recognize as revenues within one-year are included as current contract liabilities with the remaining balance recognized as other non-current liabilities.

Among the balance of contract liabilities of US$42,797 as of December 31, 2024, US$32,124 was recognized as revenue during the year ended December 31, 2025. The Group expects that US$30,445 of transaction price allocated to unsatisfied performance obligation as of December 31, 2025 will be recognized as revenues within one year. The remaining US$14,244 will be recognized over the remaining contract periods over 1 to 10 years.