亿纬锂能(300014.SZ)抢占人形机器人赛道先机，丰富技术储备助力锂电池龙头获得卡位优势

Core Viewpoint - The rapid development of humanoid robots is creating new opportunities for the battery industry, with leading companies like EVE Energy (亿纬锂能) positioned to benefit from their technological advantages in lithium batteries [1][2]. Group 1: Market Potential - The humanoid robot market is expected to see significant growth, with global shipments projected to exceed 10,000 units by 2025 and reach around 5 million units by 2030, leading to a market demand of approximately 750 billion yuan [2]. - EVE Energy is one of only four companies globally identified as capable of supplying batteries for humanoid robots, alongside CATL, LG Energy Solution, and Samsung SDI [2][3]. Group 2: Technical Requirements - Humanoid robots require batteries that provide sufficient energy while meeting strict requirements for weight, size, safety, and stable performance across various environments [3]. - The demand for high energy density, high power, high rate, high safety, and long lifespan batteries is critical for the performance of humanoid robots [3]. Group 3: EVE Energy's Strategic Position - EVE Energy has engaged with leading humanoid robot clients and has delivered samples for products including humanoid robots and robotic dogs [1][8]. - The company has developed a comprehensive lithium battery solution that includes various forms such as cylindrical, prismatic, and solid-state batteries, positioning itself as a versatile player in the battery market [6][7]. Group 4: Future Developments - EVE Energy plans to achieve breakthroughs in solid-state battery production by 2026 and aims to introduce high-energy solid-state batteries by 2028 [7]. - The company is expanding its battery applications across multiple sectors, including ground vehicles, low-altitude economic applications, and humanoid robots, indicating a strategic three-dimensional market approach [8]. Group 5: Industry Trends - The battery industry is expected to experience explosive growth, with a compound annual growth rate exceeding 100% from 2025 to 2030 for lithium batteries used in humanoid robots, with an estimated demand of over 100 GWh by 2030 [3][4].