Zheng Quan Ri Bao·2025-07-02 16:22Core Viewpoint - The entry of lithium battery companies, represented by CATL, into the robotics industry is a significant trend, aiming to create a new technological innovation ecosystem through the integration of technology and capital [1]. Group 1: Technological Synergy - The operation of robots relies heavily on efficient and reliable power sources, with batteries being a key technology [2]. - The lithium battery leaders, such as CATL and EVE Energy, have accumulated deep experience and technical strength in battery technology research and production [2]. - The high performance requirements of batteries for robots include high energy density for prolonged operation, high power output for quick response, and safety stability [2]. Group 2: Second Growth Curve - The rapid development of the new energy vehicle industry has led to increased market penetration, with predictions that the penetration rate in China will exceed 55% by 2025 and 70% by 2030 [3]. - As competition in the power battery sector intensifies and profit margins may shrink, lithium battery companies are seeking a "second growth curve" [3]. - The expansion of artificial intelligence technology and the growing demand for robotics applications present a significant opportunity for lithium battery companies [3]. Group 3: Industry Collaboration - The technological collaboration between the lithium battery and robotics industries is expected to play a crucial role across multiple stages [4]. - Lithium battery material companies are exploring new battery materials suitable for robotics, which will drive increased R&D investment [4]. - The collaboration between lithium battery companies and robotics manufacturers will optimize and innovate the manufacturing processes within the robotics industry [4].