Group 1 - The company has developed a tiered matrix of liquid high-silicon, semi-solid, and all-solid-state batteries, covering three mainstream solid-state routes: polymer, oxide, and sulfide. The semi-solid battery is already in commercial use, while the all-solid-state battery has completed prototype design breakthroughs and is preparing for pilot production, expected in 2026 to align with AI product research from terminal brand clients [2] - The integration of AI technology is driving a transformation in energy demand, as AI devices require lightweight, long-lasting power sources, and robots need efficient discharge without heat generation. Traditional battery technologies are reaching their limits, and the combination of AI and solid-state technology is key to solving the "safety-performance-volume" trade-off [2] - In the short term, the company focuses on AI edge application demands, while in the long term, it aims to build core competitiveness through solid-state battery technology, opening up high-value blue ocean markets [2] Group 2 - The company has established long-term, value-based strategic partnerships with leading clients, evolving from product cooperation to a more integrated relationship, which is fundamental to achieving long-term strategic goals [3] - In sectors such as smart wearables, robotics, and low-altitude applications, the company has collaborated with key clients to define new "AI + solid-state" products, creating a new energy foundation. This collaboration allows the company to become a "symbiotic partner" in AI innovation rather than just a battery supplier [3] - The year 2025 is identified as a critical year for the company's "AI + solid-state" strategy, with significant breakthroughs in production capacity integration, upgrades to smart manufacturing systems, and the continuous introduction of high-end clients, leading to accelerated mass production processes and reinforced technological barriers [3]
豪鹏科技：全固态电池已完成原型设计突破，预计2026年试产