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孚能科技(688567.SH):8月公司已完成向某头部人形机器人客户送样硫化物全固态电池

Core Viewpoint - The company, Funeng Technology, is making significant progress in the research and industrialization of all-solid-state batteries, with an accelerated production timeline [1] Group 1: R&D and Production Timeline - Funeng Technology has successfully advanced its all-solid-state battery R&D and industrialization, with plans to deliver samples of sulfide all-solid-state batteries to a leading humanoid robot client by August 2025 [1] - The company aims to achieve pilot production of all-solid-state battery lines by the end of this year and small-scale delivery of 60Ah sulfide all-solid-state batteries [1] - From 2026 to 2027, Funeng Technology plans to promote small-scale production and establish GWh-level production lines, targeting large-scale production by 2030 [1] Group 2: Product Roadmap - The company follows a "production generation, development generation, reserve generation" strategy for technology development, accelerating the iteration of all-solid-state battery products [1] - The first generation of sulfide all-solid-state batteries, featuring high nickel ternary cathodes and high silicon anodes, will be launched in 2025 with an energy density of up to 400Wh/kg [1] - The second generation, set for release in 2026, will upgrade cathode materials to lithium-rich manganese-based/high nickel cathodes and utilize lithium metal anodes, further increasing energy density to 500Wh/kg [1] - The third generation, expected in 2027, aims to achieve energy density exceeding 500Wh/kg [1]