孚能科技固态电池双线突破 人形机器人送样与二代产品量产在即

Core Insights - Company has made significant technological advancements in solid-state battery development, particularly for humanoid robots, with a focus on high energy density and safety [1][2] - The second-generation solid-state battery is set to launch in 2026, featuring a lithium-rich manganese/high nickel cathode and lithium metal anode, achieving an energy density of over 500Wh/kg, a 25% improvement over the first generation [2] Group 1 - Company has completed sample delivery of sulfide solid-state batteries to a leading humanoid robot client, marking a key breakthrough in the humanoid robot sector [1] - The current humanoid robot battery solutions typically offer less than 2 hours of runtime, while the company's solution is expected to support 8-12 hours of continuous operation, positioning it as a mainstream technology choice for mass production [1] Group 2 - The company plans to produce a pilot line for solid-state batteries by the end of 2025, with small-scale delivery of 60Ah products, and aims for large-scale production by 2030 [2] - The company has established a technological moat through its flexible production capabilities and has already partially launched a 15GWh capacity at its Ganzhou base, with another 15GWh line in Guangzhou set to begin production [2] Group 3 - The global demand for robot batteries is projected to reach 100GWh by 2030, indicating a significant market opportunity for the company [2] - The company is well-positioned to lead in the solid-state battery sector and aims to capture market share in emerging fields such as low-altitude economy and smart equipment [2]