孚能科技固态电池取得突破：人形机器人电池送样，公布二代产品量产规划

Group 1 - Company has launched the first generation of sulfide all-solid-state batteries for humanoid robots, completing sample delivery to leading humanoid robot companies and progressing well in demand alignment with multiple industry leaders [1] - The sulfide all-solid-state battery has achieved key breakthroughs, specifically tailored for humanoid robot clients' needs for high safety, lightweight, and long endurance, differentiating itself from electric vehicle power batteries [1] - The battery features a high nickel ternary cathode and high silicon anode combination, achieving an energy density of 400Wh/kg, which meets the stringent requirements for high energy density, lightweight, and safety in humanoid robots [1] Group 2 - The company announced plans for the second generation of all-solid-state batteries, set to launch in 2026, with an upgraded energy density of over 500Wh/kg, a 25% increase from the first generation [2] - The second generation will utilize advanced sulfide electrolyte systems, demonstrating high ionic conductivity and a wide operating temperature range, with safety features that include thermal runaway self-shutdown capabilities [2] - Production plans include a pilot line for small-scale delivery of 60Ah products by the end of 2025, vehicle validation from 2026 to 2027, and large-scale production by 2030 [2] Group 3 - The humanoid robot industry is approaching mass production, with industry forecasts predicting global battery demand for robots to reach 100GWh by 2030 [3]