工业场景智能化需求加速释放 利元亨从两大维度推进布局

Group 1 - The core viewpoint is that the demand for robots in the lithium battery industry is rapidly increasing due to the expansion of leading lithium battery companies and breakthroughs in solid-state battery technology, with humanoid robots expected to be scaled in industrial applications within three years [1][2]. - The growth in robot demand is catalyzed by the lithium battery sector, where the production processes of some solid-state batteries require robotic automation due to toxicity, thus driving the need for advanced robotics [2]. - The integration of advanced perception technologies, such as vision and laser, is essential for robots to adapt to production line requirements, which is a core competitive advantage of the company [2]. Group 2 - The company has over 2,000 machining tools and the capability for in-house production of key components, facilitating the mass production of humanoid robots [3]. - Humanoid robots are expected to excel in complex operational scenarios due to their superior adaptability compared to traditional robots, particularly in industries like lithium batteries, photovoltaics, and hydrogen energy [3]. - The company anticipates that with effective integration of intelligent humanoid robots into industrial scenarios, significant deployment on production lines could occur in less than three years [3].