Core Insights - The article highlights the strategic transformation of Haopeng Technology from a traditional consumer battery manufacturer to an "AI edge energy leader," driven by the increasing demands of AI products for energy solutions [2][3]. Group 1: Company Strategy - Haopeng Technology adheres to a business philosophy focused on long-term value through R&D rather than short-term market share or price wars [2]. - The company has established an "All in AI" strategy, recognizing the need for robust energy solutions to support the rising power demands of AI-driven devices [2][3]. - By 2025, Haopeng aims to make significant strides in its AI business, with expectations for rapid growth in 2026 as it begins mass deliveries of AI energy modules [3]. Group 2: Technological Development - Haopeng is developing comprehensive energy solutions that extend beyond individual battery cells to include system-level packaging, addressing the specific requirements of AI products [3]. - The company is focusing on solid-state battery technology to overcome the "impossible triangle" of safety, performance, and size that AI terminals demand [4][5]. - Current advancements include a solid-liquid battery with an energy density of 950Wh/L, designed for lightweight and high-safety applications like AI/AR/VR glasses [5]. Group 3: Industry Positioning - Haopeng's role is evolving from a traditional battery supplier to a co-definer of products, collaborating closely with clients to tailor energy solutions to their specific needs [3][5]. - The company is actively pursuing solid-state battery research across three main technological routes: polymer, oxide, and sulfide, to support the development of consumer-grade AI terminals [5][6]. - The integration of solid-state technology into liquid-solid batteries enhances the innovation value and technical content of the products, meeting the high-performance demands of current AI applications [6].
豪鹏科技潘党育：破解“不可能三角” 做“AI端侧能源引领者”