积极布局具身智能业务 宁德时代官宣：“小墨”上岗

Core Insights - CATL has launched the world's first humanoid embodiment intelligent robot production line for new energy power battery PACK at its Zhongzhou base, marking a significant breakthrough in the application of embodied intelligence in smart manufacturing [1][8] Group 1: Robot Implementation - The humanoid robot "Xiao Mo" has replaced manual operations in the EOL and DCR processes, which are the final functional tests before battery packs are released. This process has historically relied on human labor due to its characteristics of "multiple varieties, small batches, and high flexibility" [3][10] - "Xiao Mo" utilizes an advanced end-to-end vision-language-action (VLA) model, enabling it to adapt to uncertainties such as material position deviations and connection point changes in real-time [3][10] - The robot has achieved a connection success rate of over 99% and operates at a speed comparable to skilled workers, significantly improving efficiency and reliability [11] Group 2: Future Developments - CATL plans to enhance the automation and intelligence of the PACK line, leveraging the success of "Xiao Mo" to deepen the synergy between smart manufacturing and green power, and to promote the application of large models of embodied intelligence in broader scenarios [4][11] - The company has been actively investing in the embodied intelligence sector since 2024, including financing for companies like Qianxun Intelligent Robotics and strategic partnerships with firms like Fulin Precision [12]