人形机器人，批量上岗宁德时代

Group 1 - The world's first humanoid embodied intelligent robot production line for new energy power battery PACK has officially started operation at CATL's Zhongzhou base, marking the application of embodied intelligence in smart manufacturing [1] - The humanoid robot "Xiao Mo," developed by CATL's ecological enterprise Qianxun Intelligent Robotics, has achieved a threefold increase in daily workload while maintaining excellent consistency and stability [3] - "Xiao Mo" replaces manual operations in the EOL and DCR processes, which involve final functional testing of battery packs, addressing issues of high voltage risks and inefficiencies associated with human labor [3][6] Group 2 - "Xiao Mo" is equipped with 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 [4] - The robot can dynamically adjust force during flexible operations, ensuring reliable connections without damaging components [5] - The successful connection rate of "Xiao Mo" is stable at over 99%, achieving operational efficiency comparable to skilled workers [6] Group 3 - The introduction of "Xiao Mo" enhances consistency, reduces safety risks, and increases production flexibility in the new energy industry, while also marking a significant step for embodied intelligence from experimental demonstrations to industrial necessities [7] - Qianxun Intelligent, founded by former CTO Han Fengtang of Lush Stone Robotics, has completed three rounds of financing within a year, with a total investment exceeding 1.1 billion [7] - The company plans to start commercialization in Q4 of this year, with current orders in the million-yuan range and projected revenue exceeding 100 million next year [8] Group 4 - Qianxun Intelligent aims to collect or procure 1 million hours of high-quality data to enhance its models, targeting to achieve the top position domestically and third globally [9] - The penetration of robots in manufacturing is accelerating, becoming a core force for industrial upgrades, with various companies deploying humanoid robots for diverse tasks [9] - IDC predicts that the shipment growth rate of collaborative robots will reach 28% by 2025, making it the fastest-growing segment, aligning with the production trends of small batches and diverse varieties [9]