Farasis Energy(SH:688567) Ge Long Hui A P P·2026-01-04 07:59Core Viewpoint - The company plans to produce solid-state battery pilot lines by the end of 2025 and aims for large-scale production by 2030, aligning with the projected global demand for robot batteries of 100 GWh by 2030 [1] Group 1: Production Capacity and Planning - The company has confirmed that humanoid robots are a significant application for solid-state batteries and is a technical area of expertise [1] - The production bases in Ganzhou, Guangzhou, and Zhenjiang are capable of flexible production for semi-solid batteries, with sufficient capacity reserves [1] Group 2: Customer Engagement and Product Development - The first generation of sulfide solid-state batteries has been successfully sampled to a leading humanoid robot customer, with feedback indicating that product performance and safety meet expectations [1] - The company will continue to invest heavily in R&D in the solid-state battery field and expand into emerging applications such as humanoid robots and low-altitude economy [1]