机构预估人形机器人对固态电池的需求有望于2035年超过74GWh

Core Insights - The development of humanoid robots is expected to reach a commercialization milestone by 2026, increasing the importance of batteries as "energy supply" solutions [1] - Currently, humanoid robots primarily use liquid lithium batteries, but future demands for long endurance and high-load operations may lead to solid-state lithium batteries becoming the mainstream solution [1] - TrendForce forecasts that the demand for solid-state batteries in humanoid robots will exceed 74 GWh by 2035, representing a growth of over 1,000 times compared to 2026 [1] Industry Outlook - The global solid-state battery equipment market is projected to surge to 107.94 billion yuan by 2030 as the industrialization process accelerates [1] - According to Zhongyin Securities, the rapid industrialization of solid-state batteries is expected to drive upgrades across the supply chain [1] - Solid-state batteries are entering a pilot testing and small-scale verification phase, with equipment likely to benefit first; high-value material segments are expected to show significant elasticity [1] - Companies that can achieve stable supply, have relatively mature processes, and clear cost-reduction pathways, as well as those that collaborate early with industry leaders, are recommended for attention [1]