Xin Jing Bao·2026-02-11 04:50Group 1 - The core viewpoint of the articles highlights the growing interest in the integration of solid-state batteries with humanoid robots, driven by recent announcements from companies like Funeng Technology [1][2] - Funeng Technology has sent samples of its solid-state batteries to a leading humanoid robot client, igniting market enthusiasm and leading to significant stock price increases for related companies [1][2] - TrendForce predicts that humanoid robots will enter a critical commercialization phase by 2026, significantly increasing the demand for next-generation solid-state batteries to address current power limitations [2] Group 2 - The report estimates that global humanoid robot shipments will exceed 50,000 units by 2026, with an annual growth rate surpassing 700%, and by 2035, the demand for solid-state batteries from humanoid robots will exceed 74 GWh, representing over a 1000-fold increase from 2026 [2] - Current humanoid robots face challenges with battery life, typically operating for only 2 to 4 hours, necessitating advancements in battery technology, such as solid-state batteries, to achieve longer operational times [2] - Companies like Funeng Technology are at the forefront of solid-state battery development, leveraging their early advantages in flexible production and various material systems to achieve energy densities of 400-500 Wh/kg [3][4] Group 3 - The Chinese supply chain is poised to replicate its success in the electric vehicle sector for the humanoid robot market, with companies that achieve breakthroughs in solid-state battery technology expected to reap significant industry rewards [3][4] - The solid-state battery industry is supported by a robust supply chain, with key material manufacturers actively advancing in critical areas such as cathodes, anodes, and electrolytes [3] - Overall, the layout of Chinese enterprises in the humanoid robot solid-state battery supply chain is taking shape, with a comprehensive industrial foundation and a promising market environment facilitating future growth [4]