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Core Viewpoint - The solid-state battery industry is optimistic about the low-altitude economy terminal market, while the robotics market is also quietly emerging. Major lithium battery companies are positioning themselves in the robotics sector, with Tesla's humanoid robot, Optimus, expected to significantly increase production by 2026 and 2027 [1][4][6]. Group 1: Robotics Market Overview - Over 15 lithium battery companies are entering the robotics field, including Ganfeng, CATL, and LG [1]. - Xiaomi's CyberOne humanoid robot, launched in 2022, features advanced AI and sensory technologies, while Tesla's Optimus is set for limited production starting in 2025 [4][5]. - Other notable players include XPeng's Iron robot and GAC Group's GoMate, which is expected to begin small-scale production by 2026 [5][6]. Group 2: Lithium Battery Opportunities - The robotics sector presents a new opportunity for the lithium battery industry, which is currently facing intense competition and profit compression [7][8]. - The Chinese smart robotics industry is projected to reach a market size of hundreds of billions in the coming years, with 2025 anticipated as a key year for mass production [7][8]. - Lithium batteries are essential for powering smart electronic products, including robots, due to their energy density and fast charging capabilities [9]. Group 3: Battery Types and Technologies - The most commonly used battery type in humanoid robots is cylindrical, while square batteries are preferred for industrial robots due to their structural advantages [12][14]. - Solid-state batteries are expected to provide significant improvements in energy density and safety, making them ideal for robotics applications [25][26]. - Current solid-state battery production is limited, with full-scale production expected by 2027, raising questions about the supply chain's ability to meet demand [26][27]. Group 4: Key Players in Solid-State Battery Development - Companies like Chuangming, Funeng, and Nandu are actively developing solid-state battery technologies tailored for humanoid robots [16][18][19][20]. - GAC Group's GoMate humanoid robot utilizes a solid-state battery that significantly enhances energy efficiency and extends operational time [24][25]. - The collaboration between battery manufacturers and robotics companies is crucial for advancing battery technology and meeting the specific needs of robotic applications [9][10]. Group 5: Future Prospects and Challenges - The integration of solid-state batteries into robotics is expected to enhance performance, safety, and adaptability, but challenges such as high production costs and technical limitations remain [27][30]. - Policy support and technological advancements are likely to accelerate the adoption of solid-state batteries in the robotics sector, with 2027 projected as a pivotal year for mainstream adoption [30].