势银访谈｜骥之翼：“氢能+四足机器人”的国产先锋

Core Viewpoint - The article discusses the rapid development and commercialization of quadruped robots powered by hydrogen fuel cells, highlighting China's leading position in this emerging field and the advantages of hydrogen energy over traditional lithium batteries [3][4][19]. Group 1: Industry Trends - The integration of embodied AI and hydrogen energy is reshaping the robotics landscape, with quadruped robots showcasing significant application potential across various sectors [3]. - The commercialization of quadruped robots is driven by technological maturity and decreasing costs, shifting the competitive landscape from Western dominance to Chinese leadership [3][4]. Group 2: Company Insights - Jichong Hydrogen Energy, as the first domestic company to launch hydrogen-powered quadruped robots, has successfully completed key endurance tests, marking a significant step in practical applications of hydrogen energy in robotics [4][5]. - The company focuses on portable fuel cell development, with a core team that has been involved in significant national projects since 2016, positioning itself as a leader in portable fuel cell technology [5]. Group 3: Product Features - The hydrogen-powered quadruped robot developed by Jichong features a 300W fuel cell system, with a hydrogen storage capacity of 770L and operational temperature range from -5°C to 40°C, achieving a maximum speed of 1.5m/s and a load capacity of 4kg [7]. - Compared to lithium battery-powered quadruped robots, the hydrogen variant offers significantly improved endurance, with static operation lasting 7-8 hours and dynamic movement lasting 4-5 hours, effectively doubling the operational time [7][8]. Group 4: Technical Challenges - Key technical challenges include enhancing the energy density of the hydrogen fuel cell system and managing temperature control in low-temperature environments, which are critical for the robot's performance [12][13]. - The company employs a combination of simulation and experimental methods to optimize thermal management and mechanical structure, aiming to reduce system weight and volume while maintaining power output [13]. Group 5: Market Potential and Future Directions - The introduction of hydrogen-powered quadruped robots expands the application boundaries of hydrogen energy, moving beyond traditional transportation sectors into robotics, which could lead to broader adoption in various industries [19]. - Future developments may focus on enhancing the intelligence of quadruped robots and addressing hydrogen sourcing challenges, with potential applications in military, emergency rescue, and outdoor exploration [17][19].