人形机器人爆发，电池企业停止观望

Core Viewpoint - The core challenges for humanoid robot power batteries are stringent technical requirements and an unbalanced economic equation, which hinder deeper collaboration between battery manufacturers and humanoid robot companies [1][2]. Group 1: Market Trends and Growth - Humanoid robots are expected to see significant market growth, with the Chinese market projected to reach 21.58 billion yuan in 2024 and nearly 380 billion yuan by 2030, reflecting a compound annual growth rate of over 61% [9]. - The demand for batteries in the robotics sector is anticipated to grow from 2 GWh in 2025 to 100 GWh by 2030, indicating a rapid increase in battery needs as the humanoid robot market approaches a breakout phase [10]. Group 2: Technical Requirements for Batteries - Humanoid robots require high energy density, high discharge rates, safety, wide temperature adaptability, and cost-effectiveness from their power batteries to effectively replace human labor [3][4][5]. - Current battery solutions primarily utilize 18/21 series cylindrical batteries, achieving energy densities of 240-300 Wh/kg and maintaining discharge rates of 3-5C, which are deemed sufficient under current material and design standards [6]. Group 3: Collaboration and Innovation in Battery Technology - Battery companies are beginning to prioritize the humanoid robot sector, with solid-state batteries emerging as a potential new collaboration opportunity [8]. - New battery technologies, such as semi-solid and solid-state batteries, are maturing and may provide battery manufacturers with a competitive edge in the humanoid robot market [10][11]. - Companies like Envision AESC and Gotion High-Tech are actively developing solid-state battery technologies, with advancements in energy density and performance expected to support the needs of humanoid robots [11].