Tesla(US:TSLA) 高工锂电·2025-09-22 10:38Core Viewpoint - The humanoid robot industry is transitioning from "function realization" to "capability evolution," driven by both policy support and commercial ambitions [4][5]. Group 1: Industry Trends - The Chinese government is promoting the application of humanoid robots in sectors like automotive manufacturing and logistics, laying the groundwork for a trillion-dollar market [5]. - The valuation of humanoid robot company Figure has reached $39 billion, indicating rapid recognition from global capital and suggesting a steep increase in future production [6]. - Tesla's CEO Elon Musk has set ambitious goals for the next-generation Optimus 3 robot, including fine motor skills and large-scale production capabilities [7][8]. Group 2: Production and Technological Challenges - A key operational goal for Tesla is to deliver 1 million humanoid robots, which is expected to accelerate production across the industry [8][9]. - Current humanoid robots typically have a battery life of less than 2 hours, far below the 8-hour standard required for commercial applications [9]. Group 3: Battery Technology Developments - Solid-state batteries are viewed as the ultimate solution, with companies like Panasonic and Guoxuan High-Tech making significant progress in development [11][12]. - Guoxuan High-Tech has launched a battery solution for all-terrain robots, capable of high discharge rates and over 3 hours of runtime, with a production capacity of 600 battery sets per day [14]. - Companies are innovating in liquid battery technology as they transition to solid-state solutions, with EVE Energy releasing products that support rapid charging and extended battery life [13][15]. Group 4: Diverse Strategies in Battery Solutions - All battery companies are focused on addressing core issues such as endurance, safety, fast charging, and lightweight design, with solid-state technology seen as a future high ground [16]. - Panasonic and Guoxuan High-Tech are aggressively pursuing solid-state battery technology, while EVE Energy and Guoxuan High-Tech are providing scalable solutions through continuous optimization [16]. - A diversified approach in battery technology is essential for driving humanoid robots towards mass production [17].