国泰海通｜机械：全固态电池进入研发和中试阶段，钙钛矿产业再迎政策催化

Group 1 - The mechanical equipment index experienced a decline of -1.83% during the week of November 10 to November 14, 2025 [1] - Tesla is accelerating the production capacity construction for humanoid robots, confirming plans to expand its Texas Gigafactory to establish a dedicated production base for Optimus, with a target annual production capacity of 10 million units [1] - The Fremont factory will serve as a pilot production line with an estimated annual capacity of 1 million units, focusing on prototype assembly and technology maturation [1] Group 2 - All-solid-state batteries are advancing from laboratory to pilot testing stages, with multiple companies initiating the construction of hundred-megawatt pilot lines to tackle key challenges in material systems, manufacturing processes, and costs [2] - The solid-state production lines are expected to create new demand for equipment as the transition from pilot lines to GWh-level production lines accelerates [2] - The perovskite industry is receiving policy support, with the Ministry of Industry and Information Technology emphasizing the importance of perovskite materials and solar cells in the construction of key pilot platforms [2] - The policy aims to enhance the engineering capabilities necessary for scaling up perovskite manufacturing, potentially accelerating the industry chain's progress [2]