CATL(SZ:300750) 财联社·2025-12-18 11:39Core Viewpoint - The article highlights the successful implementation of humanoid embodied intelligent robots in the production of energy storage battery PACKs, marking a significant advancement in smart manufacturing and the application of embodied intelligence in the industrial sector [2][8]. Group 1: Humanoid Robot "Xiao Mo" - The humanoid robot "Xiao Mo," developed by Qianxun Intelligent Robotics, has been deployed in CATL's production line, achieving a threefold increase in daily workload while maintaining high consistency and stability [4][8]. - "Xiao Mo" replaces manual operations in the EOL and DCR processes, which involve high-voltage testing and have historically relied on human labor due to their complexity and safety risks [4][5]. Group 2: Technological Advancements - The robot utilizes an advanced end-to-end visual-language-action (VLA) model, enabling it to adapt to uncertainties such as material position deviations and connection point changes in real-time [5]. - It demonstrates flexible operation capabilities, adjusting force dynamically during the insertion and removal of flexible wiring harnesses to ensure reliable connections without damaging components [6]. Group 3: Performance Metrics - In practical operations, "Xiao Mo" maintains a connection success rate of over 99%, achieving work rhythms comparable to skilled human workers [7]. - The introduction of "Xiao Mo" addresses the challenges of flexible production in the power battery PACK line, showcasing the core value of embodied intelligence in industrial applications [8]. Group 4: Market and Financial Outlook - Qianxun Intelligent has completed three rounds of financing within a year, with a total investment exceeding 1.1 billion yuan, indicating strong investor confidence [8]. - The company plans to begin commercialization in Q4 of this year, with current orders in the million-yuan range and projected revenue exceeding 100 million yuan next year, along with a shipment target of several hundred units [9]. Group 5: Industry Trends - The article notes that robots are increasingly penetrating manufacturing sectors, becoming key drivers of industrial upgrades, with collaborative robot shipments expected to grow by 28% by 2025 [10]. - The integration of large models with robotic control systems is anticipated to significantly enhance autonomous decision-making capabilities, further propelling the intelligent transformation of the manufacturing industry [10].