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豪鹏科技:公司固态技术研发覆盖聚合物/氧化物/硫化物三大固态主流路线,重点聚焦消费级AI终端场景
Mei Ri Jing Ji Xin Wen· 2025-11-13 13:45
Core Insights - The company has developed solid-state technology covering three mainstream routes: polymer, oxide, and sulfide, focusing on consumer-grade AI terminal scenarios [1] - The solid-liquid battery has an energy density of 950Wh/L and utilizes "adaptive bonding" technology to address interface stability issues, suitable for lightweight and high-safety applications like AI/AR/VR glasses and consumer robots [1] - Full solid-state battery development aims to solve "solid-solid interface stability," with trial production expected in 2026 to align with AI new product research from terminal brand clients [1] Technology Development - The company is pursuing three solid-state technology routes in parallel during the product definition phase for AI edge products, establishing a differentiated advantage in solid-state technology [1] - The innovative "adaptive bonding" technology allows for stable interfaces under zero pressure conditions, enhancing the performance of solid-state batteries [1] Market Engagement - The company has begun sample evaluations with several leading international wearable clients, indicating strong market interest and engagement [1] - Ongoing collaboration with terminal brands for AI/MR new product research ensures alignment between technology development and customer needs [1] Future Outlook - The company is focused on timely communication of technical iterations with existing robot clients to ensure deep integration of technology routes with customer demand upgrades [1] - Specific operational data impacts and capital expenditure details will be provided in company announcements [1]