Recently, many institutions including Wanlian Securities and Guosen Securities have successively released research reports saying that 2025 is expected to usher in the first year of commercial mass production of humanoid robots, and humanoid robots have become one of the most certain development directions in the future.
According to the reporter's analysis, the CyberOne humanoid robot released by Xiaomi Technology Co., Ltd. in 2022 has now entered the stage of phased landing. In addition, Tesla Motors' Optimus humanoid robot plans to achieve small-scale production in 2025 and is expected to achieve large-scale mass production in 2026.
In terms of application, the industry generally believes that with the intensification of population aging and the increase in labor costs, the demand for humanoid robots will continue to increase, especially in the fields of elderly care, medical assistance, public safety, etc., the application of humanoid robots will gradually become popular.
According to CITIC Securities' forecast, in 2025, the global shipment of humanoid robots will exceed 10,000 units; by 2030, the shipment of humanoid robots will reach about 5 million units, and the market demand will rise to about 750 billion yuan.
At present, humanoid robots usually use cylindrical lithium batteries installed in the center of the torso. For example, the Unitree H1 robot of Hangzhou Yushu Technology Co., Ltd. is equipped with a 15Ah lithium battery.
With the rapid expansion of the humanoid robot market, the demand for lithium batteries will continue to grow, and will also promote the rapid development of listed companies in the industrial chain.
Shenzhen Haopeng Technology Co., Ltd. stated that the company has completed the delivery of battery products to a certain "AI+Child Companion" innovative leading brand manufacturer, and is expected to enter the product mass production stage this year, and the overall progress is in the first echelon of the industry.
Xinwanda Electronics Co., Ltd. stated that the company's semi-solid battery cell energy density can reach 500Wh/kg, which has been used in sweeping robots, etc., and is expected to enter the field of humanoid robots in the future.
Guangzhou Lushan New Materials Co., Ltd. said that considering that humanoid robots are mainly used and charged in indoor scenes, safety is of vital importance. Solid-state batteries are becoming an important direction for battery technology iteration with their advantages such as high energy density, excellent safety and long service life. With its technical accumulation in the field of solid-state battery materials, the company is expected to be applied and expanded in the field of humanoid robots in the future.
"Compared with traditional batteries, lithium batteries can not only provide more lasting power support, but also greatly improve the efficiency of robots due to their fast charging capabilities, laying a solid foundation for the all-weather and all-scenario application of humanoid robots." Zhi Peiyuan, vice chairman of the Listed Company Investment Professional Committee of the China Investment Association, said in an interview with the Securities Daily reporter that humanoid robots will become a new engine for the development of the lithium battery industry, thereby driving the iterative upgrade of battery technology with higher energy density and higher safety.
Yuan Shuai, deputy secretary-general of the Zhongguancun Internet of Things Industry Alliance, told the Securities Daily reporter that technological innovation will become a key force in promoting the upgrading of the lithium battery industry. The research and development and application of new battery technologies such as solid-state batteries and silicon-based negative electrode materials will provide humanoid robots with more efficient, safe and environmentally friendly power solutions.