Date: 2025-02-14 hits: 155
At the 2025 CCTV Spring Festival Gala, eVTOL、 The performance of humanoid robots and intelligent cars opens up the audience's imagination space for the future of cyber technology.
The low altitude economy is getting closer and closer to the lives of ordinary people. Fengfei Airlines' V2000CG (Kairuiou) eVTOL and Yihang Intelligent's EH216 series eVTOL aircraft made their debut at this Spring Festival Gala.
Fengfei Airlines' Kairui Ou took off from the Chongqing branch, with a maximum takeoff weight of 2 tons, a maximum range of 250 kilometers, and a cruising speed of up to 200 kilometers per hour. It is equipped with CATL batteries and has obtained the world's first eVTOL model certificate (TC) and production license (PC) for tonnage and above. It is about to enter commercial operation.
Yihang Intelligent eVTOL EH216-S made its debut in a seven aircraft formation flight at the Wuhan branch venue. Before midnight, EH216-S performed another "two aircraft dance" next to the Guangzhou Tower. With complete "three certificates", Yihang Intelligent has completed over 60000 safe flights in 18 countries worldwide by the end of 2024.
Yushu Technology's humanoid robot H1 made its debut on the Spring Festival Gala stage, wearing a large cotton jacket and waving a red handkerchief to perform "YangBOT".
The intelligence of new energy vehicles has been upgraded again, with 780 new energy vehicles using smart headlights to bring a light show.
Taking the Spring Festival Gala as an industry benchmark, eVTOL、 Behind the three emerging markets of humanoid robots and new energy vehicles, there is a hidden "dark line" that runs through the lithium battery industry.
In 2024, the Chinese new energy vehicle market will continue to grow, with both production and sales exceeding the 10 million vehicle mark. According to GGI data, the shipment volume of lithium batteries in China in 2024 is 1175GWh, a year-on-year increase of 32.6%, of which the shipment volume of the power sector was 780+GWh, a year-on-year increase of 23%. From the mature new energy vehicle market to the fields of humanoid robots and aviation, lithium batteries are leveraging trillion level incremental markets through technological reuse and scenario innovation.
According to data, by 2035, eVTOL will become an important force in the global transportation system, and the global eVTOL market is expected to reach nearly $40 billion. In addition, it is expected that by 2030, the number of commercially operated eVTOL aircraft worldwide will reach over 10000; Goldman Sachs predicts that the market size for humanoid robots will reach $38 billion by 2035.
The two emerging markets will drive a substantial increase in demand for lithium batteries, and lithium battery technology is also upgrading to meet the "polygon warriors" of major emerging markets.
Yushu Technology's H1 humanoid robot is equipped with high-density lithium batteries, with a single battery capacity of about 1-2kWh, and joint control and endurance depend on battery performance.
The 2-ton eVTOL of Fengfei Airlines uses Ningde era aviation batteries, with a single battery capacity of hundreds of kWh, and the technical difficulty is to achieve high rate discharge and lightweight breakthrough.
The upgrade of lithium technology is nothing more than high kinetic energy, high safety and low cost, which is the "impossible triangle" that needs to be reconsidered when lithium technology moves from new energy vehicles to eVTOL, humanoid robots and other new scenarios, and technological progress always needs to maintain a dynamic balance with cost control.
In terms of aircraft, the whole machine company believes that the current level of lithium battery technology is still some distance from fully meeting the eVTOL power requirements, and in the direction of the battery, it meets the requirements of different eVTOL application scenarios according to the two aspects of long cycle and high energy density.
Some analysis pointed out that the eVTOL aircraft battery system accounts for about 10% of the bom cost, taking 500 charging cycles as an example, the battery accounts for more than 60% of the operating costs of the entire aircraft.
This also means that for the operator, every 1% reduction in battery costs will increase the operator's profit by 3%.
By extending the battery life by 1%, the operating profit can be increased by 2%, and in the future, the cost control and life management of the battery will be crucial for eVTOL operations.
In the case of humanoid robots, the battery pack is usually integrated in the robot's chest, and the weight reserved for the battery is usually 5-6kg when the entire fuselage exceeds 70kg.
As a embodied agent, the battery accounts for less than 1% of the humanoid robot bom cost, 6, but this is less than 1% of the expenditure, from the two key dimensions of battery life and magnification affect the humanoid robot in the application space.
The Tesla Optimus, for example, has a 2.3KWh battery pack that costs $2,180, or 0.5% of the total cost.
The official claim is that it can maintain the robot's work for a whole day, but the actual battery life may be between 1.5 and 2 hours, which is far from the humanoid robot that people imagine.
Therefore, humanoid robot companies generally have high expectations for the next generation of high-performance battery technology, but the cost of applying the current semi-solid battery, lithium metal battery and other solutions will soar, and the cycle life and magnification performance do not meet the requirements.
However, in the CCTV Spring Festival Gala in 2025, the lithium industry is "unipolar drive" of new energy vehicles and is moving towards a collaborative transition of the whole scene of "sea, land and air".
Technology reuse and scene innovation are both opportunities and challenges. Only by accurately grasping the technology trend and market rhythm can we seize the commanding heights of the future.
