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鹿山新材(603051.SH):在固態電池材料領域的技術積累,未來有望在人形機器人領域得到應用拓展
格隆匯 02-21 15:32

格隆匯2月21日丨鹿山新材(603051.SH)在投資者互動平台表示,人形機器人所搭載的AI模塊,集成了內置傳感器、攝像頭、顯示屏以及AI芯片等硬件組件,藉助先進算法與模型協同運作,為用户帶來沉浸式的增強現實(AR)體驗及智能交互服務。公司已實現量產的OCA光學膠膜,作為顯示屏貼合的關鍵材料,廣泛應用於手機、平板、智能穿戴設備、車載屏以及VR/AR等終端產品,在機器人視覺顯示屏模塊中同樣發揮着不可或缺的作用。從動力源角度看,人形機器人的運行離不開電池支持。公司研發的硅碳負極功能粘接材料(PAA),可應用於液態和固態鋰電池的硅基負極極片,目前該產品已進入客户端測試驗證階段。考慮到人形機器人主要在室內場景使用及充電,安全性至關重要,固態電池憑藉高能量密度、卓越安全性與長使用壽命等優勢,正成為電池技術迭代的重要方向。公司在固態電池材料領域的技術積累,未來有望在人形機器人領域得到應用拓展。

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