中信证券：在机器人等场景中，硅碳负极亦具备广阔应用前景

Core Viewpoint - Silicon-based anode materials are emerging as the ideal next-generation anode materials, with large-scale applications gradually being realized across various scenarios [1] Group 1: Consumer Battery Applications - Major smartphone manufacturers are widely adopting silicon-carbon anodes in their battery technologies [1] - Models equipped with silicon-carbon anodes have now reached a price point of 1,000 yuan, indicating that silicon-carbon anodes have entered the 10-100 stage of market penetration [1] Group 2: Power Battery Applications - Leading battery manufacturers like CATL are releasing high energy density batteries that will incorporate silicon-carbon anodes, moving them into the 1-10 stage of market adoption [1] - There is significant potential for silicon-carbon anodes in high-performance applications such as electric aircraft and robotics [1]