Ge Long Hui A P P·2026-01-19 23:56Group 1 - The core viewpoint of the article highlights the anticipation surrounding Tesla's Optimus Gen3 release in Q1, with clear mass production plans for V3, driving market expectations for the robotics sector [1] - The engineering machinery sector saw significant growth in December, with non-excavation domestic and international sales achieving high increases, maintaining a positive outlook for Q1 2026 [1] - The semiconductor equipment sector is establishing a favorable market sentiment, with expectations for a strong performance in 2026 [1] Group 2 - In the solid-state battery equipment sector, mid-term acceptance tests are proceeding as scheduled, with technical solutions further converging, and major manufacturers are set to begin bidding soon, indicating a positive outlook for lithium battery equipment in the spring [1]