Group 1: Humanoid Robots - Tesla's goal to deliver 1 million humanoid robots is highlighted in Elon Musk's compensation plan, indicating the company's commitment to this sector [1][2] - The upcoming release of V3 and the push for mass production are significant developments to watch [1][2] - Domestic companies like Yushun and Ubtech are making strides, with Yushun planning to submit an IPO application and Ubtech securing a contract worth 250 million yuan for humanoid robots [2] Group 2: Engineering Machinery - In August, excavator sales both domestically and internationally saw double-digit growth, with domestic sales up 15% and exports up 32% [4] - Non-excavator machinery also performed well, with significant increases in sales for various types of machinery, including a 72% increase in domestic sales of crawler cranes [4] - The engineering machinery sector is expected to continue its upward trend, supported by strong demand from both domestic and foreign markets [4] Group 3: Solid-State Battery Equipment - The Ministry of Industry and Information Technology has launched a plan to support the growth of solid-state battery technology, indicating strong governmental backing [3] - The solid-state battery sector is experiencing rapid growth, with equipment orders increasing significantly since June [3] - As the industry approaches key milestones, including mid-term reviews and bidding for pilot lines, investment opportunities in the solid-state battery supply chain are becoming more apparent [3] Group 4: Smart Logistics & Forklifts - Forklift sales are expected to continue growing, with a projected increase in the penetration rate of unmanned forklifts [4] - Major companies are actively developing smart logistics solutions and plan to launch related products in the second half of the year [4] Group 5: Recommended Companies - Key companies in the machinery sector include: Rease Intelligent, Obsidian Light, Bozhong Precision, Shoucheng Holdings, Xian Dao Intelligent, Xian Hui Technology, Jereh Group, XCMG, SANY Heavy Industry, Anhui Heli, Hangcha Group, Haitan International, Puyuan Precision, Zhongji United, Chuan Instrument, and Maiwei Technology [5]