Macro Summary - As of the end of August, the total number of electric vehicle charging infrastructure in China reached 17.348 million, representing a year-on-year growth of 53.5% [4] - The "China-ASEAN" AI Ministerial Roundtable Conference was held, proposing the establishment of a cooperation mechanism and releasing significant collaborative outcomes [4] Industry Dynamics - The integration of "Energy + AI" is emerging as a new trend, with policy guidance and technological innovation being the main driving forces. Related stocks include Sunshine Power (300274) and Shenzhen Energy (000027) [6] - The Ministry of Science and Technology is promoting the accelerated application of humanoid robots in automotive manufacturing, logistics handling, and power inspection. Related stocks include Changying Precision (300115) and Lingyun Optics (688400) [6] - China Unicom's Sanjiangyuan Green Power Intelligent Computing Center project utilizes multiple domestic chip brands. Related stocks include SMIC (688981) and Northern Huachuang (002371) [6] Company Focus - Wanrun Co., Ltd. (002643): The company has produced pilot products of polyether ether ketone (PEEK) materials, with a pilot line capacity of approximately 100 tons [8] - Lege Co., Ltd. (300729): Warehouse assistance robots and other products have been put into use, with potential for future external sales [8] - Junsheng Electronics (600699): The revenue share of the robot components business is less than 0.1%, and the controlling shareholder increased holdings by 700,000 shares during stock price fluctuations [8] - Best (300580): The wholly-owned subsidiary Zihua Precision Machine is fully laying out the linear motion components field, targeting the mid-to-high-end equipment industry, automation industry, humanoid robot industry, and intelligent connected vehicles [8] Market Review and Outlook - On September 18, the three major indices experienced a volatile rise in the morning but quickly fell in the afternoon. The Shanghai Composite Index closed down 1.15%, the Shenzhen Component Index down 1.06%, and the ChiNext Index down 1.64%. Over 4,300 stocks in the market declined [10] - The overall market is in a phase of differentiation and consolidation. Some stocks, such as Tianpu Co., Ltd., achieved a 12-day consecutive rise, indicating active capital seeking breakout opportunities [10] - The semiconductor, CPO concept, and tourism hotel sectors showed resilience, with notable performances from stocks like SMIC and Yunnan Tourism [10] - The technical analysis indicates that the Shanghai Composite Index is in a critical oscillation range between 3,800 and 3,900 points, with potential technical selling pressure as it approaches the 3,900-point mark [11]

Core Viewpoint - The company Lege Co., Ltd. (300729) is actively developing and utilizing its self-developed warehouse assistance robots for smart manufacturing in its own factories and intelligent logistics in overseas warehouses, with potential plans for external sales in the future [1] Group 1 - The company's warehouse assistance robots are primarily used in its own smart manufacturing processes [1] - The products are also applied in intelligent logistics for overseas warehouses [1] - Some of the equipment has already been put into use [1] Group 2 - The company may consider external sales of its mature products depending on the situation [1]

乐歌股份（300729.SZ）9月18日在投资者互动平台表示，尊敬的投资者您好，公司的仓储助力机器人等 自主研发制造的产品主要应用于自有工厂的智能制造以及海外仓的智慧物流方面，部分设备已经投入使 用。未来，成熟产品将视情况可能对外销售。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，注意到贵公司持续加大机器人领域投入， 乐歌机器人研究院有物流机器人研发、外骨骼研发和算法、激光SLAM算法研发和AI相关岗位。乐歌人 体工学科技股份有限公司的智能家居理念和外骨骼机器人的技术和应用场景高度重合，请问贵单位的是 否已有成熟的产品进行测试、落地，产品的在自用的同时是否有面向市场销售的计划？ ...

每经AI快讯，9月18日，乐歌股份（300729）在互动平台表示，公司的仓储助力机器人等自主研发制造 的产品主要应用于自有工厂的智能制造以及海外仓的智慧物流方面，部分设备已经投入使用。未来，成 熟产品将视情况可能对外销售。 ...

乐歌股份（300729.SZ）8月1日在投资者互动平台表示，目前公司自用的仓储助力机器人的核心程序及 控制软件为自研，构成部件等主要以外采为主，暂未进行规模化量产。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问我司目前物流机器人产能有多少？机器人的线性 驱动等核心技术有没有授权第三方合作开发？外骨骼机器人进展如何？ ...