According to a research report by CITIC Securities, the humanoid robot sector continued to adjust and diverge due to the adjustment of the head of the Tesla Optimus project and rumors of "order cuts", and the performance of the visual sensor sector was relatively good. Traditional engineering machinery continued to adjust due to the lower-than-expected domestic sales data, while the marginal improvement of parts, forklifts and other sectors performed well. Solid-state batteries have advantages such as high safety and high energy density. Recently, there have been continuous industry catalysts, and the attention of related equipment companies has continued to increase.