On September 2, despite fluctuations leading to lower closes for the three major A-share indices, robot concept stocks defied the broader market trend, with a notable surge in daily limits in the afternoon. Among these, Zhejiang Rongtai experienced a daily limit surge, pushing its share price to an all-time high. Market speculation suggested that Tesla had held a meeting with a prominent robot supplier, signaling optimism about its robot production capacity for next year. According to rumors, Tesla requested the supplier to prepare for a production capacity ramp-up in the first quarter of next year, anticipating weekly production to reach 10,000 units by the third quarter.

A representative from Zhejiang Rongtai responded to these rumors, acknowledging awareness of the speculation but unable to verify its source or accuracy. While confirming that the company is indeed a supplier to Tesla and enjoys close cooperation, they clarified that there had been no related meeting or official news release that morning. Regarding the specific production capacity figures attributed to Tesla's robot plans, the representative emphasized that this was confidential information and advised investors to stay tuned to official company announcements for updates.