Core Viewpoint - The battery sector is experiencing fluctuations, with the Battery 50 ETF (159796) showing a slight decline but significant investment interest, indicating strong market engagement and potential growth opportunities in the sector [1][2]. Group 1: Market Performance - As of September 19, the Battery 50 ETF (159796) saw a minor drop of 0.11%, but it gained 86 million shares during the day, pushing its total scale beyond 6 billion yuan, leading its peers significantly [1]. - The China Securities Battery Theme Index (931719) increased by 0.1%, with notable gains from companies like Xian Dao Intelligent (over 4%) and Yiwei Lithium Energy (over 3%), while companies like Sanhua Intelligent Control experienced a significant drop of over 8% [2][3]. Group 2: Key Stocks and Components - The top ten components of the Battery 50 ETF include: - Sungrow Power (14.38%, -1.87%) - CATL (8.22%, +0.66%) - Sanhua Intelligent Control (7.15%, -8.30%) - Yiwei Lithium Energy (6.32%, +3.33%) - Xian Dao Intelligent (4.45%, +4.20%) [4]. - The ETF's index has a high storage content of 24%, significantly benefiting from the storage sub-sector's growth, while solid-state battery content stands at 37%, indicating strong potential for future growth [7]. Group 3: Industry Developments - The 2025 Suining International Lithium Battery Industry Conference emphasized the need for innovation in lithium battery technology, focusing on solid-state batteries, sodium-ion batteries, and fast-charging batteries [4]. - Xian Dao Intelligent announced advancements in solid-state battery production, having achieved multiple technological breakthroughs and successfully delivered equipment to various battery manufacturers [5]. - The solid-state battery industry is projected to see significant growth, with a potential market space of 2.5 billion yuan by 2027, growing at a CAGR of 122% to reach 27.3 billion yuan by 2030 [6].

Core Insights - Chinese autonomous driving companies are increasingly entering international markets, shifting from technology importers to exporters, and becoming essential partners in global collaborations [1][2][3] Group 1: International Expansion - Hesai Technology signed a laser radar order worth over $40 million with a leading US Robotaxi company [1] - Momenta plans to start L4 autonomous Robotaxi testing in Munich, Germany, in 2026, having established deep partnerships with over 20 global automakers [2] - Companies like Baidu and Xiaoma Zhixing are also expanding their Robotaxi services internationally, with plans to launch in various regions by 2025-2026 [2][3] Group 2: Technological Advancements - Chinese companies are leveraging complex road environments to develop superior algorithms, enhancing their problem-solving capabilities [4] - Momenta's "data flywheel" approach allows for continuous training and optimization of its algorithms using data from over 400,000 vehicles [4] - The shift from high-precision maps to "mapless" solutions is gaining traction, with Chinese firms leading this technological transition [5] Group 3: Cost Reduction and Commercial Viability - The cost of manufacturing Robotaxis has decreased by 80% over the past five years, making them more competitive globally [6] - Companies like Hesai Technology are producing high-performance laser radars at significantly lower costs, enabling larger fleet deployments [6] - The total cost of Xiaoma Zhixing's seventh-generation autonomous driving suite has decreased by 70%, with substantial reductions in key components [6] Group 4: Market Dynamics and Future Outlook - The capital market's focus is shifting from technology feasibility to commercialization timelines and cash flow expectations [7] - A potential wave of mergers and acquisitions may occur as companies with specific technological expertise seek partnerships with larger firms [7] - Collaborations between tech companies and ride-hailing platforms like Uber are expected to accelerate profitability in the autonomous driving sector [7][8]

9月18日，均胜电子（600699）正式发布机器人AI头部总成和基于英伟达Jetson Thor芯片的全域控制 器，以及新一代机器人能源管理产品，国内机器人公司智元机器人、小鹏机器人、星动纪元、星尘智 能，海外机器人公司RIVR，以及均胜电子生态伙伴阿里云、英伟达等公司均出席本次发布会。 值得一提的是，在9月18日国务院新闻办公室举行的"高质量完成'十四五'规划"系列主题新闻发布会 上，科技部部长阴和俊表示，正在推动人形机器人在汽车制造、物流搬运、电力巡检等场景加速落地应 用，为未来万亿级产业的发展奠定坚实基础。 发布三款机器人核心零部件新品 均胜电子与智元机器人代表现场共同发布了这一"AI头部总成"。今年上半年，均胜电子与智元机器人签 约战略合作，围绕包括机器人"大小脑"及关键部件的核心技术攻关、定制化开发、测试验证平台建设等 方面开展深度合作，共同开拓国内外市场。下一步，双方还将继续深化合作。 在此次发布会上，均胜电子还推出更智能的机器人"超级大脑"，即搭载英伟达JetsonThor芯片的全域控 制器，其AI算力高达2070TOPS，是上一代Orin的7.5倍；14核高性能计算CPU，性能提升3.1倍；整 ...

（编辑 任世碧） 证券日报网讯 9月18日晚间，均胜电子发布公告称，自2025年9月15日至2025年9月18日，公司股票连续 四个交易日收盘价格累计涨幅约为43.39%，短期涨幅高于同期上证指数以及WIND汽车零部件指数累计 涨幅，可能存在非理性炒作风险，敬请广大投资者关注二级市场交易风险，理性决策，审慎投资。 ...

Core Insights - Junsheng Electronics has launched new robotic components, including an AI head assembly, a global controller based on NVIDIA's Jetson Thor chip, and a next-generation energy management product for robots [1][2][3]. Group 1: AI Head Assembly - The AI head assembly is designed for embodied intelligent robots, integrating a flexible display, microphone array, depth camera, and rotation control, providing advanced human-machine interaction capabilities [1]. - The assembly features a multimodal AI interaction system that includes active voice interaction, facial recognition tracking, precise intent recognition, and real-time image generation [1]. Group 2: Global Controller - The new global controller boasts an AI computing power of 2070 TOPS, which is 7.5 times that of the previous generation Orin, with a CPU performance increase of 3.1 times and overall energy efficiency improvement of 3.5 times [2]. - It supports real-time inference for large models with billions of parameters and is designed to handle high-dynamic and high-precision complex scenarios [2]. Group 3: Energy Solutions - Junsheng Electronics has introduced an embedded high-energy density battery pack with an energy density greater than 280Wh/kg, capable of supporting continuous discharge of up to 36A, and can charge from 0% to 80% in just 10 minutes [3]. - The new wireless charging solution allows robots to charge automatically in various environments, eliminating the need for manual intervention [4]. Group 4: Strategic Partnerships and Future Plans - Junsheng Electronics has formed a strategic partnership with RIVR Technologies AG to provide customized robotic domain controller solutions and energy management systems, leveraging its global supply chain and manufacturing capabilities [2]. - The company aims to build a comprehensive product matrix for robotic solutions, enhancing its ability to support the research and manufacturing of robotic products in collaboration with global partners [4].

9月18日，均胜电子（600699）发布具身智能机器人AI头部总成产品、基于英伟达JETSON THOR的机 器人全域控制器和高能量机器人电池包及电池管理系统(BMS)。 二级市场上，近期均胜电子连续三日涨停，9月涨幅累计达到73.8%。 (作者：赵云帆编辑：许婷婷,实习生孙筠雅) 机器人AI头部总成可以进行主动交互而非人为唤醒，可以根据表情识别情绪状态，并进行表情交互， 多轮记忆对话等。 全域控制器可以基于不同芯片平台为机器人打造大小脑融合的域控产品，同时胸腔及底盘总成方案集成 了电池包、散热器等功能部件。 ...

证券代码：600699 证券简称：均胜电子 公告编号：临 2025-059 宁波均胜电子股份有限公司 股票交易风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 股价短期涨幅较大风险：自 2025 年 9 月 15 日至 2025 年 9 月 18 日，宁 波均胜电子股份有限公司（以下简称"公司"或"均胜电子"）股票连续四个交 易日收盘价格累计涨幅约为 43.39%，短期涨幅高于同期上证指数以及 WIND 汽车 零部件指数累计涨幅，可能存在非理性炒作风险，敬请广大投资者关注二级市场 交易风险，理性决策，审慎投资。 机器人零部件业务收入占比极低风险：公司关注到近期市场对于机器人 相关概念的关注度较高，经自查，目前公司机器人相关零部件业务尚处于前期起 步阶段，营业收入占比不到 0.1%，不会对公司当期业绩产生重大影响，敬请广 大投资者关注二级市场交易风险，理性决策，审慎投资。 商誉潜在减值风险：截至 2025 年 6 月 30 日，公司商誉占净资产比例约 为 35.04%，如果未来宏观经济、下游客户行业、 ...

Group 1 - The core point of the article highlights that Junsheng Electronics' stock price has increased by approximately 43.39% over four consecutive trading days from September 15 to September 18, 2025, which is significantly higher than the Shanghai Composite Index and the WIND automotive parts index during the same period, indicating a potential irrational speculation risk [2] - The revenue contribution from the company's robotics-related components business is less than 0.1%, suggesting that it will not have a significant impact on the company's current performance [2] - As of June 30, 2025, the company's goodwill accounts for about 35.04% of its net assets, which poses a risk of goodwill impairment if there are significant adverse changes in macroeconomic conditions, downstream customer industries, or market environments in the future [2] Group 2 - The company's asset-liability ratio is approximately 69.46%, which is higher than the average levels in both domestic and international industries, indicating potential financial leverage concerns [2]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2025年9月18日，均胜电子（sh600699）新增"昨日连板"概念。 根据喜娜AI概念解读，2025-09-18新增概念：昨日连板。入选理由：该股连续涨停 ...

9月18日，汽车零部件企业均胜电子（600699.SH）在宁波发布了三款机器人产品，分别是机器人AI头 部总成、基于英伟达Jetson Thor芯片的全域控制器以及新的机器人能源管理产品。 胡爽解释，基于英伟达的Thor芯片，均胜电子将车规级的接口和协议带入了产品的研发中。"主流的机 器人方案是大脑和小脑有各自的算力，当大小脑拥有一体化的芯片架构，数据传输的可靠性和一致性提 升，也能够满足机器人在更高精度的复杂环境下的操作需求。" 根据均胜电子披露内容，公司将为瑞士具身智能机器人公司RIVR（RIVR Technologies AG）提供定制 化机器人域控制器解决方案和机器人能源管理系统解决方案。今年以来，均胜电子机器人能源管理相关 产品已经向智元机器人、银河通用等企业送样。 但俞朝辉也坦言，当前公司的机器人业务和整个行业仍然处在发展早期。"未来这块蛋糕能做多大，还 是取决于我们产品研发创新的速度和技术投入的力度。" 记者注意到，与部分厂商主打单点零部件供应不同，均胜电子此次发布的三款产品均强调集成的概念。 第一财经记者在现场看到，均胜电子的机器人零部件已经包括双目深度相机、嗅觉传感器、全固态激光 雷达、惯性 ...