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从单一零部件转向总成解决方案 均胜电子发布机器人AI头部总成等多款新品
Zheng Quan Shi Bao Wang· 2025-09-18 14:30
Core Insights - Junsheng Electronics officially launched AI head assembly and global controller based on NVIDIA Jetson Thor chip, along with a new generation of robot energy management products, at a press conference attended by various domestic and international robotics companies and partners [1][2] Product Launch - The AI head assembly is designed for embodied intelligent robots, featuring an integrated structure with a flexible display, microphone array, depth camera, and motion control, providing a multi-modal interactive experience [2] - The new global controller, powered by NVIDIA Jetson Thor chip, boasts an AI computing power of 2070 TOPS, which is 7.5 times that of the previous generation Orin, and has a performance improvement of 3.1 times with a 3.5 times increase in overall energy efficiency [2][3] Strategic Partnerships - Junsheng Electronics announced a strategic partnership with Swiss robotics company RIVR to enhance logistics efficiency and sustainability, providing customized robot domain controller solutions and energy management systems [3] - The company aims to leverage its global supply chain and manufacturing capabilities to support RIVR's business expansion in North America, Europe, and Asia-Pacific [3] Product Orders and Market Strategy - The newly launched products have already received bulk orders, including energy system solutions and customized components [4] - Junsheng Electronics has proposed a dual-track transformation strategy of "Automotive + Robotics Tier 1" since 2025, focusing on establishing a strong foothold in the robotics sector [4][5] Technological Development - The company has built a comprehensive solution for key robotic components, enhancing its capability to support the R&D and manufacturing of robotics products [5] - Junsheng Electronics plans to utilize its global factories for real industrial scenario training for robots, leveraging its extensive data accumulation in industrial applications [5] Market Potential - The global humanoid robot market is projected to reach $200 billion by 2030, indicating significant growth potential for Junsheng Electronics in the robotics sector [6]
均胜电子:股票交易风险提示公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-18 13:12
(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。 ...
均胜电子发布机器人AI头部总成等多款新产品
Zheng Quan Ri Bao Wang· 2025-09-18 12:21
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].
股价三连板,均胜电子发布机器人AI头部总成等产品
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-18 12:13
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。 ...
均胜电子(600699) - 均胜电子股票交易风险提示公告
2025-09-18 11:33
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、 ...
均胜电子:公司机器人相关零部件业务营业收入占比不到0.1%
Xin Hua Cai Jing· 2025-09-18 11:24
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]
均胜电子新增“昨日连板”概念
Xin Lang Cai Jing· 2025-09-18 10:38
Group 1 - Junsheng Electronics (sh600699) has been added to the "Yesterday's Continuous Limit Up" concept on September 18, 2025 [1] - The stock has experienced consecutive limit-up trading days, which is the reason for its inclusion in this concept [2]
押注零部件总成,均胜电子切入机器人赛道
Di Yi Cai Jing Zi Xun· 2025-09-18 10:32
Core Insights - Junsheng Electronics has launched three integrated robotic products, emphasizing a comprehensive approach rather than single-component supply [1][3] - The company aims to position itself as a "Tier 1" supplier in the automotive and robotics sectors, directly supplying components to manufacturers and engaging deeply in R&D and production processes [1][3] Product Development - The newly launched products include an AI head assembly, a full-domain controller based on NVIDIA's Jetson Thor chip, and a new energy management product for robots [1] - The AI computing power of the new full-domain controller reaches 2070 TOPS, which is 7.5 times that of the previous generation Orin, with CPU performance improved by 3.1 times [3] Strategic Partnerships - Junsheng Electronics will provide customized robotic domain controller solutions and energy management systems to Swiss company RIVR Technologies AG [3] - The company has already sent samples of its energy management products to various enterprises, including Zhiyuan Robotics and Galaxy General [3] Industry Positioning - The robotics business is still in its early development stage, and the future growth potential will depend on the speed of product innovation and the level of technological investment [4]
新股发行及今日交易提示-20250918





HWABAO SECURITIES· 2025-09-18 07:47
Group 1: New Stock Issuances - Cash option declaration period for *ST Tianmao (000627) is from September 15 to September 19, 2025[1] - *ST Zitian (300280) has 11 trading days remaining until the last trading day during the delisting arrangement period[1] - *ST Dongtong (300379) has reported severe abnormal fluctuations in stock price[1] Group 2: Market Alerts - Jiushi Media (601929) has experienced significant abnormal fluctuations in stock price[1] - Xian Dao Intelligent (300450) has reported severe abnormal fluctuations in stock price[1] - Hangke Technology (688006) has issued a notice regarding stock performance[1] Group 3: Trading Notifications - Shanghai Construction (600170) has issued a trading notification on September 18, 2025[1] - Junsheng Electronics (600699) has issued a trading notification on September 18, 2025[1] - ST Changyuan (600525) has issued a trading notification on September 18, 2025[1]
A股异动|均胜电子3连板 股价逼近历史新高 年内累涨约1.4倍
Ge Long Hui· 2025-09-18 07:33
| 36.88 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 35.86 | | | | | | | | | | | 35.01 | | | | | | | | | | | 34.16 | | | | | | | | | | | 33.32 | | | | | | | | | | | 32.47 | | | | | | | | | | | 31.62 | | | | | | | | | | | 30.77 | | | | | | | | | | | 29.93 | | | | | | | | | | | 29.08 | | | | | | | | | | | 28.23 | | | | | | | | | | | 27.38 | | | | | | | | | | | 26.53 | | | | | | | | | | | 25.69 | | | | | | | | | | | 24.84 | | | | | | | | | | | 23.99 | | | | | | | | | | | ...