宁波均胜电子（600699）有限公司(简称：均胜电子)(600699.SH)将于10月20日启动港股上市前PDIE(Pre-Deal Investor Education)，目标交易规模约4至5亿美元。据港交所披露，均胜电子8月7日二次递表港交所主板，中金公 司（601995）和瑞银集团为其联席保荐人。目前均胜电子港股IPO已获中国证监会备案。 招股书显示，均胜电子是智能汽车科技解决方案提供商，提供汽车零部件行业关键领域(主要为汽车电子和汽车 安全)的先进产品和解决方案。公司业务专注于汽车零部件的研发、制造和销售，于2024年全球汽车零部件行业 中排名第四十一，根据弗若斯特沙利文的资料，按收入计，公司是中国和全球第二大汽车被动安全产品供货商。 均胜电子已搭建高度全球化平台。截至2025年4月30日，公司在全球设有超过25个研发中心和超过60个生产基 地，覆盖亚洲、欧洲和北美等主要汽车市场。公司的全球化战略已证实卓有成效，其中境外销售额占2024年总收 入的74.7%。此外，公司从2021年至2024年连续四年在中国跨国公司100大及跨国指数中排名第一。 公司募资金额拟用于通过投资于新一代汽车智能解决方案和前沿 ...

智通财经APP获悉，宁波均胜电子有限公司(简称：均胜电子)(600699.SH)将于10月20日启动港股上市前PDIE(Pre- Deal Investor Education)，目标交易规模约4至5亿美元。据港交所披露，均胜电子8月7日二次递表港交所主板， 中金公司和瑞银集团为其联席保荐人。目前均胜电子港股IPO已获中国证监会备案。 值得注意的是，10月16日，智元机器人正式发布新一代工业级交互式具身作业机器人智元精灵G2，并同步开启 与均胜电子过亿元采购合同的首批交付商用。据规划，首批交付的智元精灵G2将率先部署于均胜电子的汽车零 部件产线。媒体报道称，此举标志着交互式具身智能技术正式落地汽车零部件制造场景。 招股书显示，均胜电子是智能汽车科技解决方案提供商，提供汽车零部件行业关键领域(主要为汽车电子和汽车 安全)的先进产品和解决方案。公司业务专注于汽车零部件的研发、制造和销售，于2024年全球汽车零部件行业 中排名第四十一，根据弗若斯特沙利文的资料，按收入计，公司是中国和全球第二大汽车被动安全产品供货商。 均胜电子已搭建高度全球化平台。截至2025年4月30日，公司在全球设有超过25个研发中心和超过60 ...

北京商报讯（记者 魏蔚）10月16日，智元机器人联合均普智能发布精灵G2机器人。精灵G2搭载智元自 主研发的高性能关节执行器、多类型传感器阵列及先进 AI 计算平台，可实现毫米级智能力控作业，轻 松完成零部件抓取、装配、检测等复杂工序；支持本地模型部署与作业流程定制，既能完成重复性高、 精度要求高的工序，又能通过实时数据迭代优化作业逻辑。据规划，首批交付的智元精灵 G2 将率先部 署于均胜电子的汽车零部件产线。 ...

10月16日，智元机器人推出了新一代工业级交互式的具身作业机器人智元"精灵"G2。发布会现场，智 元机器人合伙人、高级副总裁、具身业务部总裁姚卯青透露，G2在首发之前就已获得了智能产品生产 制造上市公司龙旗科技（603341.SH）的数亿元订单。除了消费电子精密制造场景，G2与均普集团旗下 均胜电子（600699.SH）过亿元的采购合同即日也开启首批交付，以此切入汽车零部件制造场景。 《中国经营报》记者注意到，智元精灵G2外形属轮式具身机器人，其前一代精灵G1于2023年11月面 市。智元方面将G2称为"工业级交互式具身作业的全球标杆"，支持全场景全向避障，高精度力控作 业，腰部自由度为3，可实现近似人类的弯腰、转腰和侧向摆动身体能力。G2还配置了十字腕力控臂， 姚卯青用一枚生鸡蛋现场做了演示，G2能细腻感知外力并做出柔顺反应，实现快速部署。在续航方 面，G2可自主回到充电站补能，具有双电池热插拔换电能力，满足24小时工厂产线节拍。 在应用场景方面，智元方面现场展示了汽车零部件制造、精密操作、物流分拣、商业导览的主要真实场 景，截至目前，这四大真实场景均已进入部署阶段。姚卯青表示，希望G2能够把人类从重复、繁 ...

智元机器人合伙人、高级副总裁、具身业务部总裁姚卯青透露，10月16日下午，智元机器人将与均普智 能在宁波联合举办智元精灵G2线下全球首发暨投产仪式，并同步开启与均胜电子过亿元采购合同的首 批交付商用，正式落地汽车零部件制造场景。此前，精灵G2也已斩获龙旗科技数亿元订单，切入消费 电子精密制造核心场景。 ...

近日，均胜电子（600699）获中国证监会备案，意味着其已拿到赴港上市的钥匙，标志着这家中国汽车 零部件龙头正式开启"A+H"双资本平台布局。 据其招股书显示，此次赴港上市的募投资金将用于扩充智能驾驶舱驾一体研发、全球工厂效率提升以及 战略投资拓展三大核心领域，精准锚定全球汽车产业变革的核心赛道，也为其全球化征程注入了新的资 本动能。 成功登陆港交所后，均胜电子将成为又一家实现"A+H"双平台布局的中国汽车产业链企业，与宁德时代 （300750）、三花智控（002050）等产业链公司齐聚港股，以更充足的资本准备迎接全球汽车产业的深 刻变革。 汽车电子核心业务逆势增长 在全球汽车产业面临多重挑战的背景下，均胜电子凭借独特的"资本与产业"双轮驱动模式，成功构建了 一个具有高度全球竞争力的汽车科技平台。 截至目前，公司已在全球设立25个研发中心和60多个生产基地，形成了覆盖亚洲、欧洲和北美等主要汽 车市场的完善网络，业务覆盖座舱域、智驾域、网联域、动力域和车身域等汽车核心领域。 今年9月，公司再次获得两家头部主机厂的CCU及智能网联产品订单，全生命周期订单总金额约150亿 元，计划于2027年启动量产。这一订单不仅 ...

Core Viewpoint - Junsheng Electronics has shown significant stock performance with a year-to-date increase of 96.83%, despite a recent decline of 12.87% over the last five trading days [1] Financial Performance - For the first half of 2025, Junsheng Electronics achieved a revenue of 30.347 billion yuan, representing a year-on-year growth of 12.07%, and a net profit attributable to shareholders of 708 million yuan, up 11.13% year-on-year [2] - The company has distributed a total of 1.532 billion yuan in dividends since its A-share listing, with 862 million yuan distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Junsheng Electronics increased to 91,500, up 11.97% from the previous period, while the average number of circulating shares per shareholder decreased by 10.69% to 14,945 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 66.728 million shares, an increase of 10.5185 million shares from the previous period [3] Market Activity - On October 15, Junsheng Electronics' stock price rose by 2.05% to 30.34 yuan per share, with a trading volume of 262 million yuan and a turnover rate of 0.64% [1] - The company has appeared on the stock market's "Dragon and Tiger List" twice this year, with the most recent appearance on September 17 [1]

Core Viewpoint - Junsheng Electronics experienced a stock price decline of 2.01% on October 14, 2023, with a current price of 30.70 CNY per share and a total market capitalization of 42.847 billion CNY [1] Financial Performance - For the first half of 2025, Junsheng Electronics reported a revenue of 30.347 billion CNY, representing a year-on-year growth of 12.07%, and a net profit attributable to shareholders of 708 million CNY, up 11.13% year-on-year [2] - The company has cumulatively distributed 1.532 billion CNY in dividends since its A-share listing, with 862 million CNY distributed over the past three years [3] Stock Market Activity - The stock has seen a significant increase of 99.17% year-to-date, but has declined by 12.54% over the past five trading days [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on September 17 [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 11.97% to 91,500, while the average number of circulating shares per person decreased by 10.69% to 14,945 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 66.7278 million shares, and Southern CSI 500 ETF, holding 14.6581 million shares, both of which have increased their holdings [3] Business Segments - Junsheng Electronics' main business segments include automotive safety systems (62.53% of revenue), automotive electronic systems (27.53%), and other segments (9.44%) [1] - The company operates in the automotive parts industry, specifically focusing on automotive electronic and electrical systems [2]

请简要回顾均胜电子 2025 年上半年两大主业的改善情况，并展望下半年营收 增长和毛利率的前景。 2025 年上半年，均胜电子在汽车安全和汽车电子两大主业方面取得了显著改 善。汽车安全业务的毛利率恢复到接近 16%的水平，汽车电子业务的毛利率达 到 21%以上，这些数字均为近年来的历史最高点。展望下半年，我们预计这两 大主业将继续保持环比提升趋势。具体来说，汽车安全业务在未来三年内有望 实现单体 5%的净利润水平，并将营收从今年约 400 亿人民币提升至 500 亿人 民币。汽车电子业务今年目标收入为 180 亿人民币，三年后希望达到 200- 250 亿人民币规模，同时毛利率有望突破至 23%-25%，净利润超过 5%。整 体来看，公司未来三年的利润至少还有一倍左右的增长空间。 均胜电子 20251013 摘要 均胜电子汽车安全和汽车电子两大主业毛利率均创历史新高，汽车安全 业务毛利率达 16%，汽车电子业务达 21%以上，预计下半年将继续环 比提升，未来三年汽车安全业务营收有望从 400 亿人民币增至 500 亿 人民币，净利润率达 5%。 公司已获中国证监会关于香港 IPO 的备案，预计 10 月启动， ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]