NJEC(SH:600699) Jiang Nan Shi Bao·2025-05-06 11:16Core Insights - Junsheng Electronics officially launched its latest products in the robotics field at the 2025 Auto Show in Shanghai, including various sensor kits and solutions for battery management, lightweight exoskeletons, and wireless charging [1] - The company aims to develop robotics as its "second curve," leveraging synergies from its core components to drive innovation in robotics technology [1] Group 1: Robotics Component Breakthroughs - Battery management systems (BMS) and sensors are critical upstream components for humanoid robots, with Junsheng achieving breakthroughs in these areas due to its experience in automotive electronics [2] - The "Xingchi" system developed by Junsheng integrates high-voltage platforms and advanced cooling technologies, improving charging efficiency by 40% and reducing energy loss risks by 70% [3][2] - The new wireless charging technology achieves over 90% efficiency, allowing robots to operate without cables and enhancing their endurance by 30% [3] Group 2: Technical Synergies and Market Position - Junsheng's entry into the robotics sector is facilitated by the high technical similarity between automotive electronics and robotics, allowing for a smooth transition of technology [6] - The company has established itself as a major supplier in the automotive sector, providing solutions across various domains, which can be directly applied to robotics [7] - The global humanoid robot market is projected to reach between $38 billion and $205 billion by 2035, indicating significant growth potential for Junsheng's robotics initiatives [8] Group 3: Strategic Partnerships and Future Plans - Junsheng has initiated a strategic partnership with Shanghai Zhiyuan New Technology Co., focusing on core technology development and customized solutions for robotics [9] - The company plans to develop its robotics business in five phases, including enhancing core component R&D and building a global industrial ecosystem [8] - Junsheng's recent financial performance, with projected revenues of 55.864 billion yuan in 2024, supports its ongoing investments in technology and innovation [9]