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押注零部件总成,均胜电子切入机器人赛道

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]