NJEC(SH:600699) Zheng Quan Shi Bao Wang·2025-09-18 14:30Core 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]