NJEC(SH:600699) Quan Jing Wang·2025-11-17 02:19Core Insights - Junsheng Electronics (600699) held a performance briefing for Q3 2025, focusing on the latest developments in its robotics business [1] - The company aims to provide integrated solutions for global automotive and robotics companies, including key components such as brain controllers, energy management modules, and high-performance materials [1] Group 1: Business Strategy - In early 2025, the company launched a dual-driven strategy of "Automotive + Robotics Tier 1," focusing on core robotic components and assembly solutions [1] - The strategy includes systematic support for global robotics companies in product development and manufacturing, promoting the application of robotics in various scenarios [1] Group 2: Domestic Collaborations - Junsheng Electronics has partnered with leading domestic clients such as Zhiyuan Robotics and Galaxy General, achieving mass supply of customized main control boards [1] - The company is also supplying various precision IMUs and customized fisheye cameras, along with developing battery packs with high energy density and smart battery management systems [1] Group 3: International Collaborations - The company has delivered components such as robot back heads, necks, shoulders, knees, and fingers to a leading overseas robotics company [2] - Junsheng Electronics is exploring next-generation head display solutions and collaborating with another overseas robotics company for end logistics and food delivery robots [2]