具身智能机器人AI头部总成
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均胜电子降维打击:卡位机器人“头部”,股价被点燃
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-19 12:09
Core Insights - Junsheng Electronics, a leading player in the A-share smart automotive industry chain, has unveiled its "second growth curve" with the launch of three types of robotic integrated products, including humanoid robot AI head assembly and energy management products [1][6] Company Performance - As of September 19, Junsheng Electronics' stock price has increased by 74.84% in September, with the controlling shareholder, Junsheng Group, purchasing 700,000 shares for approximately 18.96 million yuan, generating significant market interest [2] Product Launch and Technology - The standout product from the launch is the "embodied intelligent robot AI head assembly," featuring integrated design and capabilities such as voice interaction, facial recognition, and real-time image generation [3] - The company aims to promote technological convergence in the robotics industry through its head assembly, addressing issues seen in self-assembled products by integrating multiple sensors into a cohesive system [3][4] Market Positioning - Junsheng Electronics positions itself strategically as a "Tier 1" supplier in the automotive and robotics sectors, focusing on transitioning from single components to complete assemblies [6][7] - The company has established a joint venture with ZhiYuan Robotics to produce humanoid and wheeled robots, with an initial target of 1,000 units [6] Orders and Future Outlook - The company has received orders for various robotic components and is in the process of testing samples for multi-modal sensor kits and other products, indicating early success in securing bulk orders in a nascent industry [5][6] - Junsheng Electronics emphasizes the need for scale production in the robotics sector to achieve cost reduction and efficiency, leveraging its existing automotive capabilities for global supply chain integration [7]