值得注意的是，进入9月后，公司在资本市场的表现可谓"叫好又叫座"。截至9月19日，公司股价本月累 计上涨74.84%；而在本轮上涨期间，公司控股股东均胜集团选择"高位增持"70万股公司股份，增持金额 约1895.93万元，引发市场热烈反响。 卡位机器人"头部" 据悉，此次均胜电子发布会中，较为吸睛的要数"具身智能机器人AI头部总成"产品，其采用一体化结构 设计，具备主动语音交互、人脸识别跟随、精准意图识别、实时图像生成等功能。 21世纪经济报道记者赵云帆 宁波报道 股价三连板，创出历史新高，控股股东"高位增持"——最近，A 股智能汽车产业链龙头企业均胜电子（600699）（600699.SH），终于在其姗姗来迟的机器人产品发布 会上，揭开了其"第二增长曲线"的一角。 9月18日，均胜电子在宁波总部发布了三类机器人集成产品，包括人形机器人AI头部总成、基于英伟达 Jetson Thor芯片的全域控制器，以及新一代机器人能源管理产品。 与大量聚焦机电执行器或灵巧手的A股机器人赛道"友商"对比，均胜电子是为数不多聚焦机器人头部， 能源管理，智能系统集成的机器人模组细分赛道选手。 同时，记者也发现，与公司打出的Slo ...

Core Insights - Junsheng Electronics has launched new robotic components, including an AI head assembly, a global controller based on NVIDIA's Jetson Thor chip, and a next-generation energy management product for robots [1][2][3]. Group 1: AI Head Assembly - The AI head assembly is designed for embodied intelligent robots, integrating a flexible display, microphone array, depth camera, and rotation control, providing advanced human-machine interaction capabilities [1]. - The assembly features a multimodal AI interaction system that includes active voice interaction, facial recognition tracking, precise intent recognition, and real-time image generation [1]. Group 2: Global Controller - The new global controller boasts an AI computing power of 2070 TOPS, which is 7.5 times that of the previous generation Orin, with a CPU performance increase of 3.1 times and overall energy efficiency improvement of 3.5 times [2]. - It supports real-time inference for large models with billions of parameters and is designed to handle high-dynamic and high-precision complex scenarios [2]. Group 3: Energy Solutions - Junsheng Electronics has introduced an embedded high-energy density battery pack with an energy density greater than 280Wh/kg, capable of supporting continuous discharge of up to 36A, and can charge from 0% to 80% in just 10 minutes [3]. - The new wireless charging solution allows robots to charge automatically in various environments, eliminating the need for manual intervention [4]. Group 4: Strategic Partnerships and Future Plans - Junsheng Electronics has formed a strategic partnership with RIVR Technologies AG to provide customized robotic domain controller solutions and energy management systems, leveraging its global supply chain and manufacturing capabilities [2]. - The company aims to build a comprehensive product matrix for robotic solutions, enhancing its ability to support the research and manufacturing of robotic products in collaboration with global partners [4].

9月18日，汽车零部件企业均胜电子（600699.SH）在宁波发布了三款机器人产品，分别是机器人AI头 部总成、基于英伟达Jetson Thor芯片的全域控制器以及新的机器人能源管理产品。 胡爽解释，基于英伟达的Thor芯片，均胜电子将车规级的接口和协议带入了产品的研发中。"主流的机 器人方案是大脑和小脑有各自的算力，当大小脑拥有一体化的芯片架构，数据传输的可靠性和一致性提 升，也能够满足机器人在更高精度的复杂环境下的操作需求。" 根据均胜电子披露内容，公司将为瑞士具身智能机器人公司RIVR（RIVR Technologies AG）提供定制 化机器人域控制器解决方案和机器人能源管理系统解决方案。今年以来，均胜电子机器人能源管理相关 产品已经向智元机器人、银河通用等企业送样。 但俞朝辉也坦言，当前公司的机器人业务和整个行业仍然处在发展早期。"未来这块蛋糕能做多大，还 是取决于我们产品研发创新的速度和技术投入的力度。" 记者注意到，与部分厂商主打单点零部件供应不同，均胜电子此次发布的三款产品均强调集成的概念。 第一财经记者在现场看到，均胜电子的机器人零部件已经包括双目深度相机、嗅觉传感器、全固态激光 雷达、惯性 ...