Group 1 - The company has secured two major automotive clients for intelligent vehicle projects, with a total lifecycle order value of approximately 15 billion yuan, expected to start mass production in 2027 [1] - On September 18, the company launched a new AI head assembly for robots and a global controller based on NVIDIA's Jetson Thor chip, along with a new generation of robot energy management products [2] - The AI head assembly features an integrated design with multiple functions, enhancing the company's robot component solution matrix [1][2] Group 2 - The global controller equipped with NVIDIA's Jetson Thor chip boasts an AI computing power of 2070 TOPS, which is 7.5 times that of the previous generation, and a 3.5 times improvement in overall energy efficiency [2] - The company has formed a strategic partnership with Swiss robotics company RIVR to provide customized robot domain controller solutions and energy management systems, supporting RIVR's expansion in North America, Europe, and Asia-Pacific [2] - The company has introduced a new high-energy density battery pack and a next-generation wireless charging solution for robots, addressing current limitations in battery capacity and charging convenience [2] Group 3 - The automotive sector is benefiting from the demand growth driven by the electric and intelligent transformation, with continuous integration in automotive electronics, intelligent driving, and passive safety [3] - The recent acquisition of a 15 billion yuan order from international clients enhances the company's global competitiveness and supports steady growth in its main business [3] - The company is expected to achieve revenues of 63.13 billion yuan, 67.47 billion yuan, and 71.91 billion yuan from 2025 to 2027, with year-on-year growth rates of 13.0%, 6.9%, and 6.6% respectively [3]

9月18日，均胜电子（600699）正式发布机器人AI头部总成和基于英伟达Jetson Thor芯片的全域控制 器，以及新一代机器人能源管理产品，国内机器人公司智元机器人、小鹏机器人、星动纪元、星尘智 能，海外机器人公司RIVR，以及均胜电子生态伙伴阿里云、英伟达等公司均出席本次发布会。 值得一提的是，在9月18日国务院新闻办公室举行的"高质量完成'十四五'规划"系列主题新闻发布会 上，科技部部长阴和俊表示，正在推动人形机器人在汽车制造、物流搬运、电力巡检等场景加速落地应 用，为未来万亿级产业的发展奠定坚实基础。 发布三款机器人核心零部件新品 均胜电子与智元机器人代表现场共同发布了这一"AI头部总成"。今年上半年，均胜电子与智元机器人签 约战略合作，围绕包括机器人"大小脑"及关键部件的核心技术攻关、定制化开发、测试验证平台建设等 方面开展深度合作，共同开拓国内外市场。下一步，双方还将继续深化合作。 在此次发布会上，均胜电子还推出更智能的机器人"超级大脑"，即搭载英伟达JetsonThor芯片的全域控 制器，其AI算力高达2070TOPS，是上一代Orin的7.5倍；14核高性能计算CPU，性能提升3.1倍；整 ...