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 officially launched a humanoid robot head assembly, featuring an NVIDIA Jetson Thor chip and a new generation of robot energy management products [1] - The company aims to leverage its expertise in AI interaction technology from the automotive sector to enhance humanoid robots [3] Group 1: Product Features - The humanoid robot head assembly integrates multiple functions, including a flexible display, microphone array, depth camera, and rotational control [2] - It is equipped with a multimodal AI interaction system that offers proactive voice interaction, facial recognition tracking, precise intent recognition, and real-time image generation for a more intelligent and natural human-robot interaction experience [2] Group 2: Intelligent Capabilities - The intelligent capabilities of humanoid robots are categorized into three main types: mobility intelligence, operational intelligence, and interactive intelligence [2] - Junsheng's AI head assembly embeds multimodal interaction capabilities to provide emotional companionship and natural communication [2] Group 3: Data Utilization - The core of operational intelligence for humanoid robots lies in how they can replace human labor, with data being a critical factor [3] - Junsheng Electronics primarily utilizes real data collected from industrial environments for training, while synthetic data is used for pre-training visual language action (VLA) models [3] - The company focuses on data collection and training in industrial scenarios, particularly in loading and handling tasks, which require less precision and are more suitable for deployment in real factory environments [3]

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].