【zx汽车】均胜电子——联合中际旭创推出车载光通信解决方案，持续推进光模块在汽车领域的应用 公司积极探索光模块在汽车领域的应用，近期联合中际旭创推出车载光通信解决方案，依托光通信抗干扰、微秒 级低时延与大带宽优势，致力于解决智能电动汽车对通信链路、时延与稳定性的要求。 2025年前三季度公司新获订单714亿元，其中头部自主品牌及造车新势力的新订单占比持续提升。 分产品来看，公司持续推进智能驾驶、跨域融合等多类汽车电子产品的订单获取，2025年下半年已获得多家客户 的全球性汽车智能化项目定点，全生命周期总金额合计超过200亿元。 该方案支持DP、MIPI、PCIe等高速数据传输，可构建中央域与区域控制器间的高速光纤环网，并已具备量产上车 能力。 具体而 【zx汽车】均胜电子——联合中际旭创推出车载光通信解决方案，持续推进光模块在汽车领域的应用 公司积极探索光模块在汽车领域的应用，近期联合中际旭创推出车载光通信解决方案，依托光通信抗干扰、微秒 级低时延与大带宽优势，致力于解决智能电动汽车对通信链路、时延与稳定性的要求。 该方案支持DP、MIPI、PCIe等高速数据传输，可构建中央域与区域控制器间的高速光纤环网，并 ...

在汽车产业智能化与电动化浪潮奔涌、全球供应链格局深度重构的当下，中国汽车零部件巨头如何借力 资本、前瞻布局，不仅实现自身的高质量发展，更在激烈的全球竞争中塑造不可替代的竞争优势？ 近日，均胜电子董事长王剑峰在接受中国证券报记者专访时，深入剖析了均胜电子的成长逻辑、战略定 力以及对未来产业的深刻洞察。通过精准全球并购，均胜电子实现"中国基因、全球布局"的关键跨越， 如今正加速描绘智能驾驶与机器人新赛道上的广阔蓝图。 并购整合塑造全球竞争力 回顾均胜电子近二十年的发展历程，其跨越式成长与一系列关键的国际并购紧密相连。 这种前瞻性布局，正逐步转化为实实在在的业务进展。目前，均胜电子已基本完成机器人关键部件解决 方案的搭建，并与智元机器人、银河通用等国内外多家机器人公司展开合作，部分产品已实现批量供货 或送样。王剑峰特别强调了与工业场景结合的务实路径。"我们首先聚焦的是工业机器人，希望在未来 三年内，解决其在复杂工业场景中应用的'最后一公里'问题，让生产线上的机器人能像熟练工人一样高 效、灵活地工作。"他认为，相较于目前更多处于展示阶段的服务娱乐型人形机器人，能切实提升制造 业效率、降低成本的工业机器人将更快迎来爆发 ...

Core Insights - The article discusses how Junsheng Electronics leverages capital and strategic planning to achieve high-quality development and competitive advantages in the global automotive parts industry amid the trends of electrification and smart technology [1] Group 1: Mergers and Acquisitions - Junsheng Electronics' growth is closely linked to a series of strategic international mergers and acquisitions, including the acquisition of German company Preh and American company KSS, marking a significant transition from a local to a global player [1][2] - The company emphasizes a "dual-wheel drive" strategy, focusing on manufacturing as the main driver and capital markets as a supplementary force, which has embedded global integration and resource allocation capabilities into its operations [1][2] Group 2: Financial Performance - In the first three quarters of 2025, Junsheng Electronics reported a revenue of 45.844 billion yuan, a year-on-year increase of 11.45%, and a net profit attributable to shareholders of 1.12 billion yuan, up 18.98% [2] - The overall gross margin improved to 18.3%, with the third quarter achieving a gross margin of 18.6%, the highest in nearly three years, attributed to deep integration and synergy from global acquisitions [2] Group 3: Competitive Positioning - Junsheng Electronics is now the second-largest automotive safety system supplier globally, with strong competitiveness in smart driving, smart cockpit, and new energy management [3] - The company’s core competitiveness stems from its precise judgment of industry trends and timely market entry, enhancing its product lines and technological moat through successful acquisitions [3] Group 4: Future Investments - The company is focusing on the emerging robotics business, which, despite its current low revenue contribution, is seen as a significant growth area following smart connectivity and autonomous driving [4] - Junsheng Electronics has been proactive in the robotics sector for three years, leveraging its existing technology in automotive electronics and safety to develop robotic solutions [4][5] Group 5: Regional Advantages - The company acknowledges the advantages of its roots in Ningbo, which is characterized by high-end manufacturing and a complete industrial chain, contributing to its growth and operational efficiency [6] - The supportive business environment in Ningbo, including government and financial institution backing, is crucial for the company’s development and strategic mergers [6] Group 6: Strategic Vision - Junsheng Electronics emphasizes the importance of long-term vision and continuous innovation in manufacturing, requiring regular reassessment of its strategic direction every few years [7] - The company’s approach to industry transformation and its commitment to global expansion serve as a practical case for observing the evolution of Chinese manufacturing in the context of globalization and technological advancement [7]