近日，均胜电子（600699）发布的半年报中，智能驾驶业务与机器人业务有了重要突破。 均胜电子智驾业务不仅开始获得超10亿元订单，高阶智驾产品也进入到头部自主品牌车型中；同时，均 胜电子在智能驾驶上与智驾算法公司Momenta强强联合，将进一步加速智驾业务订单获取与产品竞争 力。机器人零部件领域，均胜电子已经产品线基本完备，客户层面则突破海外内多个知名机器人公司， 有望成为公司第二增长曲线。 智驾业务进入落地爆发期 今年以来，人形机器人赛道持续火热。均胜电子前瞻性地布局机器人零部件业务，依托汽车零部件核心 主业沉淀的研发实力与高端制造能力，以"汽车+机器人Tier1"的全新定位，全面布局人形机器人领域， 积极打造第二增长曲线。 2025年4月，均胜电子正式成立全资子公司宁波均胜具身智能机器人有限责任公司，快速搭建人才队 伍，截至目前已发布机器人电池管理系统、无线充电系统、传感器套件以及机器人机甲等关键零部件， 还推出行业首创的"大小脑融合+供电+散热"一体化集成的具身智能机器人"全域控制器"胸腔及底盘总 成，为机器人域控提供新一代解决方案，助力具身智能机器人的升级与迭代。 目前，均胜电子已与多家机器人企业建立 ...

Group 1 - The core viewpoint of the articles highlights that Junsheng Electronics is a leader in smart cockpits, smart driving, new energy management, and automotive safety systems, with a strong growth trajectory in new orders for 2024 [1][2] - Junsheng Electronics has secured new projects in automotive safety with a total lifecycle value of approximately 57.4 billion yuan, marking a historical high, and has exceeded expectations in the Chinese, Asia-Pacific, and European markets, particularly regaining large-scale orders from Japanese clients [1] - The company is expanding its production capacity, with the first phase of its new automotive safety base in Hefei completed and operational by the second half of 2023, expected to achieve an annual production capacity of 4 million steering wheels and 10 million airbags [1] Group 2 - Junsheng Electronics has received multiple high-level advanced driver assistance orders from a well-known domestic automaker, providing advanced intelligent driving domain controller solutions [2] - The company is entering the robotics sector, positioning itself as an "automotive + robotics Tier 1" supplier, leveraging its automotive technology and global customer base to offer hardware and software solutions to intelligent robotics manufacturers [2] - According to Tianfeng Securities, Junsheng Electronics is expected to benefit from the growing demand for smart driving and humanoid robots, with projected revenues of 64.51 billion yuan, 71.63 billion yuan, and 78.82 billion yuan from 2025 to 2027, and net profits of 1.565 billion yuan, 1.877 billion yuan, and 2.299 billion yuan respectively, with a target price of 27.75 yuan [2]

Core Insights - The automotive industry is experiencing a shift towards higher standards for active and passive safety products, driven by technological advancements and regulatory requirements, with the market for Advanced Emergency Braking Systems (AEBS) expected to reach a scale of hundreds of billions [1] - Companies like Joyson Electronics, Baolong Technology, and Wan'an Technology have already secured significant orders and are poised to benefit from the mandatory installation of safety technologies in vehicles [1] Group 1: Technological Integration and Product Development - Joyson Electronics has integrated safety products with electronic technology, launching innovative safety solutions for future driving, including ADAS domain controllers and integrated hardware-software solutions [2] - The AEBS is a core system in active safety, now mandatory in EU regulations, with Joyson's latest front-view integrated machine capable of automatic emergency braking and adaptive cruise control [2] - The cost of the 8MP front-view integrated machine has decreased to around 500 yuan, making it a more viable option compared to traditional camera-module and domain controller solutions, which remain expensive [2] Group 2: Product Line Expansion and Market Position - Joyson Electronics launched its first ADAS domain controller, nDrive-H, in 2023, featuring a dual-chip architecture that supports a range of driving assistance capabilities from L2+ to Level 4 [3] - The company is continuously iterating its products, with successful mass production of various solutions for both international and domestic automotive manufacturers [3] - Joyson Electronics is enhancing its profitability through strategic partnerships and technological advancements in the smart driving sector, with new mandatory standards expected to create additional revenue streams [3] Group 3: Policy Impact and Industry Trends - The introduction of mandatory AEBS installation by the government is expected to drive the industry towards higher penetration rates of safety technologies, facilitating the integration of active safety and intelligent cockpit systems [4] - Joyson Electronics emphasizes the importance of safety in electric vehicles, positioning itself as a leading supplier of automotive safety systems with a focus on innovative solutions [4] - The company has developed a range of safety solutions tailored to different safety needs during the vehicle's perception, decision-making, and execution phases [4] Group 4: Advanced Monitoring Systems - Joyson Electronics is integrating intelligent driving and active safety features, enhancing real-time perception and dynamic adaptation capabilities [5] - The cabin monitoring system is evolving from a single-function DMS to a more valuable integrated monitoring system (IMS), with an expected penetration rate of 35% in Chinese passenger vehicles by 2026 [5] - The company has also developed advanced monitoring products using UWB technology for child detection in vehicles, showcasing its commitment to safety innovation [6]