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高阶智能辅助驾驶域控制器解决方案
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均胜电子:继续扩大与Momenta合作,已战略投资智能驾驶芯片公司
Mei Ri Jing Ji Xin Wen· 2025-08-25 10:59
同期,公司还战略投资了智能辅助驾驶芯片商新芯航途,并基于该芯片开发高阶智驾域控制器,相关芯 片已成功点亮并上车测试。均胜电子表示,随着相关订单逐步落地,公司智驾业务预计将迎来快速增长 阶段。 8月25日,均胜电子在2025年半年度报告中透露其智驾业务获得多项突破进展,包括与头部智能驾驶算 法公司Momenta合作,首次联合突破某知名自主品牌的智能辅助驾驶域控项目定点,订单金额超10亿 元,将为其多款车型提供高阶智能辅助驾驶域控制器解决方案,预计于 2026年开始量产。其他国内及 全球性客户的项目定点目前也正联合全力推进中。 ...
天风证券发表研究报告,首次覆盖均胜电子
Quan Jing Wang· 2025-06-20 01:43
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]
天风证券:给予均胜电子买入评级,目标价27.75元
Zheng Quan Zhi Xing· 2025-06-19 06:41
Group 1 - The core viewpoint of the report is that Junsheng Electronics is positioned as a leading Tier 1 supplier in the smart automotive sector and is expanding into the robotics industry, with a buy rating and a target price of 27.75 yuan [1][4] - Junsheng Electronics is a global leader in automotive electronic solutions and safety solutions, having been listed on the Shanghai Stock Exchange in 2011 and acquiring multiple companies to enhance product development [2][4] - The company has achieved a record high of approximately 57.4 billion yuan in new automotive safety business orders for 2024, with significant growth in China, Asia-Pacific, and Europe, particularly regaining large-scale orders from Japanese clients [3][4] Group 2 - Junsheng Electronics is expanding its production capacity with the completion of its new automotive safety manufacturing base in Hefei, which is expected to produce 4 million steering wheels and 10 million airbags annually [3][4] - The company is collaborating with Momenta to integrate their technology resources for advanced intelligent driving solutions, having secured multiple contracts with a well-known domestic automotive brand [3][4] - The company forecasts revenues of 645.12 billion yuan, 716.32 billion yuan, and 788.18 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 15.65 billion yuan, 18.77 billion yuan, and 22.99 billion yuan, corresponding to a PE ratio of 25X in 2025 [4][6]